CIK: 0001822632
申告総資産額
$10.1億
上位200銘柄を表示中（全221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 | 21.94% | -1.16% | +2.82% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.27% | -0.15% | +2.02% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-その他 | 12.22% | +0.46% | +7.09% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 8.17% | +0.29% | +0.60% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 7.52% | -0.71% | -0.34% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 7.15% | +0.76% | +4.58% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 5.77% | -0.21% | +11.38% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.59% | -0.10% | +0.83% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.87% | +0.05% | +12.85% | |
| 10 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.40% | -0.07% | +0.13% | |
| 11 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.30% | +0.02% | +1.61% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.12% | +0.11% | +1.62% | |
| 13 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.95% | +0.02% | +8.50% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.93% | — | +0.50% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.92% | +0.01% | +0.46% | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 0.78% | -0.02% | +6.66% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | +0.62% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | -0.08% | +0.73% | |
| 19 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.60% | — | +8.62% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | +0.07% | +1.05% | |
| 21 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.41% | -0.10% | +0.49% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.41% | +0.07% | +7.90% | |
| 23 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.38% | -0.01% | +17.86% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.09% | +0.96% | |
| 25 | DE | Deere & Co | 株式-資本財 | 0.35% | +0.02% | +0.05% | |
| 26 | CTAS | Cintas CORP | 株式-資本財 | 0.34% | -0.01% | +0.24% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.30% | -0.04% | -1.75% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 0.27% | -0.03% | +0.58% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | +0.03% | +0.75% | |
| 30 | SO | Southern Co/the | 株式-公益事業 | 0.26% | +0.02% | +0.98% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.26% | — | +0.74% | |
| 32 | TGT | Target CORP | 株式-一般消費財 | 0.24% | — | +0.81% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.23% | — | -1.04% | |
| 34 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.23% | — | +1.05% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.23% | +0.02% | +0.20% | |
| 36 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.21% | — | +0.34% | |
| 37 | AAPL | Apple INC | 株式-IT | 0.21% | -0.01% | -10.66% | |
| 38 | BHP | Bhp Group Ltd-spon Adr | 株式-素材 | 0.21% | +0.02% | +2.85% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.20% | +0.03% | +1.60% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.19% | -0.01% | — | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.17% | — | +29.18% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.17% | — | +0.28% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.17% | -0.02% | — | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.17% | — | +0.58% | |
| 45 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.16% | +0.02% | +0.94% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.15% | — | +0.63% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.14% | -0.01% | +0.41% | |
| 48 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.12% | — | -0.09% | |
| 49 | PANW | Palo Alto Networks INC | 株式-IT | 0.11% | -0.02% | EXIT | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.11% | — | +0.71% |