CIK: 0001891713
申告総資産額
$4.6億
上位200銘柄を表示中（全248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 | 5.00% | -0.30% | -10.94% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 4.88% | -0.39% | +22.24% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.21% | -0.94% | +7.77% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.12% | -0.21% | +2.07% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 2.04% | -0.23% | +3.76% | |
| 6 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.92% | — | +4.93% | |
| 7 | AVUS | Avantis U.s. Equity ETF | ETF-その他 | 1.87% | — | -53.29% | |
| 8 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.86% | -0.45% | +8.47% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 1.74% | -0.24% | -10.78% | |
| 10 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 1.71% | +0.14% | +19.53% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.69% | +0.67% | -5.41% | |
| 12 | WMT | Walmart INC | 株式-生活必需品 | 1.69% | +0.16% | +7.90% | |
| 13 | AVIG | Avantis Core Fixed Income | ETF-その他 | 1.56% | — | +16.57% | |
| 14 | DFCF | Dimensional Core Fixed INC | ETF-その他 | 1.51% | +0.12% | +18.02% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.49% | -0.25% | -6.19% | |
| 16 | IBM | Intl Business Machines CORP | 株式-IT | 1.31% | -0.24% | -4.18% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.25% | -0.16% | -21.94% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.18% | — | +12.38% | |
| 19 | AVLC | Avantis US Lg Cap Eq ETF | ETF-その他 | 1.15% | +0.18% | +11.80% | |
| 20 | DSTL | Distillate US Fundamental St | ETF-その他 | 1.14% | — | -6.97% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 1.11% | -0.13% | -3.12% | |
| 22 | APH | Amphenol Corp-cl A | 株式-IT | 1.09% | — | +19.39% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.07% | — | -21.96% | |
| 24 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.05% | -0.11% | -4.21% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.02% | +0.30% | +0.88% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | — | +6.30% | |
| 27 | QLC | Flexshares US Quality Lg Cap | ETF-その他 | 0.87% | — | +18.80% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.83% | +0.18% | -7.22% | |
| 29 | AVDE | Avantis International Equity | ETF-その他 | 0.78% | — | +1.40% | |
| 30 | IQDY | Flexshares Int Qual Dvd Dyn | ETF-その他 | 0.74% | +0.10% | +20.35% | |
| 31 | BIP | Brookfield Infrastructure Partners L.P. | 株式-公益事業 | 0.74% | — | +1.51% | |
| 32 | CTAS | Cintas CORP | 株式-資本財 | 0.72% | — | +24.52% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.72% | — | -1.66% | |
| 34 | DFIV | Dimensional International Va | ETF-その他 | 0.70% | +0.15% | +13.79% | |
| 35 | QGRW | Wisdomtree US Quality Growth | ETF-その他 | 0.69% | — | +6.32% | |
| 36 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.68% | — | -0.40% | |
| 37 | BN | Brookfield CORP | 株式-金融 | 0.68% | — | -8.74% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | — | -0.19% | |
| 39 | ETN | Eaton Corporation plc | 株式-資本財 | 0.67% | — | — | |
| 40 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.67% | — | -7.50% | |
| 41 | INTU | Intuit INC | 株式-IT | 0.67% | -0.23% | +25.17% | |
| 42 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.67% | -0.17% | — | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.66% | +0.13% | -2.29% | |
| 44 | SKOR | Flexshares Credit-scored US | ETF-その他 | 0.66% | +0.13% | +14.25% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.65% | +0.09% | -12.79% | |
| 46 | XLE | Ss Energy Select Sector | ETF-その他 | 0.63% | +0.18% | +14.88% | |
| 47 | AVGO | Broadcom INC | 株式-IT | 0.62% | — | -1.02% | |
| 48 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.61% | +0.13% | -65.99% | |
| 49 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.61% | +0.14% | -2.03% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.59% | +0.13% | -3.66% |