CIK: 0001801507
申告総資産額
$70.8億
上位141銘柄を表示中（全341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 | AVGO | Broadcom INC | 株式-IT | 0.03% | — | +6.18% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.03% | — | +5.47% | |
| 3 | T | At&t INC | 株式-通信サービス | 0.03% | — | +0.83% | |
| 4 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.03% | — | +2.53% | |
| 5 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.02% | — | -27.47% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.02% | — | -19.60% | |
| 7 | TTD | Trade Desk Inc/the -class A | 株式-通信サービス | 0.02% | — | +0.30% | |
| 8 | ALL | Allstate CORP | 株式-金融 | 0.02% | — | +1.89% | |
| 9 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.02% | — | — | |
| 10 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.02% | — | +197.66% | |
| 11 | BSCU | Invesco Bulletshares 2030 Cb | ETF-その他 | 0.02% | — | — | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.02% | — | -1.68% | |
| 13 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.02% | — | +131.79% | |
| 14 | EMR | Emerson Electric Co | 株式-資本財 | 0.02% | — | -1.28% | |
| 15 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.02% | +0.06% | +35.90% | |
| 16 | WM | Waste Management INC | 株式-資本財 | 0.02% | — | +5.06% | |
| 17 | AMD | Advanced Micro Devices | 株式-IT | 0.02% | — | +2.28% | |
| 18 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.02% | — | +0.77% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 0.02% | — | +16.68% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.02% | — | -0.22% | |
| 21 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.02% | — | -0.11% | |
| 22 | DUK | Duke Energy CORP | 株式-公益事業 | 0.02% | — | +58.18% | |
| 23 | DFCA | Dimensional Calfornia Mb ETF | ETF-その他 | 0.02% | — | — | |
| 24 | GE | General Electric | 株式-資本財 | 0.02% | — | -14.29% | |
| 25 | DFGP | Dimensional Glbl Core Pl Fix | ETF-その他 | 0.02% | +0.11% | — | |
| 26 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 0.02% | — | -5.57% | |
| 27 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.02% | — | +128.81% | |
| 28 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.02% | — | -1.64% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.02% | — | +0.38% | |
| 30 | GIS | General Mills INC | 株式-生活必需品 | 0.02% | — | -0.48% | |
| 31 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.02% | — | -0.95% | |
| 32 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-その他 | 0.02% | — | -0.45% | |
| 33 | SO | Southern Co/the | 株式-公益事業 | 0.02% | — | +3.40% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.02% | — | -9.47% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.02% | — | +0.25% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.02% | — | +4.26% | |
| 37 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.02% | — | +2.09% | |
| 38 | VST | Vistra CORP | 株式-公益事業 | 0.02% | — | +1.58% | |
| 39 | DHR | Danaher CORP | 株式-ヘルスケア | 0.02% | — | +6.89% | |
| 40 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.02% | — | -36.21% | |
| 41 | KKR | Kkr & Co INC | 株式-金融 | 0.02% | — | -0.51% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.02% | +0.01% | +19.15% | |
| 43 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.02% | +0.04% | — | |
| 44 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.02% | — | +0.41% | |
| 45 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.02% | — | +5.84% | |
| 46 | HON | Honeywell International INC | 株式-資本財 | 0.02% | — | +13.76% | |
| 47 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.02% | — | +0.25% | |
| 48 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.02% | — | +199.02% | |
| 49 | AVSF | Avantis Short-term Fixed INC | ETF-その他 | 0.02% | — | — | |
| 50 | AEP | American Electric Power | 株式-公益事業 | 0.02% | — | +3.11% |