CIK: 0001524566
申告総資産額
$103.6億
上位200銘柄を表示中（全297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 | 14.70% | +0.60% | +2.88% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.84% | +0.59% | +744.49% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 8.96% | +1.10% | +66.80% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 8.92% | -0.38% | +1.73% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 8.01% | -1.35% | -14.95% | |
| 6 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 7.79% | -0.24% | +111.44% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.44% | +0.28% | +3.40% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 4.19% | -0.11% | +20.46% | |
| 9 | PRIV | State Street IG Public & Private Credit ETF | ETF-その他 | 3.10% | — | +25.96% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.80% | -0.16% | +10.12% | |
| 11 | VDE | Vanguard Energy ETF | ETF-その他 | 2.26% | -0.42% | +38.13% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.23% | +0.04% | +12.90% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.21% | -0.04% | +32.88% | |
| 14 | XLE | Ss Energy Select Sector | ETF-その他 | 1.73% | -0.44% | +10.88% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.33% | +0.08% | +12.37% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.12% | +0.01% | +137.86% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | -0.13% | -5.33% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.92% | -0.03% | -33.77% | |
| 19 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.75% | -0.01% | +21.87% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.49% | -0.01% | +48.47% | |
| 21 | TWTRUSD | Twitter INC | 株式-その他 | 0.43% | — | -4.75% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.28% | +0.04% | +36.46% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.24% | -0.04% | +11.80% | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.24% | — | +26.88% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | +0.04% | +8.54% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.20% | — | +50.80% | |
| 27 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.19% | — | -11.64% | |
| 28 | AAPL | Apple INC | 株式-IT | 0.16% | +0.09% | -48.98% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.15% | -0.02% | +9.78% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.15% | — | +5.79% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | +0.01% | +36.16% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.13% | -0.02% | +73.37% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.13% | — | +9.71% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.12% | +0.03% | +45.02% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.12% | — | +8.91% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.11% | — | +20.59% | |
| 37 | C | Citigroup INC | 株式-金融 | 0.11% | +0.01% | +46.99% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.11% | — | +22.97% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.10% | +0.03% | +0.74% | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.10% | — | +46.15% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.10% | — | +22.40% | |
| 42 | MO | Altria Group INC | 株式-生活必需品 | 0.10% | — | +3.85% | |
| 43 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.09% | — | +13.61% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.09% | +0.01% | +2.04% | |
| 45 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.09% | — | +28.80% | |
| 46 | BND | Vanguard Total Bond Market | ETF-その他 | 0.09% | — | -23.91% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.08% | +0.01% | +15.29% | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.08% | — | +102.14% | |
| 49 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.08% | — | +87.24% | |
| 50 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.08% | — | +8.12% |