CIK: 0001976256
申告総資産額
$3.3億
上位200銘柄を表示中（全479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 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 11.09% | -0.70% | +1.57% | |
| 2 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 7.49% | -0.43% | +1.12% | |
| 3 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 6.72% | +0.11% | -0.20% | |
| 4 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 株式-その他 | 4.39% | — | — | |
| 5 | AVDE | Avantis International Equity | ETF-その他 | 4.09% | -0.40% | +0.75% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.65% | -0.19% | +2.74% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.43% | -0.25% | -1.56% | |
| 8 | AAPL | Apple INC | 株式-IT | 3.15% | -0.13% | -0.73% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.60% | +0.03% | +1.53% | |
| 10 | SCHH | Schwab US Reit ETF | ETF-その他 | 1.88% | -0.11% | +5.78% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.77% | -0.15% | +6.44% | |
| 12 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.75% | +0.10% | +1.63% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.71% | +0.05% | +1.19% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.67% | -0.02% | +24.19% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.64% | -0.06% | +11.14% | |
| 16 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.47% | — | +0.51% | |
| 17 | FPEI | First Trust Institutional Pr | ETF-その他 | 1.36% | — | +6.75% | |
| 18 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.27% | +0.18% | -3.63% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.19% | — | -9.65% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.14% | -0.06% | +0.16% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.14% | -0.03% | +0.01% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.13% | +0.01% | — | |
| 23 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.07% | -0.08% | +0.90% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.07% | — | -0.57% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.06% | — | +20.88% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | — | +0.80% | |
| 27 | DFAT | Dimensional US Target Value | ETF-その他 | 0.99% | -0.08% | +24.13% | |
| 28 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.77% | — | +9.69% | |
| 29 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.74% | — | +5.43% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.70% | — | -0.24% | |
| 31 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.68% | — | +1.45% | |
| 32 | NVDA | Nvidia CORP | 株式-IT | 0.65% | +0.03% | -23.52% | |
| 33 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.61% | -0.07% | +5.92% | |
| 34 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.59% | — | +0.56% | |
| 35 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.59% | -0.01% | +0.06% | |
| 36 | ELS | Equity Lifestyle Properties | 株式-不動産 | 0.58% | — | — | |
| 37 | JHMM | John Hancock Multi Fact Mid | ETF-その他 | 0.57% | -0.05% | — | |
| 38 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.56% | — | +7.48% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | +0.01% | +3.45% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | — | — | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.46% | — | -3.10% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.44% | — | — | |
| 43 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.43% | +0.02% | +1.50% | |
| 44 | AVLV | Avantis US Large Cap Value | ETF-大型株・グロース | 0.40% | — | +0.38% | |
| 45 | PSA | Public Storage | 株式-不動産 | 0.39% | — | — | |
| 46 | AVB | Avalonbay Communities INC | 株式-不動産 | 0.38% | — | — | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.35% | +0.23% | -4.24% | |
| 48 | HPQ | Hp INC | 株式-IT | 0.33% | — | -1.14% | |
| 49 | FNDB | Schwab Fndmntl US Brd Mr ETF | ETF-その他 | 0.32% | — | -7.43% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.31% | — | +4.77% |