CIK: 0001773830
申告総資産額
$17.2億
上位200銘柄を表示中（全244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 | 30.72% | +1.44% | +1.06% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 8.37% | -0.61% | +2.09% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.23% | +0.11% | +1.32% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.32% | -0.34% | +0.29% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.03% | +0.03% | -0.48% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.06% | +0.05% | +1.05% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.52% | -0.18% | +0.59% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 2.17% | +0.29% | +7.19% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.76% | +0.05% | +0.15% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.63% | +0.07% | +0.97% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.40% | +0.03% | +3.59% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.32% | — | -0.63% | |
| 13 | VDC | Vanguard Consumer Staple ETF | ETF-その他 | 1.19% | — | -2.00% | |
| 14 | VPU | Vanguard Utilities ETF | ETF-その他 | 1.15% | — | -1.14% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.13% | -0.05% | +4.01% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.12% | — | -0.78% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.97% | — | +3.02% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.92% | -0.02% | -1.01% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.84% | +0.04% | -0.13% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.83% | -0.06% | +2.04% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.80% | — | -1.88% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.74% | — | -1.55% | |
| 23 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.70% | — | -3.29% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.68% | +0.04% | -1.24% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.65% | -0.02% | +1.01% | |
| 26 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.62% | +0.01% | -0.34% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.60% | +0.04% | -1.36% | |
| 28 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.57% | -0.02% | -14.02% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.56% | +0.04% | -0.50% | |
| 30 | AAPL | Apple INC | 株式-IT | 0.53% | +0.13% | -0.65% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.50% | — | +1.96% | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.48% | — | -2.40% | |
| 33 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.48% | — | +9.86% | |
| 34 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.47% | — | +1.25% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.45% | +0.04% | -1.53% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.43% | -0.11% | +1.67% | |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.40% | — | -1.84% | |
| 38 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.38% | +0.02% | +4.39% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.37% | — | -2.30% | |
| 40 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 0.37% | +0.04% | -9.67% | |
| 41 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.36% | — | +7.25% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.35% | +0.03% | +2.49% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.34% | — | -1.86% | |
| 44 | MSTR | Strategy INC | 株式-IT | 0.34% | -0.08% | — | |
| 45 | MSFT | Microsoft CORP | 株式-IT | 0.33% | — | +4.77% | |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.30% | — | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.28% | +0.07% | +0.79% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.28% | +0.01% | +53.42% | |
| 49 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.26% | — | -3.38% | |
| 50 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.26% | -0.09% | — |