CIK: 0001801846
申告総資産額
$3.9億
上位200銘柄を表示中（全204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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.85% | +1.36% | +3.50% | |
| 2 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 4.91% | -1.28% | +39.93% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.53% | -0.01% | -10.63% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.74% | — | -2.35% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.60% | +1.77% | +12.57% | |
| 6 | DFIV | Dimensional International Va | ETF-その他 | 3.30% | — | +4.39% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.23% | -1.15% | +4.88% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.15% | -0.90% | +4.35% | |
| 9 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.10% | +0.88% | +4.51% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.04% | +0.84% | +5.87% | |
| 11 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 2.39% | — | +2.69% | |
| 12 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.32% | -1.51% | +44.26% | |
| 13 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 2.04% | — | -0.81% | |
| 14 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 1.96% | +0.48% | +12.07% | |
| 15 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.86% | — | -0.66% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.82% | +0.73% | -30.27% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.63% | +1.35% | +3.43% | |
| 18 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.41% | — | -7.83% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.31% | — | +23.13% | |
| 20 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 1.24% | +0.45% | +12.81% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.15% | -0.43% | -0.34% | |
| 22 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.14% | -0.20% | +7.97% | |
| 23 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.13% | +0.39% | +6.67% | |
| 24 | MBB | Ishares Mbs ETF | ETF-その他 | 1.06% | — | +5.08% | |
| 25 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.97% | — | -0.67% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.95% | -0.19% | +3.80% | |
| 27 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.94% | — | -0.57% | |
| 28 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.93% | -0.23% | -39.07% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.92% | -0.38% | +1.02% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.79% | -1.71% | -4.96% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.78% | -0.24% | +5.63% | |
| 32 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.72% | — | -6.81% | |
| 33 | VTV | Vanguard Value ETF | ETF-その他 | 0.72% | -0.40% | +3.62% | |
| 34 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.69% | -0.21% | +0.88% | |
| 35 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.61% | -0.30% | -12.01% | |
| 36 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.60% | -0.46% | +58.93% | |
| 37 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.56% | -0.41% | -20.43% | |
| 38 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.55% | -0.35% | EXIT | |
| 39 | SUB | Ishares Short-term National | ETF-その他 | 0.52% | -0.17% | +4.57% | |
| 40 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 0.51% | -0.28% | -0.33% | |
| 41 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.50% | — | +7.13% | |
| 42 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.50% | — | +0.31% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | -0.21% | — | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.49% | — | -0.79% | |
| 45 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.46% | — | -11.05% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | — | +1.20% | |
| 47 | QTEC | First Trust Nasdq 100 Tech I | ETF-テック型 | 0.43% | -0.23% | +0.89% | |
| 48 | FXR | First Trust Indst/producers | ETF-その他 | 0.42% | -0.30% | EXIT | |
| 49 | BND | Vanguard Total Bond Market | ETF-その他 | 0.40% | — | -3.46% | |
| 50 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.40% | — | +44.28% |