CIK: 0001769302
申告総資産額
$8.0億
上位200銘柄を表示中（全1227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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.78% | +0.04% | -99.76% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 6.27% | — | -98.74% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.37% | -0.56% | -99.66% | |
| 4 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 4.01% | +0.28% | -97.96% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 3.91% | +0.21% | -98.66% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.25% | -0.13% | -99.48% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.70% | — | -97.94% | |
| 8 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 2.26% | — | -98.97% | |
| 9 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.22% | +0.46% | -96.98% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.05% | — | -98.23% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.56% | -0.31% | -99.73% | |
| 12 | IXG | Ishares Global Financials Et | ETF-その他 | 1.40% | — | -98.74% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 1.27% | -0.21% | -99.85% | |
| 14 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 1.20% | — | -98.36% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.19% | +0.13% | -99.07% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.18% | — | -99.73% | |
| 17 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.14% | — | -98.88% | |
| 18 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.14% | — | -92.37% | |
| 19 | IYE | Ishares U.s. Energy ETF | ETF-その他 | 1.12% | — | -96.91% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.07% | — | -99.08% | |
| 21 | IXN | Ishares Global Tech ETF | ETF-テック型 | 1.06% | — | -96.62% | |
| 22 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.04% | -0.10% | -97.50% | |
| 23 | FALN | Ishares Fallen Angels ETF | ETF-その他 | 1.01% | — | -96.60% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.93% | — | -98.23% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.89% | -0.12% | -99.96% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.86% | — | -98.70% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.84% | — | -99.30% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.84% | — | -95.81% | |
| 29 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.82% | — | -98.84% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.81% | — | -99.44% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.71% | — | -99.70% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.70% | -0.17% | -98.71% | |
| 33 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.66% | — | -96.88% | |
| 34 | MBB | Ishares Mbs ETF | ETF-その他 | 0.63% | — | -98.88% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.59% | — | -99.33% | |
| 36 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 0.55% | — | -99.10% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.50% | — | -99.65% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | -0.11% | -99.96% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.46% | — | -99.63% | |
| 40 | MSCI | Msci INC | 株式-金融 | 0.42% | — | -99.81% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | — | -98.86% | |
| 42 | VFH | Vanguard Financials ETF | ETF-その他 | 0.40% | — | -98.64% | |
| 43 | BND | Vanguard Total Bond Market | ETF-その他 | 0.38% | — | -96.13% | |
| 44 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.36% | — | -99.53% | |
| 45 | BAC | Bank Of America CORP | 株式-金融 | 0.35% | — | -97.26% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.33% | — | -98.23% | |
| 47 | INTU | Intuit INC | 株式-IT | 0.33% | — | -99.80% | |
| 48 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.30% | +0.24% | -99.43% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.30% | — | -99.26% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.29% | — | -98.87% |