CIK: 0001929170
申告総資産額
$18.4億
上位200銘柄を表示中（全217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 | 10.29% | -2.00% | +4.41% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 9.64% | -0.03% | +4.96% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 6.94% | +1.10% | -4.79% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 6.70% | +0.28% | +7.27% | |
| 5 | SUB | Ishares Short-term National | ETF-その他 | 5.97% | -0.10% | +1.97% | |
| 6 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 5.58% | +0.10% | +143.22% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 4.28% | — | -0.50% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.15% | -0.29% | +45.29% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 3.03% | -0.67% | +23.26% | |
| 10 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.98% | — | -5.06% | |
| 11 | ARES | Ares Management CORP - A | 株式-金融 | 2.85% | — | +0.02% | |
| 12 | URTH | Ishares Msci World ETF | ETF-その他 | 2.53% | -0.10% | -1.12% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.51% | -0.12% | — | |
| 14 | AAPL | Apple INC | 株式-IT | 2.41% | — | +0.59% | |
| 15 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.23% | +0.06% | +3.24% | |
| 16 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.87% | — | +3.78% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.64% | -0.07% | +4.08% | |
| 18 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.39% | — | +0.87% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.35% | -0.13% | -1.02% | |
| 20 | VUG | Vanguard Growth ETF | ETF-その他 | 0.93% | -0.08% | -0.50% | |
| 21 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.91% | — | +3.84% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | +0.11% | -3.40% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.62% | +0.10% | -3.65% | |
| 24 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.44% | — | +0.21% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | -0.24% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.38% | +0.08% | +7.06% | |
| 27 | PWR | Quanta Services INC | 株式-資本財 | 0.38% | +0.04% | -3.42% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.37% | +0.05% | +1.44% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.34% | — | +116.16% | |
| 30 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.33% | — | +1.84% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | — | +4.15% | |
| 32 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.31% | — | — | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.31% | — | -10.30% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.31% | — | +3.24% | |
| 35 | CTAS | Cintas CORP | 株式-資本財 | 0.30% | — | +4.10% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.29% | — | +30.71% | |
| 37 | HSY | Hershey Co/the | 株式-生活必需品 | 0.29% | — | -4.88% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.28% | +0.03% | -0.30% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.28% | — | -1.35% | |
| 40 | MSI | Motorola Solutions INC | 株式-IT | 0.27% | — | +8.13% | |
| 41 | PEP | Pepsico INC | 株式-生活必需品 | 0.27% | — | +1.95% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | +0.05% | +8.23% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | +0.10% | +11.36% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.25% | -0.05% | +2.47% | |
| 45 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.24% | — | -1.52% | |
| 46 | TDG | Transdigm Group INC | 株式-資本財 | 0.23% | — | +118.70% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.22% | +0.15% | -1.76% | |
| 48 | PGR | Progressive CORP | 株式-金融 | 0.22% | — | -24.84% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.22% | — | — | |
| 50 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.21% | — | +0.39% |