CIK: 0001914558
申告総資産額
$29.6億
上位200銘柄を表示中（全509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 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 14.26% | +0.63% | -5.94% | |
| 2 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 8.47% | +0.70% | -7.45% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 7.86% | -0.41% | -17.64% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 5.39% | -0.40% | -12.11% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-その他 | 4.38% | +0.11% | +0.94% | |
| 6 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 4.21% | -0.55% | -11.40% | |
| 7 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 4.20% | +0.15% | -9.39% | |
| 8 | REET | Ishares Global Reit ETF | ETF-その他 | 2.60% | +0.09% | -16.25% | |
| 9 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 2.47% | -0.31% | -15.87% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.72% | — | -16.58% | |
| 11 | TILT | Flexshares Morningstar US Ma | ETF-その他 | 1.60% | — | -6.86% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.12% | -0.16% | -17.51% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.00% | — | +1.54% | |
| 14 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.96% | +0.04% | -13.33% | |
| 15 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.94% | +0.04% | -19.50% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.77% | — | +0.91% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | -0.27% | -43.51% | |
| 18 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.76% | -0.05% | -10.09% | |
| 19 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.71% | — | -14.63% | |
| 20 | IWL | Ishares Russell Top 200 ETF | ETF-その他 | 0.64% | — | -10.51% | |
| 21 | VCEB | Vanguard Esg US CORP Bond | ETF-投資適格社債 | 0.64% | — | +13.51% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.63% | — | -4.60% | |
| 23 | TLTD | Flexshares Morningstar Devel | ETF-その他 | 0.60% | — | -6.82% | |
| 24 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.58% | — | -37.47% | |
| 25 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.55% | — | -0.41% | |
| 26 | BUFF | Innovator Laddered Allocatio | ETF-その他 | 0.53% | — | -23.52% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.49% | +0.10% | -17.18% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.49% | — | -23.53% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | — | -26.21% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | -0.13% | -13.42% | |
| 31 | ADSK | Autodesk INC | 株式-IT | 0.47% | — | -3.79% | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 0.46% | -0.08% | +4.86% | |
| 33 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.41% | — | -10.25% | |
| 34 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.40% | — | -32.39% | |
| 35 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.38% | — | +3.63% | |
| 36 | DSI | Ishares Esg Msci Kld 400 ETF | ETF-その他 | 0.35% | — | -5.66% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | — | -23.22% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | -0.11% | -18.84% | |
| 39 | VUG | Vanguard Growth ETF | ETF-その他 | 0.34% | — | -20.30% | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.33% | +0.15% | -20.00% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.32% | — | -9.87% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.31% | -0.11% | -8.02% | |
| 43 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.28% | — | -4.48% | |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.28% | — | -3.51% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.27% | — | -8.49% | |
| 46 | SRE | Sempra | 株式-公益事業 | 0.26% | — | -6.34% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.25% | — | -5.13% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.25% | — | -49.28% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.25% | — | -22.81% | |
| 50 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.25% | — | -3.14% |