CIK: 0001722638
申告総資産額
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| # | 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 | 35.57% | — | -1.26% | |
| 2 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 9.09% | — | +463.80% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 8.47% | — | -2.81% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.93% | — | +4.24% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.28% | — | +11.89% | |
| 6 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 3.65% | — | -11.79% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.67% | — | +5.51% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.62% | — | +7.40% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.92% | — | -0.61% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.89% | — | +3.50% | |
| 11 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.35% | — | -0.14% | |
| 12 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.32% | — | +0.57% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 1.25% | — | +0.62% | |
| 14 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.22% | — | +0.29% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.04% | — | +24.57% | |
| 16 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.89% | — | +1.24% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.86% | — | +8.85% | |
| 18 | IVOG | Vanguard S&p Mid-cap 400 Gro | ETF-その他 | 0.80% | — | -0.79% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.70% | — | +1970.10% | |
| 20 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.67% | — | +1.82% | |
| 21 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.63% | — | — | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.61% | — | — | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.58% | — | +1.62% | |
| 24 | QCOM | Qualcomm INC | 株式-IT | 0.53% | — | +1.68% | |
| 25 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.53% | — | — | |
| 26 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.45% | — | — | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.44% | — | +2.25% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.40% | — | -3.26% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.38% | — | +1.47% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | — | +4.91% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.35% | — | — | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.34% | — | +4.35% | |
| 33 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.32% | — | — | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | — | +4.74% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.31% | — | -8.39% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | — | +9.38% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.31% | — | +2.82% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.30% | — | +1.92% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.29% | — | — | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | — | -5.51% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.26% | — | +1.50% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.25% | — | +2.81% | |
| 43 | INTU | Intuit INC | 株式-IT | 0.25% | — | +0.95% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.24% | — | +2.90% | |
| 45 | WEP | Magellan Midstream Partners | 株式-その他 | 0.23% | — | — | |
| 46 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.23% | — | +8.80% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.22% | — | +0.76% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.21% | — | +5.39% | |
| 49 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.19% | — | +0.20% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.19% | — | +17.30% |