CIK: 0001770532
申告総資産額
$4.2億
上位200銘柄を表示中（全260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 | 32.70% | -3.65% | -3.47% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.73% | -0.72% | -4.94% | |
| 3 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 6.55% | — | +3.13% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 5.92% | -0.62% | -4.86% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.71% | -0.25% | +2.14% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.08% | -0.20% | +431.42% | |
| 7 | KORP | American Century Diversified | ETF-その他 | 4.70% | — | -0.46% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.55% | — | +6.37% | |
| 9 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.93% | — | +3.12% | |
| 10 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.90% | — | +2.99% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.11% | — | — | |
| 12 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 2.05% | — | — | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.95% | — | -56.35% | |
| 14 | CAT | Caterpillar INC | 株式-資本財 | 1.10% | +0.10% | -7.64% | |
| 15 | CRM | Salesforce INC | 株式-IT | 0.93% | -0.17% | -6.15% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.91% | +0.05% | -4.53% | |
| 17 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.90% | — | +6.96% | |
| 18 | AAPL | Apple INC | 株式-IT | 0.76% | -0.17% | -0.17% | |
| 19 | INTC | Intel CORP | 株式-IT | 0.75% | — | +3760.34% | |
| 20 | TAXF | American Century Diver Muni | ETF-その他 | 0.74% | — | +10.32% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 0.74% | -0.13% | — | |
| 22 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.74% | — | +11.37% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.47% | — | +1.61% | |
| 24 | MUST | Columbia Multi-sect Muni INC | ETF-その他 | 0.43% | — | -28.86% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.41% | +0.11% | +0.87% | |
| 26 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.34% | — | — | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.33% | — | -15.95% | |
| 28 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.31% | — | — | |
| 29 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.24% | +0.14% | — | |
| 30 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.23% | — | — | |
| 31 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.23% | — | — | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.22% | -0.10% | +9.75% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.20% | +0.08% | +0.19% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.18% | — | -8.28% | |
| 35 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.17% | +0.03% | +1.36% | |
| 36 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 0.17% | +0.07% | -1.44% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.17% | -0.11% | -2.20% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.16% | — | — | |
| 39 | PAVE | Global X US Infrastructure | ETF-その他 | 0.16% | — | — | |
| 40 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 0.16% | +0.12% | — | |
| 41 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.16% | — | — | |
| 42 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.14% | +0.11% | +26.09% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.14% | — | -2.28% | |
| 44 | PSFF | Pacer Swan Sos Fund Of Funds | ETF-その他 | 0.14% | +0.13% | +155.16% | |
| 45 | BALT | Inn Defined Wealth Shield | ETF-その他 | 0.13% | — | +156.69% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.13% | — | -6.81% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.12% | — | -1.86% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.12% | — | +1.46% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.09% | +0.07% | +29.90% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.09% | — | +206.00% |