CIK: 0001960860
申告総資産額
$2.9億
上位200銘柄を表示中（全253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 | 4.77% | -0.09% | +0.69% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.45% | -0.21% | -0.60% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.95% | +0.02% | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.95% | -0.75% | +0.81% | |
| 5 | DFAU | Dimensional US Core Equity M | ETF-その他 | 3.81% | — | +9.84% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.61% | -0.15% | -3.94% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.49% | — | -0.27% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 3.40% | -0.07% | -3.69% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.24% | +0.05% | -3.42% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.83% | -0.06% | +1.23% | |
| 11 | DFAX | Dimensional World Ex US Core | ETF-その他 | 2.00% | +0.24% | +2.90% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.79% | -0.15% | -0.24% | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.76% | -0.04% | -0.21% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.57% | — | +0.25% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.54% | -0.11% | -1.40% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.48% | — | — | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.32% | — | -0.59% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.28% | -0.14% | +9.02% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.24% | -0.08% | +14.94% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.16% | +0.17% | -3.23% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.03% | +0.15% | -1.55% | |
| 22 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.96% | +0.18% | +0.40% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.94% | -0.09% | +2.07% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.91% | -0.08% | -1.30% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | +0.19% | -0.95% | |
| 26 | KR | Kroger Co | 株式-生活必需品 | 0.87% | -0.20% | -0.15% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.80% | -0.12% | +1.47% | |
| 28 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.78% | — | — | |
| 29 | AXP | American Express Co | 株式-金融 | 0.75% | -0.10% | +0.99% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.70% | +0.13% | +3.44% | |
| 31 | ADP | Automatic Data Processing | 株式-IT | 0.70% | -0.15% | -0.29% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | — | +4.51% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.66% | +0.18% | +0.20% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.63% | -0.07% | +3.20% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.63% | -0.05% | +0.24% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.56% | -0.19% | +0.22% | |
| 37 | NOW | Servicenow INC | 株式-IT | 0.56% | -0.15% | +378.85% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.55% | -0.16% | +0.25% | |
| 39 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.52% | — | -0.06% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | +1.29% | |
| 41 | PNC | Pnc Financial Services Group | 株式-金融 | 0.49% | — | +1.88% | |
| 42 | BLK | Blackrock INC | 株式-金融 | 0.49% | — | +4.24% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.49% | — | +4.18% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.48% | — | — | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | +5.46% | |
| 46 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.45% | — | — | |
| 47 | APH | Amphenol Corp-cl A | 株式-IT | 0.44% | -0.08% | +1.38% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.43% | -0.21% | +8.28% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | +6.79% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.41% | -0.07% | +0.99% |