CIK: 0001793904
申告総資産額
$10.1億
上位200銘柄を表示中（全500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 | 10.51% | -0.61% | +1.01% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.03% | +0.32% | +1.21% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.24% | +0.38% | +33.48% | |
| 4 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.17% | — | — | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.14% | -0.57% | +1.76% | |
| 6 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.82% | +0.21% | -4.34% | |
| 7 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.79% | +1.01% | +71.70% | |
| 8 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 1.74% | — | -49.72% | |
| 9 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.37% | — | -16.86% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | -0.15% | +35.32% | |
| 11 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.09% | +0.25% | +2.29% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.05% | -0.10% | -7.51% | |
| 13 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.01% | -0.10% | +40.92% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.89% | -0.22% | — | |
| 15 | MBB | Ishares Mbs ETF | ETF-その他 | 0.80% | — | +31.71% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.76% | -0.32% | -1.94% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.72% | — | +8.28% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.71% | — | -7.50% | |
| 19 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.70% | +0.80% | +110.86% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | -1.34% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | — | +0.44% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.62% | — | -1.77% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.61% | +0.13% | +27.05% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.57% | — | +2.32% | |
| 25 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.57% | — | +46.09% | |
| 26 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.56% | +0.32% | -49.79% | |
| 27 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.55% | -0.29% | -0.00% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.54% | — | +5.40% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.54% | — | -2.46% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | — | +2.65% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.51% | -0.11% | +9.67% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.47% | — | -1.93% | |
| 33 | PMAR | Innovator U.s. Equity Power | ETF-その他 | 0.46% | — | +249.30% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | -8.61% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.44% | — | +1.77% | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 0.43% | — | +13.36% | |
| 37 | OZ | Belpointe Prep Llc- Class A | 株式-その他 | 0.43% | — | +23.91% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | — | +12.64% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.42% | — | +3.66% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.41% | — | -0.30% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.41% | — | -36.54% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.40% | — | +54.28% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.40% | — | -25.85% | |
| 44 | PM | Philip Morris International | 株式-生活必需品 | 0.40% | — | +7.24% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.40% | — | -7.77% | |
| 46 | IVLU | Ishares Msci International V | ETF-その他 | 0.39% | — | -15.60% | |
| 47 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.38% | — | +11.03% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.38% | — | -2.38% | |
| 49 | RTX | Rtx CORP | 株式-資本財 | 0.37% | — | +5.95% | |
| 50 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.37% | — | +26.52% |