CIK: 0001773830
申告総資産額
$17.2億
上位200銘柄を表示中（全212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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 13.28% | +1.44% | +0.97% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.74% | — | +0.49% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.02% | -0.34% | +1.51% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.94% | — | -1.68% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.89% | +0.11% | +10.44% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.59% | +0.07% | -2.76% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 3.28% | -0.61% | +8.60% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.09% | +0.01% | -0.20% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.05% | +0.05% | +6.41% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.89% | +0.05% | +3.42% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.74% | +0.03% | -3.41% | |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.70% | -0.18% | -11.69% | |
| 13 | VPU | Vanguard Utilities ETF | ETF-その他 | 2.21% | — | -0.69% | |
| 14 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.71% | — | +7.60% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.67% | — | +8.46% | |
| 16 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.65% | +0.03% | -0.09% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.56% | -0.11% | — | |
| 18 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 1.55% | +0.04% | +14.65% | |
| 19 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.53% | — | -5.73% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.38% | -0.02% | +9.37% | |
| 21 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.23% | +0.04% | -0.24% | |
| 22 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.02% | -0.05% | +1.51% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.01% | +0.04% | +9.52% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.99% | +0.04% | -0.22% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.87% | — | +0.52% | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.83% | — | +0.04% | |
| 27 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.83% | -0.06% | +5.66% | |
| 28 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.80% | — | +6.58% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.77% | +0.01% | +0.56% | |
| 30 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.75% | — | +3.23% | |
| 31 | AAPL | Apple INC | 株式-IT | 0.74% | +0.13% | -4.44% | |
| 32 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.71% | — | +2.84% | |
| 33 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.67% | — | +12.28% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.66% | — | -0.10% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.63% | +0.04% | +0.54% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.63% | — | -11.58% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.56% | +0.04% | +5.78% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | -3.71% | |
| 39 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.50% | — | +0.82% | |
| 40 | WRKUSD | Westrock Co | 株式-その他 | 0.49% | — | -0.46% | |
| 41 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.44% | — | +6.35% | |
| 42 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.43% | — | +2.26% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.41% | +0.04% | — | |
| 44 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.40% | — | +17.92% | |
| 45 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.35% | — | — | |
| 46 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.34% | — | +4.04% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.34% | — | +4.31% | |
| 48 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.33% | — | -4.80% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | — | +9.84% | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.30% | — | +5.13% |