CIK: 0001812090
申告総資産額
$50.9億
上位200銘柄を表示中（全251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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.56% | — | -69.94% | |
| 2 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 2.47% | — | — | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.31% | — | — | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.27% | — | — | |
| 5 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.15% | — | -80.68% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.11% | — | — | |
| 7 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 1.90% | — | — | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.83% | — | — | |
| 9 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.74% | — | -32.52% | |
| 10 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.63% | — | -80.38% | |
| 11 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.59% | — | — | |
| 12 | AAPL | Apple INC | 株式-IT | 1.42% | — | +79.19% | |
| 13 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.40% | — | -52.71% | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.35% | — | -57.97% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.34% | — | -74.12% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.33% | — | -22.76% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.30% | — | — | |
| 18 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.30% | — | -51.01% | |
| 19 | ACN | Accenture plc | 株式-IT | 1.29% | — | -56.43% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.27% | — | +107.76% | |
| 21 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.23% | — | — | |
| 22 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.20% | — | — | |
| 23 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.17% | — | -42.45% | |
| 24 | MBB | Ishares Mbs ETF | ETF-その他 | 1.16% | — | — | |
| 25 | TSCO | Tractor Supply Company | 株式-一般消費財 | 1.16% | — | -58.22% | |
| 26 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 1.10% | — | — | |
| 27 | DG | Dollar General CORP | 株式-生活必需品 | 1.08% | — | -61.12% | |
| 28 | MMM | 3m Co | 株式-資本財 | 1.07% | — | -48.53% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 1.07% | — | -48.42% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 1.07% | — | +331.21% | |
| 31 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.03% | — | — | |
| 32 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.99% | — | -57.17% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.97% | — | -40.04% | |
| 34 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.97% | — | -52.12% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.89% | — | +79.51% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.88% | — | +13.07% | |
| 37 | GWW | Ww Grainger INC | 株式-資本財 | 0.87% | — | -60.02% | |
| 38 | HSY | Hershey Co/the | 株式-生活必需品 | 0.87% | — | -57.45% | |
| 39 | AVY | Avery Dennison CORP | 株式-一般消費財 | 0.87% | — | -61.37% | |
| 40 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.84% | — | -77.64% | |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.84% | — | — | |
| 42 | CLX | Clorox Company | 株式-生活必需品 | 0.74% | — | -55.83% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | — | +170.82% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.70% | — | +485.37% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | — | -16.73% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.68% | — | +1789.13% | |
| 47 | CDW | Cdw Corp/de | 株式-IT | 0.63% | — | -62.92% | |
| 48 | TGT | Target CORP | 株式-一般消費財 | 0.62% | — | -22.25% | |
| 49 | JBHT | Hunt (jb) Transprt Svcs INC | 株式-資本財 | 0.61% | — | -62.97% | |
| 50 | ORCL | Oracle CORP | 株式-IT | 0.59% | — | +97.18% |