CIK: 0001767513
申告総資産額
$6.9億
上位200銘柄を表示中（全329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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 27.02% | -0.41% | +3.55% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.57% | +0.29% | +6.00% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.51% | — | +4.51% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.49% | +0.35% | +4.39% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.30% | — | +2.50% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.09% | -0.09% | +2.54% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.30% | +0.07% | +3.86% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.98% | -0.11% | -1.41% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.80% | -0.12% | +2.95% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.77% | -0.03% | +2.81% | |
| 11 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.60% | +0.14% | +2.53% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.59% | -0.08% | +5.26% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 2.51% | -0.01% | +3.15% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.99% | +0.10% | +6.23% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.90% | — | +5.91% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.13% | -0.11% | -8.12% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.08% | -0.01% | +0.04% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.82% | -0.10% | +5.13% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 0.76% | -0.01% | -1.72% | |
| 20 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.73% | +0.05% | +5.43% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.72% | -0.01% | -3.00% | |
| 22 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 0.59% | — | +2.06% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.55% | +0.10% | -9.43% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.54% | -0.09% | -3.33% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.48% | — | +2.36% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.42% | -0.03% | -2.16% | |
| 27 | HRB | H&r Block INC | 株式-一般消費財 | 0.39% | -0.07% | -0.28% | |
| 28 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.34% | -0.04% | -3.79% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.32% | -0.04% | -13.58% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.31% | — | +3.04% | |
| 31 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.31% | -0.04% | +13.56% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.24% | — | — | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.24% | — | +192.09% | |
| 34 | SUB | Ishares Short-term National | ETF-その他 | 0.24% | — | +5.88% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | -0.02% | -11.87% | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 0.22% | — | +0.11% | |
| 37 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.20% | — | +7.53% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.18% | — | -2.81% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.16% | — | +10.18% | |
| 40 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.16% | -0.16% | EXIT | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.15% | +0.04% | -2.01% | |
| 42 | PAYX | Paychex INC | 株式-IT | 0.14% | -0.02% | — | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.13% | — | -1.91% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.13% | — | -6.55% | |
| 45 | QCOM | Qualcomm INC | 株式-IT | 0.13% | -0.03% | -0.31% | |
| 46 | HPQ | Hp INC | 株式-IT | 0.13% | — | -1.95% | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.11% | — | +3.03% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.11% | — | -1.17% | |
| 49 | TXN | Texas Instruments INC | 株式-IT | 0.11% | -0.02% | -31.98% | |
| 50 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.11% | — | +8.74% |