CIK: 0001729672
申告総資産額
$2.6億
上位200銘柄を表示中（全490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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 7.42% | -0.27% | -11.88% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.36% | -0.36% | -6.13% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.56% | -0.43% | +3.46% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.67% | — | -3.22% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.66% | -0.24% | +10.03% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.43% | -0.72% | +8.41% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.14% | — | -1.21% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.99% | +0.15% | +0.20% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.94% | — | +0.91% | |
| 10 | NEE | Nextera Energy INC | 株式-公益事業 | 1.71% | +0.27% | +5.85% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.58% | — | -0.92% | |
| 12 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.57% | +0.13% | -0.02% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.42% | -0.32% | -2.03% | |
| 14 | CAT | Caterpillar INC | 株式-資本財 | 1.36% | +0.43% | +0.73% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.33% | -0.29% | +21.95% | |
| 16 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.17% | -0.13% | -0.65% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.11% | — | -1.50% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.09% | -0.21% | +1.31% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.05% | +0.12% | +4.34% | |
| 20 | WEC | Wec Energy Group INC | 株式-公益事業 | 1.05% | — | — | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.01% | — | -8.72% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.99% | — | -0.06% | |
| 23 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.97% | — | -0.56% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.91% | — | +0.34% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.90% | — | +4.25% | |
| 26 | AMAT | Applied Materials INC | 株式-IT | 0.89% | +0.40% | +1.72% | |
| 27 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.89% | — | -2.17% | |
| 28 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.87% | — | +0.60% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | — | +0.56% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | — | +3.52% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.69% | — | -17.10% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.68% | — | -0.06% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | +0.52% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | +0.25% | -1.91% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.63% | — | -5.18% | |
| 36 | WCC | Wesco International INC | 株式-資本財 | 0.62% | — | — | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 0.60% | — | -2.30% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | — | +58.86% | |
| 39 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.59% | -0.59% | +18.68% | |
| 40 | GS | Goldman Sachs Group INC | 株式-金融 | 0.58% | — | +5.10% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | — | +232.51% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.57% | -0.18% | +7.16% | |
| 43 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.55% | — | -1.17% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.55% | — | +66.47% | |
| 45 | COR | Cencora INC | 株式-ヘルスケア | 0.54% | — | -1.66% | |
| 46 | PANW | Palo Alto Networks INC | 株式-IT | 0.54% | -0.31% | -2.26% | |
| 47 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.54% | — | +0.24% | |
| 48 | ENB | Enbridge INC | 株式-エネルギー | 0.54% | — | -4.47% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.54% | — | +1.36% | |
| 50 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.53% | — | +18.59% |