CIK: 0001927537
申告総資産額
$8.5億
上位200銘柄を表示中（全245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 | 17.87% | +0.94% | +13.69% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.05% | +1.27% | -1.56% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 4.77% | +0.04% | +18.30% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.73% | +0.12% | +8.68% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.29% | +0.26% | +6.78% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.79% | -0.35% | +19.76% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.71% | +0.41% | +15.50% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.89% | +0.32% | +1002.11% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.26% | +0.34% | +3.98% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.11% | -0.49% | +1.94% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.03% | — | +0.21% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.83% | — | +10.15% | |
| 13 | UFPT | Ufp Technologies INC | 株式-その他 | 1.62% | -0.06% | +1.11% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.27% | -0.01% | +3.48% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | +0.15% | +6.99% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.04% | +0.18% | -13.46% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.93% | — | +3.31% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.89% | — | -62.52% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.86% | — | +9.63% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.85% | — | +312.38% | |
| 21 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.84% | — | +0.25% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | — | +3.41% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.83% | -0.01% | +13.92% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | +0.34% | +13.35% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.69% | — | +8.03% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.68% | — | +6.04% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.62% | — | +20.06% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.53% | — | +346.93% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | — | +9.69% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | +0.53% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | — | +2.82% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | — | +9.61% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.45% | — | +11.47% | |
| 34 | ORI | Old Republic Intl CORP | 株式-金融 | 0.45% | — | — | |
| 35 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 0.44% | +0.41% | +79.79% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.41% | — | +23.03% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.37% | +0.19% | +4.64% | |
| 38 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.36% | +0.10% | — | |
| 39 | BND | Vanguard Total Bond Market | ETF-その他 | 0.36% | — | -33.41% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.34% | +0.14% | +1.63% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.32% | +0.11% | +0.44% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.32% | -0.07% | +18.89% | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.31% | — | +2.14% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.30% | — | +2.15% | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.30% | -0.05% | +7.24% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.29% | +0.19% | +4.18% | |
| 47 | ETN | Eaton Corporation plc | 株式-資本財 | 0.28% | — | +2.26% | |
| 48 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.28% | — | +6.94% | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.28% | — | +0.81% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.26% | — | — |