CIK: 0001725297
申告総資産額
$8.0億
上位200銘柄を表示中（全266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 | 8.86% | +0.81% | -9.14% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.05% | -0.49% | +7.66% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 4.38% | +0.16% | — | |
| 4 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 3.65% | — | — | |
| 5 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.56% | -0.06% | +1.66% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.46% | -0.07% | -7.10% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.12% | -0.13% | -0.43% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.09% | -0.59% | +2.31% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.73% | +0.18% | — | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.52% | -0.19% | -6.23% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.49% | -0.73% | +122.27% | |
| 12 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 2.28% | -0.14% | +0.01% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.01% | +0.16% | — | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.97% | -0.38% | -1.35% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.94% | -0.16% | -4.53% | |
| 16 | OEF | Ishares S&p 100 ETF | ETF-その他 | 1.86% | -0.21% | +5.40% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.75% | — | +25.06% | |
| 18 | LCTU | Ishares U.s. Carbon Transiti | ETF-その他 | 1.63% | -0.14% | -8.91% | |
| 19 | MBB | Ishares Mbs ETF | ETF-その他 | 1.58% | — | — | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.55% | -0.03% | +1.92% | |
| 21 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 1.28% | — | -0.52% | |
| 22 | IVLU | Ishares Msci International V | ETF-その他 | 1.28% | — | -0.48% | |
| 23 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 1.16% | — | — | |
| 24 | IEV | Ishares Europe ETF | ETF-その他 | 1.10% | — | +0.94% | |
| 25 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 0.98% | -0.20% | — | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.92% | -0.21% | +161.34% | |
| 27 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.90% | -0.32% | — | |
| 28 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 0.90% | — | — | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.89% | -0.19% | +0.28% | |
| 30 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.85% | -0.07% | -12.07% | |
| 31 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.84% | — | -1.09% | |
| 32 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.83% | +0.11% | — | |
| 33 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.74% | -0.47% | — | |
| 34 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.65% | — | -0.33% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | — | -0.15% | |
| 36 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 0.59% | +0.15% | +11.97% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.56% | -1.33% | -41.59% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | — | +9.21% | |
| 39 | WDFC | Wd-40 Co | 株式-素材 | 0.53% | — | -2.21% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.48% | — | -1.10% | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.47% | — | -4.05% | |
| 42 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.45% | — | — | |
| 43 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.44% | — | -1.36% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.43% | — | +0.13% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.34% | — | -5.45% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.33% | — | -0.09% | |
| 47 | IFRA | Ishares US Infrastructure | ETF-その他 | 0.32% | — | +0.47% | |
| 48 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.32% | — | -2.33% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.32% | — | +1.31% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.32% | — | -0.53% |