CIK: 0001808523
申告総資産額
$6684.3万
| # | 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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 32.15% | +0.89% | +0.97% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-その他 | 24.97% | +0.31% | NEW | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 20.66% | -3.59% | EXIT | |
| 4 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 5.37% | — | +0.77% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.37% | -1.89% | +0.17% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.76% | — | +21.05% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.61% | — | +0.78% | |
| 8 | SHW | Sherwin-williams Co/the | 株式-素材 | 2.38% | -0.19% | — | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.03% | — | +0.92% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.68% | +0.49% | NEW | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.75% | — | — | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 0.70% | -0.39% | — | |
| 13 | DE | Deere & Co | 株式-資本財 | 0.32% | — | — | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.24% | — | +1.32% |