CIK: 0001769302
申告総資産額
$8.0億
上位200銘柄を表示中（全893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 | 10.83% | -0.56% | -5.16% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.89% | +0.04% | -4.66% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 4.80% | — | +91.21% | |
| 4 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 3.76% | — | +1889.08% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.53% | -0.13% | -11.09% | |
| 6 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 3.52% | +0.46% | +4.99% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.49% | +0.21% | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.32% | -0.31% | +3.31% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.30% | — | — | |
| 10 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 2.18% | — | +54.66% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 2.09% | +0.13% | -4.49% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.05% | — | +63.25% | |
| 13 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.89% | — | +11116.70% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.67% | — | +4770.55% | |
| 15 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.63% | — | — | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.59% | — | -55.02% | |
| 17 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.44% | — | +11.41% | |
| 18 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.22% | — | +49.86% | |
| 19 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.14% | — | — | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.97% | — | +26.57% | |
| 21 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.96% | — | -25.45% | |
| 22 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.87% | — | -15.28% | |
| 23 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 0.82% | — | — | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.73% | — | -30.71% | |
| 25 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.72% | — | -37.01% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | -0.12% | +0.27% | |
| 27 | CLX | Clorox Company | 株式-生活必需品 | 0.65% | — | -3.67% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.64% | -0.21% | -26.42% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.60% | — | +34.39% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | -0.91% | |
| 31 | T | At&t INC | 株式-通信サービス | 0.55% | — | -1.83% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.55% | — | -1.26% | |
| 33 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.54% | — | -13.17% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | -0.11% | +0.78% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | — | -0.13% | |
| 36 | VUG | Vanguard Growth ETF | ETF-その他 | 0.49% | — | -7.34% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.48% | — | -13.52% | |
| 38 | MSCI | Msci INC | 株式-金融 | 0.44% | — | — | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.44% | — | -53.72% | |
| 40 | VTV | Vanguard Value ETF | ETF-その他 | 0.41% | — | -1.02% | |
| 41 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.40% | — | +5.26% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | — | +0.66% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.40% | -0.17% | +0.13% | |
| 44 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.39% | — | +27.01% | |
| 45 | ADP | Automatic Data Processing | 株式-IT | 0.39% | — | +0.08% | |
| 46 | VFH | Vanguard Financials ETF | ETF-その他 | 0.39% | — | -0.86% | |
| 47 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.38% | — | -45.75% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.33% | — | +101.08% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.33% | — | +19.74% | |
| 50 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.32% | — | +0.41% |