CIK: 0001830819
申告総資産額
$264.3億
上位200銘柄を表示中（全1997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 | AAPL | Apple INC | 株式-IT | 3.99% | -0.15% | -0.52% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.18% | -0.09% | +5.60% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.93% | -0.44% | -0.10% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.58% | — | +4.37% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.52% | +0.07% | +1.92% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.35% | +0.11% | +2.05% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.20% | +0.02% | +2.85% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.15% | +0.06% | +4.26% | |
| 9 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.11% | — | +57.99% | |
| 10 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.06% | — | +14.31% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.04% | — | -4.38% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 0.91% | — | +17.27% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 0.89% | — | -0.70% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.88% | — | +3.78% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.71% | -0.24% | -2.29% | |
| 16 | FTCS | First Trust Capital Strength | ETF-その他 | 0.66% | — | +13.15% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.62% | — | +19.19% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | -0.16% | +8.06% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | +14.28% | |
| 20 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.57% | — | +2.59% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.55% | — | +1.16% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.54% | — | +2.30% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | — | -2.69% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.52% | — | -8.86% | |
| 25 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.52% | — | +0.48% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | +0.05% | +1.57% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.50% | — | +16.10% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.49% | +0.03% | +22.95% | |
| 29 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.49% | — | +2.29% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.49% | — | +7.33% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.49% | +0.06% | +3.17% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | — | -4.13% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | — | -17.12% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | +0.07% | -6.47% | |
| 35 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.45% | — | -2.43% | |
| 36 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.44% | — | +9.39% | |
| 37 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.44% | — | +22.61% | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.43% | — | -4.75% | |
| 39 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.42% | — | -7.73% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.40% | +0.04% | -10.35% | |
| 41 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.40% | — | -3.51% | |
| 42 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.39% | — | +6.39% | |
| 43 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.39% | — | -5.72% | |
| 44 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.39% | — | +3.09% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.38% | +0.18% | -10.25% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.38% | — | -3.04% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.38% | +0.06% | -1.59% | |
| 48 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.38% | — | +61.00% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.37% | — | -5.63% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.36% | — | -1.30% |