CIK: 0001793904
申告総資産額
$10.1億
上位200銘柄を表示中（全511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 | 9.91% | -0.61% | -4.08% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.41% | +0.32% | -9.23% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.11% | -0.37% | +44.46% | |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 2.72% | +0.38% | +1.10% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.38% | -0.57% | -5.77% | |
| 6 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 2.17% | — | +14.43% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.09% | — | +3.42% | |
| 8 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.07% | -0.32% | +1.70% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.61% | -0.15% | -7.21% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.59% | +1.01% | +65.51% | |
| 11 | AMLP | Alerian Mlp ETF | ETF-その他 | 1.42% | +0.25% | +7.80% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.31% | — | +3.74% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.19% | -0.11% | +881.07% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.10% | -0.10% | -1.79% | |
| 15 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.09% | -0.10% | +1.43% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.93% | — | -29.03% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.85% | — | -3.34% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.82% | -0.22% | +99.10% | |
| 19 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.80% | — | +12.13% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.79% | -0.13% | -7.84% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | — | -8.57% | |
| 22 | MBB | Ishares Mbs ETF | ETF-その他 | 0.65% | — | +8.17% | |
| 23 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.64% | — | -0.71% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.63% | — | -9.36% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.56% | — | -9.39% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.54% | — | -2.42% | |
| 27 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.54% | -0.29% | -0.26% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.53% | -0.11% | -11.35% | |
| 29 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.53% | -1.43% | -2.46% | |
| 30 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.51% | — | +3.94% | |
| 31 | ANETEUR | Arista Networks INC | 株式-その他 | 0.49% | — | -1.74% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.48% | — | -0.31% | |
| 33 | AMGN | Amgen INC | 株式-ヘルスケア | 0.48% | — | +17.19% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.47% | — | +3.53% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.45% | — | +6.80% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | — | +1.63% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | +0.16% | +24.27% | |
| 38 | PMAR | Innovator U.s. Equity Power | ETF-その他 | 0.44% | — | — | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.44% | +0.13% | -2.06% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | — | +0.77% | |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.42% | — | +0.48% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.40% | — | -1.80% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.39% | — | -1.97% | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.39% | — | -25.11% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | — | -5.06% | |
| 46 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.38% | — | +31.64% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.38% | — | +8.07% | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.37% | — | +20.16% | |
| 49 | PM | Philip Morris International | 株式-生活必需品 | 0.37% | — | +0.79% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.36% | — | +1.33% |