CIK: 0001725297
申告総資産額
$8.0億
上位200銘柄を表示中（全298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 | 5.70% | +0.81% | +1.78% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.96% | -0.49% | -6.82% | |
| 3 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 3.94% | -0.59% | +3.08% | |
| 4 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.46% | -0.03% | +39.02% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.26% | -0.07% | +2.88% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.15% | +0.16% | +11.58% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.04% | -0.13% | -1.33% | |
| 8 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 2.94% | — | -2.13% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 2.51% | -0.73% | -3.13% | |
| 10 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 2.49% | -2.44% | +5.15% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.30% | -0.06% | -32.30% | |
| 12 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 2.28% | +0.18% | -1.00% | |
| 13 | OEF | Ishares S&p 100 ETF | ETF-その他 | 2.15% | -0.21% | -0.53% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.15% | -1.33% | +5.31% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.97% | -0.38% | -2.34% | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.95% | +0.16% | +11.75% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.93% | -0.14% | -7.94% | |
| 18 | XTEN | Bondbloxx Bbg 10y US Tsy ETF | ETF-その他 | 1.92% | +0.15% | -0.19% | |
| 19 | THRO | Ishares U.s. Thematic Rotati | ETF-その他 | 1.50% | — | +5.51% | |
| 20 | MBB | Ishares Mbs ETF | ETF-その他 | 1.43% | — | +7.25% | |
| 21 | IVLU | Ishares Msci International V | ETF-その他 | 1.39% | — | -1.66% | |
| 22 | LCTU | Ishares U.s. Carbon Transiti | ETF-その他 | 1.29% | -0.14% | -5.39% | |
| 23 | BAI | Ishrs Ai In And Tech Act ETF | ETF-テック型 | 1.27% | — | +10.54% | |
| 24 | SPMO | Invesco S&p 500 Momentum ETF | ETF-大型株・グロース | 1.21% | — | +58.53% | |
| 25 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.10% | -0.20% | +7.96% | |
| 26 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.09% | -0.16% | +0.13% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.01% | -0.21% | -17.30% | |
| 28 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 0.97% | +0.28% | +97.95% | |
| 29 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.94% | -0.52% | -2.22% | |
| 30 | SUSL | Ishares Esg Msci USA Leaders | ETF-その他 | 0.94% | — | -1.10% | |
| 31 | IEV | Ishares Europe ETF | ETF-その他 | 0.92% | — | -4.45% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 0.91% | -0.19% | -4.74% | |
| 33 | SUSC | Ishares Esg Aware Usd Corpor | ETF-その他 | 0.90% | — | -2.40% | |
| 34 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.89% | -0.47% | +3.62% | |
| 35 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.88% | +0.10% | +2.60% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.73% | -0.19% | +25.96% | |
| 37 | EAGG | Ishares Esg Aware US Aggrega | ETF-その他 | 0.70% | +0.11% | -5.00% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | — | +0.74% | |
| 39 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.63% | -0.07% | -5.80% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | — | -22.19% | |
| 41 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | — | +6.85% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.53% | — | -5.89% | |
| 43 | SHLD | Global X Defense Tech ETF | ETF-テック型 | 0.53% | +0.42% | +11.55% | |
| 44 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 0.52% | — | -5.59% | |
| 45 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.47% | — | -7.50% | |
| 46 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.46% | — | +4.33% | |
| 47 | EUSB | Ishr Esg Advn Universal Bd-$ | ETF-その他 | 0.44% | — | -4.60% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.39% | — | +6.04% | |
| 49 | HIMU | Ishares High Yild Muni A ETF | ETF-その他 | 0.38% | -0.38% | EXIT | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.36% | — | -6.33% |