CIK: 0001963612
申告総資産額
$46.9億
上位200銘柄を表示中（全296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 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 32.66% | -2.82% | -5.97% | |
| 2 | ✓ | 株式-その他 | 7.77% | — | — | ||
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 7.63% | -0.22% | +1.00% | |
| 4 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 7.40% | -0.02% | +2.16% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.43% | +0.91% | +3.57% | |
| 6 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 3.77% | +0.19% | +2.31% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.72% | +0.19% | +1.83% | |
| 8 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 3.68% | +0.11% | +7.87% | |
| 9 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.14% | +0.05% | -0.49% | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.93% | +0.17% | +2.32% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.21% | — | -1.04% | |
| 12 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 2.11% | +0.03% | -0.46% | |
| 13 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.85% | — | -1.44% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.05% | -0.08% | -3.39% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.93% | -0.02% | -1.26% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.87% | -0.05% | -0.27% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.83% | -0.18% | +13.84% | |
| 18 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.62% | +0.05% | +0.56% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.55% | +0.03% | -1.28% | |
| 20 | ✓ | Invesco Qqq Tr | 株式-その他 | 0.50% | — | -1.08% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.43% | +0.02% | +1.35% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.42% | -0.09% | +11.53% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.38% | -0.03% | +0.05% | |
| 24 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.38% | — | -0.80% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.34% | — | -0.39% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.33% | -0.03% | +0.47% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.26% | — | +1.35% | |
| 28 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.26% | — | -0.93% | |
| 29 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.21% | — | — | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.19% | +0.03% | +0.90% | |
| 31 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.19% | — | -0.50% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.19% | +0.07% | +1.90% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.17% | +0.03% | -1.94% | |
| 34 | OXM | Oxford Industries INC | 株式-その他 | 0.17% | — | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.16% | -0.04% | +5.14% | |
| 36 | MVV | Proshares Ultra Midcap400 | ETF-その他 | 0.14% | — | — | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.14% | -0.02% | +17.91% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.14% | — | +8.65% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | -0.02% | -1.54% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.13% | -0.01% | +2.04% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.13% | — | +7.53% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.12% | — | +2.28% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.12% | -0.02% | -0.46% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.11% | -0.03% | +1.87% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.09% | — | -1.88% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.09% | -0.02% | +15.21% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.09% | -0.03% | +7.53% | |
| 48 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.09% | — | +0.17% | |
| 49 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.08% | -0.01% | +0.43% | |
| 50 | TQQQ | Proshares Ultrapro Qqq | ETF-その他 | 0.08% | -0.02% | -9.92% |