CIK: 0001913231
申告総資産額
$28.9億
上位200銘柄を表示中（全440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 | AAPL | Apple INC | 株式-IT | 2.97% | -0.23% | +48.31% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 1.87% | -0.54% | +2.98% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.85% | — | +81.66% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.79% | +0.94% | +17.53% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.37% | +0.15% | +23.53% | |
| 6 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.36% | — | +143.18% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 1.33% | — | +24.86% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 1.24% | — | +20.41% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.15% | — | +23.26% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.10% | — | -35.93% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | -0.09% | +2.39% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.95% | — | +3.43% | |
| 13 | AAXJ | Ishares Msci All Country Asi | ETF-その他 | 0.92% | — | +9.92% | |
| 14 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.87% | — | +115.10% | |
| 15 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.84% | — | +316.09% | |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.83% | — | -1.62% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.80% | -0.09% | +3.37% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.77% | — | +10.22% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | +5.55% | |
| 20 | AMGN | Amgen INC | 株式-ヘルスケア | 0.72% | — | +352.47% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.72% | +0.11% | +15.59% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.69% | — | -27.44% | |
| 23 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.66% | — | +1.29% | |
| 24 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.64% | — | +2.51% | |
| 25 | NEM | Newmont CORP | 株式-素材 | 0.63% | — | — | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.62% | — | +49.42% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | +3.76% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | -0.09% | +16.96% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.59% | — | -19.03% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | — | +19.17% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | — | +23.81% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | +0.08% | +9.71% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | -0.24% | |
| 34 | DTE | Dte Energy Company | 株式-公益事業 | 0.55% | — | +37.51% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.55% | -0.13% | +11.09% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.55% | — | -0.11% | |
| 37 | ADBE | Adobe INC | 株式-IT | 0.55% | — | +9.06% | |
| 38 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.53% | — | +17.86% | |
| 39 | CMA | Comerica INC | 株式-その他 | 0.53% | — | +1034.12% | |
| 40 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.53% | — | +2.37% | |
| 41 | VDE | Vanguard Energy ETF | ETF-その他 | 0.53% | — | -28.77% | |
| 42 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.53% | — | -0.30% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.52% | — | +16.04% | |
| 44 | EDIV | State Street Spdr S&p Emergi | ETF-その他 | 0.52% | — | -1.49% | |
| 45 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.51% | — | +33.39% | |
| 46 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 0.50% | — | -0.84% | |
| 47 | VAW | Vanguard Materials ETF | ETF-その他 | 0.50% | — | +1.60% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | -0.12% | +18.91% | |
| 49 | NUAG | Nuveen Enh Yld US Aggr Bnd | ETF-その他 | 0.47% | — | +0.18% | |
| 50 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 0.47% | — | +108.99% |