CIK: 0001926571
申告総資産額
$4.0億
上位200銘柄を表示中（全298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 | MCD | Mcdonald's CORP | 株式-一般消費財 | 8.48% | — | +0.45% | |
| 2 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 6.93% | — | -0.67% | |
| 3 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 6.33% | -0.41% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.39% | -0.31% | +4.19% | |
| 5 | FID | First Trust S&p Internationa | ETF-その他 | 4.04% | — | +31.77% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.96% | +0.57% | +18.28% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.69% | — | +488.32% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.44% | — | -3.08% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.14% | — | +2.79% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.97% | — | -6.93% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 2.73% | — | -15.91% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.53% | — | +68.39% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.38% | — | +23.50% | |
| 14 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.21% | — | +30.65% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.96% | -0.35% | -33.91% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.94% | -2.23% | +35.86% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.68% | — | +432.63% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.51% | — | -1.26% | |
| 19 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.50% | — | -5.69% | |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.44% | -0.14% | EXIT | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.42% | — | +0.38% | |
| 22 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.32% | — | +2.96% | |
| 23 | PPH | Vaneck Pharmaceutical ETF | ETF-その他 | 1.24% | — | -3.12% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.11% | — | -1.20% | |
| 25 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.00% | — | -24.99% | |
| 26 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.97% | — | -10.08% | |
| 27 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.85% | — | +0.19% | |
| 28 | MTZ | Mastec INC | 株式-資本財 | 0.81% | +0.22% | -7.93% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.81% | -0.15% | -1.51% | |
| 30 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.79% | — | +0.44% | |
| 31 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.75% | — | +0.02% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.72% | — | -13.76% | |
| 33 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 0.71% | -0.20% | +384.78% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.67% | — | +1.05% | |
| 35 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-その他 | 0.65% | — | +119.98% | |
| 36 | MS | Morgan Stanley | 株式-金融 | 0.63% | — | +0.62% | |
| 37 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.56% | — | +8.46% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.55% | +0.74% | +96.06% | |
| 39 | KKR | Kkr & Co INC | 株式-金融 | 0.51% | -0.65% | +0.27% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.50% | — | +4.86% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.48% | — | -3.38% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | -23.06% | |
| 43 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.46% | — | -28.80% | |
| 44 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.45% | — | +0.45% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | — | -22.10% | |
| 46 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 0.43% | +0.32% | +13.04% | |
| 47 | QVAL | Alpha Arch US Qnt Value ETF | ETF-その他 | 0.41% | — | +14.97% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | — | +0.53% | |
| 49 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.38% | — | — | |
| 50 | AAPL | Apple INC | 株式-IT | 0.38% | +0.29% | +0.05% |