CIK: 0001632554
申告総資産額
$11.1億
上位200銘柄を表示中（全329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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.50% | +0.30% | +17.69% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 10.93% | +0.64% | +26.28% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 10.92% | +0.31% | -11.16% | |
| 4 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 8.10% | +0.53% | +4.10% | |
| 5 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 7.70% | — | +21.70% | |
| 6 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 7.02% | +0.13% | -6.29% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 5.14% | — | +14.85% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.93% | +0.05% | +12.43% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.84% | +0.40% | +24.62% | |
| 10 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.65% | — | +0.66% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.50% | — | +2.55% | |
| 12 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.27% | +0.26% | +0.52% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.04% | +0.10% | +10.01% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.99% | +0.05% | -0.81% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.80% | — | -3.52% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.79% | — | +5.53% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.74% | -0.62% | +10.87% | |
| 18 | XLF | Ss Financial Select Sector | ETF-その他 | 0.73% | — | -5.08% | |
| 19 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.73% | — | -18.42% | |
| 20 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.61% | — | -29.16% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | -0.27% | +12.08% | |
| 22 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.58% | — | +8.13% | |
| 23 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.54% | — | +17.37% | |
| 24 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.53% | — | -4.85% | |
| 25 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.52% | — | -2.02% | |
| 26 | JKHY | Jack Henry & Associates INC | 株式-IT | 0.49% | -0.18% | -11.30% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.43% | — | +3.62% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.42% | — | +1.77% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.42% | — | +1.75% | |
| 30 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.39% | — | +3.34% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.39% | — | +3.25% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | -0.06% | +38.33% | |
| 33 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.32% | +0.06% | +0.21% | |
| 34 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.32% | +0.10% | +0.23% | |
| 35 | XLE | Ss Energy Select Sector | ETF-その他 | 0.31% | — | +20.18% | |
| 36 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.31% | — | -3.46% | |
| 37 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.29% | — | +7.52% | |
| 38 | DE | Deere & Co | 株式-資本財 | 0.28% | -0.06% | — | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | — | +4.45% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.27% | — | +2.58% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.25% | — | +45.61% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.24% | — | +70.51% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.24% | — | +6.75% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.23% | — | +1477.97% | |
| 45 | ADBE | Adobe INC | 株式-IT | 0.23% | — | +22.34% | |
| 46 | XLB | Ss Materials Select Sector | ETF-その他 | 0.22% | — | -13.45% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.22% | +0.06% | +2.68% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.22% | -0.04% | — | |
| 49 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.22% | +0.06% | -22.27% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.21% | — | — |