CIK: 0001785498
申告総資産額
$4.9億
上位200銘柄を表示中（全232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 | FLXR | Tcw Flexible Income ETF | ETF-その他 | 9.86% | -1.02% | — | |
| 2 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 9.20% | +0.40% | +36.15% | |
| 3 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 4.16% | +0.71% | +44.04% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 4.12% | +0.25% | -31.39% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 3.76% | +1.79% | +3.28% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.75% | -0.29% | -1.68% | |
| 7 | HEQT | Simplify Hedged Equity ETF | ETF-その他 | 3.48% | -3.48% | EXIT | |
| 8 | DEXC | Dimensional Em Ex Cce ETF | ETF-その他 | 2.75% | +0.05% | +11.31% | |
| 9 | TPYP | Tortoise North American Pipe | ETF-その他 | 2.29% | +0.02% | +10.66% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 2.25% | — | -50.43% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.01% | -0.50% | +4.83% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.93% | -0.23% | -2.43% | |
| 13 | LVHI | Franklin International Low V | ETF-その他 | 1.86% | +0.16% | — | |
| 14 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.86% | — | +3095.72% | |
| 15 | JMUB | Jpmorgan Municipal ETF | ETF-その他 | 1.83% | +0.20% | +61.37% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | -0.16% | +4.77% | |
| 17 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.25% | -0.11% | +7.61% | |
| 18 | CGHM | Cap Group Muni High-income | ETF-その他 | 1.18% | -0.15% | +49.86% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.16% | -0.23% | -1.55% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.97% | +0.31% | -5.94% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.96% | — | -6.77% | |
| 22 | VDE | Vanguard Energy ETF | ETF-その他 | 0.94% | — | +2.31% | |
| 23 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.91% | -0.09% | +104.75% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.84% | -0.15% | -1.54% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.83% | — | +7.12% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | — | -2.68% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.81% | -0.14% | +5.37% | |
| 28 | LRCX | Lam Research CORP | 株式-IT | 0.75% | +0.16% | +1.11% | |
| 29 | CAT | Caterpillar INC | 株式-資本財 | 0.72% | -0.13% | +0.08% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | — | -0.12% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.67% | — | +5.47% | |
| 32 | RTX | Rtx CORP | 株式-資本財 | 0.66% | — | -0.23% | |
| 33 | PM | Philip Morris International | 株式-生活必需品 | 0.62% | — | +13.48% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.60% | — | -6.33% | |
| 35 | USB | US Bancorp | 株式-金融 | 0.60% | — | -17.23% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.57% | +0.22% | +2.68% | |
| 37 | QCOM | Qualcomm INC | 株式-IT | 0.51% | -0.14% | -2.66% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.46% | +0.07% | +4.12% | |
| 39 | SYK | Stryker CORP | 株式-ヘルスケア | 0.45% | — | +0.31% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.44% | -0.08% | -5.67% | |
| 41 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.41% | — | +225.72% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.41% | — | -0.44% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.39% | — | +3.07% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.38% | — | -13.40% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.38% | -0.11% | -5.97% | |
| 46 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.38% | +0.05% | -4.49% | |
| 47 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.37% | — | +0.40% | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.37% | — | +1.15% | |
| 49 | MO | Altria Group INC | 株式-生活必需品 | 0.37% | — | +12.24% | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.36% | -0.13% | -7.07% |