CIK: 0001838615
申告総資産額
$46.0億
上位200銘柄を表示中（全430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 | 13.14% | +0.47% | +2.41% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 9.40% | +0.21% | +4.00% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.44% | +0.46% | +0.05% | |
| 4 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 4.18% | -0.07% | -15.83% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.79% | -0.04% | -3.13% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.06% | +0.32% | -2.44% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.80% | +0.11% | -30.18% | |
| 8 | EIPX | Ft Energy INC Partners Strat | ETF-その他 | 2.69% | +0.73% | +5.12% | |
| 9 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.60% | +0.24% | -2.73% | |
| 10 | EMLP | First Trust North American E | ETF-その他 | 2.57% | +0.33% | -2.37% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.53% | +0.46% | -0.07% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.83% | +0.17% | +430.97% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.80% | -0.09% | +3.15% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.46% | -0.07% | +1.58% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.30% | — | -0.11% | |
| 16 | IAUM | Ishares Gold Trust Micro | ETF-コモディティ | 1.26% | +0.13% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.22% | -0.05% | -7.97% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.14% | +0.09% | -23.68% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.02% | -0.12% | -0.36% | |
| 20 | DUHP | Dimensional US High Profi Et | ETF-その他 | 0.97% | -0.71% | -31.09% | |
| 21 | UBER | Uber Technologies INC | 株式-資本財 | 0.92% | -0.07% | -21.64% | |
| 22 | MDT | Medtronic plc | 株式-ヘルスケア | 0.69% | -0.05% | +0.44% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.27% | +1.01% | |
| 24 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.59% | — | +4.96% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 0.58% | -0.14% | +1.41% | |
| 26 | PLD | Prologis INC | 株式-不動産 | 0.56% | — | +0.10% | |
| 27 | GS | Goldman Sachs Group INC | 株式-金融 | 0.56% | — | +87.34% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.54% | -0.06% | +30.20% | |
| 29 | PABU | Ishr Par-alnd Clim Opt Mue-u | ETF-その他 | 0.54% | — | +5.17% | |
| 30 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.52% | -0.11% | -19.83% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.51% | -0.06% | +0.25% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | -0.07% | -1.65% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | -0.08% | -0.33% | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.49% | — | -0.26% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | — | +3.71% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.47% | — | +7.32% | |
| 37 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.45% | — | +153.19% | |
| 38 | PABD | Ishares Paris-aligned Climat | ETF-その他 | 0.43% | +0.13% | +1309.13% | |
| 39 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.40% | — | -1.53% | |
| 40 | GPGI | Gpgi INC | 株式-その他 | 0.39% | — | +116.96% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | — | -4.73% | |
| 42 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.35% | — | -0.44% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.35% | — | -24.93% | |
| 44 | DFAI | Dimensional International Co | ETF-その他 | 0.35% | -0.18% | -3.46% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.33% | — | -9.38% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.33% | — | +21.00% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.32% | — | +1.11% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.32% | +0.06% | -10.72% | |
| 49 | DXJ | Wisdomtree Japan Hedged Eq | ETF-その他 | 0.31% | +0.07% | -0.40% | |
| 50 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.28% | — | -1.56% |