CIK: 0001929170
申告総資産額
$18.4億
上位200銘柄を表示中（全305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 | 13.39% | -2.00% | +8.09% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 11.89% | -0.03% | +5.39% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 7.19% | +0.28% | -2.10% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.25% | -0.29% | -12.75% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.92% | +1.10% | +0.90% | |
| 6 | SUB | Ishares Short-term National | ETF-その他 | 5.06% | -0.10% | +0.43% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 3.74% | -0.46% | +60.53% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.18% | -0.67% | +6.28% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 2.62% | — | -5.87% | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.39% | +0.10% | +0.97% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.37% | — | +11.91% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.27% | -0.12% | -1.98% | |
| 13 | ARES | Ares Management CORP - A | 株式-金融 | 2.17% | — | +0.12% | |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 1.75% | +0.06% | +1.11% | |
| 15 | URTH | Ishares Msci World ETF | ETF-その他 | 1.67% | -0.10% | -10.06% | |
| 16 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.56% | +0.12% | +5.47% | |
| 17 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.50% | — | +3.26% | |
| 18 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.42% | -0.07% | +7.60% | |
| 19 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.28% | — | -5.22% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.12% | -0.13% | -0.06% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.99% | +0.08% | +961.44% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.84% | +0.11% | +6.42% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.72% | — | +0.73% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.69% | -0.08% | — | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.65% | +0.10% | +3.26% | |
| 26 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.63% | — | -9.03% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | — | +15.85% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | +0.15% | +21.36% | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 0.47% | — | +7.97% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | — | +15.47% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.37% | — | +8.73% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | +0.03% | +18.18% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | +5.73% | |
| 34 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.33% | — | -2.04% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | +0.05% | +3.90% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.29% | -0.05% | +7.21% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | — | +18.79% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | +0.10% | +13.82% | |
| 39 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.24% | — | +4.62% | |
| 40 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.23% | — | -2.69% | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.22% | — | +10.27% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.21% | — | +8.52% | |
| 43 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.20% | — | +39.84% | |
| 44 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.20% | — | +2.50% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.20% | — | +29.35% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.20% | — | -17.98% | |
| 47 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.20% | — | -0.38% | |
| 48 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.19% | — | -0.31% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.18% | +0.05% | -7.80% | |
| 50 | AMBP | Ardagh Metal Packaging S.A. | 株式-その他 | 0.15% | — | — |