CIK: 0001963612
申告総資産額
$46.9億
上位200銘柄を表示中（全317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 | 30.62% | -2.82% | -1.45% | |
| 2 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 9.97% | +0.49% | -0.30% | |
| 3 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 6.99% | -0.22% | -1.12% | |
| 4 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 6.38% | -0.02% | -0.33% | |
| 5 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 6.13% | +0.19% | +23.27% | |
| 6 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 4.65% | +0.91% | +2.80% | |
| 7 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 3.64% | +0.11% | +1.37% | |
| 8 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 3.44% | +0.19% | +0.58% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 2.58% | +0.17% | +0.79% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.34% | +0.05% | -1.48% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.11% | — | -1.43% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.93% | — | +5.75% | |
| 13 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.77% | +0.03% | -2.22% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.20% | -0.08% | +1.31% | |
| 15 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.04% | — | -48.39% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.82% | -0.03% | +73.97% | |
| 17 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.76% | -0.05% | +0.73% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.69% | -0.18% | +1.45% | |
| 19 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.58% | -0.02% | -5.66% | |
| 20 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.50% | +0.05% | -0.01% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.49% | -0.09% | -0.46% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.46% | +0.03% | +7.93% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.40% | -0.03% | +1.37% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.36% | -0.03% | +0.47% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.32% | +0.02% | -0.72% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.30% | — | +3.93% | |
| 27 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.30% | — | +34.40% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.25% | — | -0.41% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.24% | +0.03% | +2.29% | |
| 30 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.22% | — | — | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.21% | +0.07% | -9.00% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.18% | -0.04% | +0.17% | |
| 33 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.17% | — | +8.70% | |
| 34 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.16% | — | -12.99% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.16% | +0.03% | -2.35% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.15% | -0.02% | +3.60% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.14% | -0.02% | +15.73% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.13% | -0.01% | -1.57% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.13% | — | -0.83% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.13% | -0.02% | -1.18% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.13% | — | -2.64% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.12% | — | -1.21% | |
| 43 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.10% | — | +96.74% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.10% | -0.03% | +1.40% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.10% | -0.02% | -0.25% | |
| 46 | MVV | Proshares Ultra Midcap400 | ETF-その他 | 0.10% | — | — | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.10% | -0.01% | +0.35% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.09% | -0.03% | -6.88% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.09% | — | +0.57% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.09% | — | -10.10% |