CIK: 0001725297
申告総資産額
$8.0億
上位200銘柄を表示中（全281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 | 7.75% | +0.81% | -7.97% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.87% | -0.49% | -4.61% | |
| 3 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 4.07% | — | +1.40% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.74% | -0.06% | +10.46% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.29% | -0.07% | -0.10% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 3.29% | +0.16% | -3.18% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.00% | -0.13% | -6.82% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.98% | -0.59% | -2.13% | |
| 9 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.86% | +0.18% | +3.30% | |
| 10 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.27% | +0.16% | -17.37% | |
| 11 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.21% | -0.73% | -16.29% | |
| 12 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.18% | -0.21% | +20.32% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.11% | -0.03% | +39.87% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.97% | -0.14% | -7.31% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.89% | -0.38% | -4.73% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.74% | -0.16% | -0.69% | |
| 17 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.61% | -0.19% | -53.46% | |
| 18 | MBB | Ishares Mbs ETF | ETF-その他 | 1.42% | — | -11.98% | |
| 19 | LCTU | Ishares U.s. Carbon Transiti | ETF-その他 | 1.37% | -0.14% | -6.38% | |
| 20 | IVLU | Ishares Msci International V | ETF-その他 | 1.36% | — | -2.91% | |
| 21 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.20% | — | -26.40% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.09% | -1.33% | +107.34% | |
| 23 | IEV | Ishares Europe ETF | ETF-その他 | 1.06% | — | -0.22% | |
| 24 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 1.06% | +0.15% | — | |
| 25 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.02% | -0.20% | +2.55% | |
| 26 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 1.00% | — | -14.49% | |
| 27 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.92% | — | -6.68% | |
| 28 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.85% | +0.11% | +12.21% | |
| 29 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.84% | — | -0.01% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.83% | -0.19% | +11.04% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.78% | -0.21% | -6.94% | |
| 32 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.73% | -0.52% | +93.78% | |
| 33 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 0.71% | -2.44% | — | |
| 34 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.70% | -0.47% | +3.81% | |
| 35 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 0.69% | — | -4.57% | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.67% | -0.07% | -7.21% | |
| 37 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 0.62% | — | -7.89% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.61% | — | -2.20% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | — | -10.02% | |
| 40 | HIMU | Ishares High Yild Muni A ETF | ETF-その他 | 0.52% | -0.38% | EXIT | |
| 41 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.52% | — | +13.95% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.49% | — | -2.08% | |
| 43 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | — | +7.73% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.44% | — | +1.66% | |
| 45 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.44% | — | +886.07% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.42% | — | +0.52% | |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.42% | — | +4.37% | |
| 48 | WDFC | Wd-40 Co | 株式-素材 | 0.42% | — | -7.26% | |
| 49 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 0.39% | +0.15% | -32.51% | |
| 50 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.39% | — | +0.25% |