CIK: 0001725297
申告総資産額
$8.0億
上位200銘柄を表示中（全208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 | 13.54% | +0.81% | +8.55% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.12% | -0.49% | +16.31% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.88% | — | +221.42% | |
| 4 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.60% | -0.14% | -0.53% | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.42% | -0.06% | +16.31% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.21% | -0.13% | +3.49% | |
| 7 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.72% | +0.18% | -13.82% | |
| 8 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.53% | +0.16% | +0.85% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.47% | -0.73% | -4.36% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.42% | -0.19% | -12.02% | |
| 11 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.35% | -0.21% | +112.05% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.32% | -0.38% | -0.70% | |
| 13 | LCTU | Ishares U.s. Carbon Transiti | ETF-その他 | 2.02% | -0.14% | +24.20% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.93% | -0.16% | +36.29% | |
| 15 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.66% | +0.16% | -58.69% | |
| 16 | IVLU | Ishares Msci International V | ETF-その他 | 1.66% | — | -9.72% | |
| 17 | MBB | Ishares Mbs ETF | ETF-その他 | 1.63% | — | +3.37% | |
| 18 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 1.59% | — | -2.32% | |
| 19 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.49% | -0.32% | +6.20% | |
| 20 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.37% | — | -6.93% | |
| 21 | IEV | Ishares Europe ETF | ETF-その他 | 1.34% | — | -8.76% | |
| 22 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 1.27% | — | +11.38% | |
| 23 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 1.08% | +0.11% | -40.94% | |
| 24 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 1.07% | -0.07% | +12.85% | |
| 25 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 1.07% | — | +18.83% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.06% | -0.07% | +14.88% | |
| 27 | SUB | Ishares Short-term National | ETF-その他 | 1.01% | — | +36.48% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.00% | — | -25.92% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.97% | -1.33% | -0.19% | |
| 30 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.85% | — | -1.91% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.82% | -0.19% | +0.30% | |
| 32 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.82% | — | -0.02% | |
| 33 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.80% | — | — | |
| 34 | WDFC | Wd-40 Co | 株式-素材 | 0.74% | — | -5.33% | |
| 35 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.65% | -0.47% | +82.42% | |
| 36 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 0.63% | +0.15% | -14.90% | |
| 37 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 0.61% | — | +6.55% | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.58% | — | +238.11% | |
| 39 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.56% | — | -1.86% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.50% | — | -7.35% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.50% | — | +155.85% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.42% | — | +0.50% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.40% | — | -1.60% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.39% | — | -0.12% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.37% | — | +0.32% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | -0.21% | -0.46% | |
| 47 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.35% | — | +1.36% | |
| 48 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.34% | — | -3.47% | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.34% | — | — | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.33% | — | -50.92% |