CIK: 0002002745
申告総資産額
$1.8億
上位200銘柄を表示中（全859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 | 29.10% | -22.60% | +3.79% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.68% | -0.62% | -7.43% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.03% | -0.84% | -6.04% | |
| 4 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 3.67% | -0.17% | -1.75% | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.60% | -0.11% | -4.68% | |
| 6 | ACN | Accenture plc | 株式-IT | 3.56% | -0.52% | -35.24% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.20% | — | -3.44% | |
| 8 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 3.16% | +0.01% | -4.50% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.63% | -0.22% | +0.18% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.60% | — | +13.27% | |
| 11 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.51% | -0.35% | -1.26% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.27% | -0.22% | +0.69% | |
| 13 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 1.23% | -0.13% | -1.39% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.13% | -0.15% | -3.27% | |
| 15 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 1.02% | -0.08% | +4.17% | |
| 16 | CGGO | Cap Group Global Growth | ETF-その他 | 0.98% | -0.35% | +82.22% | |
| 17 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.82% | — | +70.81% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | — | -6.41% | |
| 19 | DWM | Wisdomtree International Equ | ETF-その他 | 0.76% | — | -3.83% | |
| 20 | THO | Thor Industries INC | 株式-一般消費財 | 0.64% | -0.18% | -0.77% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.57% | +0.02% | -2.64% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | -3.20% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | -13.01% | |
| 24 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.47% | — | -5.36% | |
| 25 | STE | STERIS plc | 株式-ヘルスケア | 0.46% | -0.06% | -3.76% | |
| 26 | CGMU | Cap Group Municipal Income | ETF-その他 | 0.44% | — | -12.42% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | -3.77% | |
| 28 | FFBC | First Financial Bancorp | 株式-その他 | 0.38% | -0.11% | -10.36% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.38% | — | +6.55% | |
| 30 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.38% | — | — | |
| 31 | ROK | Rockwell Automation INC | 株式-資本財 | 0.38% | — | — | |
| 32 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.37% | — | — | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.35% | +0.06% | -10.60% | |
| 34 | WOR | Worthington Enterprises INC | 株式-その他 | 0.32% | — | +48.46% | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.31% | — | -7.90% | |
| 36 | PPG | Ppg Industries INC | 株式-素材 | 0.29% | — | -0.14% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.28% | -0.05% | -3.89% | |
| 38 | PNC | Pnc Financial Services Group | 株式-金融 | 0.27% | — | -49.46% | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.26% | +0.19% | +3.74% | |
| 40 | CGCP | Cap Group Core Plus Income | ETF-その他 | 0.23% | — | — | |
| 41 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.22% | -0.10% | +27.69% | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.21% | — | -7.26% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.20% | — | -10.31% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.20% | +0.03% | -3.59% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.19% | +0.08% | +2.56% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.19% | — | -42.86% | |
| 47 | FISV | Fiserv INC | 株式-その他 | 0.19% | — | -1.22% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.18% | +0.03% | +8.43% | |
| 49 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 0.18% | — | — | |
| 50 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.17% | — | +0.74% |