CIK: 0001909750
申告総資産額
$4.3億
上位200銘柄を表示中（全358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 | 26.65% | -0.14% | +2.24% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.74% | — | +12.30% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 8.59% | +0.03% | +1.04% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.95% | -0.41% | +5.08% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.64% | +1.21% | +0.92% | |
| 6 | IDV | Ishares International Select | ETF-その他 | 4.36% | -0.08% | +11.77% | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.54% | — | +0.21% | |
| 8 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.36% | — | +0.60% | |
| 9 | PFF | Ishares Preferred & Income S | ETF-その他 | 2.09% | — | +7.65% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.06% | — | -4.45% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.74% | -2.13% | EXIT | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.59% | +1.69% | +30.82% | |
| 13 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 1.14% | — | -15.64% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.06% | — | +1.62% | |
| 15 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.98% | +0.06% | +4.24% | |
| 16 | APAM | Artisan Partners Asset Ma -a | 株式-金融 | 0.97% | -0.05% | +0.76% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.80% | +0.12% | -0.63% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.72% | -0.18% | — | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | +0.08% | +1.44% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.66% | — | +0.06% | |
| 21 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.59% | — | -3.40% | |
| 22 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.59% | — | +0.37% | |
| 23 | ORCL | Oracle CORP | 株式-IT | 0.57% | — | +585.98% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.47% | — | -11.38% | |
| 25 | TEL | TE Connectivity plc | 株式-IT | 0.35% | — | — | |
| 26 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.35% | — | -0.42% | |
| 27 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.33% | — | — | |
| 28 | GS | Goldman Sachs Group INC | 株式-金融 | 0.32% | — | +195.73% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.29% | -0.04% | — | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.28% | — | — | |
| 31 | ONB | Old National Bancorp | 株式-金融 | 0.28% | — | -33.05% | |
| 32 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.28% | — | +16.65% | |
| 33 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.28% | -0.18% | — | |
| 34 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.28% | — | +1904.76% | |
| 35 | AIG | American International Group | 株式-金融 | 0.27% | — | +146.60% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.27% | -0.08% | — | |
| 37 | FISV | Fiserv INC | 株式-その他 | 0.26% | -0.04% | +387.79% | |
| 38 | BAC | Bank Of America CORP | 株式-金融 | 0.26% | — | +214.28% | |
| 39 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.26% | — | +464.29% | |
| 40 | MTG | Mgic Investment CORP | 株式-金融 | 0.26% | — | — | |
| 41 | WFC | Wells Fargo & Co | 株式-金融 | 0.25% | — | +859.01% | |
| 42 | MSI | Motorola Solutions INC | 株式-IT | 0.24% | — | — | |
| 43 | EXK | Exact Sciences CORP | 株式-素材 | 0.23% | — | -3.28% | |
| 44 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.22% | — | +1.59% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.21% | — | +13.25% | |
| 46 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.21% | — | +70.14% | |
| 47 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 0.21% | — | +591.16% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.21% | — | — | |
| 49 | BWA | Borgwarner INC | 株式-一般消費財 | 0.20% | — | +626.10% | |
| 50 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.20% | — | — |