CIK: 0001773830
申告総資産額
$17.2億
上位200銘柄を表示中（全234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 | 15.90% | +1.44% | +32.30% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 7.02% | -0.61% | +25.97% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.86% | +0.11% | +11.34% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.78% | -0.34% | +41.55% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.80% | +0.07% | +61.34% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.69% | +0.05% | +27.49% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.61% | +0.01% | +1.30% | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.19% | -0.18% | +29.82% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.94% | — | +26.00% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.74% | +0.05% | +237.25% | |
| 11 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 2.64% | +0.04% | +9.28% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.22% | +0.03% | +45.98% | |
| 13 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.57% | — | +44.77% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.43% | — | +410.25% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.43% | +0.03% | +60.25% | |
| 16 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.39% | — | +26.28% | |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.38% | — | +255.13% | |
| 18 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.29% | +0.04% | +192.52% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.20% | -0.02% | +32.96% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.12% | -0.05% | +19.90% | |
| 21 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.05% | +0.04% | +95.78% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.95% | +0.04% | +222.09% | |
| 23 | AAPL | Apple INC | 株式-IT | 0.93% | +0.13% | +7.51% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.84% | -0.06% | +41.29% | |
| 25 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.81% | +0.01% | +166.11% | |
| 26 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.75% | — | +295.32% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.74% | — | +24.95% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.68% | — | +307.78% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.67% | — | +139.21% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.60% | -0.02% | — | |
| 31 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.60% | — | +40.24% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +169.87% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.54% | +0.04% | +590.40% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.53% | +0.04% | +539.84% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.48% | — | +6.19% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.48% | — | +3.89% | |
| 37 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.47% | — | +9.33% | |
| 38 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.43% | — | +396.20% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.42% | +0.04% | +36.67% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 0.42% | — | +8.13% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.40% | -0.11% | +3.06% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | — | +7.88% | |
| 43 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.40% | — | +71.60% | |
| 44 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.37% | — | +122.07% | |
| 45 | TAN | Invesco Solar ETF | ETF-その他 | 0.35% | — | — | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.33% | +0.03% | +1025.91% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | — | +43.72% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.30% | — | +2.65% | |
| 49 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.27% | — | +52.38% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.27% | — | +17.42% |