CIK: 0001912202
申告総資産額
$13.8億
上位200銘柄を表示中（全419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 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 6.09% | -0.44% | +84.08% | |
| 2 | AFRM | Affirm Holdings INC | 株式-金融 | 4.99% | -1.91% | -0.01% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 4.41% | -0.39% | +89.47% | |
| 4 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 4.37% | -0.76% | +36.15% | |
| 5 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 3.92% | -0.11% | +80.99% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.92% | +0.30% | +161.63% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.55% | +0.49% | +3.40% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.44% | -0.24% | +60.48% | |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.40% | — | — | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.23% | -0.26% | +44.15% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.91% | +0.50% | +151.04% | |
| 12 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-その他 | 1.78% | -1.71% | +132.76% | |
| 13 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 1.70% | -0.25% | +61.75% | |
| 14 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.67% | -0.40% | -3.42% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.60% | +0.15% | +2577.39% | |
| 16 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 1.44% | +0.51% | +177.92% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.42% | -0.30% | +143.55% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.36% | -0.11% | — | |
| 19 | HELO | Jpmorgan Hedged Equity ETF | ETF-その他 | 1.24% | -0.11% | — | |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.15% | -0.15% | +63.77% | |
| 21 | IXJ | Ishares Global Healthcare Et | ETF-その他 | 1.04% | -0.23% | +59.08% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.96% | — | +74.53% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.92% | — | +81.20% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.89% | -0.11% | +125.31% | |
| 25 | HEQT | Simplify Hedged Equity ETF | ETF-その他 | 0.77% | — | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | — | +49.78% | |
| 27 | CEMB | Ishares Jp Morgan Em Corpora | ETF-その他 | 0.73% | +0.39% | +77.74% | |
| 28 | GCC | Wisdomtree Enhanced Commodit | ETF-その他 | 0.69% | — | +74.99% | |
| 29 | BSJT | Invesco Bulletshares 2029 Hy | ETF-その他 | 0.66% | — | — | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.64% | — | +3.36% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.63% | — | +15.31% | |
| 32 | BSJQ | Invesco Bulletshares 2026 Hy | ETF-その他 | 0.62% | — | — | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.61% | — | +8.18% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.61% | — | +5.57% | |
| 35 | BSJS | Invesco Bulletshares 2028 Hy | ETF-その他 | 0.61% | — | — | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.58% | +0.32% | -3.49% | |
| 37 | BLK | Blackrock INC | 株式-金融 | 0.58% | — | -7.05% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.56% | — | +60.50% | |
| 39 | FLCH | Franklin Ftse China ETF | ETF-新興国市場 | 0.56% | -0.16% | +14.81% | |
| 40 | BSJV | Invesco Bulletshares 2031 Hy | ETF-その他 | 0.53% | — | — | |
| 41 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.53% | +0.09% | +119.85% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.52% | — | +59.22% | |
| 43 | DBAW | Xtrackers Msci All World Ex | ETF-その他 | 0.51% | — | — | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.48% | — | +110.67% | |
| 45 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.48% | -0.48% | EXIT | |
| 46 | LEMB | Ishares Jp Morgan Em Local C | ETF-その他 | 0.41% | +0.51% | +85.78% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | — | +87.28% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.40% | — | +350.60% | |
| 49 | AVGO | Broadcom INC | 株式-IT | 0.38% | — | +47.69% | |
| 50 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.38% | — | — |