CIK: 0001912338
申告総資産額
$14.1億
上位200銘柄を表示中（全282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 | 11.62% | -0.73% | -5.69% | |
| 2 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 6.55% | +1.14% | -0.06% | |
| 3 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 5.38% | -0.01% | +4.75% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.72% | +0.17% | +9.69% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 4.00% | +0.67% | -5.79% | |
| 6 | DFLV | Dim US Large Cap Value ETF | ETF-大型株・グロース | 3.17% | +0.47% | -8.18% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.96% | -0.33% | +2.36% | |
| 8 | IAU | Ishares Gold Trust | ETF-コモディティ | 2.62% | -0.22% | -2.36% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.51% | — | +0.15% | |
| 10 | BWZ | State Street Spdr Bloomberg | ETF-その他 | 2.43% | +0.14% | +4.29% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.01% | -0.24% | +0.83% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.92% | -0.51% | +1.66% | |
| 13 | DFIV | Dimensional International Va | ETF-その他 | 1.88% | +0.19% | +11.30% | |
| 14 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.85% | +0.25% | — | |
| 15 | RWO | State Street Spdr Dow Jones | ETF-その他 | 1.85% | +0.25% | +8.87% | |
| 16 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.62% | +0.53% | -10.04% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.51% | — | +1.50% | |
| 18 | GSG | Ishares S&p Gsci Commodity I | ETF-コモディティ | 1.44% | +0.73% | +22.06% | |
| 19 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 1.40% | +0.16% | +110.03% | |
| 20 | REET | Ishares Global Reit ETF | ETF-その他 | 1.21% | — | +3.94% | |
| 21 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.19% | — | -3.33% | |
| 22 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 1.17% | — | -2.10% | |
| 23 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.04% | -0.12% | -9.78% | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.99% | -0.14% | -9.93% | |
| 25 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.93% | +0.07% | +10.37% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.91% | — | -3.35% | |
| 27 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.90% | -0.07% | +16.52% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | -0.19% | +1.97% | |
| 29 | SUB | Ishares Short-term National | ETF-その他 | 0.84% | +0.06% | -12.39% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.81% | — | +28.11% | |
| 31 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.80% | — | -3.38% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.80% | -0.10% | -4.94% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.76% | -0.17% | -19.90% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.71% | — | +0.33% | |
| 35 | DFIS | Dimensional International Sm | ETF-その他 | 0.65% | +0.06% | +566.70% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | -0.09% | +3.19% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.12% | +3.43% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | -0.15% | -0.30% | |
| 39 | DDOG | Datadog INC - Class A | 株式-IT | 0.55% | -0.06% | +3129.85% | |
| 40 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.54% | — | +0.84% | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.51% | -0.07% | -1.70% | |
| 42 | VSGX | Vanguard Esg Intl Stock ETF | ETF-その他 | 0.51% | — | +1.13% | |
| 43 | SNOW | Snowflake INC | 株式-IT | 0.47% | -0.12% | +21396.08% | |
| 44 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.46% | +0.09% | -18.46% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.45% | — | -5.07% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.44% | — | -9.31% | |
| 47 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.44% | — | +0.37% | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.42% | -0.10% | +10.51% | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.42% | -0.10% | -0.47% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | +3.93% |