CIK: 0001812090
申告総資産額
$50.9億
上位200銘柄を表示中（全423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 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.04% | — | +12.31% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.71% | — | +15.56% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.61% | — | +6.51% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.55% | — | +775.75% | |
| 5 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.18% | — | +7.39% | |
| 6 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 2.16% | — | +11.66% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.14% | — | +14.32% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.11% | — | +10.76% | |
| 9 | MBB | Ishares Mbs ETF | ETF-その他 | 1.98% | — | +16.46% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.91% | — | +20.38% | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.80% | — | +12.17% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.76% | — | -0.45% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.72% | — | -2.23% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.48% | — | +6.80% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.41% | — | +0.48% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.36% | — | +9.20% | |
| 17 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.32% | — | +11.47% | |
| 18 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.22% | — | +5.82% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.12% | — | -4.62% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | — | +6.73% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.95% | — | +184.46% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.93% | — | +2.03% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.92% | — | -2.66% | |
| 24 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.90% | — | +18.71% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.88% | — | +0.51% | |
| 26 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 0.87% | — | -3.43% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.80% | — | +21.58% | |
| 28 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.80% | — | +26.13% | |
| 29 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.79% | — | +18.80% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.75% | — | +3.39% | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.75% | — | +23.83% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.72% | — | +0.54% | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.72% | — | -8.80% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | +8.29% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | — | +3.18% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | — | +4.37% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.63% | — | +4.05% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.63% | — | -4.17% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.58% | — | +6.02% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.56% | — | -1.98% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | — | +10.46% | |
| 42 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.51% | — | +2.63% | |
| 43 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.49% | — | +28.71% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.49% | — | +273.13% | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.48% | — | +4.37% | |
| 46 | AMAT | Applied Materials INC | 株式-IT | 0.48% | — | -4.95% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.47% | — | +16.58% | |
| 48 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.47% | — | +14.47% | |
| 49 | WFC | Wells Fargo & Co | 株式-金融 | 0.46% | — | -0.21% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.45% | — | +0.91% |