CIK: 0001913231
申告総資産額
$28.9億
上位200銘柄を表示中（全450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 | 3.59% | -0.23% | +11.21% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.95% | +0.94% | +28.64% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.77% | -0.54% | +12.42% | |
| 4 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.56% | — | +309.64% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.78% | — | -5.36% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 1.24% | — | -18.31% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 1.23% | — | -20.73% | |
| 8 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.11% | +0.14% | +90.59% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | +36.01% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.10% | — | -20.14% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.08% | — | +1.77% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.07% | — | +7.46% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.06% | -0.09% | +4.52% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.04% | -0.09% | +3.27% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.02% | — | -7.92% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.02% | -0.09% | +6.02% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 1.01% | — | +15.33% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.95% | — | +45.59% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.87% | — | +167.18% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | -0.07% | +12.53% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.83% | -0.13% | -9.27% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 0.82% | — | +10.98% | |
| 23 | ADBE | Adobe INC | 株式-IT | 0.78% | — | -4.91% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | -0.12% | +69.91% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.75% | — | -1.75% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.73% | — | -9.24% | |
| 27 | TMUS | T-mobile US INC | 株式-通信サービス | 0.72% | — | +39.80% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.71% | -0.10% | +9.46% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.69% | — | +14.22% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | -0.13% | -3.58% | |
| 31 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.65% | — | -5.12% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.62% | +0.11% | -8.22% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.62% | — | -27.35% | |
| 34 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.57% | — | +20.33% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | +0.10% | +11.97% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.57% | -0.09% | +65.47% | |
| 37 | CTAS | Cintas CORP | 株式-資本財 | 0.48% | — | -5.92% | |
| 38 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.48% | — | +41.70% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.48% | — | -90.56% | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.47% | — | -23.06% | |
| 41 | ACN | Accenture plc | 株式-IT | 0.47% | — | +25.82% | |
| 42 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.46% | — | +89.70% | |
| 43 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.46% | +0.15% | -39.42% | |
| 44 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.45% | — | -26.43% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.45% | -0.08% | +320.47% | |
| 46 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.45% | — | +38.16% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.44% | +0.11% | -1.09% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.44% | — | -7.91% | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.44% | — | -26.19% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.44% | — | -12.08% |