CIK: 0001799964
申告総資産額
$4.8億
上位200銘柄を表示中（全487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 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 11.19% | — | -4.42% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.56% | — | -0.75% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 6.96% | -0.17% | +0.86% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 5.73% | +0.24% | +9.83% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.76% | — | +8.54% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.68% | -0.31% | +2.89% | |
| 7 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 3.67% | +0.06% | +2.23% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 3.02% | +0.14% | +16.48% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.69% | -0.49% | +21.20% | |
| 10 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.33% | -0.16% | -0.31% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.17% | +0.36% | -10.87% | |
| 12 | SCHH | Schwab US Reit ETF | ETF-その他 | 2.08% | +0.16% | +4.59% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.95% | +0.02% | +5.03% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.93% | — | +5.34% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.79% | — | -0.33% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.64% | — | +0.50% | |
| 17 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.61% | — | +6.41% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.55% | — | -11.30% | |
| 19 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.45% | — | -6.71% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.26% | +0.06% | +150.66% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.13% | — | -0.67% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.02% | -0.09% | -13.28% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 0.84% | +0.07% | — | |
| 24 | AAPL | Apple INC | 株式-IT | 0.82% | -0.12% | +0.47% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.82% | -0.22% | +1.60% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.79% | — | +4.94% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.77% | — | +11.05% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | — | -2.09% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.67% | — | +14.59% | |
| 30 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | ETF-その他 | 0.66% | — | +78.48% | |
| 31 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.61% | +0.15% | +12.12% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.58% | -0.17% | -4.52% | |
| 33 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.57% | +0.13% | -29.41% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.52% | +0.06% | +6.05% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.52% | — | +0.36% | |
| 36 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.52% | — | +8.70% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.21% | -2.63% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.48% | — | +7.67% | |
| 39 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.47% | — | -7.40% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | -6.38% | |
| 41 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.47% | — | +1.99% | |
| 42 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.45% | — | — | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.40% | — | — | |
| 44 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.39% | +0.03% | -10.18% | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.36% | — | — | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.35% | — | -2.85% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.34% | +0.08% | — | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.34% | — | — | |
| 49 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.32% | — | -9.92% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.31% | -0.04% | -7.16% |