CIK: 0001524566
申告総資産額
$103.6億
上位200銘柄を表示中（全683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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 22.91% | +0.60% | +21.59% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 14.65% | -1.35% | +12.22% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.40% | +0.59% | -11.49% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 11.95% | -0.38% | +31.64% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.50% | +0.28% | +21.88% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.16% | -0.24% | +8700606.06% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.46% | -0.16% | +24.01% | |
| 8 | VDE | Vanguard Energy ETF | ETF-その他 | 2.14% | -0.42% | +358022.73% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.91% | +1.10% | — | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.88% | +0.04% | +36.46% | |
| 11 | TWTRUSD | Twitter INC | 株式-その他 | 1.81% | — | -15.39% | |
| 12 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 1.77% | — | -36.30% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.18% | +0.01% | -1.40% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.14% | +0.08% | +33.08% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.06% | -0.13% | +4236.24% | |
| 16 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.68% | -0.11% | +50963.55% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.49% | -0.04% | — | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.39% | -0.03% | — | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 0.35% | — | -1.33% | |
| 20 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.26% | -0.04% | -2.13% | |
| 21 | PFPT | Proofpoint INC | 株式-その他 | 0.20% | — | -4.94% | |
| 22 | AAPL | Apple INC | 株式-IT | 0.20% | +0.09% | +34.90% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.14% | +0.04% | +38.83% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.13% | — | — | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.12% | +0.03% | +26.72% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.11% | — | +2.93% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.10% | +0.03% | +36.81% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 0.10% | — | +18.61% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.08% | — | +62.85% | |
| 30 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.07% | — | +11.41% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.07% | +0.01% | +39.63% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.07% | +0.02% | +40.03% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.07% | -0.02% | +56.47% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.07% | +0.01% | +98.81% | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.07% | — | +64.71% | |
| 36 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.06% | — | +39.89% | |
| 37 | C | Citigroup INC | 株式-金融 | 0.06% | +0.01% | +66.95% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.06% | — | +26.22% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.06% | — | +28.55% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.06% | -0.02% | -2.51% | |
| 41 | GOOG | Alphabet A | 株式-通信サービス | 0.06% | — | +40.27% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.06% | — | +48.63% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.05% | — | +36.02% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.05% | — | +39.16% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.05% | +0.01% | +38.51% | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.05% | +0.01% | +33.63% | |
| 47 | SLB | Slb LTD | 株式-エネルギー | 0.05% | — | +9.34% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.05% | — | +108.77% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.04% | — | +45.43% | |
| 50 | ✓ | Google INC Class C | 株式-その他 | 0.04% | — | +95.51% |