CIK: 0001767513
申告総資産額
$6.9億
上位200銘柄を表示中（全303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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 21.36% | -0.11% | +12.06% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.61% | +0.29% | +12.82% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.33% | +0.07% | +19.15% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.61% | -0.09% | +19.94% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.56% | — | +11.21% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.14% | -0.03% | +22.04% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.40% | -0.12% | +14.75% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 2.26% | -0.16% | EXIT | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.26% | — | -12.72% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.07% | — | +16.34% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.93% | -0.08% | +12.43% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.44% | +0.35% | +78.55% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.44% | — | +38.26% | |
| 14 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.37% | -0.04% | +20.72% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.31% | — | +5.18% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.24% | — | +7.91% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.06% | -0.03% | -19.77% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.03% | -0.01% | -1.04% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 0.90% | -0.11% | -22.27% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.87% | +0.05% | +2.04% | |
| 21 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.78% | +0.10% | +6.23% | |
| 22 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.78% | — | +5.91% | |
| 23 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.73% | — | +19.59% | |
| 24 | TXN | Texas Instruments INC | 株式-IT | 0.70% | -0.02% | -9.80% | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.66% | -0.04% | -18.40% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | -0.02% | -4.60% | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 0.63% | -0.03% | -18.32% | |
| 28 | INTC | Intel CORP | 株式-IT | 0.61% | +0.01% | -8.39% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.58% | — | -16.56% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 0.58% | — | -4.80% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.57% | -0.09% | +1.74% | |
| 32 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.55% | — | -22.55% | |
| 33 | MCO | Moody's CORP | 株式-金融 | 0.54% | -0.03% | EXIT | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | — | -6.08% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.51% | — | -4.73% | |
| 36 | HRB | H&r Block INC | 株式-一般消費財 | 0.50% | -0.07% | -28.92% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | — | -1.79% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.47% | — | +5.02% | |
| 39 | PM | Philip Morris International | 株式-生活必需品 | 0.43% | — | -8.36% | |
| 40 | MO | Altria Group INC | 株式-生活必需品 | 0.41% | — | -4.46% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | -0.04% | -1.57% | |
| 42 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.40% | -0.01% | — | |
| 43 | MED | Medifast INC | 株式-その他 | 0.39% | — | -29.77% | |
| 44 | HPQ | Hp INC | 株式-IT | 0.39% | — | -5.63% | |
| 45 | ACN | Accenture plc | 株式-IT | 0.39% | -0.01% | -3.22% | |
| 46 | UNM | Unum Group | 株式-金融 | 0.39% | — | -35.35% | |
| 47 | EGOVEUR | Nic INC | 株式-その他 | 0.38% | — | -30.91% | |
| 48 | NTES | Netease Inc-adr | 株式-通信サービス | 0.38% | — | +254.75% | |
| 49 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.37% | — | -2.71% | |
| 50 | MZTI | Marzetti Company/the | 株式-生活必需品 | 0.37% | — | -31.44% |