CIK: 0001845199
申告総資産額
$1.8億
上位200銘柄を表示中（全342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 | CL | Colgate-palmolive Co | 株式-生活必需品 | 7.59% | — | -0.24% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.74% | +0.17% | -2.49% | |
| 3 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 3.78% | -0.18% | +6.19% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.20% | -0.15% | +36.68% | |
| 5 | IVLU | Ishares Msci International V | ETF-その他 | 3.08% | +0.15% | +7.71% | |
| 6 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.96% | — | -5.09% | |
| 7 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 2.82% | -0.16% | +3.67% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.31% | -0.16% | +0.14% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.27% | -0.25% | -4.50% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.18% | — | -2.65% | |
| 11 | AVEM | Avantis Emerging Markets Eq | ETF-新興国市場 | 1.86% | — | -2.08% | |
| 12 | IRM | Iron Mountain INC | 株式-不動産 | 1.83% | -0.31% | -1.48% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.82% | -0.24% | +9.04% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.57% | -0.08% | +14.38% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.55% | — | -6.09% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.52% | -0.08% | -0.56% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.46% | -0.19% | -7.02% | |
| 18 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 1.44% | — | -0.43% | |
| 19 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.36% | — | -1.70% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.36% | -0.23% | -15.30% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.33% | -0.12% | -0.32% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.30% | -0.30% | +11.32% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.27% | -0.13% | +4.63% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.23% | — | -1.98% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.13% | -0.09% | -0.37% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.01% | — | — | |
| 27 | EQWL | Invesco S&p 100 Equal Weight | ETF-その他 | 0.96% | -0.12% | +10.73% | |
| 28 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.92% | — | -3.41% | |
| 29 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.91% | — | -0.98% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.77% | — | -1.71% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.76% | +0.09% | — | |
| 32 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.75% | -0.13% | -0.40% | |
| 33 | AVES | Avantis Emerging Markets Val | ETF-新興国市場 | 0.75% | — | +20.58% | |
| 34 | ETN | Eaton Corporation plc | 株式-資本財 | 0.74% | -0.12% | -0.13% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.73% | — | -0.83% | |
| 36 | COP | Conocophillips | 株式-エネルギー | 0.71% | — | -2.00% | |
| 37 | FYLD | Cambria Foreign Shareholder | ETF-その他 | 0.68% | — | +1.31% | |
| 38 | FISV | Fiserv INC | 株式-その他 | 0.66% | -0.20% | — | |
| 39 | PPH | Vaneck Pharmaceutical ETF | ETF-その他 | 0.63% | — | +11.84% | |
| 40 | ACN | Accenture plc | 株式-IT | 0.57% | — | — | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.57% | -0.15% | — | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.57% | -0.11% | -5.06% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | — | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.51% | — | — | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.50% | -0.16% | +54.12% | |
| 46 | RYLD | Global X Russell 2000 Cov Cl | ETF-中小型株 | 0.50% | — | -3.58% | |
| 47 | DHR | Danaher CORP | 株式-ヘルスケア | 0.48% | — | -0.50% | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.48% | -0.10% | -0.28% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | — | -0.37% | |
| 50 | VFVA | Vanguard U.s. Value Factor | ETF-その他 | 0.46% | -0.08% | +35.16% |