CIK: 0001834505
申告総資産額
$1.8億
上位200銘柄を表示中（全892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 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 6.49% | — | +31.26% | |
| 2 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 4.98% | — | — | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.63% | — | +23.89% | |
| 4 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 2.92% | — | +48.79% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.83% | — | +162.55% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.47% | — | — | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.24% | — | +98.03% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.20% | — | — | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.05% | — | +50.13% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.59% | — | +0.72% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.52% | — | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.49% | — | +3.49% | |
| 13 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.35% | — | +20.55% | |
| 14 | BKE | Buckle Inc/the | 株式-その他 | 1.33% | — | +4.76% | |
| 15 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.24% | — | -20.67% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.20% | — | -33.55% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.06% | — | +258.07% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.88% | — | -11.64% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.82% | — | +5.05% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.75% | — | +262.28% | |
| 21 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.75% | — | -14.98% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | — | -1.84% | |
| 23 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.72% | — | +25.43% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 0.66% | — | — | |
| 25 | HYXF | Ishares Esg Adv High Yield | ETF-ハイイールド債 | 0.66% | — | +31.51% | |
| 26 | AMT | American Tower CORP | 株式-不動産 | 0.64% | — | +4.76% | |
| 27 | AXP | American Express Co | 株式-金融 | 0.64% | — | +5.08% | |
| 28 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.62% | — | +7.27% | |
| 29 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.62% | — | -15.84% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.62% | — | +251.67% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | — | +3.36% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.58% | — | +3.94% | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.57% | — | -2.45% | |
| 34 | ADI | Analog Devices INC | 株式-IT | 0.56% | — | +6.87% | |
| 35 | SRNE | Sorrento Therapeutics INC | 株式-その他 | 0.55% | — | — | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.53% | — | -42.92% | |
| 37 | SYK | Stryker CORP | 株式-ヘルスケア | 0.53% | — | — | |
| 38 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.52% | — | — | |
| 39 | MBB | Ishares Mbs ETF | ETF-その他 | 0.51% | — | -16.82% | |
| 40 | KLAC | Kla CORP | 株式-IT | 0.50% | — | +6.68% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.50% | — | +4.07% | |
| 42 | TEL | TE Connectivity plc | 株式-IT | 0.49% | — | +6.83% | |
| 43 | TXN | Texas Instruments INC | 株式-IT | 0.48% | — | +4.85% | |
| 44 | ACN | Accenture plc | 株式-IT | 0.47% | — | +16.35% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.46% | — | -26.68% | |
| 46 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.46% | — | +42.87% | |
| 47 | ✓ | Innovator S&P Invt Gra | 株式-その他 | 0.43% | — | +24.79% | |
| 48 | CZA | Invesco Zacks Mid-cap ETF | ETF-その他 | 0.43% | — | -50.60% | |
| 49 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.43% | — | -10.22% | |
| 50 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.42% | — | — |