CIK: 0001839307
申告総資産額
$5.4億
上位200銘柄を表示中（全476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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 35.93% | +5.02% | +5.36% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 6.88% | — | +24.55% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.05% | +0.15% | -0.98% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 4.85% | — | +17.22% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 4.23% | — | +17.76% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 3.00% | — | -0.48% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.16% | — | -25.68% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.53% | -0.23% | -4.02% | |
| 9 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.42% | — | +71.58% | |
| 10 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.19% | — | — | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.10% | +0.11% | -1.11% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.06% | — | -1.36% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.03% | +0.09% | +0.66% | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.78% | +0.35% | +71.11% | |
| 15 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 0.77% | — | +49.57% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.75% | — | +5.83% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.65% | — | +45.81% | |
| 18 | MDT | Medtronic plc | 株式-ヘルスケア | 0.61% | — | -1.05% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 0.60% | — | +6.39% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 0.60% | — | +3.51% | |
| 21 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.58% | — | +46.69% | |
| 22 | PFG | Principal Financial Group | 株式-金融 | 0.57% | — | +6.23% | |
| 23 | OKE | Oneok INC | 株式-エネルギー | 0.57% | — | +3.49% | |
| 24 | AAPL | Apple INC | 株式-IT | 0.56% | — | -1.27% | |
| 25 | T | At&t INC | 株式-通信サービス | 0.56% | — | -1.70% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.55% | — | +8.46% | |
| 27 | WMB | Williams Cos INC | 株式-エネルギー | 0.55% | — | +1.16% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.53% | — | +0.62% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | — | +4.22% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | +0.15% | +5.53% | |
| 31 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.50% | — | +107.06% | |
| 32 | ARCC | Ares Capital CORP | 株式-金融 | 0.49% | — | +4.46% | |
| 33 | OGE | Oge Energy CORP | 株式-公益事業 | 0.49% | — | +4.87% | |
| 34 | VLO | Valero Energy CORP | 株式-エネルギー | 0.49% | — | +7.65% | |
| 35 | ASML | ASML Holding N.V. | 株式-IT | 0.48% | — | +2.56% | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.47% | — | +66.17% | |
| 37 | KVUE | Kenvue INC | 株式-生活必需品 | 0.47% | — | — | |
| 38 | IP | International Paper Co | 株式-一般消費財 | 0.47% | — | -5.19% | |
| 39 | NHI | Natl Health Investors INC | 株式-その他 | 0.46% | — | +3.65% | |
| 40 | FSK | Fs Kkr Capital CORP | 株式-金融 | 0.45% | — | — | |
| 41 | MO | Altria Group INC | 株式-生活必需品 | 0.45% | — | +12.93% | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.44% | — | +9.42% | |
| 43 | SON | Sonoco Products Co | 株式-一般消費財 | 0.44% | — | +6.29% | |
| 44 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.43% | — | -3.74% | |
| 45 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.43% | — | +5.05% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | — | +18.57% | |
| 47 | D | Dominion Energy INC | 株式-公益事業 | 0.40% | — | -6.63% | |
| 48 | UL | Unilever PLC | 株式-生活必需品 | 0.40% | — | +8.84% | |
| 49 | STWD | Starwood Property Trust INC | 株式-不動産 | 0.38% | — | +3.60% | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.37% | — | -4.19% |