CIK: 0001792704
申告総資産額
$4.8億
上位200銘柄を表示中（全305銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 13.00% | — | -12.91% | |
| 2 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 11.34% | — | -10.35% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 10.24% | — | +3.58% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.18% | -0.68% | +65.02% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 9.78% | -0.08% | +4.86% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 7.12% | — | -18.87% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 7.11% | +0.04% | -4.61% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.38% | — | -18.23% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.29% | -0.12% | -2.35% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.18% | -0.33% | +57.09% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.27% | +0.19% | +42.52% | |
| 12 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.94% | — | +94.88% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.79% | -0.06% | +18.38% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.70% | +0.01% | +40.90% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.45% | +0.18% | -5.91% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.18% | — | +0.74% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.05% | — | -10.68% | |
| 18 | HAL | Halliburton Co | 株式-エネルギー | 0.53% | +0.07% | — | |
| 19 | AAPL | Apple INC | 株式-IT | 0.47% | -0.14% | +351.57% | |
| 20 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.46% | — | +845.04% | |
| 21 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.43% | +0.11% | +0.71% | |
| 22 | VDE | Vanguard Energy ETF | ETF-その他 | 0.25% | +0.03% | -0.55% | |
| 23 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.23% | — | — | |
| 24 | SCI | Service CORP International | 株式-一般消費財 | 0.21% | +0.04% | — | |
| 25 | MSFT | Microsoft CORP | 株式-IT | 0.19% | -0.04% | +13.95% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.18% | -0.04% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | -0.10% | — | |
| 28 | BND | Vanguard Total Bond Market | ETF-その他 | 0.15% | — | +1.34% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.15% | +0.07% | +6.88% | |
| 30 | ✓ | Calavo Growers INC | 株式-その他 | 0.12% | — | — | |
| 31 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.11% | — | +0.02% | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.11% | — | -2.72% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.11% | -0.10% | +1.00% | |
| 34 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.10% | — | — | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.10% | — | -11.06% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.09% | — | +497.45% | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 0.09% | — | +105.74% | |
| 38 | UAL | United Airlines Holdings INC | 株式-資本財 | 0.08% | — | -7.00% | |
| 39 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.08% | +0.24% | -15.24% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.07% | — | -3.52% | |
| 41 | ED | Consolidated Edison INC | 株式-公益事業 | 0.07% | — | — | |
| 42 | TDF | Templeton Dragon Fund, Inc. | 株式-その他 | 0.06% | — | -37.41% | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.06% | -0.03% | +3.40% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.06% | -0.04% | +1.56% | |
| 45 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 0.05% | — | -35.53% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.05% | — | +39.35% | |
| 47 | RTX | Rtx CORP | 株式-資本財 | 0.05% | — | +24.08% | |
| 48 | BA | Boeing Co/the | 株式-資本財 | 0.05% | -0.07% | — | |
| 49 | XLF | Ss Financial Select Sector | ETF-その他 | 0.04% | — | — | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.04% | -0.09% | +500.00% |