CIK: 0001929170
申告総資産額
$18.4億
上位200銘柄を表示中（全212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 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 9.57% | -2.00% | +5.05% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 8.60% | -0.03% | +39.78% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 7.16% | +1.10% | +11.89% | |
| 4 | SUB | Ishares Short-term National | ETF-その他 | 7.06% | -0.10% | +52.28% | |
| 5 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 5.66% | +0.28% | +60.65% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 4.88% | — | -22.33% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.34% | -0.29% | +2.30% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.41% | -0.12% | +13.45% | |
| 9 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 3.03% | +0.06% | +7.03% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.57% | -0.67% | -0.05% | |
| 11 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 2.54% | — | +7.30% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.48% | — | -1.30% | |
| 13 | ARES | Ares Management CORP - A | 株式-金融 | 2.44% | — | — | |
| 14 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 2.14% | — | +4.83% | |
| 15 | URTH | Ishares Msci World ETF | ETF-その他 | 2.08% | -0.10% | -46.80% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.04% | +0.10% | +6.72% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.62% | -0.13% | -5.28% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.20% | -0.07% | -8.84% | |
| 19 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.16% | — | +2.37% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.07% | — | -7.00% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | +0.11% | +4.98% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.97% | — | +13.08% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.96% | +0.10% | +4.82% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.94% | — | +10.23% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.68% | -0.08% | -20.56% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.53% | — | +1.03% | |
| 27 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.52% | — | +8.40% | |
| 28 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.50% | — | -10.05% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | — | +6.29% | |
| 30 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.39% | — | — | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.38% | +0.05% | +5.65% | |
| 32 | HSY | Hershey Co/the | 株式-生活必需品 | 0.38% | — | +9.20% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | +0.05% | -2.34% | |
| 34 | PWR | Quanta Services INC | 株式-資本財 | 0.36% | +0.04% | +2.72% | |
| 35 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.36% | — | +70.05% | |
| 36 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.36% | — | -33.81% | |
| 37 | WCN | Waste Connections INC | 株式-資本財 | 0.35% | — | +15.42% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.34% | — | +2471.02% | |
| 39 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.33% | — | -2.19% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.32% | — | +4.49% | |
| 41 | CF | Cf Industries Holdings INC | 株式-素材 | 0.31% | — | -7.83% | |
| 42 | PGR | Progressive CORP | 株式-金融 | 0.30% | — | — | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | -0.05% | +10.16% | |
| 44 | DHR | Danaher CORP | 株式-ヘルスケア | 0.29% | — | +33.72% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.28% | — | — | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.26% | — | +1.32% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.26% | — | -15.22% | |
| 48 | CTAS | Cintas CORP | 株式-資本財 | 0.25% | — | +77.37% | |
| 49 | SAFE1USD | Safehold INC | 株式-その他 | 0.24% | — | +5.09% | |
| 50 | LNG | Cheniere Energy INC | 株式-エネルギー | 0.24% | — | +26.77% |