CIK: 0001773830
申告総資産額
$17.2億
上位200銘柄を表示中（全236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 | 26.03% | +1.44% | +1.66% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 6.94% | -0.61% | +3.86% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.34% | +0.11% | +2.94% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.24% | -0.34% | +2.59% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.12% | +0.03% | +0.04% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.89% | +0.05% | +3.83% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.85% | -0.18% | +1.58% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.31% | +0.05% | -1.42% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.31% | +0.07% | +0.62% | |
| 10 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 1.76% | +0.04% | -15.29% | |
| 11 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.49% | — | -1.11% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.48% | +0.03% | -1.54% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.47% | — | -0.06% | |
| 14 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.45% | — | -0.46% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.30% | — | -1.69% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.16% | -0.02% | -1.76% | |
| 17 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.10% | +0.04% | -1.03% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.05% | +0.04% | -4.12% | |
| 19 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.04% | -0.05% | -0.42% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.91% | +0.13% | -9.43% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.89% | +0.04% | -0.46% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.86% | -0.06% | +1.59% | |
| 23 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.83% | — | +16.00% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.82% | +0.04% | +0.43% | |
| 25 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.81% | — | +3.69% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.80% | — | -4.90% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.79% | — | +7.18% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.77% | — | +4.08% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.74% | — | -0.49% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.73% | +0.04% | -6.56% | |
| 31 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.65% | — | -7.13% | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.65% | -0.02% | +1.00% | |
| 33 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.62% | +0.01% | +1.05% | |
| 34 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.60% | +0.29% | +187.57% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.60% | -0.11% | +4.53% | |
| 36 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.57% | — | +7.13% | |
| 37 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.50% | -0.02% | +7.55% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.48% | — | -2.05% | |
| 39 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.48% | — | +10.76% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.46% | — | +11.01% | |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.41% | — | +3.45% | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.38% | — | -5.98% | |
| 43 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.37% | — | +1.58% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.37% | +0.04% | -0.23% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.32% | +0.03% | -0.23% | |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.30% | — | -21.72% | |
| 47 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.30% | +0.02% | -0.89% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.29% | — | -0.34% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.28% | — | -18.53% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | — | -2.90% |