CIK: 0001817174
申告総資産額
$3.3億
上位200銘柄を表示中（全208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 | 16.14% | -4.34% | -1.21% | |
| 2 | BND | Vanguard Total Bond Market | ETF-その他 | 8.06% | -2.20% | -0.86% | |
| 3 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 7.64% | — | +0.96% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.97% | -1.11% | +0.39% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.92% | -1.07% | -2.43% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.64% | — | +13.02% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.21% | +0.50% | -1.57% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.12% | -0.07% | -1.45% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.55% | -0.57% | +1.55% | |
| 10 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.51% | — | +0.71% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.35% | — | +16.55% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.30% | — | +1.33% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | +0.26% | -2.37% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.92% | -0.03% | -2.42% | |
| 15 | PLD | Prologis INC | 株式-不動産 | 0.91% | — | -2.67% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 0.88% | +0.19% | -1.95% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.88% | +0.33% | -0.91% | |
| 18 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.84% | +0.27% | -1.95% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 0.76% | — | +56.50% | |
| 20 | MS | Morgan Stanley | 株式-金融 | 0.73% | +0.15% | -1.81% | |
| 21 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.69% | — | -1.75% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | +0.27% | -1.62% | |
| 23 | BLKCHF | Blackrock INC | 株式-その他 | 0.66% | — | -1.54% | |
| 24 | LRCXEUR | Lam Research CORP | 株式-IT | 0.66% | — | -1.05% | |
| 25 | PM | Philip Morris International | 株式-生活必需品 | 0.64% | +0.23% | -1.34% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.62% | +1.09% | — | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.61% | — | -0.43% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 0.60% | — | -1.20% | |
| 29 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.60% | — | — | |
| 30 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.60% | — | -2.10% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.58% | — | -1.17% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | +0.15% | -1.61% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | +0.29% | -2.01% | |
| 34 | EMR | Emerson Electric Co | 株式-資本財 | 0.52% | +0.13% | +101.41% | |
| 35 | C | Citigroup INC | 株式-金融 | 0.51% | — | -1.25% | |
| 36 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.49% | — | -2.68% | |
| 37 | AMP | Ameriprise Financial INC | 株式-金融 | 0.49% | — | -1.65% | |
| 38 | EQIX | Equinix INC | 株式-不動産 | 0.48% | — | -0.12% | |
| 39 | EA | Electronic Arts INC | 株式-通信サービス | 0.48% | — | -1.51% | |
| 40 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.48% | — | -1.21% | |
| 41 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.47% | — | — | |
| 42 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 0.45% | — | -1.73% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.45% | — | -1.53% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.44% | — | -1.98% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.44% | — | -0.95% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.43% | +0.19% | -1.19% | |
| 47 | BLV | Vanguard Long-term Bond ETF | ETF-その他 | 0.42% | — | -22.05% | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.42% | — | -1.48% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.41% | — | +1.69% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.40% | — | -2.05% |