CIK: 0001929170
申告総資産額
$18.4億
上位200銘柄を表示中（全258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 | 11.01% | -2.00% | +3.91% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 10.60% | -0.03% | +7.84% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 7.60% | +0.28% | +2.34% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.58% | -0.29% | +4.72% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 7.39% | +1.10% | +7.09% | |
| 6 | SUB | Ishares Short-term National | ETF-その他 | 6.17% | -0.10% | +14.96% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 3.64% | — | -1.97% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.08% | -0.67% | +0.90% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.75% | — | -0.20% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.59% | +0.10% | -0.70% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.47% | -0.12% | +2.91% | |
| 12 | URTH | Ishares Msci World ETF | ETF-その他 | 2.35% | -0.10% | -3.02% | |
| 13 | AAPL | Apple INC | 株式-IT | 2.31% | — | -2.85% | |
| 14 | ARES | Ares Management CORP - A | 株式-金融 | 2.09% | — | -0.04% | |
| 15 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 2.02% | +0.06% | -1.21% | |
| 16 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.69% | — | -0.29% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.49% | -0.07% | +1.52% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.32% | -0.13% | +2.26% | |
| 19 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.01% | — | -16.17% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | +0.11% | +3.05% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.91% | -0.08% | -0.69% | |
| 22 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.83% | — | +2.33% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.62% | +0.10% | -2.98% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.53% | — | +33.36% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 0.47% | — | +767.48% | |
| 26 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.46% | — | +1.20% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | — | -4.08% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.39% | +0.08% | +7.15% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | +0.03% | +17.34% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | +0.05% | +0.18% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | +0.15% | -9.21% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.31% | -0.05% | +6.19% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.30% | — | -1.87% | |
| 34 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.29% | — | — | |
| 35 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.29% | — | -5.32% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | +0.05% | +19.70% | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.24% | — | -6.18% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.24% | — | +1.78% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.24% | — | +7.47% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.23% | — | +10.69% | |
| 41 | AMBP | Ardagh Metal Packaging S.A. | 株式-その他 | 0.23% | — | — | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.22% | +0.10% | -9.50% | |
| 43 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.22% | — | +0.22% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | — | +2.80% | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.21% | — | -7.75% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.20% | — | — | |
| 47 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.19% | — | +0.43% | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.19% | — | -7.78% | |
| 49 | MCO | Moody's CORP | 株式-金融 | 0.18% | — | +2.35% | |
| 50 | BX | Blackstone INC | 株式-金融 | 0.18% | — | +0.18% |