CIK: 0001706327
申告総資産額
$15.0億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 27.84% | -0.22% | +5.75% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 19.94% | -6.84% | +10344.95% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 17.83% | +1.45% | +11.38% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 7.09% | +0.35% | +4.01% | |
| 5 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 4.26% | — | +12.16% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.91% | +1.92% | +61.16% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.82% | — | — | |
| 8 | AAPL | Apple INC | 株式-IT | 0.84% | +0.29% | -0.52% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.83% | — | -17.55% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | +0.05% | -1.07% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.66% | +0.13% | -4.93% | |
| 12 | F | Ford Motor Co | 株式-一般消費財 | 0.50% | — | — | |
| 13 | DB | Deutsche Bank Aktiengesellschaft | 株式-金融 | 0.46% | — | — | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.44% | — | -4.74% | |
| 15 | WFC | Wells Fargo & Co | 株式-金融 | 0.44% | — | -0.10% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | — | -8.79% | |
| 17 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.39% | — | -2.05% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.07% | +2.18% | |
| 19 | MO | Altria Group INC | 株式-生活必需品 | 0.36% | — | +27.04% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | +8.60% | |
| 21 | MMM | 3m Co | 株式-資本財 | 0.32% | — | +14.24% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.32% | +0.11% | — | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.32% | — | +3.42% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.30% | — | +34.31% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.29% | — | +79.51% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.29% | +0.11% | +55.49% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | — | -4.46% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.28% | — | +25.60% | |
| 29 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.28% | — | -55.66% | |
| 30 | ET | Energy Transfer LP | 株式-エネルギー | 0.28% | — | — | |
| 31 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.28% | — | -4.65% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | — | +0.14% | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.27% | — | — | |
| 34 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.27% | — | — | |
| 35 | BLKCHF | Blackrock INC | 株式-その他 | 0.27% | — | — | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.25% | +0.05% | -3.11% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.25% | — | +8.15% | |
| 38 | PM | Philip Morris International | 株式-生活必需品 | 0.25% | — | -16.83% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.24% | — | +3.04% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | +0.17% | +3.34% | |
| 41 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.24% | — | — | |
| 42 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 0.24% | — | +5.74% | |
| 43 | MDT | Medtronic plc | 株式-ヘルスケア | 0.23% | — | +24.32% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.23% | — | — | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.23% | — | -5.96% | |
| 46 | PAYX | Paychex INC | 株式-IT | 0.22% | — | — | |
| 47 | ACN | Accenture plc | 株式-IT | 0.22% | — | — | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.22% | — | +3.89% | |
| 49 | MPLX | Mplx LP | 株式-エネルギー | 0.21% | — | — | |
| 50 | AVGO | Broadcom Inc. | 株式-IT | 0.21% | — | +4.64% |