CIK: 0001843745
申告総資産額
$4.5億
上位200銘柄を表示中（全774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 | 7.62% | — | +4.09% | |
| 2 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 4.73% | -0.08% | -0.99% | |
| 3 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 3.93% | — | +4.43% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.06% | -0.09% | +16.97% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 2.80% | -0.37% | +2.69% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.48% | -0.45% | +4.10% | |
| 7 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.34% | — | -0.29% | |
| 8 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.96% | — | +6.38% | |
| 9 | CGW | Invesco S&p Global Water Ind | ETF-その他 | 1.82% | — | +0.69% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.79% | — | +20.60% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.63% | -0.05% | +56.53% | |
| 12 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.62% | — | +10.12% | |
| 13 | IQLT | Ishares Msci International Q | ETF-その他 | 1.55% | +0.04% | +8.52% | |
| 14 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.52% | — | +10.97% | |
| 15 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.47% | — | -8.62% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.47% | — | -1.44% | |
| 17 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.43% | — | +0.06% | |
| 18 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.42% | — | +14.57% | |
| 19 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.39% | — | +9.33% | |
| 20 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.33% | -0.10% | — | |
| 21 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.29% | +0.26% | +49.35% | |
| 22 | QDF | Flexshares Quality Dividend | ETF-その他 | 1.24% | — | +70.55% | |
| 23 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.23% | +0.05% | +6.55% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.23% | -0.04% | +172.50% | |
| 25 | GNMA | Ishares Gnma Bond ETF | ETF-その他 | 1.23% | — | +1.13% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.96% | +0.22% | +8.63% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.95% | — | +56.42% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.95% | — | +35.08% | |
| 29 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.79% | — | -0.87% | |
| 30 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.79% | — | +0.15% | |
| 31 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.75% | +0.03% | +7.95% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | +0.07% | +40.22% | |
| 33 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.72% | — | -3.07% | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.70% | — | +83.67% | |
| 35 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 0.70% | — | +0.78% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | -0.06% | +29.83% | |
| 37 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.61% | — | +3.68% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | +45.70% | |
| 39 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.55% | -0.14% | +60.61% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.55% | — | +53.55% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.52% | — | +50.00% | |
| 42 | FISV | Fiserv INC | 株式-その他 | 0.51% | — | +29.16% | |
| 43 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 0.50% | +0.05% | +10.50% | |
| 44 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.49% | -0.04% | +11.20% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.49% | — | +30.00% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | -0.41% | |
| 47 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.48% | — | +75.22% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.48% | -0.04% | +43.85% | |
| 49 | SYK | Stryker CORP | 株式-ヘルスケア | 0.47% | — | +18.60% | |
| 50 | TDF | Templeton Dragon Fund, Inc. | 株式-その他 | 0.46% | — | +189.91% |