CIK: 0001827844
申告総資産額
$8.1億
上位200銘柄を表示中（全658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 | 28.07% | -1.66% | +2.52% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 12.76% | -0.36% | +3.01% | |
| 3 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 7.81% | +0.07% | -2.27% | |
| 4 | DFAT | Dimensional US Target Value | ETF-その他 | 5.75% | -0.02% | -0.95% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 5.50% | -0.16% | +91.14% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 4.89% | — | -0.19% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.14% | +0.01% | +238.23% | |
| 8 | GVI | Ishares Intermediate Governm | ETF-その他 | 2.96% | — | +8.46% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.02% | -0.22% | -0.92% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.71% | +0.19% | -1.02% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.16% | +0.39% | +5739.67% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.13% | -0.27% | +7.00% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.98% | -0.14% | -0.73% | |
| 14 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.91% | +0.06% | -0.41% | |
| 15 | ACN | Accenture plc | 株式-IT | 0.85% | -0.11% | -1.85% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.83% | +0.24% | -1.71% | |
| 17 | ONB | Old National Bancorp | 株式-金融 | 0.83% | -0.02% | — | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.81% | — | +43.85% | |
| 19 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.59% | — | +1.44% | |
| 20 | NUEM | Nuveen Esg Emerging Markets | ETF-新興国市場 | 0.58% | +0.01% | +1294.45% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.49% | — | +4.82% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.49% | — | +3.12% | |
| 23 | PWRD | Tcw Transform Systems ETF | ETF-その他 | 0.47% | -0.03% | -54.58% | |
| 24 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.46% | — | -7.89% | |
| 25 | IBM | Intl Business Machines CORP | 株式-IT | 0.43% | -0.10% | +3.24% | |
| 26 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.39% | — | -2.56% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.37% | — | +8.60% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.35% | +0.02% | +0.08% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | -0.02% | +3.62% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.32% | +0.03% | -1.46% | |
| 31 | JSTC | Adasina Social Justice Glb | ETF-その他 | 0.32% | — | +567.77% | |
| 32 | BND | Vanguard Total Bond Market | ETF-その他 | 0.30% | +0.01% | +39.67% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.27% | — | -8.37% | |
| 34 | LHX | L3harris Technologies INC | 株式-資本財 | 0.26% | +0.04% | -0.10% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.25% | — | +0.36% | |
| 36 | GNSS | Genasys INC | 株式-その他 | 0.25% | — | — | |
| 37 | NVDA | Nvidia CORP | 株式-IT | 0.23% | -0.07% | +4.47% | |
| 38 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.22% | -0.02% | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.22% | -0.05% | +1.33% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.21% | -0.03% | — | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.20% | — | -8.12% | |
| 42 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.20% | -0.04% | -1.06% | |
| 43 | GE | General Electric | 株式-資本財 | 0.19% | -0.02% | — | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.19% | — | +46.99% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.19% | — | -3.55% | |
| 46 | DDOG | Datadog INC - Class A | 株式-IT | 0.19% | — | — | |
| 47 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.18% | +0.01% | +12.84% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.17% | -0.03% | +2.27% | |
| 49 | VTV | Vanguard Value ETF | ETF-その他 | 0.17% | +0.02% | +0.09% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.16% | — | -3.35% |