CIK: 0001830819
申告総資産額
$264.3億
上位200銘柄を表示中（全2884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 | 3.09% | -0.15% | +3.66% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 2.42% | -0.24% | +3.63% | |
| 3 | PH | Parker Hannifin CORP | 株式-資本財 | 2.13% | — | +0.09% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.12% | -0.44% | +11.26% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.02% | -0.09% | -9.92% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.74% | +0.07% | +0.16% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.45% | — | -1.68% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.37% | — | +5.01% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.17% | — | -8.71% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 1.11% | — | -0.53% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | +9.38% | |
| 12 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.85% | +0.02% | +1.71% | |
| 13 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.81% | — | +0.75% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.79% | +0.11% | -7.79% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | — | +9.93% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | -0.16% | +14.70% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.69% | +0.06% | +1.08% | |
| 18 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.69% | — | -3.46% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 0.68% | — | -0.69% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.65% | — | +7.57% | |
| 21 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.59% | +0.08% | +13.55% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | — | +12.48% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.53% | — | +49.50% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.52% | — | +6.19% | |
| 25 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.51% | +0.05% | +5.71% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.50% | — | -0.12% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.50% | — | +6.75% | |
| 28 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.49% | -0.13% | +71.59% | |
| 29 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.49% | -0.28% | +2.94% | |
| 30 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.45% | — | +8.60% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.44% | — | +3.59% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.43% | — | +5.06% | |
| 33 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.43% | +0.03% | +28.78% | |
| 34 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.43% | — | -2.12% | |
| 35 | BND | Vanguard Total Bond Market | ETF-その他 | 0.42% | — | +266.47% | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.41% | — | +11.47% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.41% | — | -2.12% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.40% | +0.11% | +11.16% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.40% | +0.06% | +25.15% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.40% | +0.04% | +26.08% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.39% | — | +13.32% | |
| 42 | FENI | Fidelity Enhanced Intl ETF | ETF-その他 | 0.39% | +0.11% | +23.05% | |
| 43 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.38% | — | +9.91% | |
| 44 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.38% | — | -2.89% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.38% | — | +15.87% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.38% | +0.02% | +7.72% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.36% | — | +14.07% | |
| 48 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.34% | — | -3.47% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.33% | — | +4.70% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.32% | — | -1.81% |