CIK: 0001830819
申告総資産額
$264.3億
上位200銘柄を表示中（全2045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 | 3.57% | -0.15% | -13.85% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.28% | -0.09% | -32.45% | |
| 3 | PH | Parker Hannifin CORP | 株式-資本財 | 2.17% | — | -1.56% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.90% | -0.44% | -19.69% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.76% | — | -12.42% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.45% | +0.07% | -11.98% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.44% | +0.11% | -4.52% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.09% | — | -14.82% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.05% | — | -22.79% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.02% | +0.06% | +0.46% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.95% | +0.03% | +37.04% | |
| 12 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.93% | +0.15% | -14.22% | |
| 13 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.92% | — | +154.33% | |
| 14 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.90% | — | +4.30% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.88% | +0.02% | -14.47% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 0.79% | — | -43.45% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 0.77% | — | -39.48% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.70% | — | -0.30% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.67% | -0.24% | -12.43% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.67% | — | -21.89% | |
| 21 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.63% | — | -13.82% | |
| 22 | FTCS | First Trust Capital Strength | ETF-その他 | 0.63% | — | -16.24% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | — | -20.04% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.58% | — | -7.14% | |
| 25 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.57% | — | +7.90% | |
| 26 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.54% | — | -19.26% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | +0.05% | -17.20% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | -17.08% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.51% | -0.16% | -23.67% | |
| 30 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.51% | — | -6.17% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.18% | -20.49% | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | — | -31.35% | |
| 33 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.45% | — | -56.24% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | +0.06% | -15.91% | |
| 35 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.44% | — | -20.59% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.42% | — | -17.40% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.42% | +0.07% | -27.17% | |
| 38 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.41% | — | +0.95% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.41% | — | -28.87% | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.39% | +0.06% | -16.70% | |
| 41 | FDL | First Trust Morn Dvd Lead In | ETF-その他 | 0.38% | +0.04% | -5.98% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.38% | — | +67.48% | |
| 43 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.37% | — | -16.15% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.37% | +0.06% | -35.71% | |
| 45 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.36% | — | -12.68% | |
| 46 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.36% | — | -24.97% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | -19.27% | |
| 48 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.35% | — | -16.12% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.35% | — | +0.87% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.35% | +0.04% | -17.28% |