CIK: 0001524566
申告総資産額
$103.6億
上位200銘柄を表示中（全498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 | 12.65% | +0.60% | +6.17% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.58% | +0.59% | +1.37% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 10.72% | -1.35% | -3.16% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 9.33% | -0.24% | +7.67% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 6.06% | -0.11% | -2.47% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 6.06% | +1.10% | +13.38% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 6.00% | +0.28% | -0.09% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 4.98% | +0.66% | +11.52% | |
| 9 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 3.81% | -0.31% | +1.79% | |
| 10 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 3.22% | -0.16% | +9.87% | |
| 11 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.95% | +0.01% | -1.16% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 2.58% | -0.04% | -8.22% | |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 2.57% | +0.04% | +10.92% | |
| 14 | XLE | Ss Energy Select Sector | ETF-その他 | 1.77% | -0.44% | -27.90% | |
| 15 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.58% | +0.08% | +14.94% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.24% | -0.38% | -47.32% | |
| 17 | VDE | Vanguard Energy ETF | ETF-その他 | 1.14% | -0.42% | -31.87% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.12% | -0.03% | +6.18% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | -0.01% | -2.48% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.42% | -0.01% | +2.84% | |
| 21 | AAPL | Apple INC | 株式-IT | 0.40% | +0.09% | -3.50% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.38% | -0.13% | -2.20% | |
| 23 | MSFT | Microsoft CORP | 株式-IT | 0.36% | +0.04% | -4.20% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | +0.04% | -12.22% | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.22% | -0.04% | -6.74% | |
| 26 | BND | Vanguard Total Bond Market | ETF-その他 | 0.16% | — | +218.10% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.15% | — | -16.35% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | +0.01% | -19.56% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.13% | — | +8.21% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.12% | — | -16.52% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.11% | — | -15.43% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.11% | +0.03% | -21.98% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.10% | +0.01% | -7.51% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.10% | -0.02% | -7.73% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.10% | — | +1.52% | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.09% | — | -3.79% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.09% | — | -0.18% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.09% | — | -6.47% | |
| 39 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.08% | — | +5.87% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.08% | +0.03% | -21.74% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.08% | -0.02% | -9.31% | |
| 42 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.08% | — | -57.02% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.08% | +0.01% | -13.07% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.07% | +0.02% | +116.47% | |
| 45 | C | Citigroup INC | 株式-金融 | 0.07% | +0.01% | -24.94% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.07% | +0.01% | -5.90% | |
| 47 | WFC | Wells Fargo & Co | 株式-金融 | 0.07% | — | +23.78% | |
| 48 | XYZ | Block INC | 株式-金融 | 0.07% | -0.05% | -21.38% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.06% | — | -16.64% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.06% | — | -1.54% |