CIK: 0001765536
申告総資産額
$78.5億
上位200銘柄を表示中（全487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 | 18.77% | — | -3.49% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 8.81% | -0.31% | -1.72% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 4.08% | — | +34.08% | |
| 4 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 3.30% | — | +3858.51% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.87% | +0.03% | +47.71% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.11% | -0.45% | +62.51% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.95% | +0.01% | +30.26% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.90% | — | +30.32% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.88% | — | +6.36% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.70% | — | +1142.71% | |
| 11 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.62% | — | +0.79% | |
| 12 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.35% | — | -2.70% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.14% | — | +23.42% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.10% | +0.01% | +491.06% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.06% | -0.19% | +2.43% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.95% | — | +72.71% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.90% | +0.10% | +45.70% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.86% | +0.04% | +42.58% | |
| 19 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.74% | — | +39.30% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | — | +89.81% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.68% | — | +15.11% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.67% | — | +486.37% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.60% | +0.06% | +22.97% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.58% | — | +36.35% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.57% | — | +7.94% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | — | +38.61% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.57% | — | +248.81% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.53% | — | +78.37% | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 0.52% | +0.22% | +210.81% | |
| 30 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.52% | — | +11.59% | |
| 31 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.52% | — | +17.02% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.51% | +0.11% | +907.18% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.48% | — | +35.99% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.48% | — | +48.48% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | +39.00% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.45% | — | +180.51% | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.42% | +0.38% | +20.64% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | +0.08% | +72.23% | |
| 39 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.40% | — | +168.71% | |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.40% | — | +4.93% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | — | +51.77% | |
| 42 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.39% | — | — | |
| 43 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 0.39% | — | +12.11% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.38% | — | +47.99% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.35% | — | +732.82% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.35% | +0.09% | +243.90% | |
| 47 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.35% | — | +6.95% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.34% | — | +13.02% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.33% | +0.18% | +45.52% | |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.33% | — | +398.49% |