CIK: 0001834505
申告総資産額
$1.8億
上位200銘柄を表示中（全988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 | 7.37% | — | -8.92% | |
| 2 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 6.95% | — | +1.23% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 5.17% | — | -8.56% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.81% | — | -11.91% | |
| 5 | USHY | Ishares Broad Usd High Yield | ETF-ハイイールド債 | 3.32% | — | -0.88% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.95% | — | -3.08% | |
| 7 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.31% | — | -6.59% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.84% | — | -7.60% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.76% | — | -1.20% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.69% | — | -2.12% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.63% | — | +1.43% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.25% | — | +2.71% | |
| 13 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.16% | — | -12.58% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.99% | — | -1.89% | |
| 15 | RTX | Rtx CORP | 株式-資本財 | 0.99% | — | -2.99% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.91% | — | -24.98% | |
| 17 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.89% | — | +0.13% | |
| 18 | AMT | American Tower CORP | 株式-不動産 | 0.82% | — | +0.71% | |
| 19 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.80% | — | -0.37% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.78% | — | -18.17% | |
| 21 | ADI | Analog Devices INC | 株式-IT | 0.76% | — | -0.69% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.76% | — | -3.52% | |
| 23 | AVGO | Broadcom INC | 株式-IT | 0.76% | — | -2.61% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.76% | — | -5.05% | |
| 25 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.74% | — | +5.74% | |
| 26 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 0.72% | — | -17.17% | |
| 27 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.71% | — | +0.17% | |
| 28 | KLAC | Kla CORP | 株式-IT | 0.70% | — | -0.29% | |
| 29 | COP | Conocophillips | 株式-エネルギー | 0.69% | — | +55.65% | |
| 30 | ACN | Accenture plc | 株式-IT | 0.67% | — | +4.81% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.64% | — | -0.54% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | — | +36.42% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.62% | — | +441.31% | |
| 34 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.62% | — | -1.00% | |
| 35 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.60% | — | -4.27% | |
| 36 | SYK | Stryker CORP | 株式-ヘルスケア | 0.59% | — | -1.04% | |
| 37 | TEL | TE Connectivity plc | 株式-IT | 0.58% | — | -2.08% | |
| 38 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.56% | — | -5.59% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.55% | — | -4.73% | |
| 40 | TXN | Texas Instruments INC | 株式-IT | 0.55% | — | -1.93% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.52% | — | -4.97% | |
| 42 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.50% | — | -3.52% | |
| 43 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.48% | — | +18.56% | |
| 44 | ICE | Intercontinental Exchange In | 株式-金融 | 0.46% | — | -1.67% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.45% | — | -1.74% | |
| 46 | CCI | Crown Castle INC | 株式-不動産 | 0.45% | — | -1.88% | |
| 47 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.45% | — | -1.99% | |
| 48 | HYXF | Ishares Esg Adv High Yield | ETF-ハイイールド債 | 0.45% | — | -5.13% | |
| 49 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.37% | — | -7.50% | |
| 50 | IGBH | Ishares Interest Rate Hedged | ETF-その他 | 0.37% | — | — |