CIK: 0001765536
申告総資産額
$78.5億
上位200銘柄を表示中（全231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 | 30.34% | — | -0.74% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 13.19% | -0.31% | +1.57% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 4.11% | — | +2.31% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 3.32% | +0.03% | -6.73% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.27% | — | +7.69% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.25% | — | +0.96% | |
| 7 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 2.65% | — | -0.03% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.60% | — | -1.76% | |
| 9 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.12% | — | -8.36% | |
| 10 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.82% | — | -1.01% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.59% | +0.01% | +2.49% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.47% | — | +2121.79% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.25% | -0.19% | +1.08% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.18% | — | -0.33% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.18% | -0.45% | -1.92% | |
| 16 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.12% | — | -15.95% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.99% | — | -1.37% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.58% | +0.01% | -6.47% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.56% | — | +1.61% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.55% | — | -2.50% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.50% | — | +4.04% | |
| 22 | INTF | Ishares International Equity | ETF-その他 | 0.47% | — | -16.77% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.45% | — | +5.28% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.45% | — | +14.04% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.45% | — | +43.71% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.44% | — | +1.32% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.43% | — | +40.36% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.40% | -0.19% | +3.49% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.39% | — | +0.72% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.37% | — | +51.31% | |
| 31 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.36% | — | -3.32% | |
| 32 | CRM | Salesforce INC | 株式-IT | 0.35% | — | +56.64% | |
| 33 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.35% | — | -11.46% | |
| 34 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.33% | — | -0.30% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.32% | — | -1.82% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | +0.06% | +25.29% | |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.31% | — | +7.76% | |
| 38 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.31% | — | +7.92% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | -0.88% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.30% | — | -1.89% | |
| 41 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.30% | — | +2.22% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.30% | +0.18% | +4.53% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.26% | +0.11% | -0.59% | |
| 44 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.24% | — | +4.17% | |
| 45 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.24% | — | +17.67% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.24% | +0.10% | +14.27% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.24% | — | -4.31% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.24% | — | -0.32% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.22% | — | +2.26% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.22% | — | +918.19% |