CIK: 0001822632
申告総資産額
$10.1億
上位200銘柄を表示中（全232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 | 21.95% | -1.16% | +4.15% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.79% | -0.15% | +11.64% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 11.38% | +0.46% | +26.83% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 8.62% | +0.29% | +1.14% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 7.80% | -0.71% | +1.27% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 7.04% | +0.76% | +8.71% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.92% | -0.21% | +1.09% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.73% | -0.10% | -0.20% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.76% | +0.05% | +1.23% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.44% | -0.07% | +0.12% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.40% | +0.02% | +1.27% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.21% | +0.11% | +5.55% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.98% | — | +0.38% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.96% | +0.01% | +0.39% | |
| 15 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.83% | +0.02% | -54.24% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | +1.42% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 0.71% | -0.02% | +0.15% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | -0.08% | +0.22% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.51% | — | -53.24% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | +0.07% | +0.94% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | +0.09% | +0.84% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.45% | +0.07% | -3.25% | |
| 23 | DE | Deere & Co | 株式-資本財 | 0.40% | +0.02% | +0.34% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.33% | -0.01% | — | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | +0.03% | +0.76% | |
| 26 | CTAS | Cintas CORP | 株式-資本財 | 0.32% | -0.01% | +0.25% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.31% | -0.01% | +0.47% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.29% | — | +0.83% | |
| 29 | SO | Southern Co/the | 株式-公益事業 | 0.29% | +0.02% | +1.00% | |
| 30 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.29% | — | +0.97% | |
| 31 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.29% | -0.10% | +0.81% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.29% | +0.04% | +0.83% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.28% | -0.01% | +18.81% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.28% | -0.04% | +0.22% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.25% | -0.03% | +0.68% | |
| 36 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.24% | — | +0.28% | |
| 37 | TGT | Target CORP | 株式-一般消費財 | 0.24% | — | +0.85% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.23% | — | -0.06% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.23% | +0.03% | +0.74% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.21% | -0.01% | -5.67% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.21% | +0.02% | +0.20% | |
| 42 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.20% | +0.02% | +2.82% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.20% | -0.02% | -1.21% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.19% | — | -23.02% | |
| 45 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.17% | +0.02% | +0.98% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.16% | — | +0.40% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.15% | — | -1.96% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.15% | — | — | |
| 49 | ACN | Accenture plc | 株式-IT | 0.14% | -0.01% | -2.77% | |
| 50 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.12% | — | -24.20% |