CIK: 0001994744
申告総資産額
$2.8億
上位200銘柄を表示中（全330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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 6.69% | -0.97% | +0.33% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 5.41% | -0.17% | -2.50% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-その他 | 4.58% | -0.23% | +41.55% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.35% | -0.59% | -0.41% | |
| 5 | HOMB | Home Bancshares INC | 株式-金融 | 3.15% | -0.28% | -6.98% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.08% | -0.57% | +13.98% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.63% | -0.46% | +2.87% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.61% | — | +0.80% | |
| 9 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.52% | -0.33% | -1.73% | |
| 10 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 2.36% | — | +37.81% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.13% | +0.51% | +0.14% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.11% | -0.36% | +26.09% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.06% | — | -0.06% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 2.03% | -0.58% | -2.39% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.91% | -0.31% | -0.77% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.80% | +0.35% | +22.06% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.78% | -0.33% | -0.73% | |
| 18 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.77% | +0.33% | +22.10% | |
| 19 | DIHP | Dimensional International Hi | ETF-その他 | 1.28% | — | +42.09% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.26% | — | -0.23% | |
| 21 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.17% | — | +13.27% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | -0.21% | -0.48% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.10% | -0.16% | -12.93% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.00% | -0.42% | -0.58% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.99% | +0.28% | +0.62% | |
| 26 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.99% | +0.08% | +5.01% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.88% | — | +10.74% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | +0.11% | -0.25% | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.82% | — | +1.23% | |
| 30 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.81% | — | +9.83% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.80% | — | -0.91% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.76% | — | +1.45% | |
| 33 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.74% | — | -4.91% | |
| 34 | XSHQ | Invesco S&p Smallcap Quality | ETF-その他 | 0.71% | — | +42.90% | |
| 35 | ADBE | Adobe INC | 株式-IT | 0.71% | — | -2.76% | |
| 36 | LRCXEUR | Lam Research CORP | 株式-IT | 0.70% | — | -0.07% | |
| 37 | PHM | Pultegroup INC | 株式-一般消費財 | 0.70% | — | -6.36% | |
| 38 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.66% | +1.31% | +0.59% | |
| 39 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.64% | — | -7.67% | |
| 40 | SO | Southern Co/the | 株式-公益事業 | 0.64% | — | -0.69% | |
| 41 | TMUS | T-mobile US INC | 株式-通信サービス | 0.64% | — | -3.40% | |
| 42 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.63% | — | — | |
| 43 | JEF | Jefferies Financial Group In | 株式-金融 | 0.63% | -0.14% | -1.34% | |
| 44 | AIG | American International Group | 株式-金融 | 0.61% | — | -1.25% | |
| 45 | WSO | Watsco INC | 株式-資本財 | 0.60% | — | -0.42% | |
| 46 | CTAS | Cintas CORP | 株式-資本財 | 0.58% | — | +0.72% | |
| 47 | JEMA | Jpmorgan Activebuilders Emer | ETF-その他 | 0.57% | +0.07% | +41.36% | |
| 48 | LIN | Linde plc | 株式-素材 | 0.56% | — | -7.09% | |
| 49 | FSLR | First Solar INC | 株式-IT | 0.56% | — | -0.20% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.51% | — | +13.28% |