CIK: 0001840085
申告総資産額
$11.7億
上位200銘柄を表示中（全224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 | 5.30% | -2.60% | -0.02% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.48% | -0.80% | -0.39% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.22% | -0.24% | +0.46% | |
| 4 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 3.72% | — | +0.43% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 3.31% | -3.32% | — | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.26% | -0.21% | — | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 2.84% | -0.81% | -1.65% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.78% | +0.49% | -0.03% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.72% | -0.29% | -0.05% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 2.38% | — | -1.74% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.99% | — | -1.43% | |
| 12 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-その他 | 1.80% | — | — | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.75% | -0.20% | -0.35% | |
| 14 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.62% | -1.56% | — | |
| 15 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 1.60% | — | — | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.60% | — | -0.92% | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.59% | — | -0.01% | |
| 18 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.52% | — | — | |
| 19 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.48% | — | -1.63% | |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.46% | — | — | |
| 21 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 1.34% | — | — | |
| 22 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.25% | — | -1.77% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.20% | — | +0.33% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 1.14% | — | -0.33% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.08% | — | -0.30% | |
| 26 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 1.07% | — | — | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.04% | — | — | |
| 28 | AMGN | Amgen INC | 株式-ヘルスケア | 0.99% | — | — | |
| 29 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 0.99% | — | — | |
| 30 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.97% | — | — | |
| 31 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.96% | — | +0.18% | |
| 32 | WM | Waste Management INC | 株式-資本財 | 0.90% | — | — | |
| 33 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.89% | — | — | |
| 34 | ACN | Accenture plc | 株式-IT | 0.83% | -0.26% | -0.15% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.77% | — | +1.71% | |
| 36 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.76% | — | -3.10% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.68% | — | — | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.68% | — | +1.10% | |
| 39 | SMLF | Ishares US Smallcap Equity F | ETF-その他 | 0.66% | — | — | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.66% | — | -0.36% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | -0.55% | |
| 42 | TXN | Texas Instruments INC | 株式-IT | 0.65% | — | -0.44% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | — | -0.85% | |
| 44 | VFMO | Vanguard US Momentum Factor | ETF-その他 | 0.62% | — | -2.57% | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.60% | — | — | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.59% | — | +1.24% | |
| 47 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.59% | — | — | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.58% | — | +2.18% | |
| 49 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.58% | — | -0.24% | |
| 50 | AMP | Ameriprise Financial INC | 株式-金融 | 0.58% | — | — |