CIK: 0001793904
申告総資産額
$10.1億
上位200銘柄を表示中（全516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 | 8.55% | -0.61% | -1.74% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.97% | +0.32% | -17.23% | |
| 3 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.75% | +0.38% | +42.03% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.42% | -0.57% | -1.13% | |
| 5 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.12% | -0.32% | +94.44% | |
| 6 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.99% | -0.37% | +67.85% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.97% | — | -3.80% | |
| 8 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.82% | — | — | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | -0.15% | -3.37% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.36% | — | -27.43% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.33% | — | +53.11% | |
| 12 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.32% | +0.25% | +13.45% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.09% | -0.10% | -4.15% | |
| 14 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.99% | +1.01% | +4.21% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.98% | -0.10% | +8.44% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.90% | -0.11% | +1.18% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.81% | — | -7.02% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.75% | -0.13% | +1.22% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | — | -4.54% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.71% | — | +88.40% | |
| 21 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.64% | — | -0.62% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.63% | -0.11% | +0.39% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.62% | — | +1.92% | |
| 24 | MBB | Ishares Mbs ETF | ETF-その他 | 0.62% | — | +11.19% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.59% | — | -3.61% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.57% | — | -0.19% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | — | -14.95% | |
| 28 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.52% | -0.29% | -0.12% | |
| 29 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.52% | — | — | |
| 30 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.51% | -1.43% | -54.06% | |
| 31 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.50% | — | +1226.37% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.49% | — | -2.02% | |
| 33 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.47% | — | — | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.46% | +0.13% | -1.97% | |
| 35 | CRM | Salesforce INC | 株式-IT | 0.45% | — | -1.78% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.44% | — | +3.03% | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.44% | — | +363.40% | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.44% | — | -0.09% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.43% | — | -3.00% | |
| 40 | PMAR | Innovator U.s. Equity Power | ETF-その他 | 0.43% | — | +4.75% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | +8.13% | |
| 42 | ANETEUR | Arista Networks INC | 株式-その他 | 0.42% | — | -0.91% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | — | -7.63% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.40% | -0.22% | -46.22% | |
| 45 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.40% | — | -68.71% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.39% | -0.25% | -5.82% | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.37% | — | +16.42% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | — | -1.50% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | — | +29.52% | |
| 50 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.37% | — | -0.33% |