CIK: 0001904274
申告総資産額
$31.0億
上位200銘柄を表示中（全369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 | 9.19% | +0.81% | +3.80% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 5.27% | +0.17% | +4.58% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.93% | -0.25% | -2.14% | |
| 4 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.67% | +0.16% | -5.28% | |
| 5 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.58% | +0.25% | +33.13% | |
| 6 | VTC | Vanguard Total Corporate Bnd | ETF-投資適格社債 | 3.19% | +0.26% | +9.01% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.14% | +0.04% | +49.78% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.10% | +0.08% | -0.74% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.88% | — | +34.08% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.21% | — | +2.83% | |
| 11 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.18% | +0.04% | +95.01% | |
| 12 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.70% | +0.01% | +3.79% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.47% | — | +5.11% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.28% | — | -3.18% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.27% | — | +8.36% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | -0.17% | +14.10% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.02% | -0.57% | -28.48% | |
| 18 | SUB | Ishares Short-term National | ETF-その他 | 1.00% | — | +160.84% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.96% | — | +63.21% | |
| 20 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 0.91% | — | +161.37% | |
| 21 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 0.88% | — | +5.21% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.81% | -0.01% | +529.22% | |
| 23 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.80% | — | +15.72% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.78% | -0.20% | +257.18% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.74% | — | +120.01% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | +0.05% | +21.27% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.70% | — | -5.82% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.70% | — | -0.21% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.69% | — | -19.75% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.64% | — | -5.34% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | +11.00% | |
| 32 | DOORUSD | Masonite International CORP | 株式-その他 | 0.53% | — | — | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.52% | -0.10% | +6.14% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.52% | +0.15% | +1.60% | |
| 35 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.46% | — | +25.39% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | +0.43% | +1585.43% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | +0.07% | +17.78% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.40% | — | +8.68% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.39% | — | +26.12% | |
| 40 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.37% | — | +71.60% | |
| 41 | AVDE | Avantis International Equity | ETF-その他 | 0.37% | — | +445.56% | |
| 42 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.36% | — | -7.77% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.35% | — | +29.89% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | — | +4.87% | |
| 45 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.34% | — | +480.85% | |
| 46 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.34% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.34% | +0.33% | +1234.94% | |
| 48 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.32% | — | +28.22% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.32% | — | -3.44% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.32% | — | +8.75% |