CIK: 0001775361
申告総資産額
$1.5億
| # | 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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 14.96% | +0.74% | +3.33% | |
| 2 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 11.10% | -0.13% | -1.70% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 10.06% | +0.16% | -3.72% | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 9.26% | -0.49% | +298.73% | |
| 5 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 6.80% | +0.34% | +20.11% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.89% | +0.10% | +1.55% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.52% | -0.27% | +0.02% | |
| 8 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 4.50% | — | -0.30% | |
| 9 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 4.36% | — | — | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.03% | -0.14% | -59.91% | |
| 11 | REET | Ishares Global Reit ETF | ETF-その他 | 3.68% | -0.23% | +4.51% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 3.54% | -0.07% | +2.71% | |
| 13 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.91% | +0.08% | -12.48% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.61% | -0.15% | +0.02% | |
| 15 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.47% | +0.03% | +8.46% | |
| 16 | AAPL | Apple INC | 株式-IT | 0.94% | +0.27% | -0.60% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.80% | -0.07% | -2.28% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | +0.01% | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.50% | +0.02% | +8.82% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | -0.04% | +0.03% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | +0.03% | +0.25% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.45% | +0.08% | -0.95% | |
| 23 | BF-A | Brown-forman Corp-class A | 株式-その他 | 0.44% | — | — | |
| 24 | D | Dominion Energy INC | 株式-公益事業 | 0.44% | — | -2.67% | |
| 25 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.41% | +0.01% | — | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | — | -1.77% | |
| 27 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.38% | -0.51% | — | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.37% | +0.01% | — | |
| 29 | LDOS | Leidos Holdings INC | 株式-IT | 0.35% | +0.04% | +2.44% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.34% | -0.04% | -10.52% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.32% | +0.02% | — | |
| 32 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.31% | +0.01% | — | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.30% | -0.09% | +0.02% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.29% | — | -4.07% | |
| 35 | SAIC | Science Applications Inte | 株式-IT | 0.28% | — | +2.05% | |
| 36 | BND | Vanguard Total Bond Market | ETF-その他 | 0.28% | — | — | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | — | -0.99% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.27% | -0.02% | -32.22% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.23% | — | -10.86% | |
| 40 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.21% | +0.01% | — | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.20% | — | -63.92% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.20% | +0.01% | — | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.20% | — | — | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.20% | +0.01% | — | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.19% | +0.02% | +0.11% | |
| 46 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.10% | +0.02% | -1.38% |