CIK: 0001767513
申告総資産額
$6.9億
上位200銘柄を表示中（全305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 | 22.89% | -0.11% | +12.34% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.41% | +0.29% | +4.02% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.82% | +0.07% | +24.25% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.11% | -0.09% | +24.22% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.70% | — | +1.22% | |
| 6 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.39% | -0.03% | +25.35% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.51% | -0.12% | -1.77% | |
| 8 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 2.40% | -0.16% | EXIT | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.38% | — | +28.72% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.10% | — | -1.00% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.83% | -0.08% | +1.25% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.75% | +0.35% | +21.53% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.65% | — | +22.76% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.22% | — | -2.46% | |
| 15 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.19% | — | +0.91% | |
| 16 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.96% | -0.04% | -17.30% | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.87% | -0.01% | +130.48% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.86% | -0.03% | -10.63% | |
| 19 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.85% | +0.05% | +4.44% | |
| 20 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.84% | +0.10% | +10.02% | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.79% | — | +11.22% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.77% | -0.01% | -10.58% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.75% | -0.11% | -12.91% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.71% | — | +12.38% | |
| 25 | TXN | Texas Instruments INC | 株式-IT | 0.67% | -0.02% | -7.56% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.66% | +0.01% | -5.80% | |
| 27 | HRB | H&r Block INC | 株式-一般消費財 | 0.64% | -0.07% | +1.77% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | -0.02% | -8.02% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.53% | — | -3.43% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 0.52% | — | -7.45% | |
| 31 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.52% | -0.04% | -9.44% | |
| 32 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.48% | — | -5.77% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.45% | -0.03% | -8.35% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.45% | — | +7.18% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.45% | — | +1.44% | |
| 36 | VZ | Verizon Communications INC | 株式-通信サービス | 0.45% | — | -1.39% | |
| 37 | MSFT | Microsoft CORP | 株式-IT | 0.45% | -0.09% | -16.96% | |
| 38 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.44% | — | -0.07% | |
| 39 | MO | Altria Group INC | 株式-生活必需品 | 0.44% | — | -5.47% | |
| 40 | HPQ | Hp INC | 株式-IT | 0.41% | — | -9.28% | |
| 41 | PM | Philip Morris International | 株式-生活必需品 | 0.40% | — | -3.93% | |
| 42 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.38% | -0.10% | +10.50% | |
| 43 | STX | Seagate Technology Holdings plc | 株式-IT | 0.35% | — | -8.88% | |
| 44 | EIG | Employers Holdings INC | 株式-その他 | 0.34% | — | -9.76% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.34% | -0.04% | -16.17% | |
| 46 | MED | Medifast INC | 株式-その他 | 0.33% | — | -13.38% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.33% | -0.01% | -12.06% | |
| 48 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.33% | — | -7.55% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | +0.01% | -5.44% | |
| 50 | INFY | Infosys Ltd-sp Adr | 株式-IT | 0.32% | -0.02% | -9.26% |