CIK: 0001827844
申告総資産額
$9.0億
上位200銘柄を表示中（全996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 | 28.70% | +0.18% | -0.01% | |
| 2 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 14.33% | -0.54% | -0.06% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 9.54% | -0.74% | +1.71% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 6.53% | +0.25% | +0.33% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 5.80% | +0.49% | +2.22% | |
| 6 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 5.33% | +0.09% | -1.02% | |
| 7 | DFAT | Dimensional US Target Value | ETF-その他 | 3.20% | +0.04% | -0.44% | |
| 8 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.84% | +0.14% | +6.37% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.69% | -0.01% | +8.85% | |
| 10 | NUEM | Nuveen Esg Emerging Markets | ETF-新興国市場 | 1.33% | +0.06% | +0.39% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | -0.10% | -1.88% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.08% | — | +5.83% | |
| 13 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.04% | -0.31% | -1.34% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.85% | -0.04% | -2.34% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | -0.22% | -1.69% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.50% | +0.02% | +19.33% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 0.49% | -0.16% | -0.64% | |
| 18 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.48% | +0.04% | -0.20% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.48% | -0.11% | — | |
| 20 | IBM | Intl Business Machines CORP | 株式-IT | 0.47% | — | +8.04% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.43% | — | -5.89% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.40% | -0.02% | +0.14% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.39% | — | +7.61% | |
| 24 | ACN | Accenture plc | 株式-IT | 0.38% | -0.14% | -0.04% | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.36% | +0.01% | — | |
| 26 | JSTC | Adasina Social Justice Glb | ETF-その他 | 0.32% | +0.02% | +2.37% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.32% | -0.19% | -0.68% | |
| 28 | ONB | Old National Bancorp | 株式-金融 | 0.31% | — | -28.03% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.30% | +0.02% | -0.05% | |
| 30 | GE | General Electric | 株式-資本財 | 0.28% | +0.04% | -0.58% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | +0.04% | +1.77% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | +0.01% | +4.53% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.27% | +0.01% | +0.06% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.25% | +0.01% | +6.38% | |
| 35 | LHX | L3harris Technologies INC | 株式-資本財 | 0.24% | -0.06% | — | |
| 36 | PWRD | Tcw Transform Systems ETF | ETF-その他 | 0.22% | — | — | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.20% | — | +2.30% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.20% | — | -2.17% | |
| 39 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.19% | +0.01% | -2.42% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.19% | — | +3.99% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.19% | — | -2.36% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.17% | +0.03% | +19.59% | |
| 43 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.16% | — | -8.70% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.16% | +0.01% | — | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.16% | — | +2.65% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.16% | +0.02% | +5.37% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.16% | -0.09% | +0.10% | |
| 48 | SHOP | Shopify INC - Class A | 株式-IT | 0.16% | — | — | |
| 49 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.15% | — | — | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.15% | +0.01% | +25.91% |