CIK: 0001940823
申告総資産額
$1.6億
| # | 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 | 11.17% | — | +23.35% | |
| 2 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 4.92% | +1.59% | +7.50% | |
| 3 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.66% | -0.14% | +11.73% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.63% | -0.28% | +1.05% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.39% | -0.99% | -1.18% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.10% | — | +9.83% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.75% | -0.37% | -6.83% | |
| 8 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.65% | +0.55% | -4.12% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.24% | +0.80% | +24.29% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.87% | -0.40% | -3.43% | |
| 11 | SCHR | Schwab Intermediate-term US | ETF-その他 | 2.85% | — | +11.00% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.52% | — | +0.39% | |
| 13 | DFSV | Dimensional US Small Cap Val | ETF-中小型株 | 1.32% | -0.26% | -20.17% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.31% | — | -57.13% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.24% | — | +6.86% | |
| 16 | DFEM | Dimensional Emrg Mrkt Core | ETF-その他 | 1.22% | -0.35% | +67.39% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.07% | — | +10.06% | |
| 18 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.05% | — | +23.44% | |
| 19 | SPGI | S&p Global INC | 株式-金融 | 1.01% | — | -13.16% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.01% | — | -0.08% | |
| 21 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.98% | — | +0.35% | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.96% | -0.62% | +4.75% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.92% | +0.22% | -0.10% | |
| 24 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.91% | +0.37% | — | |
| 25 | DISV | Dimensional International Sm | ETF-その他 | 0.90% | -0.19% | +31.88% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.87% | — | -22.13% | |
| 27 | DFGR | Dim Global Real Estate ETF | ETF-その他 | 0.87% | — | +26.57% | |
| 28 | APD | Air Products & Chemicals INC | 株式-素材 | 0.85% | -0.23% | -0.87% | |
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.84% | — | -10.73% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | -0.29% | -3.48% | |
| 31 | AFL | Aflac INC | 株式-金融 | 0.78% | — | +0.46% | |
| 32 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.77% | -0.28% | EXIT | |
| 33 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.77% | +0.26% | +0.88% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.76% | — | +0.34% | |
| 35 | CB | Chubb Limited | 株式-金融 | 0.74% | +0.24% | NEW | |
| 36 | EOG | Eog Resources INC | 株式-エネルギー | 0.74% | -0.19% | -8.83% | |
| 37 | INGR | Ingredion INC | 株式-生活必需品 | 0.66% | -0.29% | -10.39% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.63% | — | -19.34% | |
| 39 | FDX | Fedex CORP | 株式-資本財 | 0.61% | — | -12.85% | |
| 40 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.61% | — | -0.19% | |
| 41 | LIN | Linde plc | 株式-素材 | 0.61% | +0.21% | -10.16% | |
| 42 | DHR | Danaher CORP | 株式-ヘルスケア | 0.59% | — | -16.37% | |
| 43 | SYY | Sysco CORP | 株式-生活必需品 | 0.58% | — | +0.70% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.58% | +0.20% | -3.52% | |
| 45 | INTU | Intuit INC | 株式-IT | 0.56% | -0.17% | -5.10% | |
| 46 | SUB | Ishares Short-term National | ETF-その他 | 0.56% | — | +0.51% | |
| 47 | ECL | Ecolab INC | 株式-素材 | 0.54% | — | +0.26% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.22% | -0.61% | |
| 49 | XLE | Ss Energy Select Sector | ETF-その他 | 0.49% | +0.21% | -22.23% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.49% | +0.21% | NEW |