CIK: 0001912338
申告総資産額
$14.1億
上位200銘柄を表示中（全1297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 | 7.87% | -0.73% | +13.57% | |
| 2 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 4.97% | — | +9.30% | |
| 3 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.42% | -0.01% | +11.68% | |
| 4 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 3.76% | +1.14% | +10.33% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.71% | -0.33% | +6.56% | |
| 6 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.32% | +0.67% | -9.84% | |
| 7 | IAU | Ishares Gold Trust | ETF-コモディティ | 3.31% | -0.22% | +3.27% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.09% | — | +1.19% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.99% | +0.17% | +24.47% | |
| 10 | BWX | State Street Spdr Bloomberg | ETF-その他 | 1.55% | — | +197.49% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.52% | — | +1.54% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.50% | -0.17% | +0.81% | |
| 13 | RWO | State Street Spdr Dow Jones | ETF-その他 | 1.50% | +0.25% | -11.48% | |
| 14 | REET | Ishares Global Reit ETF | ETF-その他 | 1.50% | — | +34.85% | |
| 15 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.46% | — | +10.77% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.35% | -0.51% | +9.17% | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.25% | — | +7.75% | |
| 18 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.15% | -0.14% | +5.80% | |
| 19 | BWZ | State Street Spdr Bloomberg | ETF-その他 | 1.14% | +0.14% | -42.93% | |
| 20 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.13% | — | +0.57% | |
| 21 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.11% | -0.10% | +0.74% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.03% | -0.07% | +12.24% | |
| 23 | DFIV | Dimensional International Va | ETF-その他 | 1.00% | +0.19% | +123.86% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.96% | — | -0.14% | |
| 25 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.95% | -0.12% | +5.63% | |
| 26 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.91% | — | +2.43% | |
| 27 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.90% | — | +4.48% | |
| 28 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.88% | — | +1.13% | |
| 29 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.86% | — | +7.09% | |
| 30 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.84% | +0.09% | +4.51% | |
| 31 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.79% | — | +5.40% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.72% | -0.19% | +5.99% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.72% | — | +7.73% | |
| 34 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 0.69% | +0.53% | +37.57% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.65% | -0.09% | +2100.54% | |
| 36 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.55% | — | +65.61% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.54% | -0.13% | +211.76% | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.53% | -0.07% | -1.73% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | -0.15% | +2040.23% | |
| 40 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.44% | — | +19.59% | |
| 41 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 0.42% | +0.73% | +10.89% | |
| 42 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.39% | — | -5.91% | |
| 43 | ALB | Albemarle CORP | 株式-素材 | 0.37% | — | +1.10% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.36% | +0.16% | +1.82% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.35% | — | +5.18% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.33% | — | +7.04% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | — | +11.95% | |
| 48 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.31% | +0.07% | +42.45% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.30% | — | +5.05% | |
| 50 | TOST | Toast Inc-class A | 株式-IT | 0.29% | -0.08% | +53.14% |