CIK: 0001524566
申告総資産額
$103.6億
上位200銘柄を表示中（全427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 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 13.24% | -1.35% | +18.76% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.96% | +0.59% | +29.36% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.62% | +0.60% | +15.14% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.93% | -0.24% | -1.44% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.54% | -0.38% | +34.96% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.00% | +0.28% | +20.73% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.25% | -0.11% | +19.41% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.69% | +1.10% | +3.39% | |
| 9 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 3.91% | -0.31% | +1.37% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.89% | -0.16% | +21.51% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.70% | -0.04% | +9.85% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.48% | +0.04% | +20.92% | |
| 13 | XLE | Ss Energy Select Sector | ETF-その他 | 2.28% | -0.44% | +10.35% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.96% | +0.01% | +22.71% | |
| 15 | VDE | Vanguard Energy ETF | ETF-その他 | 1.57% | -0.42% | +40.29% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.49% | +0.08% | +19.96% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.17% | -0.03% | +13.14% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | -0.13% | +23.45% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | -0.01% | +11.45% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.48% | +0.09% | +87.10% | |
| 21 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.45% | -0.01% | +13.10% | |
| 22 | MSFT | Microsoft CORP | 株式-IT | 0.31% | +0.04% | +14.76% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.29% | -0.04% | +10.37% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.22% | +0.04% | +20.57% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.20% | — | +41.38% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.17% | — | -1.88% | |
| 27 | T | At&t INC | 株式-通信サービス | 0.17% | — | +7.97% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.16% | +0.03% | +23.83% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.16% | — | +62.22% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.15% | +0.01% | +14.91% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.15% | — | +13.73% | |
| 32 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.14% | — | -0.67% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.13% | +0.03% | +16.01% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.12% | — | +27.62% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.12% | — | +20.53% | |
| 36 | C | Citigroup INC | 株式-金融 | 0.11% | +0.01% | +10.25% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.11% | — | +4.10% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.10% | -0.02% | +3.90% | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.10% | +0.01% | +123.12% | |
| 40 | MO | Altria Group INC | 株式-生活必需品 | 0.10% | — | +10.00% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.09% | — | +24.08% | |
| 42 | XYZ | Block INC | 株式-金融 | 0.09% | -0.05% | — | |
| 43 | TWTRUSD | Twitter INC | 株式-その他 | 0.09% | — | -3.66% | |
| 44 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.09% | — | +33.26% | |
| 45 | PM | Philip Morris International | 株式-生活必需品 | 0.09% | — | +22.40% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.08% | +0.01% | -3.89% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.08% | +0.01% | +42.16% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.08% | +0.01% | +53.18% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.07% | — | +31.16% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.07% | — | +16.88% |