CIK: 0001843745
申告総資産額
$4.5億
上位200銘柄を表示中（全463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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 10.20% | — | +0.08% | |
| 2 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 6.68% | -0.08% | +0.25% | |
| 3 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 5.36% | — | -0.48% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 4.14% | -0.37% | -1.75% | |
| 5 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 3.83% | — | +1.51% | |
| 6 | CGW | Invesco S&p Global Water Ind | ETF-その他 | 2.88% | — | +7.75% | |
| 7 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 2.65% | — | +6.34% | |
| 8 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.32% | — | +1.31% | |
| 9 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 2.31% | — | +7.43% | |
| 10 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 2.24% | — | -0.27% | |
| 11 | IQLT | Ishares Msci International Q | ETF-その他 | 2.14% | +0.04% | +2.87% | |
| 12 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.12% | — | +11.05% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.10% | -0.09% | -1.25% | |
| 14 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 2.06% | — | -0.28% | |
| 15 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 2.03% | — | -1.49% | |
| 16 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 2.00% | — | +4.14% | |
| 17 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.87% | — | +6.30% | |
| 18 | WDRN | WisdomTree Physical AI, Humanoids, and Drones Fund | 株式-その他 | 1.81% | — | +5.66% | |
| 19 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.70% | +0.05% | +0.58% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.61% | -0.45% | -3.62% | |
| 21 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 1.46% | — | +15.65% | |
| 22 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 1.13% | +0.03% | +3.96% | |
| 23 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 1.08% | — | +2.16% | |
| 24 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.08% | — | -0.89% | |
| 25 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.07% | — | -0.14% | |
| 26 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 1.06% | — | -1.71% | |
| 27 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.98% | — | — | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.87% | — | -4.34% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | +0.22% | — | |
| 30 | DAL | Delta Air Lines INC | 株式-資本財 | 0.69% | — | +2.18% | |
| 31 | TDF | Templeton Dragon Fund, Inc. | 株式-その他 | 0.68% | — | +4.23% | |
| 32 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.66% | — | +31.93% | |
| 33 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.65% | -0.04% | -0.12% | |
| 34 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 0.65% | +0.05% | +32.13% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.64% | -0.04% | -0.48% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | -0.06% | +0.02% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | +0.07% | +0.28% | |
| 38 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.51% | -0.14% | +11.07% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.49% | — | — | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.44% | -0.06% | +0.15% | |
| 41 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.40% | — | — | |
| 42 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.39% | — | -5.57% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | — | +0.35% | |
| 44 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.39% | +0.08% | -18.81% | |
| 45 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.38% | — | -3.52% | |
| 46 | ACN | Accenture plc | 株式-IT | 0.36% | -0.04% | — | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.36% | — | +0.34% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.35% | — | — | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.35% | — | — | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | — | +1.55% |