CIK: 0001840268
申告総資産額
$1.3億
上位200銘柄を表示中（全211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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 18.09% | -4.17% | -0.52% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.92% | -0.26% | +0.44% | |
| 3 | VTIP | Vanguard Short-term Tips | ETF-その他 | 10.34% | +0.34% | -0.56% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.36% | -0.45% | +1.93% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.31% | -0.02% | +3.39% | |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.58% | -0.01% | — | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.50% | +0.65% | +2.49% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.00% | -0.13% | +5.91% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.81% | -0.03% | +6.66% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.81% | -0.63% | +3.52% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.33% | -0.10% | — | |
| 12 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 2.22% | -1.25% | +7.03% | |
| 13 | HON | Honeywell International INC | 株式-資本財 | 1.41% | +0.01% | +0.80% | |
| 14 | MDT | Medtronic plc | 株式-ヘルスケア | 1.38% | -0.04% | +1.95% | |
| 15 | DE | Deere & Co | 株式-資本財 | 1.23% | — | — | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.19% | -0.06% | -2.54% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.14% | — | +0.51% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.97% | — | +1.41% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.96% | +0.05% | — | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.94% | — | — | |
| 21 | GIS | General Mills INC | 株式-生活必需品 | 0.91% | — | — | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | — | +0.86% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.82% | +0.01% | — | |
| 24 | MSFT | Microsoft CORP | 株式-IT | 0.74% | -0.05% | -1.30% | |
| 25 | MMM | 3m Co | 株式-資本財 | 0.70% | -0.01% | -4.72% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.68% | — | — | |
| 27 | PRFZ | Inv Rafi US 1500 Sm-usd INC | ETF-その他 | 0.64% | — | — | |
| 28 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.62% | — | — | |
| 29 | ACN | Accenture plc | 株式-IT | 0.59% | -0.03% | EXIT | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.52% | -0.02% | — | |
| 31 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.51% | +0.05% | — | |
| 32 | D | Dominion Energy INC | 株式-公益事業 | 0.51% | — | — | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.50% | — | — | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | +0.05% | +4.70% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.40% | — | — | |
| 36 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.39% | — | -5.06% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | — | +2.66% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.32% | — | — | |
| 39 | HWKN | Hawkins INC | 株式-その他 | 0.31% | — | — | |
| 40 | AAPL | Apple INC | 株式-IT | 0.30% | -0.01% | — | |
| 41 | PPG | Ppg Industries INC | 株式-素材 | 0.27% | — | — | |
| 42 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.27% | — | — | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.25% | — | — | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.24% | — | -3.03% | |
| 45 | CMI | Cummins INC | 株式-資本財 | 0.24% | — | — | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.24% | -0.10% | -5.87% | |
| 47 | AMAT | Applied Materials INC | 株式-IT | 0.20% | — | — | |
| 48 | SYY | Sysco CORP | 株式-生活必需品 | 0.19% | — | +1.05% | |
| 49 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.17% | — | — | |
| 50 | EMR | Emerson Electric Co | 株式-資本財 | 0.16% | — | — |