CIK: 0001909750
申告総資産額
$4.3億
上位200銘柄を表示中（全344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 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 29.64% | -0.14% | +3.98% | |
| 2 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 10.36% | +0.03% | +4.01% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.61% | — | +13.63% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 6.17% | -0.41% | +8.12% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.99% | — | +231.84% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.93% | +1.21% | +55.13% | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.82% | — | +3.91% | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.61% | — | +26.66% | |
| 9 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 2.37% | — | -1.58% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.02% | -2.13% | EXIT | |
| 11 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.79% | — | +31.02% | |
| 12 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.14% | +0.06% | — | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.05% | +1.69% | +19.75% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.93% | — | +8.33% | |
| 15 | IDV | Ishares International Select | ETF-その他 | 0.82% | -0.08% | +424.86% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.18% | -5.55% | |
| 17 | APAM | Artisan Partners Asset Ma -a | 株式-金融 | 0.78% | -0.05% | — | |
| 18 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.74% | — | +418.92% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.73% | +0.12% | -0.38% | |
| 20 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.71% | — | +0.24% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.71% | — | -18.38% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | +0.08% | +2580.65% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.58% | — | — | |
| 24 | IBM | Intl Business Machines CORP | 株式-IT | 0.39% | -0.04% | +16.10% | |
| 25 | ONB | Old National Bancorp | 株式-金融 | 0.38% | — | — | |
| 26 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.37% | — | — | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.35% | -0.18% | +1871.88% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.34% | — | — | |
| 29 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.30% | — | — | |
| 30 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.30% | — | -54.29% | |
| 31 | JPC | Nuveen Prefered & Income Opp | 株式-その他 | 0.29% | — | — | |
| 32 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.25% | — | — | |
| 33 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 0.23% | — | — | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.23% | — | +200.00% | |
| 35 | MTG | Mgic Investment CORP | 株式-金融 | 0.22% | — | — | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.21% | — | +1900.00% | |
| 37 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.21% | — | -2.99% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.21% | +0.05% | +2.96% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.20% | — | — | |
| 40 | IYR | Ishares US Real Estate ETF | ETF-その他 | 0.20% | — | — | |
| 41 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.19% | — | — | |
| 42 | MSI | Motorola Solutions INC | 株式-IT | 0.19% | — | — | |
| 43 | PRU | Prudential Financial INC | 株式-金融 | 0.19% | — | — | |
| 44 | TPG | Tpg INC | 株式-金融 | 0.18% | -0.13% | +100.00% | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.18% | — | +0.68% | |
| 46 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型株・グロース | 0.18% | — | +0.40% | |
| 47 | CAT | Caterpillar INC | 株式-資本財 | 0.17% | +0.07% | +0.45% | |
| 48 | DHR | Danaher CORP | 株式-ヘルスケア | 0.16% | — | -28.36% | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.16% | — | +0.54% | |
| 50 | PYPL | Paypal Holdings INC | 株式-金融 | 0.15% | — | — |