CIK: 0001784450
申告総資産額
$11.6億
上位200銘柄を表示中（全341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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.09% | +16.77% | NEW | |
| 2 | AAPL | Apple INC | 株式-IT | 7.25% | +1.83% | NEW | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 6.64% | +6.91% | NEW | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.50% | +3.49% | NEW | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.93% | +5.61% | NEW | |
| 6 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 5.82% | +4.20% | NEW | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.53% | +3.90% | NEW | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.01% | +3.47% | NEW | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.00% | +1.30% | NEW | |
| 10 | UPS | United Parcel Service-cl B | 株式-資本財 | 2.97% | +1.03% | NEW | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.48% | +1.31% | NEW | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.34% | +1.76% | NEW | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 1.33% | +0.65% | NEW | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.00% | +0.24% | NEW | |
| 15 | BJAN | Innovator U.s. Equity Buffer | ETF-その他 | 0.99% | +0.63% | NEW | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | +0.57% | NEW | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | — | +81.67% | |
| 18 | PGR | Progressive CORP | 株式-金融 | 0.72% | +1.32% | NEW | |
| 19 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.71% | +0.37% | NEW | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | +0.69% | NEW | |
| 21 | MO | Altria Group INC | 株式-生活必需品 | 0.64% | +0.32% | NEW | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.63% | +2.02% | NEW | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.53% | +0.52% | NEW | |
| 24 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 0.50% | — | — | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.49% | — | +1110.82% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.43% | — | +6.36% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.43% | — | -8.74% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.42% | — | +13.59% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.42% | — | — | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 0.38% | — | +197.93% | |
| 31 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.37% | — | -14.70% | |
| 32 | KJAN | Innovator U.s. Small Cap Pow | ETF-中小型株 | 0.34% | — | — | |
| 33 | HEI-A | Heico Corp-class A | 株式-その他 | 0.34% | +0.33% | NEW | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | +326.99% | |
| 35 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.33% | — | +250.14% | |
| 36 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.32% | — | -11.68% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.30% | +0.36% | NEW | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.30% | +0.37% | NEW | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.30% | +3.96% | NEW | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.29% | +0.55% | NEW | |
| 41 | TXN | Texas Instruments INC | 株式-IT | 0.29% | — | — | |
| 42 | BA | Boeing Co/the | 株式-資本財 | 0.28% | — | +30.21% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.28% | +0.34% | NEW | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.28% | — | +100.66% | |
| 45 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.28% | — | +466.22% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.26% | — | +69.87% | |
| 47 | FIS | Fidelity National Info Serv | 株式-IT | 0.26% | — | +49.81% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.26% | +3.08% | NEW | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.26% | — | +316.95% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.25% | +0.26% | NEW |