CIK: 0001997586
申告総資産額
$3.1億
| # | 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 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 5.98% | -0.15% | +20.58% | |
| 2 | UCON | First Trust Smith Unconstrai | ETF-その他 | 4.46% | — | +12.22% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.87% | — | +19.75% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.79% | +0.27% | +1.76% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.71% | -0.14% | -2.29% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.46% | -0.06% | +0.69% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.37% | — | +1.50% | |
| 8 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.87% | — | +0.54% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.52% | -0.41% | +0.88% | |
| 10 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 2.28% | -0.86% | +25.52% | |
| 11 | QGRW | Wisdomtree US Quality Growth | ETF-その他 | 2.17% | -0.22% | +45.08% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.12% | -0.13% | +1.05% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.92% | -0.19% | +0.46% | |
| 14 | FMB | First Trust Managed Municipa | ETF-その他 | 1.90% | — | +14.08% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.73% | -0.15% | -0.49% | |
| 16 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 1.46% | +0.12% | +53.83% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.43% | — | -1.53% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.42% | -0.12% | -2.88% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.33% | -0.19% | -2.40% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.30% | +0.12% | -4.15% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.11% | — | +4.98% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.03% | — | +3.20% | |
| 23 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.01% | — | -12.80% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.00% | — | -1.09% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.89% | — | +3.00% | |
| 26 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.85% | +0.10% | +8.93% | |
| 27 | DOV | Dover CORP | 株式-資本財 | 0.85% | — | — | |
| 28 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.83% | +0.09% | +1.61% | |
| 29 | BAC | Bank Of America CORP | 株式-金融 | 0.83% | -0.08% | -1.93% | |
| 30 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.80% | — | +36.01% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.79% | — | +0.02% | |
| 32 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.79% | — | +8.40% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.79% | — | +8.87% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | -0.08% | -0.99% | |
| 35 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.75% | — | -14.13% | |
| 36 | CRM | Salesforce INC | 株式-IT | 0.75% | -0.14% | -4.57% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | -0.06% | +0.76% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.70% | -0.14% | -4.13% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | — | +0.04% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.69% | — | -27.42% | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.68% | -0.09% | +5.66% | |
| 42 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.66% | — | -8.25% | |
| 43 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.66% | — | +8.84% | |
| 44 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-その他 | 0.66% | — | +28.19% | |
| 45 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.65% | — | +34.01% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | +0.15% | +8.85% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.64% | — | -5.59% | |
| 48 | EXC | Exelon CORP | 株式-公益事業 | 0.61% | — | -4.75% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | — | -3.92% | |
| 50 | CTAS | Cintas CORP | 株式-資本財 | 0.59% | — | -0.14% |