CIK: 0001832093
申告総資産額
$2.1億
上位200銘柄を表示中（全219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 | VTIP | Vanguard Short-term Tips | ETF-その他 | 10.49% | -0.56% | +7.75% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 9.53% | +0.52% | +2.32% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 9.29% | +0.41% | +4.35% | |
| 4 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.81% | — | +5.95% | |
| 5 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 5.14% | +0.05% | +1.21% | |
| 6 | SUB | Ishares Short-term National | ETF-その他 | 4.53% | — | +3.97% | |
| 7 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 3.66% | +0.11% | +1.89% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.56% | -0.23% | +0.62% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.29% | — | +30.17% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 3.09% | -0.97% | -1.47% | |
| 11 | CGW | Invesco S&p Global Water Ind | ETF-その他 | 2.95% | -0.28% | +1.88% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.81% | -0.14% | -2.06% | |
| 13 | BWX | State Street Spdr Bloomberg | ETF-その他 | 2.78% | -0.06% | +2.59% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.53% | — | +17.97% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.48% | +0.15% | +1.50% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.32% | -0.14% | -0.82% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.09% | +0.05% | +26.40% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.02% | +0.02% | -3.05% | |
| 19 | IQLT | Ishares Msci International Q | ETF-その他 | 1.76% | -0.14% | +14.36% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.69% | -0.03% | -1.52% | |
| 21 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.55% | +0.01% | -1.16% | |
| 22 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 1.46% | -0.08% | +4.55% | |
| 23 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.45% | -0.18% | +23.28% | |
| 24 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.09% | +0.10% | NEW | |
| 25 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.01% | — | +1.43% | |
| 26 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.97% | -0.09% | +6.92% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.96% | +0.03% | -0.48% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.90% | +0.01% | — | |
| 29 | AAPL | Apple INC | 株式-IT | 0.88% | +0.01% | -1.01% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.88% | +0.02% | +8.49% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.39% | — | -0.86% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | -0.17% | +1.32% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.25% | +0.01% | +0.18% | |
| 34 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.22% | — | +21.13% | |
| 35 | PFE | Pfizer INC | 株式-ヘルスケア | 0.21% | — | -3.62% | |
| 36 | FAN | First Trust Global Wind Ener | ETF-その他 | 0.20% | — | -86.58% | |
| 37 | BX | Blackstone INC | 株式-金融 | 0.20% | — | — | |
| 38 | ARCC | Ares Capital CORP | 株式-金融 | 0.19% | — | — | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.19% | — | -1.23% | |
| 40 | ADP | Automatic Data Processing | 株式-IT | 0.19% | — | — | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.18% | +0.05% | +9.52% | |
| 42 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.17% | -0.01% | -7.25% | |
| 43 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.14% | — | +0.58% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.14% | — | — | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.13% | +0.01% | — | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.12% | -0.01% | — | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.12% | — | — | |
| 48 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.11% | — | +7.97% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.11% | — | — | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.10% | — | -3.12% |