CIK: 0001830819
申告総資産額
$264.3億
上位200銘柄を表示中（全2450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 | 2.83% | -0.15% | +9.83% | |
| 2 | PH | Parker Hannifin CORP | 株式-資本財 | 2.31% | — | -0.51% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.17% | -0.44% | +10.60% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.09% | -0.09% | +7.84% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.68% | — | +19.89% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 1.64% | -0.24% | +16.27% | |
| 7 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.64% | +0.07% | +11.79% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.58% | — | +17.43% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | — | +5.24% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.35% | +0.11% | +9.51% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.18% | — | +12.56% | |
| 12 | VUG | Vanguard Growth ETF | ETF-その他 | 0.96% | — | +7.28% | |
| 13 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.96% | — | +17.40% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 0.91% | — | +14.19% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.77% | +0.02% | +5.85% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.76% | +0.06% | +3.18% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.73% | +0.03% | +7.72% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.69% | — | +7.00% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.69% | — | +4.66% | |
| 20 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.67% | +0.15% | +40.65% | |
| 21 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.59% | — | +28.89% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.56% | — | +6.09% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.54% | -0.28% | +16.44% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | -0.16% | +9.30% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.52% | — | +423.32% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.51% | +0.18% | +12.74% | |
| 27 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.50% | — | +30.88% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | — | +11.09% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.44% | — | +5.69% | |
| 30 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.42% | — | +8.54% | |
| 31 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.42% | — | +21.19% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | — | +21.82% | |
| 33 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.42% | — | +22.14% | |
| 34 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.41% | — | +29.37% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.40% | +0.06% | +13.13% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.39% | — | +15.86% | |
| 37 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.39% | — | +6.78% | |
| 38 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.38% | — | +3.72% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.37% | — | +5.88% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | +0.05% | +7.09% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | +10.99% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.37% | +0.06% | +23.01% | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.37% | +0.11% | +10.46% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.36% | — | +8.98% | |
| 45 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.36% | +0.02% | +31.77% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.34% | — | +7.74% | |
| 47 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.34% | — | -1.18% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.34% | — | +6.33% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.34% | +0.07% | +15.72% | |
| 50 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.33% | — | +17.28% |