CIK: 0002002745
申告総資産額
$1.8億
上位200銘柄を表示中（全610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 | 28.90% | -22.60% | +2.55% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.30% | -0.62% | -0.92% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.93% | -0.84% | +1.65% | |
| 4 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 3.98% | -0.17% | +2.52% | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.53% | -0.11% | +3.71% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.13% | — | +3.31% | |
| 7 | ACN | Accenture plc | 株式-IT | 3.09% | -0.52% | -0.85% | |
| 8 | ABT | Abbott Laboratories | 株式-ヘルスケア | 3.01% | -0.35% | -2.88% | |
| 9 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 2.99% | -0.13% | +215.92% | |
| 10 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 2.94% | +0.01% | +4.48% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.91% | -0.22% | -2.18% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.31% | — | -4.28% | |
| 13 | CGGO | Cap Group Global Growth | ETF-その他 | 1.87% | -0.35% | +45.03% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.23% | -0.15% | -4.38% | |
| 15 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 1.16% | — | — | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.10% | -0.22% | +3.92% | |
| 17 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 1.04% | -0.08% | — | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | — | +20.63% | |
| 19 | DWM | Wisdomtree International Equ | ETF-その他 | 0.73% | — | -1.35% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | -4.99% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.55% | +0.02% | +3.72% | |
| 22 | THO | Thor Industries INC | 株式-一般消費財 | 0.54% | -0.18% | — | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | -2.03% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.46% | +26.32% | +704.17% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.44% | +0.19% | +11.35% | |
| 26 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.41% | — | -0.17% | |
| 27 | STE | STERIS plc | 株式-ヘルスケア | 0.41% | -0.06% | +0.17% | |
| 28 | WOR | Worthington Enterprises INC | 株式-その他 | 0.38% | — | +34.08% | |
| 29 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.38% | — | — | |
| 30 | CGMU | Cap Group Municipal Income | ETF-その他 | 0.37% | — | -6.04% | |
| 31 | FFBC | First Financial Bancorp | 株式-その他 | 0.36% | -0.11% | — | |
| 32 | ROK | Rockwell Automation INC | 株式-資本財 | 0.34% | — | -6.88% | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.32% | — | +23.65% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.31% | — | — | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.30% | — | +278.99% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.27% | +0.06% | -14.37% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.25% | -0.05% | +1.15% | |
| 38 | QGEN | Qiagen N.V. | 株式-ヘルスケア | 0.25% | — | — | |
| 39 | PNC | Pnc Financial Services Group | 株式-金融 | 0.24% | — | +0.73% | |
| 40 | PPG | Ppg Industries INC | 株式-素材 | 0.24% | — | — | |
| 41 | FISV | Fiserv INC | 株式-その他 | 0.23% | — | — | |
| 42 | CGCP | Cap Group Core Plus Income | ETF-その他 | 0.22% | — | — | |
| 43 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.22% | — | -0.80% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.20% | — | -39.16% | |
| 45 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 0.18% | — | — | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.17% | +0.03% | — | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.17% | +0.08% | -8.21% | |
| 48 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.16% | — | — | |
| 49 | DFAI | Dimensional International Co | ETF-その他 | 0.16% | — | +139.88% | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.16% | — | -1.58% |