CIK: 0001913231
申告総資産額
$28.9億
上位200銘柄を表示中（全454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 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 5.91% | — | +16.11% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 3.27% | — | +62.35% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.87% | -0.23% | +1.66% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.89% | — | -7.64% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.81% | +0.94% | +47.87% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.69% | -0.54% | +8.13% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 1.45% | — | +4.12% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 1.23% | — | +2.07% | |
| 9 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.21% | +0.15% | +8.11% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.16% | — | +5.11% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 1.11% | — | +63.33% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.06% | -0.09% | +13.99% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.96% | — | +71.19% | |
| 14 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.87% | — | +85.23% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 0.81% | — | +13.82% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | — | +19.04% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | -0.09% | +6.89% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 0.77% | — | +24.89% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | — | -12.94% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | -0.09% | +5.94% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.71% | -0.13% | +23.55% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.70% | — | -4.36% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.69% | +0.11% | +4.43% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.65% | — | -22.08% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.65% | — | -10.40% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.65% | — | +34.39% | |
| 27 | MA | Mastercard INC - A | 株式-金融 | 0.63% | — | +12.33% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | — | +13.60% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.60% | +0.11% | +13.62% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | +0.10% | -9.29% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.58% | — | +14.26% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.58% | — | +14.39% | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.57% | — | +13.61% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.57% | — | +60.09% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.57% | -0.13% | +18.81% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | +32.27% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | +4.39% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.54% | — | +5.00% | |
| 39 | TMUS | T-mobile US INC | 株式-通信サービス | 0.54% | — | +29.80% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | +24.71% | |
| 41 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.52% | — | -7.93% | |
| 42 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.52% | — | +10.30% | |
| 43 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.51% | — | +1.42% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | -0.07% | +5.41% | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.51% | — | +27.28% | |
| 46 | CTAS | Cintas CORP | 株式-資本財 | 0.49% | — | +6.29% | |
| 47 | MO | Altria Group INC | 株式-生活必需品 | 0.48% | — | -42.14% | |
| 48 | MET | Metlife INC | 株式-金融 | 0.48% | — | -2.73% | |
| 49 | ADBE | Adobe INC | 株式-IT | 0.46% | — | +2.83% | |
| 50 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.46% | — | -3.82% |