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 | 22.34% | -0.41% | +4.46% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.66% | +0.29% | +1.51% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.91% | -0.09% | -20.08% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.21% | +0.35% | +14.27% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.08% | — | +14.66% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.88% | — | -3.16% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.79% | +0.07% | -18.18% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.82% | -0.11% | -3.51% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.27% | -0.03% | -17.47% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.90% | +0.14% | -19.23% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.39% | -0.12% | -3.06% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.34% | -0.08% | +3.25% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.11% | +0.10% | +17.61% | |
| 14 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.10% | — | +22.04% | |
| 15 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.61% | -0.01% | +12.51% | |
| 16 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.14% | -0.04% | +2.16% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.98% | -0.01% | -6.13% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.82% | -0.03% | -13.71% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.75% | -0.01% | +3.39% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.74% | +0.05% | -4.49% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.68% | -0.10% | +7.12% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.59% | -0.11% | -4.58% | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 0.54% | -0.01% | -7.28% | |
| 24 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 0.52% | — | -0.66% | |
| 25 | HRB | H&r Block INC | 株式-一般消費財 | 0.50% | -0.07% | -11.30% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.50% | +0.10% | -2.90% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | -18.32% | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.48% | -0.04% | -11.25% | |
| 29 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.43% | — | +0.29% | |
| 30 | PFE | Pfizer INC | 株式-ヘルスケア | 0.42% | — | -19.87% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.40% | -0.02% | -17.42% | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 0.40% | — | -19.58% | |
| 33 | TXN | Texas Instruments INC | 株式-IT | 0.40% | -0.02% | -17.00% | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.40% | -0.09% | -20.29% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.33% | -0.04% | -25.18% | |
| 36 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.32% | — | -5.61% | |
| 37 | SUB | Ishares Short-term National | ETF-その他 | 0.32% | — | -80.03% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.29% | — | -7.70% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.28% | -0.03% | -16.60% | |
| 40 | PM | Philip Morris International | 株式-生活必需品 | 0.27% | — | -26.77% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | +0.01% | -12.43% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.26% | — | -16.17% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.26% | — | -15.29% | |
| 44 | PAYX | Paychex INC | 株式-IT | 0.24% | -0.02% | -10.33% | |
| 45 | HPQ | Hp INC | 株式-IT | 0.23% | — | -12.41% | |
| 46 | EOG | Eog Resources INC | 株式-エネルギー | 0.23% | — | -7.43% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.23% | — | -83.95% | |
| 48 | GIS | General Mills INC | 株式-生活必需品 | 0.23% | — | -17.81% | |
| 49 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.21% | — | -13.43% | |
| 50 | DOX | Amdocs Limited | 株式-IT | 0.21% | — | -8.97% |