CIK: 0001843745
申告総資産額
$4.5億
上位200銘柄を表示中（全879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 | 4.86% | — | +1.35% | |
| 2 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 4.25% | +0.14% | -2.74% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-その他 | 4.06% | +0.26% | +8.42% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 3.88% | -0.37% | +1.85% | |
| 5 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 3.34% | +0.08% | -0.64% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 2.94% | +0.05% | -9.00% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.75% | — | +3.74% | |
| 8 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.63% | -0.14% | +0.76% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 2.48% | +0.04% | +2.85% | |
| 10 | IQLT | Ishares Msci International Q | ETF-その他 | 2.10% | +0.04% | +0.85% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.08% | -0.45% | +7.62% | |
| 12 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.65% | — | +1.47% | |
| 13 | CGW | Invesco S&p Global Water Ind | ETF-その他 | 1.57% | — | -0.96% | |
| 14 | DFIS | Dimensional International Sm | ETF-その他 | 1.40% | — | +0.18% | |
| 15 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 1.29% | — | -2.26% | |
| 16 | BSCV | Invesco Bulletshares 2031 Cb | ETF-その他 | 1.23% | +0.04% | +5.65% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.21% | -0.09% | -4.05% | |
| 18 | BSCW | Invesco Bulletshares 2032 Cb | ETF-その他 | 1.21% | +0.03% | +4.33% | |
| 19 | BSCU | Invesco Bulletshares 2030 Cb | ETF-その他 | 1.19% | +0.05% | +6.86% | |
| 20 | BSCT | Invesco Bulletshares 2029 Cb | ETF-その他 | 1.17% | +0.04% | +6.64% | |
| 21 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 1.09% | -0.08% | -1.34% | |
| 22 | BSCX | Invesco Bulletshares 2033 Cb | ETF-その他 | 1.09% | +0.03% | +0.25% | |
| 23 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.02% | — | +1.08% | |
| 24 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 1.01% | — | +6.95% | |
| 25 | DFIV | Dimensional International Va | ETF-その他 | 0.99% | +0.05% | -0.85% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.97% | -0.05% | -4.18% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.91% | -0.06% | — | |
| 28 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.87% | -0.10% | -5.18% | |
| 29 | BSCY | Invesco Bulletshares 2034 Cb | ETF-その他 | 0.85% | +0.07% | +29.49% | |
| 30 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-その他 | 0.83% | — | -2.66% | |
| 31 | DFSU | Dimensional US Sus Core1 ETF | ETF-その他 | 0.82% | — | +7.06% | |
| 32 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.82% | — | -5.57% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.79% | -0.05% | -0.42% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | -0.06% | +19.65% | |
| 35 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.70% | +0.05% | -0.17% | |
| 36 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 0.68% | +0.03% | -0.75% | |
| 37 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 0.64% | — | — | |
| 38 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.61% | +0.04% | -45.15% | |
| 39 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.60% | +0.03% | -44.43% | |
| 40 | IBIE | Ishares Ibonds Oct 2028 Tt | ETF-その他 | 0.60% | — | — | |
| 41 | IBID | Ishares Ibonds Oct 2027 Tt | ETF-その他 | 0.60% | — | — | |
| 42 | IBIC | Ishares Ibonds Oct 2026 Tt | ETF-その他 | 0.59% | — | — | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | +0.22% | +7.58% | |
| 44 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.58% | +0.02% | -45.52% | |
| 45 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.54% | — | +17.02% | |
| 46 | GMF | State Street Spdr S&p Emergi | ETF-その他 | 0.54% | — | -3.94% | |
| 47 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.48% | — | -0.88% | |
| 48 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.42% | — | +1.08% | |
| 49 | SYK | Stryker CORP | 株式-ヘルスケア | 0.41% | — | +8.46% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | — | +6.87% |