CIK: 0001929170
申告総資産額
$18.4億
上位200銘柄を表示中（全328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 | 13.66% | -2.00% | +8.49% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 12.06% | -0.03% | +4.07% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 7.88% | +0.28% | +10.09% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.26% | -0.29% | +3.35% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.97% | +1.10% | +2.40% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 5.47% | +0.28% | — | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.01% | -0.46% | +13.20% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.84% | -0.67% | +0.94% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 2.73% | — | +4.30% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.55% | — | +6.10% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.40% | +0.10% | +2.88% | |
| 12 | ARES | Ares Management CORP - A | 株式-金融 | 2.33% | — | -0.11% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.16% | -0.12% | -1.73% | |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 1.62% | +0.06% | -2.41% | |
| 15 | URTH | Ishares Msci World ETF | ETF-その他 | 1.61% | -0.10% | -0.88% | |
| 16 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.55% | +0.12% | +3.61% | |
| 17 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.22% | — | -3.13% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.08% | -0.13% | -0.49% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.92% | +0.08% | +3.16% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | +0.11% | +1.74% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.68% | +0.10% | +8.97% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.65% | -0.08% | -0.05% | |
| 23 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.56% | — | -19.50% | |
| 24 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.55% | — | -60.02% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | — | -0.51% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.44% | — | +7.80% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | +0.03% | +9.09% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | +6.03% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.41% | +0.15% | +3.19% | |
| 30 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.40% | — | +1.73% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.37% | — | +9.01% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | -0.05% | +26.14% | |
| 33 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.34% | -0.07% | -74.68% | |
| 34 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.33% | — | — | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.31% | +0.05% | +13.97% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.28% | — | +46.98% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.27% | — | +4.66% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.26% | — | +17.84% | |
| 39 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.24% | — | +2.76% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | +0.10% | +3.80% | |
| 41 | SUB | Ishares Short-term National | ETF-その他 | 0.22% | -0.10% | -95.26% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.22% | — | +4.04% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | +0.05% | +22.20% | |
| 44 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.21% | — | +0.49% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.21% | — | +4.74% | |
| 46 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 0.20% | — | -9.52% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.20% | +0.06% | +20.66% | |
| 48 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.19% | — | -2.62% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.19% | — | -1.81% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.19% | — | +1298.44% |