CIK: 0002002745
申告総資産額
$1.8億
上位200銘柄を表示中（全1005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 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 26.38% | -22.60% | +3.62% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.03% | -0.62% | +0.48% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.22% | -0.84% | -4.27% | |
| 4 | ACN | Accenture plc | 株式-IT | 4.82% | -0.52% | +178.34% | |
| 5 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 3.62% | -0.17% | -0.48% | |
| 6 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.53% | -0.11% | -0.16% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.11% | — | +3.53% | |
| 8 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 3.05% | +0.01% | -1.12% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.37% | -0.35% | +3.63% | |
| 10 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.33% | -0.22% | +0.52% | |
| 11 | AAPL | Apple INC | 株式-IT | 2.12% | — | +1.30% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.33% | -0.22% | +3.30% | |
| 13 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 1.27% | -0.13% | -30.68% | |
| 14 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 1.22% | -0.08% | — | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.14% | -0.15% | +1.70% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | — | +9.91% | |
| 17 | DWM | Wisdomtree International Equ | ETF-その他 | 0.76% | — | -0.66% | |
| 18 | THO | Thor Industries INC | 株式-一般消費財 | 0.56% | -0.18% | +0.13% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | +11.50% | |
| 20 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.55% | +0.02% | -2.82% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | -0.86% | |
| 22 | CGGO | Cap Group Global Growth | ETF-その他 | 0.54% | -0.35% | +114.35% | |
| 23 | CGMU | Cap Group Municipal Income | ETF-その他 | 0.50% | — | -19.84% | |
| 24 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.49% | — | -35.09% | |
| 25 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.48% | — | -0.64% | |
| 26 | PNC | Pnc Financial Services Group | 株式-金融 | 0.46% | — | +0.95% | |
| 27 | STE | STERIS plc | 株式-ヘルスケア | 0.44% | -0.06% | -18.36% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | +0.06% | +50.64% | |
| 29 | ROK | Rockwell Automation INC | 株式-資本財 | 0.40% | — | -7.33% | |
| 30 | FFBC | First Financial Bancorp | 株式-その他 | 0.39% | -0.11% | -2.90% | |
| 31 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.38% | — | -0.30% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.37% | — | -8.14% | |
| 33 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.36% | — | -25.80% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | -1.24% | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.35% | — | +19.27% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.31% | — | +67.97% | |
| 37 | NEE | Nextera Energy INC | 株式-公益事業 | 0.29% | — | -1.96% | |
| 38 | PPG | Ppg Industries INC | 株式-素材 | 0.28% | — | — | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.26% | -0.05% | +3.55% | |
| 40 | ADBE | Adobe INC | 株式-IT | 0.25% | — | -1.74% | |
| 41 | WOR | Worthington Enterprises INC | 株式-その他 | 0.25% | — | -1.69% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.24% | +0.19% | +0.54% | |
| 43 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.23% | — | +66.95% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.23% | +0.03% | +8.03% | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.23% | — | +785.61% | |
| 46 | CGCP | Cap Group Core Plus Income | ETF-その他 | 0.22% | — | — | |
| 47 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.21% | -0.10% | +6.79% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.19% | +0.08% | +4.80% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.18% | +0.03% | +47.56% | |
| 50 | QCOM | Qualcomm INC | 株式-IT | 0.17% | — | +3.88% |