CIK: 0001927537
申告総資産額
$8.5億
上位200銘柄を表示中（全273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 | 18.03% | +0.94% | +3.63% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.56% | +1.27% | +6.74% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.45% | +0.04% | +6.63% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.81% | +0.12% | +3.45% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.66% | +0.26% | +2.49% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.45% | +0.41% | +2.33% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.24% | -0.35% | +3.80% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.95% | +0.32% | +4.72% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.14% | -0.49% | +2.41% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.08% | +0.34% | +1.00% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.92% | — | +3.30% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.86% | — | +1.67% | |
| 13 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 1.70% | +0.33% | — | |
| 14 | UFPT | Ufp Technologies INC | 株式-その他 | 1.22% | -0.06% | +0.00% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.15% | -0.01% | +0.31% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.04% | +0.15% | +1.75% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | — | +83.50% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 0.93% | — | +5.75% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | — | +3.68% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.87% | -0.01% | +1.35% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | — | +2.00% | |
| 22 | TSLA | Tesla INC | 株式-一般消費財 | 0.78% | -0.07% | +12.39% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | +0.18% | -5.73% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.72% | — | +1.84% | |
| 25 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.70% | — | +1.39% | |
| 26 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 0.64% | +0.41% | +14.08% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | +0.34% | +4.50% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.57% | — | -3.61% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.54% | — | +9.27% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.53% | — | +35.11% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | — | +2.56% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.43% | — | +2.91% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.43% | — | +0.34% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.40% | +0.14% | +2.26% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.37% | +0.19% | +2.53% | |
| 36 | ORI | Old Republic Intl CORP | 株式-金融 | 0.34% | — | +0.07% | |
| 37 | CRM | Salesforce INC | 株式-IT | 0.33% | — | +4.19% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.33% | — | +3.13% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.32% | -0.05% | +2.99% | |
| 40 | PM | Philip Morris International | 株式-生活必需品 | 0.32% | — | +1.56% | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.32% | +0.11% | +0.89% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.31% | — | -2.55% | |
| 43 | NFLX | Netflix INC | 株式-通信サービス | 0.31% | +0.09% | +3.03% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.31% | — | +2.43% | |
| 45 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.30% | +0.10% | -10.81% | |
| 46 | SUB | Ishares Short-term National | ETF-その他 | 0.26% | — | +15.46% | |
| 47 | ETN | Eaton Corporation plc | 株式-資本財 | 0.26% | — | +1.78% | |
| 48 | BAC | Bank Of America CORP | 株式-金融 | 0.26% | — | +9.42% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.25% | — | +4.06% | |
| 50 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.25% | — | — |