CIK: 0001801112
申告総資産額
$5.2億
上位200銘柄を表示中（全225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 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 5.80% | -0.36% | +0.94% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.51% | -0.19% | +3.32% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 5.00% | — | +1.09% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.19% | -0.72% | +26.47% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 3.13% | -1.47% | +0.07% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.02% | -2.64% | +8.52% | |
| 7 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.68% | — | +540.19% | |
| 8 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.49% | — | +1.57% | |
| 9 | AGGH | Simplify Aggregate Bond ETF | ETF-その他 | 1.83% | +0.32% | — | |
| 10 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 1.81% | — | +0.35% | |
| 11 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.72% | -0.32% | +6.49% | |
| 12 | FTGC | First Trust Global Tactical | ETF-その他 | 1.65% | — | +1.36% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.32% | — | +3.34% | |
| 14 | ORCL | Oracle CORP | 株式-IT | 1.26% | -0.63% | +28.41% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.26% | — | -7.92% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.25% | — | +17.70% | |
| 17 | FFEB | Ft Vest US Equity Buffer ETF | ETF-その他 | 1.21% | -1.15% | EXIT | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.19% | — | -0.32% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.15% | — | +1.14% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.07% | — | +10.83% | |
| 21 | ADP | Automatic Data Processing | 株式-IT | 0.97% | — | +30.35% | |
| 22 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-テック型 | 0.93% | — | -4.37% | |
| 23 | WM | Waste Management INC | 株式-資本財 | 0.88% | — | +1.90% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | — | +25.10% | |
| 25 | ARES | Ares Management CORP - A | 株式-金融 | 0.85% | -0.52% | EXIT | |
| 26 | ETN | Eaton Corporation plc | 株式-資本財 | 0.81% | -0.53% | +8.77% | |
| 27 | AMP | Ameriprise Financial INC | 株式-金融 | 0.77% | — | +1.52% | |
| 28 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.76% | — | +2.34% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | -0.16% | +93.57% | |
| 30 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.76% | — | +2.44% | |
| 31 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.74% | — | -8.08% | |
| 32 | PAYX | Paychex INC | 株式-IT | 0.74% | — | -0.87% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.72% | +0.30% | +234.10% | |
| 34 | ACN | Accenture plc | 株式-IT | 0.72% | -0.34% | +36.39% | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.70% | -0.17% | -35.60% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | +10.44% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.65% | — | +18.10% | |
| 38 | T | At&t INC | 株式-通信サービス | 0.65% | — | +891.16% | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.62% | — | +0.43% | |
| 40 | BLK | Blackrock INC | 株式-金融 | 0.62% | — | +0.25% | |
| 41 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | — | +29.09% | |
| 42 | UNM | Unum Group | 株式-金融 | 0.61% | — | +1.09% | |
| 43 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.60% | — | +9.74% | |
| 44 | PH | Parker Hannifin CORP | 株式-資本財 | 0.58% | — | +2.34% | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.57% | — | +217.36% | |
| 46 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.56% | — | +0.44% | |
| 47 | WELL | Welltower INC | 株式-不動産 | 0.55% | — | +12.96% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | — | +162.50% | |
| 49 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.54% | — | +0.81% | |
| 50 | IAI | Ishares U.s. Broker-dealers | ETF-その他 | 0.54% | -0.52% | EXIT |