CIK: 0001843745
申告総資産額
$4.5億
上位200銘柄を表示中（全835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 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 5.53% | +0.14% | +61.60% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.18% | — | +0.99% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 3.74% | -0.37% | +2.04% | |
| 4 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 3.40% | +0.08% | +7.66% | |
| 5 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 3.34% | +0.05% | +16.42% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.69% | — | +15.02% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.46% | — | +66.71% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.43% | -0.14% | +10.50% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.41% | +0.04% | +15.79% | |
| 10 | IQLT | Ishares Msci International Q | ETF-その他 | 2.05% | +0.04% | +11.23% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.01% | -0.45% | +0.79% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.72% | -0.09% | -7.38% | |
| 13 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.71% | — | +2.86% | |
| 14 | CGW | Invesco S&p Global Water Ind | ETF-その他 | 1.61% | — | +6.75% | |
| 15 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 1.53% | — | -8.93% | |
| 16 | DFIS | Dimensional International Sm | ETF-その他 | 1.25% | — | +22.39% | |
| 17 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 1.22% | -0.08% | -3.98% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.19% | -0.05% | -0.02% | |
| 19 | BSCW | Invesco Bulletshares 2032 Cb | ETF-その他 | 1.14% | +0.03% | +17.73% | |
| 20 | BSCV | Invesco Bulletshares 2031 Cb | ETF-その他 | 1.12% | +0.04% | +20.71% | |
| 21 | BSCX | Invesco Bulletshares 2033 Cb | ETF-その他 | 1.11% | +0.03% | +20.61% | |
| 22 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 1.08% | +0.04% | +17.40% | |
| 23 | BSCU | Invesco Bulletshares 2030 Cb | ETF-その他 | 1.07% | +0.05% | +22.24% | |
| 24 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 1.07% | +0.02% | +15.70% | |
| 25 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 1.06% | +0.03% | +16.05% | |
| 26 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 1.06% | +0.04% | +16.29% | |
| 27 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.02% | — | +5.50% | |
| 28 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.99% | — | -1.98% | |
| 29 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 0.95% | — | +3.77% | |
| 30 | DFIV | Dimensional International Va | ETF-その他 | 0.91% | +0.05% | +13.76% | |
| 31 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.77% | — | +15.21% | |
| 32 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.75% | — | -5.62% | |
| 33 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.74% | +0.03% | +3.21% | |
| 34 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.74% | +0.05% | +0.76% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | +0.22% | -0.20% | |
| 36 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 0.70% | — | +46.78% | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.62% | -0.05% | +4.74% | |
| 38 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.62% | — | -1.32% | |
| 39 | DFAT | Dimensional US Target Value | ETF-その他 | 0.60% | — | +5.47% | |
| 40 | GMF | State Street Spdr S&p Emergi | ETF-その他 | 0.58% | — | +8.23% | |
| 41 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.54% | -0.10% | +1.58% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | -0.06% | -2.52% | |
| 43 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.50% | — | +2.89% | |
| 44 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.49% | — | +23.61% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.48% | — | +0.78% | |
| 46 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.46% | — | +3.63% | |
| 47 | KBWB | Invesco Kbw Bank ETF | ETF-その他 | 0.46% | — | +3.57% | |
| 48 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.46% | — | -12.40% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.43% | — | -5.10% | |
| 50 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.42% | -0.04% | -0.63% |