CIK: 0001822632
申告総資産額
$10.1億
上位200銘柄を表示中（全217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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 23.82% | -1.16% | +17.36% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 13.14% | -0.15% | +32.78% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 10.98% | +0.46% | +13.71% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 9.38% | +0.29% | +36.20% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 8.05% | -0.71% | +15.29% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 7.73% | +0.76% | +17.89% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 4.14% | -0.10% | +0.86% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.69% | +0.11% | +26.72% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.68% | +0.02% | +1.20% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 1.13% | -0.02% | -1.94% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.12% | — | +7.09% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.03% | +0.01% | +6.75% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.83% | — | +2.23% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | +0.07% | +0.95% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | -0.08% | +1.69% | |
| 16 | INTC | Intel CORP | 株式-IT | 0.59% | — | +2.69% | |
| 17 | DE | Deere & Co | 株式-資本財 | 0.49% | +0.02% | -6.23% | |
| 18 | QCOM | Qualcomm INC | 株式-IT | 0.43% | -0.03% | +0.45% | |
| 19 | TGT | Target CORP | 株式-一般消費財 | 0.43% | — | +0.41% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.09% | +1.02% | |
| 21 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.38% | — | +0.73% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | +0.03% | +0.63% | |
| 23 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.37% | -0.10% | +0.53% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 0.34% | — | +0.67% | |
| 25 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.34% | — | +5.98% | |
| 26 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.33% | — | +5.45% | |
| 27 | SO | Southern Co/the | 株式-公益事業 | 0.33% | +0.02% | +0.98% | |
| 28 | CTAS | Cintas CORP | 株式-資本財 | 0.31% | -0.01% | +0.25% | |
| 29 | VZ | Verizon Communications INC | 株式-通信サービス | 0.30% | — | +1.22% | |
| 30 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.27% | +0.02% | +4.07% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.25% | +0.03% | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.25% | -0.01% | -5.01% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.25% | +0.02% | +0.14% | |
| 34 | CAT | Caterpillar INC | 株式-資本財 | 0.23% | — | +0.57% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.22% | — | +0.60% | |
| 36 | AAPL | Apple INC | 株式-IT | 0.22% | -0.01% | -14.49% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.21% | -0.02% | +0.40% | |
| 38 | D | Dominion Energy INC | 株式-公益事業 | 0.20% | — | +0.81% | |
| 39 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.19% | — | — | |
| 40 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 0.19% | — | +1.12% | |
| 41 | C | Citigroup INC | 株式-金融 | 0.18% | — | +0.84% | |
| 42 | ACN | Accenture plc | 株式-IT | 0.17% | -0.01% | +0.29% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.16% | -0.04% | +0.37% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.16% | — | +42.36% | |
| 45 | DOCU | Docusign INC | 株式-IT | 0.16% | — | +87.51% | |
| 46 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.14% | +0.02% | +1.22% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.14% | — | +0.38% | |
| 48 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.12% | — | -21.65% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.12% | — | +0.16% | |
| 50 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.12% | — | +0.21% |