CIK: 0001767513
申告総資産額
$6.9億
| # | 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 | 20.02% | -0.41% | +2.92% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 8.26% | +0.29% | +19.33% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.37% | -0.09% | +8.17% | |
| 4 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 5.91% | +0.07% | +11.98% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.57% | — | +2.40% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.01% | +0.35% | +11.90% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.95% | — | +18.97% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.93% | -0.03% | +11.05% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.70% | -0.11% | -7.87% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 3.60% | +0.14% | +3.81% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.28% | -0.12% | +2.97% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.12% | -0.08% | +17.97% | |
| 13 | SUB | Ishares Short-term National | ETF-その他 | 1.57% | — | -41.74% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.57% | +0.10% | +31.10% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.53% | — | +36.21% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.38% | — | +345.61% | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.37% | -0.01% | -1.09% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.98% | -0.01% | +1.77% | |
| 19 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.79% | -0.04% | +51.62% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.79% | -0.03% | -2.88% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.77% | -0.01% | -0.44% | |
| 22 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.68% | +0.05% | +2.40% | |
| 23 | HRB | H&r Block INC | 株式-一般消費財 | 0.66% | -0.07% | -25.06% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.62% | -0.10% | +12.37% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 0.58% | -0.01% | -74.10% | |
| 26 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 0.51% | — | +8.36% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.49% | -0.11% | -0.32% | |
| 28 | MSFT | Microsoft CORP | 株式-IT | 0.48% | -0.09% | +14.08% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.48% | +0.10% | +13.21% | |
| 30 | TXN | Texas Instruments INC | 株式-IT | 0.45% | -0.02% | -1.48% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.45% | — | -2.74% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.45% | — | -2.22% | |
| 33 | AMGN | Amgen INC | 株式-ヘルスケア | 0.43% | — | -2.31% | |
| 34 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.43% | — | +9.06% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | -0.02% | -0.62% | |
| 36 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.40% | -0.04% | -1.29% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.39% | -0.04% | -2.48% | |
| 38 | DVN | Devon Energy CORP | 株式-エネルギー | 0.36% | — | -6.42% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.34% | -0.03% | -1.31% | |
| 40 | PM | Philip Morris International | 株式-生活必需品 | 0.31% | — | -3.25% | |
| 41 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.30% | — | +8.35% | |
| 42 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.30% | — | -1.28% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.30% | — | -8.86% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | +0.01% | -2.36% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.27% | — | -1.31% | |
| 46 | PAYX | Paychex INC | 株式-IT | 0.26% | -0.02% | -0.11% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.25% | +0.01% | -6.60% | |
| 48 | GIS | General Mills INC | 株式-生活必需品 | 0.25% | — | -6.13% | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.25% | — | -15.04% | |
| 50 | HPQ | Hp INC | 株式-IT | 0.25% | — | -0.71% |