CIK: 0001840085
申告総資産額
$11.7億
上位200銘柄を表示中（全214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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.35% | -2.60% | +10.90% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.47% | -0.24% | -0.57% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.21% | -0.80% | -0.75% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.72% | — | +19.43% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.39% | -0.21% | +8.68% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.74% | -0.81% | +1.84% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.73% | +0.49% | +6.89% | |
| 8 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.52% | — | -0.56% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.28% | -0.29% | -1.00% | |
| 10 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.90% | — | -5.14% | |
| 11 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.88% | — | +8.61% | |
| 12 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 1.88% | — | — | |
| 13 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.69% | — | +2.01% | |
| 14 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.68% | — | -2.49% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.62% | -0.20% | -1.48% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.57% | — | +8.19% | |
| 17 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.45% | — | +5.46% | |
| 18 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.44% | — | +3.14% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 1.43% | -3.32% | +10.66% | |
| 20 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.36% | — | +10.37% | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.33% | — | +9.99% | |
| 22 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.27% | — | +0.57% | |
| 23 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.26% | — | +19.37% | |
| 24 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 1.24% | — | — | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 1.13% | — | +1.49% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 1.12% | -0.22% | +1.70% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.07% | — | -3.89% | |
| 28 | ACN | Accenture plc | 株式-IT | 1.02% | -0.26% | +1.35% | |
| 29 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.96% | — | -0.85% | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.94% | — | -1.39% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.90% | — | +5.86% | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 0.89% | — | +1.46% | |
| 33 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.85% | — | -1.14% | |
| 34 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.85% | — | +4.90% | |
| 35 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 0.82% | — | -0.80% | |
| 36 | WM | Waste Management INC | 株式-資本財 | 0.80% | — | -0.35% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.74% | — | +7.12% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | — | -25.40% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.70% | — | -0.91% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.70% | — | -0.61% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.70% | — | -1.45% | |
| 42 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.67% | — | +2.26% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.64% | — | +0.31% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.63% | — | -3.85% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.62% | — | -5.26% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | — | -1.24% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.61% | — | -2.67% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | — | -0.57% | |
| 49 | IQLT | Ishares Msci International Q | ETF-その他 | 0.59% | -0.31% | +3.80% | |
| 50 | VFMO | Vanguard US Momentum Factor | ETF-その他 | 0.59% | — | +8.86% |