CIK: 0001822632
申告総資産額
$10.1億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 21.05% | -1.16% | -0.58% | |
| 2 | VXF | Vanguard Extended Market ETF | ETF-その他 | 10.83% | +0.46% | -3.43% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.60% | -0.15% | +7.58% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 8.04% | -0.71% | -2.47% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 6.54% | +0.29% | +0.79% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 6.53% | +0.76% | -3.74% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 6.46% | -0.10% | +3.63% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.96% | +0.02% | -5.06% | |
| 9 | INTC | Intel CORP | 株式-IT | 1.74% | — | +1.29% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.46% | — | -7.29% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.44% | — | -2.76% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.39% | +0.11% | +2.12% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.31% | +0.01% | -8.28% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 1.31% | -0.02% | -22.51% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | -0.08% | -24.01% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 0.87% | — | -3.19% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | +0.03% | +0.31% | |
| 18 | T | At&t INC | 株式-通信サービス | 0.61% | — | +1.39% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 0.60% | +0.07% | +11.26% | |
| 20 | SO | Southern Co/the | 株式-公益事業 | 0.60% | +0.02% | +0.91% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | — | +0.71% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | — | +3.74% | |
| 23 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.51% | — | +0.23% | |
| 24 | DE | Deere & Co | 株式-資本財 | 0.50% | +0.02% | +5.73% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.49% | +0.03% | — | |
| 26 | TGT | Target CORP | 株式-一般消費財 | 0.48% | — | +0.64% | |
| 27 | C | Citigroup INC | 株式-金融 | 0.48% | — | -26.77% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | -0.84% | |
| 29 | D | Dominion Energy INC | 株式-公益事業 | 0.43% | — | +1.19% | |
| 30 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.42% | — | +1.15% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.09% | +36.26% | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 0.40% | -0.03% | +0.98% | |
| 33 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.39% | — | -23.46% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.38% | -0.01% | -1.89% | |
| 35 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.35% | — | +1.05% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.34% | -0.02% | +13.04% | |
| 37 | HRC | Hill-rom Holdings INC | 株式-その他 | 0.33% | — | -59.48% | |
| 38 | CTAS | Cintas CORP | 株式-資本財 | 0.33% | -0.01% | — | |
| 39 | CAT | Caterpillar INC | 株式-資本財 | 0.31% | — | +0.18% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.30% | -0.04% | -1.25% | |
| 41 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.30% | +0.02% | +3.44% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.29% | +0.02% | +0.24% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.28% | — | +0.30% | |
| 44 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.28% | -0.10% | +0.77% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.25% | — | -1.93% | |
| 46 | ACN | Accenture plc | 株式-IT | 0.22% | -0.01% | +0.41% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.21% | — | +0.48% | |
| 48 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.18% | — | -4.76% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.18% | -0.01% | -26.94% | |
| 50 | AAPL | Apple INC | 株式-IT | 0.17% | -0.01% | +18.90% |