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 | 27.74% | -0.41% | +4.64% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 10.93% | +0.29% | +3.60% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.27% | +0.35% | +1.14% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.26% | — | +0.38% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.21% | — | +6.57% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.02% | -0.09% | +3.45% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.25% | +0.07% | +4.12% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.84% | -0.11% | +4.36% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.81% | -0.03% | +3.90% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.79% | -0.08% | +3.91% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.63% | -0.12% | +6.33% | |
| 12 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 2.60% | -0.01% | +2.28% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.55% | +0.14% | +3.48% | |
| 14 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.19% | +0.10% | -0.50% | |
| 15 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.93% | — | -1.06% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.19% | -0.11% | -0.06% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.04% | -0.01% | +2.25% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.88% | +0.10% | +70.77% | |
| 19 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.81% | +0.05% | -0.51% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.74% | -0.10% | -1.44% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 0.74% | -0.01% | +5.88% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.60% | -0.09% | +0.67% | |
| 23 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 0.59% | — | +3.59% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.53% | -0.01% | +1.44% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.47% | — | +2.50% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.38% | -0.03% | -0.32% | |
| 27 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.34% | — | +4.40% | |
| 28 | HRB | H&r Block INC | 株式-一般消費財 | 0.32% | -0.07% | -9.27% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.29% | -0.04% | +0.09% | |
| 30 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.27% | -0.04% | -7.98% | |
| 31 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.25% | — | +8.09% | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.23% | — | — | |
| 33 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.22% | -0.04% | -6.28% | |
| 34 | SUB | Ishares Short-term National | ETF-その他 | 0.22% | — | -2.30% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.20% | — | +2.37% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.17% | -0.02% | -1.97% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.17% | — | -7.90% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.16% | — | -11.08% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.15% | — | +2.39% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.15% | — | +42.65% | |
| 41 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.15% | -0.16% | EXIT | |
| 42 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.15% | — | +42.53% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.13% | — | +2.19% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.13% | +0.04% | +5.37% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.13% | — | +9.28% | |
| 46 | CATH | Global X S&p 500 Ca Val ETF | ETF-大型株・グロース | 0.12% | — | +6.21% | |
| 47 | PAYX | Paychex INC | 株式-IT | 0.12% | -0.02% | -10.99% | |
| 48 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.11% | — | +15.93% | |
| 49 | QCOM | Qualcomm INC | 株式-IT | 0.11% | -0.03% | +2.25% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.11% | — | +52.36% |