CIK: 0001904274
申告総資産額
$31.0億
上位200銘柄を表示中（全338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 | 10.66% | +0.81% | +47.35% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.17% | +0.17% | +45.97% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.55% | -0.25% | -24.43% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 4.37% | +0.16% | +38.29% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.52% | +0.08% | +8.01% | |
| 6 | VTC | Vanguard Total Corporate Bnd | ETF-投資適格社債 | 3.33% | +0.26% | +19.80% | |
| 7 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.00% | +0.25% | +91.31% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.51% | +0.04% | +24.27% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.42% | — | +2060.73% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.28% | — | +13.03% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.82% | +0.01% | +22.55% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.69% | -0.57% | +13.06% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.55% | — | +21.89% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.49% | — | +41.23% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.39% | — | +39.49% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.37% | +0.04% | +3.23% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.04% | -0.17% | +2182.34% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.98% | — | -11.66% | |
| 19 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.92% | — | +26.61% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.82% | — | +36.45% | |
| 21 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.82% | — | +30.55% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.79% | — | +0.05% | |
| 23 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.74% | — | +45.21% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | +0.05% | +21.55% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.65% | +0.43% | +29.09% | |
| 26 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.65% | — | +115.45% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | -0.12% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | +0.33% | +28.52% | |
| 29 | DOORUSD | Masonite International CORP | 株式-その他 | 0.62% | — | — | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.59% | -0.20% | +35.95% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.57% | +0.15% | -27.77% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.54% | -0.35% | +31.51% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.53% | -0.10% | +83.33% | |
| 34 | CRM | Salesforce INC | 株式-IT | 0.48% | -0.08% | +14.87% | |
| 35 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.44% | — | -3.98% | |
| 36 | SUB | Ishares Short-term National | ETF-その他 | 0.42% | — | — | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.42% | — | +12.86% | |
| 38 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.41% | — | +11.21% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | +31.42% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.40% | — | +8.07% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.07% | +46.67% | |
| 42 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.39% | — | — | |
| 43 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.38% | — | +34.54% | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.38% | +0.02% | -24.33% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.38% | — | +3.20% | |
| 46 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.38% | — | -41.35% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.33% | — | +0.38% | |
| 48 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 0.33% | — | — | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.32% | — | +89.30% | |
| 50 | GPN | Global Payments INC | 株式-資本財 | 0.32% | — | — |