CIK: 0002002745
申告総資産額
$1.8億
上位200銘柄を表示中（全609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 | 28.62% | -22.60% | +2.59% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.49% | -0.62% | +1.46% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.21% | -0.84% | +2.79% | |
| 4 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 3.98% | -0.17% | +1.15% | |
| 5 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 3.20% | -0.11% | -2.11% | |
| 6 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.94% | — | -3.87% | |
| 7 | GSST | Goldman Sachs Ultra Short Bo | ETF-コモディティ | 2.82% | -0.13% | +3.01% | |
| 8 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.79% | -0.35% | -1.08% | |
| 9 | CGGO | Cap Group Global Growth | ETF-その他 | 2.73% | -0.35% | +41.77% | |
| 10 | ACN | Accenture plc | 株式-IT | 2.71% | -0.52% | — | |
| 11 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 2.68% | +0.01% | +0.25% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.35% | -0.22% | -0.43% | |
| 13 | AAPL | Apple INC | 株式-IT | 1.83% | — | -6.36% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.46% | -0.22% | +10.02% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | -0.15% | -1.05% | |
| 16 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 1.07% | — | — | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.04% | — | -3.77% | |
| 18 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 1.03% | -0.08% | +10.37% | |
| 19 | DWM | Wisdomtree International Equ | ETF-その他 | 0.73% | — | +0.22% | |
| 20 | WOR | Worthington Enterprises INC | 株式-その他 | 0.61% | — | +37.23% | |
| 21 | THO | Thor Industries INC | 株式-一般消費財 | 0.58% | -0.18% | — | |
| 22 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.53% | +0.02% | +3.23% | |
| 23 | ENDW | Cambria Endowment Style ETF | ETF-その他 | 0.51% | — | — | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | — | +5.26% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.45% | +26.32% | -2.85% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | -5.54% | |
| 27 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.44% | — | +0.56% | |
| 28 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.43% | +0.19% | -2.84% | |
| 29 | ROK | Rockwell Automation INC | 株式-資本財 | 0.40% | — | — | |
| 30 | STE | STERIS plc | 株式-ヘルスケア | 0.37% | -0.06% | -5.40% | |
| 31 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.36% | — | — | |
| 32 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.34% | — | -4.53% | |
| 33 | CGMU | Cap Group Municipal Income | ETF-その他 | 0.32% | — | -3.77% | |
| 34 | FFBC | First Financial Bancorp | 株式-その他 | 0.32% | -0.11% | — | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.31% | — | +8.83% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.29% | +0.06% | +3.11% | |
| 37 | QGEN | Qiagen N.V. | 株式-ヘルスケア | 0.27% | — | — | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.24% | — | -18.04% | |
| 39 | PNC | Pnc Financial Services Group | 株式-金融 | 0.24% | — | — | |
| 40 | PPG | Ppg Industries INC | 株式-素材 | 0.22% | — | — | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.22% | — | +1.32% | |
| 42 | CGCP | Cap Group Core Plus Income | ETF-その他 | 0.20% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.19% | +0.03% | +8.11% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.19% | — | +59.91% | |
| 45 | DFAI | Dimensional International Co | ETF-その他 | 0.19% | — | +14.64% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.18% | +0.03% | +16.50% | |
| 47 | DOL | Wisdomtree Tr Dvlp Intnl-usd | ETF-その他 | 0.18% | — | — | |
| 48 | ROOT | Root Inc/oh -class A | 株式-その他 | 0.17% | — | +4976.32% | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.17% | — | +0.91% | |
| 50 | FISV | Fiserv INC | 株式-その他 | 0.17% | — | — |