CIK: 0001793904
申告総資産額
$10.1億
上位200銘柄を表示中（全447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 | AAPL | Apple INC | 株式-IT | 6.66% | -0.61% | -0.11% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.82% | +0.32% | +17.05% | |
| 3 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 3.80% | — | +19.28% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.04% | — | -0.68% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.94% | -0.57% | +6.38% | |
| 6 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.74% | — | +15.99% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.69% | -0.10% | -3.17% | |
| 8 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.43% | +1.01% | +19.87% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.40% | — | +9.66% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.33% | -0.15% | -1.44% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.31% | -0.37% | +9.56% | |
| 12 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.29% | — | +3.24% | |
| 13 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.21% | +0.25% | +3.74% | |
| 14 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.16% | -0.32% | +5.84% | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.07% | +0.38% | +9.75% | |
| 16 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.85% | — | -1.01% | |
| 17 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.84% | — | -7.01% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.82% | — | -0.70% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | -13.50% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.75% | — | -0.67% | |
| 21 | COMT | Ishares Gsci Commodity Dynam | ETF-コモディティ | 0.72% | — | -5.87% | |
| 22 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.72% | — | +4.68% | |
| 23 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.67% | +0.80% | +9.54% | |
| 24 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.66% | -0.29% | -0.09% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.63% | — | -0.90% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.61% | — | +1.34% | |
| 27 | OZ | Belpointe Prep Llc- Class A | 株式-その他 | 0.57% | — | — | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.57% | +0.16% | +10.48% | |
| 29 | EEMV | Ishares Msci Emg Mkt Min Vol | ETF-その他 | 0.57% | — | -10.22% | |
| 30 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.55% | — | -23.23% | |
| 31 | VZ | Verizon Communications INC | 株式-通信サービス | 0.55% | +0.13% | -2.10% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | -2.90% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | — | +2.36% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | — | +2.09% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.49% | — | -9.63% | |
| 36 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.49% | — | -15.39% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.49% | — | -19.90% | |
| 38 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.49% | — | +149.35% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | -0.36% | |
| 40 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.47% | — | -1.32% | |
| 41 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.46% | — | +0.59% | |
| 42 | PM | Philip Morris International | 株式-生活必需品 | 0.45% | — | -0.65% | |
| 43 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.44% | — | -19.59% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.43% | — | -0.52% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.43% | — | -54.00% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.42% | -1.27% | +22.05% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | — | -0.42% | |
| 48 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.39% | — | +2.46% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.39% | -0.11% | +7.75% | |
| 50 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.38% | — | +2.86% |