CIK: 0001994744
申告総資産額
$2.8億
上位200銘柄を表示中（全313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 | 6.34% | -0.97% | -5.16% | |
| 2 | DFAU | Dimensional US Core Equity M | ETF-その他 | 5.12% | -0.23% | -1.02% | |
| 3 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 4.56% | -0.17% | -5.96% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.19% | +0.51% | +56.39% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.80% | -0.59% | -1.53% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.79% | -0.57% | -10.44% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.75% | — | -1.06% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.57% | -0.46% | -7.38% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 2.47% | -0.58% | -2.14% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.28% | -0.36% | -14.32% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.24% | — | -1.04% | |
| 12 | HOMB | Home Bancshares INC | 株式-金融 | 2.16% | -0.28% | -19.75% | |
| 13 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.13% | -0.33% | -3.85% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 2.03% | +0.35% | +14.01% | |
| 15 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.00% | +0.33% | +14.12% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.91% | -0.33% | -0.69% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.77% | -0.31% | -9.81% | |
| 18 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 1.68% | — | -36.94% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.49% | — | +0.42% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.27% | — | — | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.22% | — | +108.25% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.20% | -0.21% | -0.05% | |
| 23 | URA | Global X Uranium ETF | ETF-その他 | 1.17% | — | +357.27% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.15% | -0.42% | — | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.08% | -0.16% | -4.96% | |
| 26 | JMOM | Jpmorgan US Momentum Factor | ETF-その他 | 1.04% | — | — | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.99% | +0.28% | +0.63% | |
| 28 | JEF | Jefferies Financial Group In | 株式-金融 | 0.92% | -0.14% | -2.79% | |
| 29 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.91% | +0.08% | +10.76% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.85% | — | — | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.79% | — | -8.31% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.78% | +0.26% | +40.32% | |
| 33 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.77% | — | -4.64% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.75% | — | -3.87% | |
| 35 | TMUS | T-mobile US INC | 株式-通信サービス | 0.72% | — | -2.37% | |
| 36 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.67% | — | -1.62% | |
| 37 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.67% | — | — | |
| 38 | PHM | Pultegroup INC | 株式-一般消費財 | 0.65% | — | -1.90% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.65% | +0.11% | -5.35% | |
| 40 | SO | Southern Co/the | 株式-公益事業 | 0.65% | — | -0.51% | |
| 41 | JEMA | Jpmorgan Activebuilders Emer | ETF-その他 | 0.62% | +0.07% | +7.52% | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.61% | +1.31% | -7.47% | |
| 43 | CFR | Cullen/frost Bankers INC | 株式-金融 | 0.58% | — | — | |
| 44 | WSO | Watsco INC | 株式-資本財 | 0.56% | — | -2.17% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.56% | — | -1.99% | |
| 46 | CTAS | Cintas CORP | 株式-資本財 | 0.56% | — | -2.02% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.55% | — | -2.45% | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.53% | -1.14% | +1.62% | |
| 49 | LIN | Linde plc | 株式-素材 | 0.51% | — | -0.73% | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.51% | — | -5.54% |