CIK: 0001765536
申告総資産額
$78.5億
上位200銘柄を表示中（全319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 | 25.62% | — | -6.38% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 12.83% | -0.31% | +8.35% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 3.88% | — | -8.80% | |
| 4 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 3.67% | — | +0.01% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.78% | +0.03% | -2.94% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.35% | — | +0.17% | |
| 7 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.17% | — | +5.77% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.06% | +0.01% | +7.77% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.88% | — | +0.96% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.39% | -0.19% | +4.98% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.36% | — | -4.09% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.35% | -0.45% | +25.04% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.33% | — | -3.54% | |
| 14 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.07% | — | +0.32% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.78% | — | -8.27% | |
| 16 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.75% | — | -7.48% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 0.73% | — | +47.52% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.64% | — | — | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.62% | — | +188.05% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.61% | +0.10% | +253.46% | |
| 21 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.61% | — | +3329.77% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.57% | — | +9.47% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.52% | — | -0.17% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.50% | — | -0.75% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.50% | +0.06% | +250.22% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.50% | -0.19% | -5.95% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.08% | +205.74% | |
| 28 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.45% | — | +1207.03% | |
| 29 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.44% | — | +45.96% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.42% | — | +0.30% | |
| 31 | BMRN | Biomarin Pharmaceutical INC | 株式-ヘルスケア | 0.39% | — | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.39% | — | +21.90% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.38% | — | -10.90% | |
| 34 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.38% | — | -4.10% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.38% | +0.01% | -0.90% | |
| 36 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.38% | — | -1.31% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | — | +23.23% | |
| 38 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.36% | — | +644.19% | |
| 39 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.36% | — | — | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.36% | +0.09% | +200.06% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.35% | — | +0.36% | |
| 42 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.35% | — | +1.07% | |
| 43 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.33% | — | +25.06% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.32% | — | +93.22% | |
| 45 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.31% | — | +2.11% | |
| 46 | TXN | Texas Instruments INC | 株式-IT | 0.31% | — | +101.70% | |
| 47 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.29% | — | -5.58% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.28% | — | +66.88% | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.27% | — | +231.54% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.26% | — | -0.00% |