CIK: 0001827844
申告総資産額
$9.0億
上位200銘柄を表示中（全532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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 27.02% | +0.18% | +1.96% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 15.75% | -0.54% | -5.20% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 10.10% | +0.09% | -2.52% | |
| 4 | DFAT | Dimensional US Target Value | ETF-その他 | 7.62% | +0.04% | -1.85% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.88% | -0.10% | -2.10% | |
| 6 | SES | Ses Ai CORP | 株式-その他 | 2.87% | — | — | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.06% | +0.25% | +18.72% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.87% | -0.01% | -1.27% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.44% | +0.01% | +245.42% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.42% | — | -2.06% | |
| 11 | ONB | Old National Bancorp | 株式-金融 | 1.36% | — | -2.01% | |
| 12 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.30% | -0.02% | -0.95% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.19% | -0.31% | +53.95% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.15% | -0.22% | -1.17% | |
| 15 | PWRD | Tcw Transform Systems ETF | ETF-その他 | 1.14% | — | — | |
| 16 | ACN | Accenture plc | 株式-IT | 1.08% | -0.14% | -1.41% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.05% | -0.04% | +2.11% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.84% | — | -10.27% | |
| 19 | SCTXX | Schwab Amt Tax Fr Mny-ultra | 株式-その他 | 0.73% | — | -33.10% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.65% | +0.04% | -4.22% | |
| 21 | GNSS | Genasys INC | 株式-その他 | 0.64% | — | — | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.54% | -0.19% | +1.15% | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.44% | +0.01% | +0.11% | |
| 24 | IBM | Intl Business Machines CORP | 株式-IT | 0.41% | — | -0.34% | |
| 25 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.40% | +0.02% | +0.65% | |
| 26 | LHX | L3harris Technologies INC | 株式-資本財 | 0.37% | -0.06% | +0.03% | |
| 27 | BND | Vanguard Total Bond Market | ETF-その他 | 0.32% | -0.16% | +99.83% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.27% | — | -7.03% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.27% | +0.01% | +2.01% | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.26% | — | — | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.25% | — | -1.42% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 0.24% | — | +27.08% | |
| 33 | VTV | Vanguard Value ETF | ETF-その他 | 0.23% | — | -0.94% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.22% | — | -27.52% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.21% | — | +0.11% | |
| 36 | ADP | Automatic Data Processing | 株式-IT | 0.21% | — | +1.60% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | +0.01% | -13.24% | |
| 38 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.20% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | +0.04% | +4.53% | |
| 40 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.20% | -0.05% | EXIT | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.20% | — | -0.21% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.18% | — | +0.41% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.17% | +0.01% | +0.19% | |
| 44 | IQLT | Ishares Msci International Q | ETF-その他 | 0.17% | — | +0.18% | |
| 45 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.17% | — | +6.30% | |
| 46 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.17% | — | — | |
| 47 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.17% | +0.14% | +0.49% | |
| 48 | GE | General Electric | 株式-資本財 | 0.16% | +0.04% | +0.01% | |
| 49 | CI | THE Cigna Group | 株式-ヘルスケア | 0.16% | — | — | |
| 50 | BNL | Broadstone Net Lease INC | 株式-不動産 | 0.16% | — | — |