CIK: 0001927537
申告総資産額
$8.5億
上位200銘柄を表示中（全206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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.71% | +0.94% | +16.36% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.95% | +1.27% | +8.39% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.72% | +0.12% | +20.15% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.60% | +0.26% | +31.69% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.36% | +0.04% | +26.32% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.65% | — | -1.80% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.52% | +0.41% | +11.89% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.96% | -0.35% | +10.17% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.38% | +0.34% | +22.61% | |
| 10 | SUB | Ishares Short-term National | ETF-その他 | 2.30% | — | +9.06% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.21% | +0.18% | -10.38% | |
| 12 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.02% | — | +19.57% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 1.72% | — | -2.06% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.63% | -0.49% | +0.68% | |
| 15 | UFPT | Ufp Technologies INC | 株式-その他 | 1.44% | -0.06% | +382.84% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.41% | — | +23.36% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.26% | -0.01% | +16.34% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.16% | +0.32% | +11.85% | |
| 19 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 1.04% | — | -0.04% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.00% | — | +6.99% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | +0.15% | +18.36% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.86% | +0.34% | +9.05% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.79% | — | +2.59% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.74% | — | +15.26% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | -0.01% | +37.26% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | — | +7.30% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | — | +8.92% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.62% | — | +20.34% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | — | +16.91% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | +32.79% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.52% | -0.07% | +23.64% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | +19.99% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | +0.19% | +9.73% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.47% | — | +2.82% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.47% | — | +81.03% | |
| 36 | AVGO | Broadcom INC | 株式-IT | 0.42% | — | +11.42% | |
| 37 | PM | Philip Morris International | 株式-生活必需品 | 0.42% | — | +20.49% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | +9.27% | |
| 39 | CAT | Caterpillar INC | 株式-資本財 | 0.37% | +0.11% | +9.27% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.35% | +0.14% | +8.38% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | +21.60% | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.33% | -0.05% | +24.28% | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.33% | — | +14.26% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.32% | +0.19% | +39.15% | |
| 45 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.32% | — | +9.11% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.30% | — | +0.31% | |
| 47 | QCOM | Qualcomm INC | 株式-IT | 0.30% | — | +5.67% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.29% | — | +10.18% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.29% | — | +6.10% | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.29% | — | -1.10% |