CIK: 0001913231
申告総資産額
$28.9億
上位200銘柄を表示中（全469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 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 5.16% | — | +70.90% | |
| 2 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 4.94% | — | +7.21% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.86% | -0.23% | +6.33% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.10% | -0.54% | +14.13% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.02% | +0.94% | +1.40% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.87% | — | +9.55% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 1.39% | — | +8.28% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 1.31% | — | +7.21% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.30% | — | +9.08% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.06% | — | +5.45% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.92% | — | +230.36% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.92% | — | +696.06% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.92% | -0.09% | +8.28% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | +9.76% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 0.87% | -0.09% | +6.69% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 0.78% | — | +7.31% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | -0.09% | +14.00% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.75% | — | -11.09% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.74% | +0.15% | +61.73% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 0.71% | — | +17.39% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | -11.32% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 0.68% | — | +5.16% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | — | +28.10% | |
| 24 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.66% | — | +7.33% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.62% | -0.07% | +29.37% | |
| 26 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.62% | — | +21.51% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.59% | +0.11% | +1.00% | |
| 28 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.59% | — | +653.20% | |
| 29 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.59% | — | -35.77% | |
| 30 | ADBE | Adobe INC | 株式-IT | 0.59% | — | +4.97% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.58% | -0.13% | +2.25% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.58% | — | -3.26% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.58% | — | +11.05% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.57% | — | +4.85% | |
| 35 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.57% | — | +1318.19% | |
| 36 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.56% | +0.14% | +86.12% | |
| 37 | TMUS | T-mobile US INC | 株式-通信サービス | 0.53% | — | +10.55% | |
| 38 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.51% | — | -14.19% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.50% | -0.13% | +8.23% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.49% | — | -16.84% | |
| 41 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.48% | — | -10.04% | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.47% | — | +4.19% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.47% | — | -0.72% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.47% | — | -8.03% | |
| 45 | CTAS | Cintas CORP | 株式-資本財 | 0.46% | — | -4.06% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 0.44% | — | +2.89% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | +0.11% | -6.79% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | +0.10% | -9.58% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.43% | — | +10.30% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | +0.08% | +18.45% |