CIK: 0001785498
申告総資産額
$4.9億
上位200銘柄を表示中（全219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 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 6.06% | +0.25% | +56.95% | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.74% | +0.40% | +15.42% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.59% | — | +0.51% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 4.86% | — | -12.89% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.45% | -0.29% | +4.03% | |
| 6 | HEQT | Simplify Hedged Equity ETF | ETF-その他 | 4.07% | -3.48% | EXIT | |
| 7 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.83% | +1.79% | -15.02% | |
| 8 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 3.44% | +0.71% | -1.42% | |
| 9 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 3.42% | — | -0.02% | |
| 10 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 3.34% | — | -3.80% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.28% | -0.50% | -4.50% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.56% | -0.16% | -0.56% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.55% | -0.23% | -1.02% | |
| 14 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 1.28% | +0.20% | +1.88% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.20% | -0.23% | +3.86% | |
| 16 | VDE | Vanguard Energy ETF | ETF-その他 | 1.17% | — | +7.57% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.15% | — | -3.56% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.14% | +0.31% | +0.98% | |
| 19 | XCEM | Columbia Em Core Ex-china | ETF-新興国市場 | 1.04% | — | +39.09% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.02% | — | -0.04% | |
| 21 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.93% | -0.11% | +11.60% | |
| 22 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.90% | -0.09% | — | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.90% | -0.15% | +2.06% | |
| 24 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.87% | — | -11.44% | |
| 25 | USB | US Bancorp | 株式-金融 | 0.87% | — | +1.68% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.79% | -0.14% | +1.28% | |
| 27 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.75% | — | +0.27% | |
| 28 | QCOM | Qualcomm INC | 株式-IT | 0.71% | -0.14% | — | |
| 29 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.71% | — | +24.38% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.68% | — | +0.64% | |
| 31 | PM | Philip Morris International | 株式-生活必需品 | 0.66% | — | -7.58% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.65% | — | -2.86% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.63% | -0.13% | — | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.62% | +0.22% | +0.05% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | — | -0.56% | |
| 36 | SYK | Stryker CORP | 株式-ヘルスケア | 0.60% | — | -3.30% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | — | -0.71% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | +0.07% | -1.59% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | — | -0.13% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.55% | +0.07% | +8.98% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.54% | — | -0.09% | |
| 42 | RTX | Rtx CORP | 株式-資本財 | 0.53% | — | -4.01% | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.52% | -0.11% | +6.85% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.51% | -0.08% | +0.03% | |
| 45 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.49% | — | +0.52% | |
| 46 | LRCXEUR | Lam Research CORP | 株式-IT | 0.48% | — | — | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.47% | — | +0.92% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.46% | +0.05% | — | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | -1.16% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.41% | — | +10.84% |