CIK: 0001843745
申告総資産額
$4.5億
上位200銘柄を表示中（全757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 | 7.08% | — | -3.89% | |
| 2 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 4.61% | -0.08% | +2.80% | |
| 3 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 3.25% | — | -6.95% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 3.21% | -0.37% | +21.82% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.79% | -0.09% | +1.55% | |
| 6 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 2.49% | — | +6.20% | |
| 7 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 2.26% | — | +2.36% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.25% | -0.45% | +4.68% | |
| 9 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 2.13% | — | +6.74% | |
| 10 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 2.07% | — | +6.03% | |
| 11 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 2.04% | -0.10% | +18.06% | |
| 12 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 2.00% | — | +8.63% | |
| 13 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 1.76% | +0.05% | +383.96% | |
| 14 | IQLT | Ishares Msci International Q | ETF-その他 | 1.74% | +0.04% | +26.97% | |
| 15 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.59% | — | +5.54% | |
| 16 | CGW | Invesco S&p Global Water Ind | ETF-その他 | 1.56% | — | +2.03% | |
| 17 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.55% | +0.26% | +7.93% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.53% | — | +62.10% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.41% | -0.05% | +1.69% | |
| 20 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.29% | — | -0.04% | |
| 21 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.29% | — | +0.51% | |
| 22 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 1.24% | — | +0.12% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.15% | +0.22% | -0.77% | |
| 24 | QDF | Flexshares Quality Dividend | ETF-その他 | 1.15% | — | -4.45% | |
| 25 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.07% | — | -28.82% | |
| 26 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.05% | +0.05% | -0.69% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 1.05% | — | -23.96% | |
| 28 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.94% | +0.02% | +80.26% | |
| 29 | TDF | Templeton Dragon Fund, Inc. | 株式-その他 | 0.92% | — | +23.98% | |
| 30 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.91% | +0.08% | +26.92% | |
| 31 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.84% | +0.03% | +15.86% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.79% | +0.07% | -3.29% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.75% | — | -1.88% | |
| 34 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.74% | — | +11.01% | |
| 35 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.73% | — | -0.59% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.70% | — | +35.05% | |
| 37 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 0.67% | — | +2.10% | |
| 38 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.67% | — | -7.17% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | -0.06% | +2.99% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | +4.40% | |
| 41 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.55% | -0.04% | +25.35% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.55% | -0.04% | -15.26% | |
| 43 | FISV | Fiserv INC | 株式-その他 | 0.53% | — | — | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | — | +18.98% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | — | +12.98% | |
| 46 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 0.48% | — | — | |
| 47 | GMF | State Street Spdr S&p Emergi | ETF-その他 | 0.47% | — | +9.96% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | -0.22% | |
| 49 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.45% | — | +0.67% | |
| 50 | DFAT | Dimensional US Target Value | ETF-その他 | 0.41% | — | -9.25% |