CIK: 0001776290
申告総資産額
$28.9億
上位200銘柄を表示中（全215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 | 13.14% | -0.60% | +8.32% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 7.29% | -0.01% | +53.67% | |
| 3 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 6.19% | -0.09% | +3.70% | |
| 4 | IAU | Ishares Gold Trust | ETF-コモディティ | 4.76% | -0.02% | +1094.36% | |
| 5 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 4.47% | -0.31% | +51.22% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.18% | -0.22% | +2.86% | |
| 7 | BKLC | Bny Mellon US Lrg Cap Cor | ETF-その他 | 3.52% | -0.21% | +27.60% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.18% | — | +15.93% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.98% | — | -0.31% | |
| 10 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.78% | +0.26% | +61.98% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.24% | -0.29% | +6.34% | |
| 12 | SYK | Stryker CORP | 株式-ヘルスケア | 2.05% | -0.27% | +0.13% | |
| 13 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.71% | -0.52% | +3243.81% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.56% | — | +0.39% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.43% | — | +5.89% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.30% | +0.38% | +37.87% | |
| 17 | BKAG | Bny Mellon Core Bond ETF | ETF-その他 | 1.28% | — | +29.76% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | +2.92% | |
| 19 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.03% | — | +4.44% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.95% | +0.16% | +51.79% | |
| 21 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.93% | — | — | |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.78% | -0.02% | +293.22% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | +0.05% | -27.10% | |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.73% | +0.04% | +3.60% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | — | +1886.43% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.73% | — | +19.98% | |
| 27 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.72% | — | +22.39% | |
| 28 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.70% | — | +917.11% | |
| 29 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.67% | +0.01% | +305.71% | |
| 30 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.67% | — | -17.02% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.62% | — | -0.69% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | — | +3.48% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.57% | — | +17.67% | |
| 34 | BKIE | Bny Mellon Intl Eqty ETF | ETF-その他 | 0.56% | — | +36.78% | |
| 35 | AIT | Applied Industrial Tech INC | 株式-資本財 | 0.54% | — | — | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.53% | — | +23.84% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | — | +1.04% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | +0.56% | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.46% | +0.02% | +13.00% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | +1.82% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | +3.43% | |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.41% | — | -2.38% | |
| 43 | HON | Honeywell International INC | 株式-資本財 | 0.39% | — | +0.82% | |
| 44 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.39% | — | -4.22% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.38% | — | -37.63% | |
| 46 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.37% | +0.04% | +21.82% | |
| 47 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.36% | — | -0.31% | |
| 48 | SUB | Ishares Short-term National | ETF-その他 | 0.36% | — | +877.71% | |
| 49 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.35% | — | — | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.34% | +0.06% | +7.23% |