CIK: 0001765536
申告総資産額
$78.5億
上位200銘柄を表示中（全636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 | 15.07% | — | +2.13% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.76% | -0.31% | +4.03% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 3.15% | — | -2.30% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.51% | +0.01% | +12.14% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.49% | +0.03% | +7.20% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.00% | — | +39.65% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.93% | -0.45% | +9.69% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.90% | — | +6.12% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.72% | — | +2.40% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.61% | — | +8.15% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.40% | -0.19% | +14.02% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.37% | — | +8.34% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.18% | +0.04% | -3.09% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.04% | +0.01% | +22.79% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.00% | — | +1.20% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.90% | +0.10% | +3.66% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.86% | — | +5.44% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.79% | — | +8.23% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 0.75% | +0.06% | +4.85% | |
| 20 | WPM | Wheaton Precious Metals CORP | 株式-素材 | 0.73% | — | +7.97% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.68% | — | +5.63% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.67% | — | +10.99% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.67% | — | +24.71% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.63% | — | +1.91% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.61% | — | +5.18% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.59% | — | +2.61% | |
| 27 | NFLX | Netflix INC | 株式-通信サービス | 0.59% | — | -4.54% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.58% | — | +8.54% | |
| 29 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.53% | — | -79.03% | |
| 30 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.53% | — | +7.93% | |
| 31 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.49% | — | +508.33% | |
| 32 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.48% | — | +7.62% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.48% | +0.22% | +2.31% | |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | +0.38% | +11.05% | |
| 35 | ET | Energy Transfer LP | 株式-エネルギー | 0.47% | — | +227.66% | |
| 36 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.47% | — | +5.95% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.08% | +39.58% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.46% | — | +7.70% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.45% | — | +26.28% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.44% | — | +5.10% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.43% | — | +2.28% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.42% | — | +16.91% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.42% | +0.11% | +0.30% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.39% | — | +5.22% | |
| 45 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.39% | — | +1.89% | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.38% | +0.36% | +13.10% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.38% | — | +30.23% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.37% | -0.19% | +1.75% | |
| 49 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.36% | — | +11.18% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.36% | — | +34.16% |