CIK: 0002016719
申告総資産額
$1.2億
上位200銘柄を表示中（全394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 | ACN | Accenture plc | 株式-IT | 28.39% | -3.93% | — | |
| 2 | ACCDUSD | Accolade INC | 株式-その他 | 13.52% | — | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 10.73% | +1.68% | — | |
| 4 | ESNT | Essent Group Ltd. | 株式-金融 | 5.92% | -0.73% | — | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.84% | +1.55% | — | |
| 6 | WRB | Wr Berkley CORP | 株式-金融 | 3.23% | +0.03% | — | |
| 7 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 2.49% | -2.27% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.07% | — | — | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.75% | +0.20% | — | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.45% | +0.14% | — | |
| 11 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.34% | +0.03% | — | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.24% | +0.02% | — | |
| 13 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.09% | — | — | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.01% | +0.01% | — | |
| 15 | AAPL | Apple INC | 株式-IT | 0.98% | -0.05% | — | |
| 16 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.97% | -0.09% | — | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.78% | +0.05% | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.77% | -0.06% | — | |
| 19 | STXF | Strive 500 ETF | ETF-その他 | 0.64% | +0.09% | — | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 0.62% | — | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.62% | +0.03% | — | |
| 22 | PH | Parker Hannifin CORP | 株式-資本財 | 0.50% | — | — | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.50% | -0.05% | — | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | -0.03% | — | |
| 25 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.41% | +0.10% | — | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | -0.07% | — | |
| 27 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.35% | -0.02% | — | |
| 28 | ISMD | Inspire Small/mid Cap ETF | ETF-その他 | 0.34% | -0.12% | — | |
| 29 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.32% | — | — | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | -0.03% | — | |
| 31 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 0.30% | — | — | |
| 32 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.29% | — | — | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.29% | — | — | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.28% | — | — | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.28% | — | — | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.27% | — | — | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.26% | — | — | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.26% | — | — | |
| 39 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.23% | -0.04% | — | |
| 40 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.23% | -0.01% | — | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.23% | — | — | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.23% | — | — | |
| 43 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.23% | — | — | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.22% | — | — | |
| 45 | ET | Energy Transfer LP | 株式-エネルギー | 0.22% | +0.03% | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.21% | — | — | |
| 47 | SHOP | Shopify INC - Class A | 株式-IT | 0.20% | -0.07% | — | |
| 48 | XYZ | Block INC | 株式-金融 | 0.20% | -0.09% | EXIT | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.20% | +0.04% | — | |
| 50 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.20% | — | — |