CIK: 0001912338
申告総資産額
$14.1億
上位200銘柄を表示中（全1324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 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 6.46% | -0.73% | +269.32% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.57% | — | +118.86% | |
| 3 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.25% | -0.01% | +45.68% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.20% | -0.33% | +19.84% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.75% | +0.67% | +136.05% | |
| 6 | IAU | Ishares Gold Trust | ETF-コモディティ | 3.55% | -0.22% | +30.32% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.95% | — | +42.62% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.49% | +0.17% | +43.08% | |
| 9 | BWZ | State Street Spdr Bloomberg | ETF-その他 | 2.14% | +0.14% | +1233.63% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.93% | -0.51% | +4.35% | |
| 11 | RWO | State Street Spdr Dow Jones | ETF-その他 | 1.91% | +0.25% | +30.38% | |
| 12 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 1.86% | +1.14% | +116.72% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.77% | — | +16.05% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.47% | -0.17% | +4.50% | |
| 15 | AON | Aon plc | 株式-金融 | 1.33% | — | -58.41% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.20% | — | +42.66% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.19% | — | +21.87% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.18% | -0.14% | +51.47% | |
| 19 | REET | Ishares Global Reit ETF | ETF-その他 | 1.18% | — | +35.61% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.09% | — | +3.44% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.05% | -0.10% | +24.31% | |
| 22 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.98% | — | +32.97% | |
| 23 | INTU | Intuit INC | 株式-IT | 0.98% | -0.06% | -24.88% | |
| 24 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.93% | — | +4.85% | |
| 25 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.90% | -0.12% | +47.68% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | -0.19% | -9.26% | |
| 27 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.82% | -0.07% | +28.06% | |
| 28 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.80% | — | +12.94% | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.79% | -0.09% | -4.66% | |
| 30 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.77% | — | +38.82% | |
| 31 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.73% | — | +67.79% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.71% | — | +5.79% | |
| 33 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.70% | +0.09% | +19.85% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.67% | — | +30.80% | |
| 35 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.63% | -0.07% | +8.64% | |
| 36 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.60% | — | +41.85% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.59% | -0.13% | +3.48% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | -0.15% | +41.16% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.52% | -0.24% | +1.88% | |
| 40 | DFIV | Dimensional International Va | ETF-その他 | 0.41% | +0.19% | +42.97% | |
| 41 | DDOG | Datadog INC - Class A | 株式-IT | 0.40% | -0.06% | +250.41% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | +13.11% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | +19.16% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.36% | — | -12.43% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.36% | — | +25.38% | |
| 46 | ADP | Automatic Data Processing | 株式-IT | 0.36% | — | -2.03% | |
| 47 | MP | Mp Materials CORP | 株式-素材 | 0.36% | — | -4.30% | |
| 48 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.34% | — | +335.39% | |
| 49 | WRKUSD | Westrock Co | 株式-その他 | 0.33% | — | +2.76% | |
| 50 | HGV | Hilton Grand Vacations INC | 株式-その他 | 0.31% | — | — |