CIK: 0001827844
申告総資産額
$9.0億
上位200銘柄を表示中（全587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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 30.90% | +0.18% | +1.56% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 22.99% | -0.54% | +2.52% | |
| 3 | DFAT | Dimensional US Target Value | ETF-その他 | 8.48% | +0.04% | +0.02% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.18% | -0.10% | +1.65% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.24% | -0.01% | -0.80% | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.67% | — | +5.27% | |
| 7 | ONB | Old National Bancorp | 株式-金融 | 1.54% | — | — | |
| 8 | ACN | Accenture plc | 株式-IT | 1.47% | -0.14% | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.18% | — | -2.40% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.16% | -0.31% | -1.41% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.01% | -0.02% | — | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.98% | +0.25% | +118.53% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.87% | -0.04% | +7.95% | |
| 14 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.84% | — | — | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.72% | -0.22% | -0.41% | |
| 16 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.62% | — | +10.14% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.55% | -0.19% | +0.69% | |
| 18 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.54% | +0.01% | — | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 0.49% | — | — | |
| 20 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.47% | +0.02% | -4.85% | |
| 21 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.45% | +0.04% | — | |
| 22 | LHX | L3harris Technologies INC | 株式-資本財 | 0.45% | -0.06% | — | |
| 23 | MMM | 3m Co | 株式-資本財 | 0.44% | — | — | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.38% | +0.01% | +7.76% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.36% | +0.01% | +16.95% | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.35% | — | +39.91% | |
| 27 | BND | Vanguard Total Bond Market | ETF-その他 | 0.32% | -0.16% | — | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | — | +0.90% | |
| 29 | BNL | Broadstone Net Lease INC | 株式-不動産 | 0.30% | — | -9.55% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.29% | +0.04% | +1.56% | |
| 31 | IQLT | Ishares Msci International Q | ETF-その他 | 0.27% | — | -1.33% | |
| 32 | GE | General Electric | 株式-資本財 | 0.25% | +0.04% | — | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 0.24% | — | — | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.22% | — | — | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.22% | — | +3.11% | |
| 36 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.22% | +0.14% | — | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.21% | — | +2.65% | |
| 38 | VTV | Vanguard Value ETF | ETF-その他 | 0.21% | — | — | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.20% | — | +4.20% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.20% | — | +0.44% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.20% | — | — | |
| 42 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.19% | — | — | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.18% | +0.01% | +4.38% | |
| 44 | IHS | Ihs Markit LTD | 株式-その他 | 0.17% | — | — | |
| 45 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.17% | — | — | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.17% | — | -0.46% | |
| 47 | INTC | Intel CORP | 株式-IT | 0.17% | — | +0.01% | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.16% | — | — | |
| 49 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.16% | — | — | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.16% | — | +137.77% |