CIK: 0001891713
申告総資産額
$4.6億
上位200銘柄を表示中（全244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 | AAPL | Apple INC | 株式-IT | 4.91% | -0.30% | -0.54% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.00% | -0.94% | -3.07% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 3.03% | — | +223.56% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 2.10% | -0.24% | -1.07% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 2.03% | -0.23% | -1.18% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 1.80% | -0.39% | — | |
| 7 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.76% | -0.45% | -1.94% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.75% | — | +1684.10% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.66% | — | +1.79% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.65% | -0.21% | -0.93% | |
| 11 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.43% | +0.13% | +515.19% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.28% | — | +0.10% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.26% | -0.25% | +1.23% | |
| 14 | WMT | Walmart INC | 株式-生活必需品 | 1.17% | +0.16% | +1.51% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.14% | +0.13% | +2.31% | |
| 16 | DSTL | Distillate US Fundamental St | ETF-その他 | 1.11% | — | +7.85% | |
| 17 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.10% | — | -0.80% | |
| 18 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.08% | — | +225.94% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.08% | — | +2.23% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.06% | — | +716.83% | |
| 21 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 1.03% | — | +0.52% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.01% | +0.30% | +1.86% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 0.97% | -0.24% | -1.79% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.97% | +0.67% | +3.72% | |
| 25 | PSX | Phillips 66 | 株式-エネルギー | 0.96% | +0.17% | -1.40% | |
| 26 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.93% | — | +773.84% | |
| 27 | OKE | Oneok INC | 株式-エネルギー | 0.91% | — | +0.87% | |
| 28 | INTU | Intuit INC | 株式-IT | 0.88% | -0.23% | -0.76% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | +0.13% | -0.58% | |
| 30 | CTAS | Cintas CORP | 株式-資本財 | 0.84% | — | -2.14% | |
| 31 | XLE | Ss Energy Select Sector | ETF-その他 | 0.84% | +0.18% | -2.05% | |
| 32 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 0.81% | — | +1.12% | |
| 33 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.80% | — | -1.60% | |
| 34 | SPGI | S&p Global INC | 株式-金融 | 0.80% | -0.11% | -0.03% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | -0.16% | +0.57% | |
| 36 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.78% | — | — | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | — | +3.97% | |
| 38 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.77% | -0.11% | +11.74% | |
| 39 | APH | Amphenol Corp-cl A | 株式-IT | 0.77% | — | — | |
| 40 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.74% | -0.17% | — | |
| 41 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.72% | — | +1.36% | |
| 42 | ETN | Eaton Corporation plc | 株式-資本財 | 0.70% | — | — | |
| 43 | CB | Chubb Limited | 株式-金融 | 0.70% | +0.12% | — | |
| 44 | IQLT | Ishares Msci International Q | ETF-その他 | 0.68% | — | — | |
| 45 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.67% | — | +7.67% | |
| 46 | BN | Brookfield CORP | 株式-金融 | 0.67% | — | — | |
| 47 | DE | Deere & Co | 株式-資本財 | 0.64% | — | -0.02% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.62% | +0.18% | -1.95% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | — | +15.19% | |
| 50 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.60% | — | +0.01% |