CIK: 0001909750
申告総資産額
$4.3億
上位200銘柄を表示中（全753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 | 22.75% | -0.14% | +0.29% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 11.81% | — | +10.02% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.35% | +0.03% | +3.45% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 4.09% | -0.41% | -0.04% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.87% | +1.21% | +0.75% | |
| 6 | IDV | Ishares International Select | ETF-その他 | 3.74% | -0.08% | +1.58% | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.15% | — | +0.75% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.91% | -2.13% | EXIT | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.89% | — | -2.44% | |
| 10 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.58% | — | -11.29% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.42% | — | -17.51% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.40% | +1.69% | +5.84% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.97% | -0.18% | +64.57% | |
| 14 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.92% | — | -5.04% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.90% | — | — | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.86% | — | +94330.77% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.81% | +0.06% | — | |
| 18 | APAM | Artisan Partners Asset Ma -a | 株式-金融 | 0.81% | -0.05% | +0.77% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.69% | +0.12% | +12.98% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.58% | — | +13.74% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.56% | +0.08% | -0.31% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.51% | — | +114.70% | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | -0.08% | +128.39% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.50% | — | +0.38% | |
| 25 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.47% | — | -4.77% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 0.44% | — | — | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.39% | — | — | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.37% | -0.04% | +39.65% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.35% | -0.97% | +2497.70% | |
| 30 | VTWV | Vanguard Russell 2000 Value | ETF-中小型株 | 0.35% | — | — | |
| 31 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.34% | — | +30.74% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | +0.05% | +223.29% | |
| 33 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.30% | — | +3.23% | |
| 34 | TEL | TE Connectivity plc | 株式-IT | 0.30% | — | +10.69% | |
| 35 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.28% | — | +4.88% | |
| 36 | GS | Goldman Sachs Group INC | 株式-金融 | 0.28% | — | -0.23% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.28% | — | +453.49% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | — | +571.00% | |
| 39 | WFC | Wells Fargo & Co | 株式-金融 | 0.26% | — | +26.61% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.25% | — | +15.44% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.25% | — | — | |
| 42 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.24% | — | +4.51% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.24% | — | +35.03% | |
| 44 | HLT | Hilton Worldwide Holdings In | 株式-一般消費財 | 0.23% | — | — | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.23% | -0.18% | — | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.23% | — | +111.88% | |
| 47 | CAT | Caterpillar INC | 株式-資本財 | 0.22% | +0.07% | +29.69% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | +0.11% | +406.99% | |
| 49 | MTG | Mgic Investment CORP | 株式-金融 | 0.21% | — | -12.96% | |
| 50 | MSI | Motorola Solutions INC | 株式-IT | 0.19% | — | +0.78% |