CIK: 0001731446
申告総資産額
$86.5億
上位200銘柄を表示中（全911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 | 5.18% | -0.53% | -2.99% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.78% | -0.64% | +24.94% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.80% | — | -5.89% | |
| 4 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.80% | — | -6.50% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.63% | — | -4.38% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.58% | -0.37% | -14.71% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.27% | -1.75% | -5.01% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.19% | -0.56% | -8.85% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.88% | -0.27% | +691.62% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.85% | — | -22.53% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 1.77% | — | -1.41% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.68% | -0.44% | -23.86% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.68% | — | -51.87% | |
| 14 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 1.56% | — | — | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.39% | -0.25% | -7.30% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.39% | -0.34% | +32551.54% | |
| 17 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.38% | — | +4572.35% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 1.36% | — | -1.41% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 1.33% | — | +0.10% | |
| 20 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.32% | — | -3.05% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.26% | — | -10.08% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.25% | +1.56% | +33.61% | |
| 23 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.11% | — | -11.04% | |
| 24 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 1.10% | +0.22% | — | |
| 25 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.98% | — | +212.05% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.95% | — | +2.44% | |
| 27 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.88% | +0.07% | -58.35% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.86% | — | -12.66% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.84% | -0.24% | -11.43% | |
| 30 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.83% | -0.57% | -9.47% | |
| 31 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.82% | — | -1.65% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.82% | — | +0.12% | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.81% | -0.24% | -2.03% | |
| 34 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.77% | +0.13% | -18.13% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | -0.16% | -10.70% | |
| 36 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.73% | — | -0.88% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | -5.16% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.68% | — | +10.97% | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.62% | -0.21% | -12.50% | |
| 40 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.57% | +0.19% | -0.21% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.57% | — | -11.56% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.56% | — | -10.93% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | +0.12% | -10.16% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.53% | — | -4.75% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.52% | — | -11.83% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | -0.21% | -12.97% | |
| 47 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.51% | — | -1.27% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.51% | — | -6.94% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.50% | — | -6.71% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | -0.13% | +4.95% |