CIK: 0001792704
申告総資産額
$4.8億
上位200銘柄を表示中（全1226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 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 15.43% | +1.03% | -2.41% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 13.27% | -0.33% | +7.15% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.93% | -0.68% | +3.26% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 7.53% | +0.04% | +9.54% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.80% | +0.18% | +2.16% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.34% | +0.01% | +1.56% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.32% | -0.05% | +1.86% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.17% | -0.12% | -0.43% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.71% | — | +1.47% | |
| 10 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 3.21% | — | -12.80% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.91% | -0.08% | -6.89% | |
| 12 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 2.80% | -0.20% | -1.57% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.65% | +0.19% | +3.21% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.37% | -0.06% | -7.73% | |
| 15 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.32% | — | -0.89% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.26% | -0.11% | — | |
| 17 | HAL | Halliburton Co | 株式-エネルギー | 1.18% | +0.07% | -0.81% | |
| 18 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.10% | — | — | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.05% | +0.07% | +0.38% | |
| 20 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.86% | -0.03% | -88.12% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.75% | -0.14% | +1.91% | |
| 22 | BA | Boeing Co/the | 株式-資本財 | 0.74% | -0.07% | +0.04% | |
| 23 | SCI | Service CORP International | 株式-一般消費財 | 0.63% | +0.04% | +0.02% | |
| 24 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.59% | +0.11% | -1.70% | |
| 25 | VFH | Vanguard Financials ETF | ETF-その他 | 0.57% | -0.06% | -18.32% | |
| 26 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.56% | — | -1.85% | |
| 27 | VDE | Vanguard Energy ETF | ETF-その他 | 0.51% | +0.03% | +0.01% | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.50% | — | +8214.29% | |
| 29 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.50% | — | — | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.48% | — | -0.23% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.39% | -0.10% | +0.67% | |
| 32 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 0.36% | — | -25.04% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.32% | -0.04% | +5.59% | |
| 34 | DVN | Devon Energy CORP | 株式-エネルギー | 0.30% | — | — | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.25% | -0.10% | +9.63% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.22% | — | — | |
| 37 | ET | Energy Transfer LP | 株式-エネルギー | 0.21% | — | +0.06% | |
| 38 | WFC | Wells Fargo & Co | 株式-金融 | 0.20% | -0.03% | +23.28% | |
| 39 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.20% | — | -9.54% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.20% | +0.05% | -18.30% | |
| 41 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.19% | — | +1.36% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.17% | -0.09% | +19.85% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.16% | -0.04% | — | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.16% | — | +1.15% | |
| 45 | UAL | United Airlines Holdings INC | 株式-資本財 | 0.15% | — | +0.01% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.12% | — | — | |
| 47 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.12% | — | -7.53% | |
| 48 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.11% | — | — | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.11% | — | +1.09% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.10% | — | -4.87% |