CIK: 0001524566
申告総資産額
$103.6億
上位200銘柄を表示中（全496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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 13.16% | +0.59% | +8.87% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 13.05% | -1.35% | +6.80% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 12.01% | +0.60% | +6.97% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 6.94% | -0.24% | +12.72% | |
| 5 | MUB | Ishares National Muni Bond E | ETF-その他 | 6.06% | -0.38% | +8.78% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.87% | +0.28% | +9.29% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 5.52% | -0.11% | +16.55% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.86% | +1.10% | +14.84% | |
| 9 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 3.27% | -0.31% | -3.52% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.85% | -0.16% | +14.21% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.73% | -0.04% | +17.39% | |
| 12 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.42% | +0.04% | +12.51% | |
| 13 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.38% | +0.01% | +24.20% | |
| 14 | VDE | Vanguard Energy ETF | ETF-その他 | 1.99% | -0.42% | +17.09% | |
| 15 | XLE | Ss Energy Select Sector | ETF-その他 | 1.96% | -0.44% | +12.85% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.47% | +0.08% | +12.73% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.07% | -0.03% | +4.74% | |
| 18 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.93% | +0.66% | — | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.13% | -6.87% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.57% | -0.01% | +10.29% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.44% | +0.09% | +3.03% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.40% | -0.01% | +4.86% | |
| 23 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.37% | -0.04% | +15.73% | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.33% | +0.04% | +14.17% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.21% | +0.04% | +2.54% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.19% | — | +19.44% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.16% | +0.03% | +0.98% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.15% | +0.01% | +18.87% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.15% | +0.03% | +19.70% | |
| 30 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.14% | — | +39.21% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.14% | — | +9.16% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.13% | — | +12.96% | |
| 33 | C | Citigroup INC | 株式-金融 | 0.13% | +0.01% | +12.92% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.11% | — | +22.56% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.11% | — | +4.84% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.10% | — | -0.24% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.10% | -0.02% | +20.95% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.10% | +0.01% | +14.92% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.09% | — | +9.43% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.09% | — | -30.15% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.08% | — | +12.69% | |
| 42 | XYZ | Block INC | 株式-金融 | 0.08% | -0.05% | -35.32% | |
| 43 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.08% | +0.01% | -14.83% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.07% | — | +14.32% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.07% | +0.01% | +60.89% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.07% | — | +4.83% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.07% | +0.01% | +63.12% | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.07% | — | +2.92% | |
| 49 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.07% | — | -12.40% | |
| 50 | CELG | Celgene CORP | 株式-その他 | 0.07% | — | +12.58% |