CIK: 0001792704
申告総資産額
$4.8億
上位200銘柄を表示中（全1149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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.18% | -0.33% | +2.72% | |
| 2 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 14.02% | +1.03% | +1.88% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.66% | -0.68% | -3.14% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 7.53% | +0.04% | +7.24% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.43% | +0.18% | +3.84% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.81% | -0.05% | +1.21% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.78% | +0.01% | -1.01% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.37% | -0.12% | -5.37% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.92% | — | +6.48% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.10% | -0.20% | -1.10% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.84% | -0.08% | -4.10% | |
| 12 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.83% | +0.19% | -3.68% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.91% | -0.11% | -3.44% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.15% | — | -0.48% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.10% | — | +8.43% | |
| 16 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 1.08% | — | -11.26% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.02% | -0.06% | -1.74% | |
| 18 | HAL | Halliburton Co | 株式-エネルギー | 0.94% | +0.07% | +0.05% | |
| 19 | SCI | Service CORP International | 株式-一般消費財 | 0.76% | +0.04% | -3.65% | |
| 20 | BA | Boeing Co/the | 株式-資本財 | 0.69% | -0.07% | +0.89% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | +0.07% | -20.71% | |
| 22 | VFH | Vanguard Financials ETF | ETF-その他 | 0.63% | -0.06% | -4.02% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.58% | -0.14% | -7.37% | |
| 24 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.57% | +0.11% | -0.68% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | -0.10% | +11.09% | |
| 26 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.50% | — | -13.69% | |
| 27 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 0.49% | — | +2.38% | |
| 28 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.46% | — | — | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.46% | — | -0.94% | |
| 30 | VDE | Vanguard Energy ETF | ETF-その他 | 0.46% | +0.03% | -8.80% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.39% | -0.04% | -0.94% | |
| 32 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.37% | — | +7.48% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.29% | -0.03% | -36.27% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.27% | — | +10.66% | |
| 35 | WFC | Wells Fargo & Co | 株式-金融 | 0.24% | -0.03% | -10.30% | |
| 36 | ET | Energy Transfer LP | 株式-エネルギー | 0.23% | — | +0.28% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.22% | -0.10% | +2.95% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.17% | -0.04% | -5.85% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.15% | — | +12.86% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.15% | +0.05% | +0.37% | |
| 41 | UAL | United Airlines Holdings INC | 株式-資本財 | 0.15% | — | -0.52% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.15% | — | +396.40% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.14% | — | -32.57% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.13% | — | +0.30% | |
| 45 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.13% | — | — | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.11% | -0.09% | -2.20% | |
| 47 | DVN | Devon Energy CORP | 株式-エネルギー | 0.11% | — | +16.59% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.11% | -0.04% | +13.74% | |
| 49 | NTSX | Wisdomtree US Efficient Core | ETF-その他 | 0.11% | — | — | |
| 50 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.11% | — | -42.32% |