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 | 22.66% | -0.41% | -0.72% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.99% | +0.29% | +0.73% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.82% | -0.09% | +1.43% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.41% | +0.35% | +11.58% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.41% | — | +9.94% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.96% | — | +3.04% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.65% | +0.07% | -1.38% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.86% | -0.11% | -0.86% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-その他 | 3.25% | -0.03% | +0.83% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.80% | +0.14% | -0.14% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.62% | -0.12% | +12.35% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.49% | -0.08% | +7.55% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.23% | +0.10% | +6.46% | |
| 14 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.21% | — | +4.58% | |
| 15 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.75% | -0.01% | +4.67% | |
| 16 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.13% | -0.04% | -0.36% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.02% | -0.01% | +2.49% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.93% | -0.10% | +42.31% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.91% | -0.01% | -0.08% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.78% | +0.05% | +4.32% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | -0.03% | -7.07% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.68% | -0.11% | +4.25% | |
| 23 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 0.56% | — | +9.48% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 0.52% | -0.01% | -1.45% | |
| 25 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.51% | +0.10% | -0.36% | |
| 26 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.51% | -0.04% | -4.92% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.46% | — | +7.86% | |
| 28 | HRB | H&r Block INC | 株式-一般消費財 | 0.46% | -0.07% | -1.00% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.45% | -0.09% | -1.66% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | — | -9.53% | |
| 31 | TXN | Texas Instruments INC | 株式-IT | 0.39% | -0.02% | -9.36% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.33% | -0.02% | -7.97% | |
| 33 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.33% | — | +0.25% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.30% | — | -14.63% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.30% | — | +0.14% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.28% | -0.04% | -3.14% | |
| 37 | SUB | Ishares Short-term National | ETF-その他 | 0.28% | — | -8.66% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.28% | — | +6.13% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.27% | — | -15.55% | |
| 40 | HPQ | Hp INC | 株式-IT | 0.24% | — | -2.20% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.23% | +0.01% | +0.21% | |
| 42 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.22% | — | -6.76% | |
| 43 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.22% | — | -3.30% | |
| 44 | PAYX | Paychex INC | 株式-IT | 0.22% | -0.02% | -2.31% | |
| 45 | GIS | General Mills INC | 株式-生活必需品 | 0.21% | — | -4.68% | |
| 46 | PM | Philip Morris International | 株式-生活必需品 | 0.21% | — | -17.22% | |
| 47 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.20% | — | -8.97% | |
| 48 | QCOM | Qualcomm INC | 株式-IT | 0.20% | -0.03% | -34.86% | |
| 49 | DOX | Amdocs Limited | 株式-IT | 0.20% | — | -8.65% | |
| 50 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.19% | -0.16% | EXIT |