CIK: 0001697493
申告総資産額
$17.5億
上位200銘柄を表示中（全322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 | BND | Vanguard Total Bond Market | ETF-その他 | 8.01% | +0.27% | -0.02% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 7.66% | +0.18% | -0.03% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.50% | -0.14% | -0.00% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 4.62% | -0.04% | -0.01% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.39% | — | -0.00% | |
| 6 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 3.37% | — | -0.00% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.34% | -0.05% | -0.00% | |
| 8 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 3.11% | — | -0.00% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.07% | — | -0.00% | |
| 10 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 2.71% | — | -0.01% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.56% | -0.10% | +4.82% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.94% | — | — | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.87% | -0.03% | — | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.62% | — | — | |
| 15 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 1.44% | — | -0.01% | |
| 16 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.08% | — | -0.01% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | — | +10.36% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | — | — | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.80% | — | -0.01% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.79% | — | — | |
| 21 | AAPL | Apple INC | 株式-IT | 0.77% | -0.18% | +480.12% | |
| 22 | WMT | Walmart INC | 株式-生活必需品 | 0.77% | +0.02% | +8.28% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.76% | — | — | |
| 24 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.69% | +0.05% | — | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.68% | — | — | |
| 26 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.65% | -0.01% | — | |
| 27 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.64% | — | -0.01% | |
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.64% | -0.04% | — | |
| 29 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.62% | — | -0.01% | |
| 30 | INTC | Intel CORP | 株式-IT | 0.57% | — | +134.05% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.56% | — | +64.63% | |
| 32 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.51% | — | +503.26% | |
| 33 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.50% | +0.06% | — | |
| 34 | FMUSD | Ishares Msci Frontier 100 | ETF-その他 | 0.48% | — | — | |
| 35 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.45% | — | +4.21% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.44% | — | -30.02% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | — | |
| 38 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.42% | — | -0.01% | |
| 39 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.41% | +0.05% | — | |
| 40 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.40% | +0.01% | — | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.39% | — | +2.52% | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.36% | — | -6.08% | |
| 43 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.34% | — | -10.82% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.30% | — | +13.05% | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.29% | — | +1.77% | |
| 46 | TXN | Texas Instruments INC | 株式-IT | 0.28% | — | +478.33% | |
| 47 | AXP | American Express Co | 株式-金融 | 0.28% | — | +1.15% | |
| 48 | TGT | Target CORP | 株式-一般消費財 | 0.28% | — | +5.73% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.28% | — | -34.86% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.27% | — | -58.21% |