CIK: 0001846532
申告総資産額
$10.4億
| # | 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 | BND | Vanguard Total Bond Market | ETF-その他 | 4.79% | +0.04% | +2.17% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.61% | -0.02% | +0.09% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.52% | — | +18.77% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.46% | — | +28.58% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.17% | — | -5.44% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.58% | — | +17.07% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.64% | — | +17.53% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.10% | — | +18.66% | |
| 9 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.91% | — | +34.94% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.87% | — | +28.38% | |
| 11 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.74% | — | +97.00% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.45% | — | +13.67% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.44% | — | +8.68% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.41% | — | -9.39% | |
| 15 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.33% | — | +2.24% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.32% | — | +22.23% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.24% | +0.01% | -2.05% | |
| 18 | QNDX | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 1.22% | — | +1.43% | |
| 19 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 1.20% | — | +98.64% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.12% | +0.11% | -1.61% | |
| 21 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 1.10% | — | -28.09% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.06% | — | +1.11% | |
| 23 | WFC | Wells Fargo & Co | 株式-金融 | 1.05% | — | -0.20% | |
| 24 | MBB | Ishares Mbs ETF | ETF-その他 | 1.02% | — | +42.56% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.96% | — | +7.44% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.96% | — | — | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.92% | — | +2.58% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.91% | — | — | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.86% | — | -8.12% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.84% | — | +8.56% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | — | +11.21% | |
| 32 | CERNCHF | Cerner CORP | 株式-その他 | 0.82% | — | — | |
| 33 | SO | Southern Co/the | 株式-公益事業 | 0.73% | — | -5.22% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.69% | — | -8.52% | |
| 35 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.67% | — | +20.66% | |
| 36 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.66% | — | +0.08% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | — | +8.05% | |
| 38 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.65% | — | -4.52% | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.63% | — | -1.68% | |
| 40 | PBA | Pembina Pipeline CORP | 株式-エネルギー | 0.63% | — | -1.06% | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.61% | — | +3.07% | |
| 42 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.58% | — | -2.41% | |
| 43 | EWX | State Street Spdr S&p Emergi | ETF-その他 | 0.57% | — | +7.82% | |
| 44 | ✓ | Powershares | 株式-その他 | 0.56% | — | -21.73% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.55% | — | +20.27% | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.55% | -0.40% | +1.09% | |
| 47 | D | Dominion Energy INC | 株式-公益事業 | 0.54% | — | +38.84% | |
| 48 | ENB | Enbridge INC | 株式-エネルギー | 0.53% | — | -0.19% | |
| 49 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.50% | — | +22.68% | |
| 50 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.49% | — | -3.20% |