CIK: 0001849614
申告総資産額
$3.3億
上位200銘柄を表示中（全274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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 8.18% | +0.78% | +0.07% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 7.75% | -0.62% | +3.14% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.42% | -0.25% | +5.09% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.96% | +0.21% | +4.16% | |
| 5 | LUBYX | Lord Abbtt Ultr Shrt Bnd-i | 株式-その他 | 3.39% | — | -3.06% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.07% | +0.01% | +3.74% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.87% | — | +0.49% | |
| 8 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 2.75% | -0.24% | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.64% | — | +0.88% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.14% | -0.02% | -5.67% | |
| 11 | COFRX | Columbia Contrarian Core-i2 | 株式-その他 | 1.68% | — | +2.33% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.67% | -0.09% | +3.54% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.51% | — | — | |
| 14 | BFMCX | Blackrock Core Bond Port-i | 株式-その他 | 1.44% | — | -0.25% | |
| 15 | VPCCX | Vanguard Primecap Core-inv | 株式-その他 | 1.33% | — | -2.19% | |
| 16 | SNAXX | Schwa Prime Adv Money Fd-ult | 株式-その他 | 1.28% | — | +0.54% | |
| 17 | AEPFX | Eupac Fund-f-2 | 株式-その他 | 1.28% | — | +2.64% | |
| 18 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.20% | -0.09% | +6.47% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.03% | -0.04% | +2.33% | |
| 20 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.03% | +0.20% | +5.18% | |
| 21 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 1.01% | -0.02% | +1.35% | |
| 22 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.90% | -0.01% | -4.57% | |
| 23 | ROP | Roper Technologies INC | 株式-IT | 0.83% | — | -0.39% | |
| 24 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.83% | +0.06% | +1.19% | |
| 25 | HFLIX | Hartford Floating Rate-i | 株式-その他 | 0.81% | — | -12.71% | |
| 26 | ACGYX | AB Income Fund-adv | 株式-その他 | 0.77% | — | +32.91% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.73% | -0.06% | +0.09% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.67% | -0.02% | +2.19% | |
| 29 | PGDIX | Princ Diversified Inc-instl | 株式-その他 | 0.66% | — | -7.76% | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 0.65% | — | +14.63% | |
| 31 | VFIAX | Vanguard 500 Index-adm | 株式-その他 | 0.64% | — | +0.41% | |
| 32 | VSMAX | Vanguard Sml Cap Indx-adm | 株式-その他 | 0.64% | — | +0.51% | |
| 33 | FZDXX | Fidelity Money Market-prem | 株式-その他 | 0.62% | — | +2.28% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.62% | — | +3.99% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.59% | +0.01% | +1.92% | |
| 36 | TXN | Texas Instruments INC | 株式-IT | 0.56% | +0.09% | NEW | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.52% | — | -0.15% | |
| 38 | DODGX | Dodge & Cox Stock-i | 株式-その他 | 0.52% | — | +2.05% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | — | — | |
| 40 | AMRFX | Amer Fnds Mutual Fnd-f2 | 株式-その他 | 0.52% | — | — | |
| 41 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.51% | +0.15% | +44.09% | |
| 42 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.50% | -0.07% | +47.69% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.49% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.48% | — | — | |
| 45 | WATFX | Western Asset Core Bond-i | 株式-その他 | 0.48% | — | -9.43% | |
| 46 | PCBIX | Principal Midcap Fund-inst | 株式-その他 | 0.45% | — | +10.03% | |
| 47 | AMAT | Applied Materials INC | 株式-IT | 0.44% | +0.15% | +10.91% | |
| 48 | CODRX | Columbia Or Intrm Muni-i2 | 株式-その他 | 0.44% | — | — | |
| 49 | VWITX | Vanguard I/t Tax Exmpt-inv | 株式-その他 | 0.43% | — | +183.37% | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.42% | -0.27% | — |