CIK: 0001913231
申告総資産額
$28.9億
上位200銘柄を表示中（全525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 | 3.62% | -0.23% | -2.84% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.51% | +0.94% | +0.23% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.97% | -0.54% | -0.49% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.37% | -0.10% | +4.33% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.53% | — | -3.55% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.45% | -0.12% | +4.07% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.41% | -0.09% | +7.76% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.41% | -0.13% | +1.48% | |
| 9 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.31% | +0.14% | +475.52% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.31% | -0.09% | -3.97% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 1.19% | -0.54% | +7.02% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.19% | — | +3.28% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 0.97% | — | -5.86% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.96% | -0.09% | -1.14% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.96% | — | -2.44% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | -0.07% | +14.78% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 0.91% | — | -4.47% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | — | +19.18% | |
| 19 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.88% | — | +192.69% | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.88% | — | -1.38% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 0.87% | — | -9.38% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.83% | -0.09% | -1.94% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | +2.11% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 0.78% | — | -0.58% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | -0.19% | +4.55% | |
| 26 | ANETEUR | Arista Networks INC | 株式-その他 | 0.75% | — | +10.60% | |
| 27 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.74% | — | -5.23% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.72% | +0.11% | -9.91% | |
| 29 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-その他 | 0.69% | — | +208.39% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.69% | -0.13% | -5.82% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | — | -5.56% | |
| 32 | MBB | Ishares Mbs ETF | ETF-その他 | 0.65% | — | +17.26% | |
| 33 | PGR | Progressive CORP | 株式-金融 | 0.65% | — | -8.42% | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.64% | -0.10% | +873.85% | |
| 35 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.60% | -0.18% | +6.02% | |
| 36 | TMUS | T-mobile US INC | 株式-通信サービス | 0.57% | — | -16.46% | |
| 37 | ADBE | Adobe INC | 株式-IT | 0.55% | — | -4.94% | |
| 38 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.55% | — | +32.62% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.55% | — | +36.93% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.54% | +0.10% | -16.58% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.52% | +0.08% | +16.18% | |
| 42 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.52% | — | +3.68% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.50% | — | -3.74% | |
| 44 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.46% | — | -5.57% | |
| 45 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.46% | — | +0.72% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.46% | — | +44.58% | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.44% | — | -5.98% | |
| 48 | CTAS | Cintas CORP | 株式-資本財 | 0.43% | — | +255.32% | |
| 49 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.43% | — | +8.31% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | +0.10% | +80.17% |