CIK: 0001801846
申告総資産額
$3.9億
上位200銘柄を表示中（全208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 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 6.29% | -0.01% | +0.22% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.38% | +1.36% | -14.88% | |
| 3 | ABBV | Abbvie INC | 株式-ヘルスケア | 4.22% | — | -6.51% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.01% | — | -3.83% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.42% | -1.28% | +55.58% | |
| 6 | DFIV | Dimensional International Va | ETF-その他 | 3.15% | — | +1.72% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.87% | -1.15% | +12.78% | |
| 8 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.74% | +0.88% | +3.22% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.65% | — | -7.02% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.58% | -0.90% | -10.77% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.46% | -1.51% | -12.37% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 2.10% | — | +0.39% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.09% | — | -2.11% | |
| 14 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.01% | +0.73% | +1.79% | |
| 15 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.88% | — | -3.55% | |
| 16 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.79% | +0.84% | — | |
| 17 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.65% | — | -1.12% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.46% | +1.35% | — | |
| 19 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 1.42% | +0.48% | +16.04% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.32% | -0.23% | +3.27% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.14% | -0.43% | -0.37% | |
| 22 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.11% | — | -39.47% | |
| 23 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.04% | -0.20% | -5.16% | |
| 24 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.02% | +1.77% | +30.77% | |
| 25 | MBB | Ishares Mbs ETF | ETF-その他 | 0.98% | — | +3.97% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.97% | +0.39% | +0.66% | |
| 27 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.92% | — | -2.50% | |
| 28 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.89% | — | -1.77% | |
| 29 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.87% | — | -16.50% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.83% | -0.38% | +7.36% | |
| 31 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 0.83% | +0.45% | +4.46% | |
| 32 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.75% | — | +71.52% | |
| 33 | AAPL | Apple INC | 株式-IT | 0.75% | -0.19% | +14.18% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.70% | -0.24% | +1.48% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.70% | -1.71% | -33.69% | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.68% | -0.30% | -8.90% | |
| 37 | VTV | Vanguard Value ETF | ETF-その他 | 0.64% | -0.40% | +11.11% | |
| 38 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.60% | -0.41% | +5.51% | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.57% | -0.21% | +1.06% | |
| 40 | BBHY | Jpmorgan Betabuilders Usd Hi | ETF-その他 | 0.54% | — | +199.56% | |
| 41 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.50% | — | +195.10% | |
| 42 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.50% | -0.35% | EXIT | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | -0.21% | -27.73% | |
| 44 | SUB | Ishares Short-term National | ETF-その他 | 0.49% | -0.17% | -3.63% | |
| 45 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.44% | -0.23% | +1.78% | |
| 46 | BND | Vanguard Total Bond Market | ETF-その他 | 0.43% | — | +3.78% | |
| 47 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 0.43% | -0.28% | +10.23% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | — | -2.22% | |
| 49 | FXR | First Trust Indst/producers | ETF-その他 | 0.40% | -0.30% | EXIT | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.38% | — | +0.49% |