CIK: 0001997685
申告総資産額
$11.8億
上位200銘柄を表示中（全700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 | 11.39% | +0.16% | -0.21% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 10.85% | +0.65% | +3.59% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 9.49% | -0.81% | -3.45% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.25% | +0.15% | -1.20% | |
| 5 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 4.76% | -0.05% | -2.19% | |
| 6 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.28% | +0.69% | +146.23% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.90% | — | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.73% | +0.02% | +0.73% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.69% | +0.11% | +0.54% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.36% | — | +0.36% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.05% | -0.04% | -0.14% | |
| 12 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.04% | -0.17% | -0.07% | |
| 13 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-その他 | 1.78% | +0.04% | -3.24% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.58% | +0.04% | -9.73% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.18% | +0.02% | -1.77% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.96% | +0.07% | +0.37% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.87% | +0.09% | — | |
| 18 | AVGO | Broadcom INC | 株式-IT | 0.86% | +0.02% | -5.39% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.83% | — | — | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | +0.02% | +0.48% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | +0.02% | +0.61% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.66% | — | -5.33% | |
| 23 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.65% | -0.06% | -1.76% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | +0.03% | +9.59% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.55% | — | +7.58% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.55% | +0.15% | +21.48% | |
| 27 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.53% | — | — | |
| 28 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.53% | — | — | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.46% | — | +0.15% | |
| 30 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.46% | — | +26.32% | |
| 31 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.44% | -0.08% | — | |
| 32 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.40% | — | -2.69% | |
| 33 | DGP | Db Gold Double Long Etn | ETF-コモディティ | 0.39% | -0.09% | — | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.38% | — | -10.61% | |
| 35 | INTU | Intuit INC | 株式-IT | 0.34% | — | +1.09% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.34% | — | -5.37% | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.34% | — | -1.46% | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.33% | -0.05% | -1.92% | |
| 39 | PGR | Progressive CORP | 株式-金融 | 0.33% | — | -3.68% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.33% | — | -1.18% | |
| 41 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.32% | — | — | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.32% | — | +9.14% | |
| 43 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.31% | — | — | |
| 44 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.31% | — | -12.01% | |
| 45 | AMD | Advanced Micro Devices | 株式-IT | 0.31% | +0.02% | -2.36% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.30% | — | -1.84% | |
| 47 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.30% | +0.03% | -23.71% | |
| 48 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.30% | — | — | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | — | -1.70% | |
| 50 | MTB | M & T Bank CORP | 株式-金融 | 0.26% | — | — |