CIK: 0001725297
申告総資産額
$8.0億
上位200銘柄を表示中（全630銘柄）
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 9.71% | +0.81% | +7.29% | |
| 2 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 7.82% | -0.14% | -3.59% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.42% | -0.49% | +0.34% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.91% | -0.38% | — | |
| 5 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 2.81% | — | — | |
| 6 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 2.67% | — | -8.06% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.64% | -0.19% | +30.35% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.56% | +0.16% | +57.49% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.55% | -0.13% | +7.23% | |
| 10 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.48% | +0.18% | +9.01% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.35% | -0.73% | +29.55% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.94% | +0.16% | +30.61% | |
| 13 | MBB | Ishares Mbs ETF | ETF-その他 | 1.86% | — | +377.84% | |
| 14 | IVLU | Ishares Msci International V | ETF-その他 | 1.83% | — | +0.36% | |
| 15 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 1.67% | — | +18.09% | |
| 16 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 1.62% | — | — | |
| 17 | IEV | Ishares Europe ETF | ETF-その他 | 1.39% | — | -7.03% | |
| 18 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.30% | — | +5.32% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.24% | +1.31% | -61.51% | |
| 20 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.24% | -0.47% | — | |
| 21 | LCTU | Ishares U.s. Carbon Transiti | ETF-その他 | 1.07% | -0.14% | +43.07% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.05% | — | -4.47% | |
| 23 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.04% | -0.07% | +1.78% | |
| 24 | SUB | Ishares Short-term National | ETF-その他 | 0.99% | — | — | |
| 25 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.98% | — | — | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.97% | -0.16% | — | |
| 27 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.89% | — | +319.98% | |
| 28 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.84% | — | -16.53% | |
| 29 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.82% | — | — | |
| 30 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 0.78% | +0.15% | — | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.73% | — | — | |
| 32 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.70% | -0.21% | — | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.67% | — | — | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 0.62% | -0.19% | -10.79% | |
| 35 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.60% | — | -3.44% | |
| 36 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.58% | — | — | |
| 37 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.56% | — | -11.45% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.56% | — | +8.86% | |
| 39 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.56% | — | +324.69% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.52% | — | — | |
| 41 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.47% | — | -10.03% | |
| 42 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.42% | +0.11% | +15.14% | |
| 43 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.42% | — | +7.27% | |
| 44 | LDEM | Ishares Esg Msci Em Leaders | ETF-その他 | 0.41% | — | -25.72% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.39% | — | +4.61% | |
| 46 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.39% | — | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.38% | — | -11.82% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.37% | -0.23% | +203.32% | |
| 49 | MGRC | Mcgrath Rentcorp | 株式-その他 | 0.35% | — | — | |
| 50 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.34% | — | -2.04% |