CIK: 0001952781
申告総資産額
$4.7億
上位200銘柄を表示中（全320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 | 8.61% | +0.04% | +8.59% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 5.45% | — | — | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.01% | +0.66% | +6.38% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.57% | +0.02% | +4.40% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.21% | — | +7.80% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.95% | -0.38% | +2.27% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.47% | +0.13% | +924.88% | |
| 8 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.32% | — | +8.38% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.25% | +0.20% | +0.01% | |
| 10 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.79% | — | -0.49% | |
| 11 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.79% | — | -0.92% | |
| 12 | GSY | Invesco Ultra Short Duration | ETF-その他 | 1.73% | — | -1.02% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.55% | — | +8.98% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.49% | -0.02% | +1.75% | |
| 15 | DFAI | Dimensional International Co | ETF-その他 | 1.27% | — | +6.62% | |
| 16 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.27% | -0.08% | +13.13% | |
| 17 | FSK | Fs Kkr Capital CORP | 株式-金融 | 1.21% | — | -2.98% | |
| 18 | NCNO | Ncino INC | 株式-その他 | 1.14% | — | -3.91% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.14% | — | -42.00% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | -0.02% | +2.74% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.94% | -0.03% | +9.49% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.94% | +0.29% | +9.40% | |
| 23 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.91% | — | +20.82% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.91% | -0.15% | +3.94% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | +0.34% | +52.67% | |
| 26 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 0.69% | +0.16% | +9.98% | |
| 27 | ACN | Accenture plc | 株式-IT | 0.68% | — | -0.45% | |
| 28 | GSID | Goldman Sachs Marketbeta Int | ETF-コモディティ | 0.64% | +0.16% | +10.11% | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.59% | — | — | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.56% | — | +5.42% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.55% | — | +2.84% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | -0.03% | +0.06% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.53% | -0.08% | -0.55% | |
| 34 | DFSE | Dimensional Em Sus Core1 ETF | ETF-その他 | 0.53% | +0.14% | +9.92% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.51% | — | -3.31% | |
| 36 | MORT | Vaneck Mortgage Reit Income | ETF-その他 | 0.50% | — | +29.48% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.50% | -0.09% | +2.05% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.46% | — | +8.28% | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.46% | — | -14.16% | |
| 40 | COP | Conocophillips | 株式-エネルギー | 0.46% | — | +2.36% | |
| 41 | XYZ | Block INC | 株式-金融 | 0.46% | — | +2.82% | |
| 42 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 0.44% | — | +14.55% | |
| 43 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.40% | — | +12.95% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.40% | — | +4.15% | |
| 45 | TSLA | Tesla INC | 株式-一般消費財 | 0.40% | -0.14% | +19.16% | |
| 46 | DIHP | Dimensional International Hi | ETF-その他 | 0.39% | — | +10.01% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.39% | +0.10% | +2.99% | |
| 48 | PXH | Inves Rafi Emer Mrkt-usd INC | ETF-その他 | 0.39% | — | -28.22% | |
| 49 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 0.38% | +0.12% | +9.99% | |
| 50 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 0.37% | — | +8.11% |