CIK: 0001839307
申告総資産額
$5.4億
上位200銘柄を表示中（全374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 | 34.92% | +5.02% | -0.00% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 8.63% | — | +4.36% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.96% | +0.15% | -7.68% | |
| 4 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 3.09% | — | -23.14% | |
| 5 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-その他 | 2.83% | — | +373.67% | |
| 6 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.46% | — | +10.18% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.33% | — | +4.71% | |
| 8 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.56% | — | -2.29% | |
| 9 | XNTK | Ss Spdr Nyse Tech ETF | ETF-テック型 | 1.49% | +1.51% | +10.42% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.36% | -0.23% | +5.89% | |
| 11 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.06% | — | +5.25% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 0.98% | -0.65% | +3.23% | |
| 13 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.97% | — | — | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | -0.23% | +4.06% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | — | +9.06% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | +0.11% | +3.61% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.77% | — | +10.88% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.77% | -0.23% | -2.08% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | — | +5.30% | |
| 20 | GNRC | Generac Holdings INC | 株式-資本財 | 0.76% | -0.58% | -0.91% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.74% | +0.09% | +7.59% | |
| 22 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.72% | +0.35% | +16.39% | |
| 23 | BX | Blackstone INC | 株式-金融 | 0.67% | -0.30% | EXIT | |
| 24 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.66% | — | -2.61% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.65% | — | +956.29% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.59% | +0.10% | — | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.59% | — | +1.49% | |
| 28 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.57% | -0.98% | -0.37% | |
| 29 | SCCO | Southern Copper CORP | 株式-素材 | 0.55% | -0.62% | EXIT | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | +3.97% | |
| 31 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.52% | — | +14.08% | |
| 32 | T | At&t INC | 株式-通信サービス | 0.51% | — | +2.76% | |
| 33 | NRG | Nrg Energy INC | 株式-公益事業 | 0.51% | -0.53% | EXIT | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | +3.40% | |
| 35 | ASML | ASML Holding N.V. | 株式-IT | 0.50% | — | +3.89% | |
| 36 | KVUE | Kenvue INC | 株式-生活必需品 | 0.47% | — | +3.75% | |
| 37 | OKE | Oneok INC | 株式-エネルギー | 0.46% | — | +3.36% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.46% | +0.15% | +0.10% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.46% | — | +6.34% | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.45% | — | +2.00% | |
| 41 | PFG | Principal Financial Group | 株式-金融 | 0.45% | — | +5.63% | |
| 42 | WMB | Williams Cos INC | 株式-エネルギー | 0.43% | — | +3.07% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | — | +3.77% | |
| 44 | IP | International Paper Co | 株式-一般消費財 | 0.40% | — | +3.73% | |
| 45 | OHI | Omega Healthcare Investors | 株式-不動産 | 0.40% | — | +2.99% | |
| 46 | MO | Altria Group INC | 株式-生活必需品 | 0.39% | — | +7.09% | |
| 47 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.39% | — | -4.55% | |
| 48 | OBIL | F/m US Treasury 12 Month Bil | ETF-政府公債 | 0.39% | — | — | |
| 49 | FCX | Freeport-mcmoran INC | 株式-素材 | 0.36% | -0.34% | -11.20% | |
| 50 | ARCC | Ares Capital CORP | 株式-金融 | 0.36% | — | +5.56% |