CIK: 0001929170
申告総資産額
$18.4億
上位200銘柄を表示中（全211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 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 8.53% | -0.03% | +2.74% | |
| 2 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 8.45% | -2.00% | +1.14% | |
| 3 | SUB | Ishares Short-term National | ETF-その他 | 6.64% | -0.10% | +4.84% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.11% | +0.28% | +8.25% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 5.56% | — | +13.52% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.40% | -0.29% | +7.03% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.21% | +1.10% | -41.17% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.72% | — | +936.97% | |
| 9 | URTH | Ishares Msci World ETF | ETF-その他 | 2.93% | -0.10% | +45.87% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.78% | -0.12% | -13.85% | |
| 11 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 2.70% | — | +7.96% | |
| 12 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.58% | +0.06% | -5.64% | |
| 13 | ARES | Ares Management CORP - A | 株式-金融 | 2.38% | — | -0.05% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.28% | -0.67% | -2.58% | |
| 15 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.23% | +0.10% | +2.66% | |
| 16 | AAPL | Apple INC | 株式-IT | 2.07% | — | +0.36% | |
| 17 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 2.03% | — | +5.64% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.90% | -0.07% | +79.49% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.54% | -0.13% | +0.54% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 0.99% | — | +4.07% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.99% | — | -0.54% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.95% | — | +6.42% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.93% | — | +1.63% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.91% | -0.08% | +52.15% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.73% | +0.10% | -10.79% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.63% | +0.11% | -2.68% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +0.58% | |
| 28 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.51% | — | -1.44% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.44% | +0.05% | +1.21% | |
| 30 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.44% | — | +19.32% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.43% | — | -2.57% | |
| 32 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.42% | — | -17.09% | |
| 33 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.39% | — | — | |
| 34 | HSY | Hershey Co/the | 株式-生活必需品 | 0.39% | — | +8.97% | |
| 35 | PWR | Quanta Services INC | 株式-資本財 | 0.38% | +0.04% | +6.00% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | +0.05% | +6.12% | |
| 37 | CTAS | Cintas CORP | 株式-資本財 | 0.36% | — | +37.83% | |
| 38 | PGR | Progressive CORP | 株式-金融 | 0.35% | — | +17.53% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.35% | — | +457.76% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.33% | — | +7.77% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.33% | — | — | |
| 42 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.33% | — | -0.67% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | +0.10% | +22.89% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.28% | — | +1.12% | |
| 45 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.28% | — | -2.46% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.27% | — | +3.79% | |
| 47 | WCN | Waste Connections INC | 株式-資本財 | 0.27% | — | -9.23% | |
| 48 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.27% | — | +2780.00% | |
| 49 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.27% | — | +155.81% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.27% | -0.05% | -12.81% |