CIK: 0001843745
申告総資産額
$4.5億
上位200銘柄を表示中（全705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 | 5.86% | — | +1.03% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 4.06% | -0.37% | +3.51% | |
| 3 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 3.68% | +0.14% | +7.82% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.03% | +0.05% | +5.17% | |
| 5 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 2.97% | +0.08% | +5.69% | |
| 6 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.94% | +0.04% | +3877.82% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.81% | — | +11.36% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.56% | — | +8.41% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.27% | -0.45% | +3.53% | |
| 10 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 2.18% | — | -1.20% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.14% | -0.09% | +0.43% | |
| 12 | IQLT | Ishares Msci International Q | ETF-その他 | 2.02% | +0.04% | +3.46% | |
| 13 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.91% | — | +2.17% | |
| 14 | CGW | Invesco S&p Global Water Ind | ETF-その他 | 1.65% | — | +3.52% | |
| 15 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 1.54% | -0.08% | -5.61% | |
| 16 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.24% | — | +41.33% | |
| 17 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.21% | — | -1.35% | |
| 18 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.19% | — | +2.64% | |
| 19 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.13% | — | -2.75% | |
| 20 | BSCW | Invesco Bulletshares 2032 Cb | ETF-その他 | 1.10% | +0.03% | +93.30% | |
| 21 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 1.06% | +0.02% | +6.03% | |
| 22 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 1.05% | +0.04% | +12.23% | |
| 23 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.05% | — | +0.62% | |
| 24 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 1.04% | +0.04% | +13.68% | |
| 25 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.04% | +0.03% | +13.31% | |
| 26 | BSCX | Invesco Bulletshares 2033 Cb | ETF-その他 | 1.00% | +0.03% | — | |
| 27 | BSCV | Invesco Bulletshares 2031 Cb | ETF-その他 | 0.95% | +0.04% | +73.94% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.89% | -0.05% | -1.53% | |
| 29 | BSCU | Invesco Bulletshares 2030 Cb | ETF-その他 | 0.86% | +0.05% | +47.59% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.84% | +0.22% | +7.27% | |
| 31 | DFIS | Dimensional International Sm | ETF-その他 | 0.78% | — | +58.04% | |
| 32 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.78% | +0.03% | +2.56% | |
| 33 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.76% | +0.05% | +3.58% | |
| 34 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.71% | -0.10% | +0.29% | |
| 35 | DFIV | Dimensional International Va | ETF-その他 | 0.69% | +0.05% | +13.91% | |
| 36 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.63% | — | -38.82% | |
| 37 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.62% | — | +271.70% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | -0.06% | +5.56% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | +0.07% | +5.87% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +29.53% | |
| 41 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.53% | — | -20.48% | |
| 42 | DFAT | Dimensional US Target Value | ETF-その他 | 0.51% | — | +6.17% | |
| 43 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.50% | -0.04% | -0.26% | |
| 44 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-その他 | 0.49% | — | -5.24% | |
| 45 | SYK | Stryker CORP | 株式-ヘルスケア | 0.48% | — | +30.90% | |
| 46 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.47% | — | +1.38% | |
| 47 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 0.46% | — | +8.03% | |
| 48 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.45% | — | +137.90% | |
| 49 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.44% | — | -0.72% | |
| 50 | ACN | Accenture plc | 株式-IT | 0.43% | -0.04% | +0.89% |