CIK: 0001830819
申告総資産額
$264.3億
上位200銘柄を表示中（全2099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 | 3.62% | -0.15% | -0.10% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.90% | -0.09% | +17.66% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.84% | -0.44% | +8.48% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.39% | — | +8.11% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.35% | +0.11% | +4.57% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.26% | +0.07% | -6.71% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.21% | — | +6.01% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.98% | +0.06% | -17.05% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 0.92% | — | -10.99% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 0.92% | — | -21.64% | |
| 11 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.90% | — | +5.65% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.89% | +0.02% | -3.72% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.83% | — | -19.65% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.69% | — | +8.60% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.67% | — | +45.60% | |
| 16 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.65% | — | -15.12% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.60% | — | +31.18% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.59% | +0.03% | +22.36% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.59% | — | -13.19% | |
| 20 | FTCS | First Trust Capital Strength | ETF-その他 | 0.58% | — | -13.24% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | +0.05% | +4.33% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.54% | — | +208.40% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.54% | — | -2.48% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | -0.16% | +475.28% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | — | +6.88% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | +24.17% | |
| 27 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.51% | — | -19.65% | |
| 28 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.49% | — | +0.06% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.48% | — | -5.42% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | +0.18% | +3.26% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | — | +688.01% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.46% | +0.07% | +2.19% | |
| 33 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.45% | — | +54.77% | |
| 34 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.45% | — | +18.78% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.44% | — | -35.10% | |
| 36 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.44% | — | -16.98% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.43% | +0.06% | -24.11% | |
| 38 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.43% | — | -25.05% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.43% | — | +145.86% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | +0.06% | +9.74% | |
| 41 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.41% | — | +23.11% | |
| 42 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.40% | — | +10.85% | |
| 43 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.39% | — | +48.27% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.38% | — | +2.52% | |
| 45 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.38% | — | +24.27% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | — | +2.84% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.38% | +0.04% | +14.16% | |
| 48 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.37% | +0.15% | +62.93% | |
| 49 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-その他 | 0.37% | — | +11.00% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.36% | +0.06% | +8.76% |