CIK: 0001776290
申告総資産額
$28.9億
| # | 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 | 20.91% | -0.60% | +17.14% | |
| 2 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 12.57% | -0.09% | +53.15% | |
| 3 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 10.09% | — | +0.81% | |
| 4 | TIP | Ishares Tips Bond ETF | ETF-その他 | 6.18% | — | -4.37% | |
| 5 | SYK | Stryker CORP | 株式-ヘルスケア | 4.99% | -0.27% | +1.77% | |
| 6 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 4.24% | — | +1.10% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 3.75% | -0.01% | +32.38% | |
| 8 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 3.24% | -0.31% | +13.21% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.96% | — | +3.59% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.15% | — | +2.26% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.00% | — | -0.91% | |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.73% | — | +3.22% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.45% | — | -3.24% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.34% | +0.04% | +1.10% | |
| 15 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.21% | — | — | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.18% | — | +6.83% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.13% | — | +3.66% | |
| 18 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.01% | — | +2.82% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.01% | -0.22% | -15.08% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | — | +3.77% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.71% | — | +72.48% | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.69% | +0.16% | +0.34% | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 0.66% | +0.38% | +4.85% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.61% | — | -0.81% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.59% | — | -20.00% | |
| 26 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.56% | — | — | |
| 27 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.52% | — | +13.19% | |
| 28 | PM | Philip Morris International | 株式-生活必需品 | 0.46% | — | +1.25% | |
| 29 | KEL | Kellanova | 株式-その他 | 0.45% | — | -2.98% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.44% | +0.26% | +7.25% | |
| 31 | MO | Altria Group INC | 株式-生活必需品 | 0.43% | — | +0.02% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.41% | — | -15.53% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.35% | — | — | |
| 34 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.33% | — | — | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.33% | +0.04% | — | |
| 36 | MSFT | Microsoft CORP | 株式-IT | 0.32% | -0.29% | +33.11% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.32% | — | -59.99% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.05% | +1.40% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.32% | — | -1.72% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.31% | — | +15.01% | |
| 41 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.31% | — | -4.49% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.31% | +0.05% | +17.93% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.30% | — | -2.99% | |
| 44 | GJB | Steelcase Inc-cl A | 株式-その他 | 0.29% | — | -2.41% | |
| 45 | ETN | Eaton Corporation plc | 株式-資本財 | 0.26% | — | +0.05% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.25% | — | — | |
| 47 | LCII | Lci Industries | 株式-一般消費財 | 0.24% | -0.05% | EXIT | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.23% | — | -4.45% | |
| 49 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.23% | — | +12.92% | |
| 50 | T | At&t INC | 株式-通信サービス | 0.20% | — | +0.01% |