CIK: 0001891713
申告総資産額
$4.6億
上位200銘柄を表示中（全265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 | 3.99% | -0.30% | +4.22% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.84% | -0.94% | -1.77% | |
| 3 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 3.21% | — | +10.32% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.74% | -0.39% | -4.77% | |
| 5 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.15% | -0.45% | +5.14% | |
| 6 | MA | Mastercard INC - A | 株式-金融 | 2.00% | -0.23% | -0.17% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 1.96% | -0.24% | -0.34% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.69% | — | -1.12% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.64% | — | -0.14% | |
| 10 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.52% | +0.13% | +16.84% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.43% | -0.21% | -15.61% | |
| 12 | DSTL | Distillate US Fundamental St | ETF-その他 | 1.34% | — | +27.07% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.23% | — | +53.29% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.22% | — | -1.44% | |
| 15 | WMT | Walmart INC | 株式-生活必需品 | 1.21% | +0.16% | +209.54% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.20% | -0.25% | +0.54% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.19% | +0.13% | -1.66% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.04% | +0.67% | +5.00% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.99% | -0.16% | +3.00% | |
| 20 | PSX | Phillips 66 | 株式-エネルギー | 0.96% | +0.17% | -6.43% | |
| 21 | IBM | Intl Business Machines CORP | 株式-IT | 0.95% | -0.24% | -4.14% | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.95% | — | -7.55% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.95% | +0.30% | +1.25% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 0.93% | — | +1.74% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | — | -16.23% | |
| 26 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.85% | — | -4.35% | |
| 27 | AVIG | Avantis Core Fixed Income | ETF-その他 | 0.85% | — | +883.79% | |
| 28 | XLE | Ss Energy Select Sector | ETF-その他 | 0.83% | +0.18% | +0.79% | |
| 29 | CTAS | Cintas CORP | 株式-資本財 | 0.82% | — | -1.87% | |
| 30 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.80% | — | -0.38% | |
| 31 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.79% | -0.11% | +17.18% | |
| 32 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 0.78% | +0.12% | +663.30% | |
| 33 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.77% | -0.17% | — | |
| 34 | INTU | Intuit INC | 株式-IT | 0.75% | -0.23% | -6.19% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | +0.13% | +0.49% | |
| 36 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.74% | — | +4.05% | |
| 37 | ETN | Eaton Corporation plc | 株式-資本財 | 0.73% | — | -7.85% | |
| 38 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-その他 | 0.70% | — | -6.86% | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.68% | — | -18.25% | |
| 40 | SPGI | S&p Global INC | 株式-金融 | 0.67% | -0.11% | -1.52% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.66% | — | +6.09% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.64% | +0.18% | +5.56% | |
| 43 | OKE | Oneok INC | 株式-エネルギー | 0.62% | — | -31.16% | |
| 44 | IQLT | Ishares Msci International Q | ETF-その他 | 0.62% | — | -0.29% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.61% | — | +102.96% | |
| 46 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.61% | — | -9.98% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | — | +2.30% | |
| 48 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 0.59% | +0.14% | +433.94% | |
| 49 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.58% | — | +22.60% | |
| 50 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.58% | — | -4.36% |