CIK: 0001994744
申告総資産額
$2.8億
上位200銘柄を表示中(全321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 | 6.36% | -0.97% | -3.86% | |
| 2 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 5.07% | -0.17% | -9.86% | |
| 3 | DFAU | Dimensional US Core Equity M | ETF-その他 | 4.94% | -0.23% | +8.95% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.11% | -0.57% | -0.74% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.83% | -0.59% | -6.19% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.70% | — | +3.85% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.64% | -0.46% | +2.04% | |
| 8 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 2.56% | — | +8.45% | |
| 9 | HOMB | Home Bancshares INC | 株式-金融 | 2.52% | -0.28% | -24.55% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.42% | -0.36% | +19.26% | |
| 11 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.32% | -0.33% | -11.64% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.24% | — | +5.90% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.20% | +0.51% | +3.12% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.92% | -0.31% | -4.75% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.83% | -0.58% | +798.52% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.79% | +0.33% | +2.92% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.76% | +0.35% | +2.29% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.74% | -0.33% | -5.21% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.44% | — | +20.68% | |
| 20 | DIHP | Dimensional International Hi | ETF-その他 | 1.37% | — | +9.03% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.21% | — | -2.51% | |
| 22 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.09% | -0.42% | +16.61% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.04% | +0.28% | +1.94% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | -0.21% | -0.69% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.97% | -0.16% | -9.23% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.91% | — | -5.00% | |
| 27 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.86% | — | -2.10% | |
| 28 | PHM | Pultegroup INC | 株式-一般消費財 | 0.85% | — | -0.94% | |
| 29 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.82% | +0.08% | -13.99% | |
| 30 | XSHQ | Invesco S&p Smallcap Quality | ETF-その他 | 0.81% | — | +8.37% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.80% | — | — | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.75% | — | — | |
| 33 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.73% | — | -1.66% | |
| 34 | JEF | Jefferies Financial Group In | 株式-金融 | 0.73% | -0.14% | -1.01% | |
| 35 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.71% | +1.31% | +8.08% | |
| 36 | SO | Southern Co/the | 株式-公益事業 | 0.69% | — | -0.40% | |
| 37 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.69% | — | — | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.68% | +0.11% | -12.50% | |
| 39 | TMUS | T-mobile US INC | 株式-通信サービス | 0.67% | — | -3.52% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | — | -8.32% | |
| 41 | CTAS | Cintas CORP | 株式-資本財 | 0.63% | — | +295.24% | |
| 42 | JEMA | Jpmorgan Activebuilders Emer | ETF-その他 | 0.61% | +0.07% | +8.69% | |
| 43 | ADBE | Adobe INC | 株式-IT | 0.61% | — | -0.81% | |
| 44 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.59% | +0.26% | +18.63% | |
| 45 | WSO | Watsco INC | 株式-資本財 | 0.58% | — | -1.98% | |
| 46 | FSLR | First Solar INC | 株式-IT | 0.58% | — | — | |
| 47 | LIN | Linde plc | 株式-素材 | 0.57% | — | — | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.57% | — | +10.35% | |
| 49 | AIG | American International Group | 株式-金融 | 0.51% | — | -8.51% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.51% | — | -30.72% |