CIK: 0001838615
申告総資産額
$46.0億
上位200銘柄を表示中（全384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 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 13.93% | +0.47% | +4.11% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 9.65% | +0.11% | +0.75% | |
| 3 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 7.38% | +0.21% | +2.38% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 7.34% | -0.07% | -3.79% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.49% | +0.46% | +1.13% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.67% | -0.04% | +1.44% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.98% | +0.46% | +2.93% | |
| 8 | EMLP | First Trust North American E | ETF-その他 | 2.80% | +0.33% | +0.24% | |
| 9 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 2.65% | +0.09% | +104.05% | |
| 10 | EIPX | Ft Energy INC Partners Strat | ETF-その他 | 2.01% | +0.73% | +1.85% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.82% | -0.09% | +4.76% | |
| 12 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.69% | — | -3.95% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.69% | +0.32% | -14.13% | |
| 14 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.53% | +0.24% | +2.97% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.30% | -0.05% | +17.70% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.03% | -0.07% | -0.12% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.01% | -0.12% | -5.99% | |
| 18 | UBER | Uber Technologies INC | 株式-資本財 | 0.97% | -0.07% | -2.49% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.71% | +0.17% | +19.48% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.70% | -0.06% | +417.52% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | +0.27% | +15.29% | |
| 22 | MDT | Medtronic plc | 株式-ヘルスケア | 0.65% | -0.05% | +11402.21% | |
| 23 | PLD | Prologis INC | 株式-不動産 | 0.63% | — | -0.59% | |
| 24 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.61% | — | -3.27% | |
| 25 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.57% | -0.71% | -0.40% | |
| 26 | ULCC | Frontier Group Holdings INC | 株式-その他 | 0.55% | — | — | |
| 27 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.53% | +0.06% | -1.02% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.48% | -0.14% | -9.78% | |
| 29 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.48% | — | -6.04% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.44% | — | +7.01% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | +20.04% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | -0.08% | -3.16% | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.37% | — | +0.51% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | -0.07% | +1.05% | |
| 35 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.36% | — | +3.02% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.35% | — | +29.10% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.33% | — | -1.09% | |
| 38 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.33% | — | -5.29% | |
| 39 | CME | Cme Group INC | 株式-金融 | 0.33% | — | +50.28% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.33% | — | +20.09% | |
| 41 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.32% | — | +12.64% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.32% | — | +1.88% | |
| 43 | LTPZ | Pimco 15+ Yr US Tips Indx | ETF-その他 | 0.31% | — | — | |
| 44 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.29% | — | +581.33% | |
| 45 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.28% | +0.07% | +2.52% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.28% | — | -2.81% | |
| 47 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.28% | — | — | |
| 48 | NUMG | Nuveen Esg Mid-cap Grow ETF | ETF-その他 | 0.27% | — | -0.24% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.26% | — | -21.73% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.26% | — | -7.96% |