CIK: 0001929170
申告総資産額
$18.4億
上位200銘柄を表示中（全369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 | 14.68% | -2.00% | +5.29% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 11.83% | -0.03% | +4.42% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 7.53% | +0.28% | +3.14% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.19% | -0.29% | +1.29% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.37% | +1.10% | +3.26% | |
| 6 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 4.59% | -0.46% | +347.26% | |
| 7 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.72% | +0.28% | -27.42% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.71% | -0.67% | +2.00% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.68% | — | +2.21% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 2.58% | — | +2.12% | |
| 11 | ARES | Ares Management CORP - A | 株式-金融 | 2.53% | — | +0.00% | |
| 12 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 2.18% | +0.10% | +6.35% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.12% | -0.12% | +0.48% | |
| 14 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 1.57% | +0.06% | +3.15% | |
| 15 | URTH | Ishares Msci World ETF | ETF-その他 | 1.50% | -0.10% | -1.63% | |
| 16 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.47% | +0.12% | +5.38% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.07% | -0.13% | +0.25% | |
| 18 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.05% | — | -1.22% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.03% | +0.08% | +5.92% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | +0.11% | +6.75% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.73% | +0.10% | +8.62% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.67% | -0.08% | -0.43% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | — | +15.03% | |
| 24 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.54% | — | +2.35% | |
| 25 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.52% | — | +2.67% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | +0.03% | +29.23% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.50% | +0.15% | +10.76% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.45% | — | +5.72% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | -0.05% | +7.16% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.40% | — | +1.93% | |
| 31 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.39% | -0.07% | +21.78% | |
| 32 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.37% | — | +26.21% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | — | +21.72% | |
| 34 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.34% | — | +0.39% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.31% | +0.06% | +6.88% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.30% | — | -0.98% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.30% | — | +2.35% | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.29% | — | +21.28% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.29% | +0.05% | +11.60% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.27% | — | +2.15% | |
| 41 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.27% | -0.03% | — | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | +0.10% | +27.11% | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.26% | — | +199.15% | |
| 44 | SUB | Ishares Short-term National | ETF-その他 | 0.22% | -0.10% | +2.67% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.21% | — | +9.19% | |
| 46 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.20% | — | -0.95% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.19% | +0.05% | +2.08% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.19% | — | -0.52% | |
| 49 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.18% | — | -8.84% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.18% | — | -3.24% |