CIK: 0001827844
申告総資産額
$8.1億
上位200銘柄を表示中（全978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 | 27.33% | -1.66% | +0.77% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 14.66% | -0.36% | +3.18% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 11.17% | +0.39% | +4.80% | |
| 4 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 6.19% | +0.07% | -1.10% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 5.75% | -0.16% | +2.67% | |
| 6 | DFAT | Dimensional US Target Value | ETF-その他 | 4.73% | -0.02% | -0.59% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.62% | +0.01% | +3.57% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.17% | -0.22% | +3.22% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.25% | — | -0.48% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | +0.19% | -0.24% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 0.98% | -0.27% | -2.14% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.92% | -0.14% | -2.93% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.72% | +0.24% | +2.39% | |
| 14 | ACN | Accenture plc | 株式-IT | 0.66% | -0.11% | -0.13% | |
| 15 | NUEM | Nuveen Esg Emerging Markets | ETF-新興国市場 | 0.64% | +0.01% | +18.86% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.62% | +0.06% | -3.95% | |
| 17 | ONB | Old National Bancorp | 株式-金融 | 0.59% | -0.02% | -5.12% | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 0.57% | — | +1.40% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 0.57% | +0.01% | +1.30% | |
| 20 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.53% | — | -1.34% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.48% | -0.07% | -8.63% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.46% | -0.02% | +2.00% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 0.44% | -0.10% | -1.21% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.42% | — | -1.16% | |
| 25 | JSTC | Adasina Social Justice Glb | ETF-その他 | 0.42% | — | +4.75% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.40% | — | -2.02% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.30% | — | -0.43% | |
| 28 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.30% | — | -4.81% | |
| 29 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.29% | -0.02% | — | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.28% | +0.03% | +0.13% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.28% | +0.02% | +1.53% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.25% | — | +46.67% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.25% | — | -1.77% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.25% | -0.03% | -1.20% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | -0.05% | +0.52% | |
| 36 | PWRD | Tcw Transform Systems ETF | ETF-その他 | 0.22% | -0.03% | -0.42% | |
| 37 | LHX | L3harris Technologies INC | 株式-資本財 | 0.20% | +0.04% | — | |
| 38 | GE | General Electric | 株式-資本財 | 0.20% | -0.02% | — | |
| 39 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.19% | — | +0.18% | |
| 40 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.19% | -0.04% | -1.16% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.19% | +0.01% | +8.85% | |
| 42 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.17% | — | +0.29% | |
| 43 | DDOG | Datadog INC - Class A | 株式-IT | 0.17% | — | — | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.16% | — | +0.04% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.15% | — | +1.12% | |
| 46 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.15% | — | +0.46% | |
| 47 | VTV | Vanguard Value ETF | ETF-その他 | 0.14% | +0.02% | +0.07% | |
| 48 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.14% | — | +0.25% | |
| 49 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.14% | — | — | |
| 50 | SHOP | Shopify INC - Class A | 株式-IT | 0.14% | -0.04% | — |