CIK: 0001911488
申告総資産額
$6.6億
上位200銘柄を表示中（全214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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 8.67% | -0.08% | +0.79% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 7.22% | -0.38% | +0.54% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 5.13% | +0.27% | +2.12% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.07% | -0.95% | +0.13% | |
| 5 | AVIG | Avantis Core Fixed Income | ETF-その他 | 3.52% | +0.15% | +5.30% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.40% | +0.46% | +3.02% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 3.21% | — | +1.63% | |
| 8 | CGCB | Cap Group Core Bond | ETF-その他 | 3.17% | -0.07% | +5.16% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.03% | +0.32% | +8.33% | |
| 10 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.85% | — | +3.62% | |
| 11 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 2.80% | -0.05% | +1.43% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.79% | -0.20% | +2.98% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.63% | -0.36% | +2.00% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.29% | -0.10% | +1.76% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 2.01% | -0.37% | +1.58% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.88% | — | +11.43% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.55% | -0.04% | -10.27% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.23% | -0.05% | -11.50% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.14% | — | +2.27% | |
| 20 | USXF | Ishares Esg Advance Msci USA | ETF-その他 | 1.04% | — | +1.94% | |
| 21 | NULV | Nuveen Esg Large-cap Val ETF | ETF-その他 | 0.97% | +0.07% | -1.45% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.93% | -0.17% | -0.98% | |
| 23 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.87% | +0.07% | +2.03% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.86% | +0.16% | +1.77% | |
| 25 | NFLX | Netflix INC | 株式-通信サービス | 0.82% | -0.19% | +2.37% | |
| 26 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.66% | +0.06% | +1.71% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | -0.08% | -2.99% | |
| 28 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.65% | -0.11% | -0.78% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.62% | -0.07% | +0.12% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | -0.07% | -0.51% | |
| 31 | DMXF | Ishares Esg Advanc Msci Eafe | ETF-その他 | 0.59% | — | +3.05% | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | -0.11% | +5.06% | |
| 33 | AMD | Advanced Micro Devices | 株式-IT | 0.55% | — | -0.04% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.51% | — | +6.32% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.46% | +0.09% | -11.68% | |
| 36 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.45% | +0.07% | +485.55% | |
| 37 | COR | Cencora INC | 株式-ヘルスケア | 0.45% | — | +1.82% | |
| 38 | CGCV | Cap Group Conservative Eq | ETF-その他 | 0.45% | +0.09% | +43.46% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | +0.06% | -10.34% | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.42% | — | -3.09% | |
| 41 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.41% | — | +2.13% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.41% | — | -3.40% | |
| 43 | UL | Unilever PLC | 株式-生活必需品 | 0.38% | — | +0.04% | |
| 44 | LVHI | Franklin International Low V | ETF-その他 | 0.37% | +0.23% | +79.85% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | -2.68% | |
| 46 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.37% | — | -9.37% | |
| 47 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.36% | +0.18% | +42.71% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.35% | — | -1.65% | |
| 49 | SUSB | Ishares Esg Aware 1-5 Year U | ETF-その他 | 0.35% | — | +1.28% | |
| 50 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.35% | — | +4.07% |