CIK: 0001997685
申告総資産額
$11.8億
上位200銘柄を表示中（全554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 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 12.48% | +0.16% | -2.90% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.29% | -0.81% | -4.67% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.62% | +0.65% | +31.89% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.20% | +0.15% | +0.05% | |
| 5 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 5.48% | -0.05% | -1.79% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.25% | +0.11% | -0.19% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.98% | — | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.58% | +0.02% | +0.29% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.50% | — | +0.01% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.32% | -0.17% | +0.53% | |
| 11 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-その他 | 2.23% | +0.04% | -2.08% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.11% | -0.04% | -0.51% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.51% | +0.04% | -3.19% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.02% | +0.02% | -1.84% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.93% | +0.07% | +0.65% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.90% | +0.09% | +15.63% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.83% | — | — | |
| 18 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.80% | -0.06% | -3.81% | |
| 19 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.65% | — | — | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | +0.02% | +0.60% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | +0.02% | — | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.58% | +0.02% | +884.73% | |
| 23 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.56% | — | — | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.55% | — | +0.18% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | +0.03% | -0.69% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | — | -1.48% | |
| 27 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.45% | +0.03% | — | |
| 28 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.42% | — | — | |
| 29 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.40% | -0.08% | -1.34% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.39% | +0.15% | +38.89% | |
| 31 | AMD | Advanced Micro Devices | 株式-IT | 0.37% | +0.02% | — | |
| 32 | WMT | Walmart INC | 株式-生活必需品 | 0.37% | — | — | |
| 33 | DGP | Db Gold Double Long Etn | ETF-コモディティ | 0.37% | -0.09% | — | |
| 34 | PGR | Progressive CORP | 株式-金融 | 0.36% | — | — | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.36% | — | -0.44% | |
| 36 | LPX | Louisiana-pacific CORP | 株式-資本財 | 0.35% | — | — | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | -1.30% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.33% | — | — | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.33% | — | +0.40% | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 0.31% | — | — | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.30% | — | — | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.30% | — | -4.42% | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.30% | -0.05% | — | |
| 44 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.30% | — | -18.95% | |
| 45 | AWK | American Water Works Co INC | 株式-公益事業 | 0.29% | — | — | |
| 46 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.29% | — | — | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.29% | — | — | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.29% | — | +0.60% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.28% | — | -3.37% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.28% | — | +0.32% |