CIK: 0001926571
申告総資産額
$4.0億
上位200銘柄を表示中（全286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 | 8.42% | — | +0.52% | |
| 2 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 7.34% | -0.41% | — | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.35% | — | +88.81% | |
| 4 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 5.62% | — | -11.64% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.57% | +0.74% | +781.32% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.48% | -0.31% | +1.65% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.45% | -2.23% | +128.73% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.49% | — | +46.44% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.45% | +0.57% | -7.02% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.84% | — | -6.27% | |
| 11 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 2.62% | — | +25.98% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.38% | — | +4.35% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.27% | — | -23.95% | |
| 14 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 2.21% | — | +48.97% | |
| 15 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.99% | -0.35% | +1.36% | |
| 16 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.89% | — | +19.59% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.46% | — | -0.65% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.42% | — | +0.26% | |
| 19 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.33% | — | -49.18% | |
| 20 | MTZ | Mastec INC | 株式-資本財 | 1.32% | +0.22% | +40.70% | |
| 21 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.31% | — | +0.81% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 1.31% | — | +2325.34% | |
| 23 | PPH | Vaneck Pharmaceutical ETF | ETF-その他 | 1.11% | — | -4.85% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.98% | — | -6.31% | |
| 25 | RPV | Invesco S&p 500 Pure Value E | ETF-大型株・グロース | 0.93% | -0.20% | +39.94% | |
| 26 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.90% | — | +6.08% | |
| 27 | MSFT | Microsoft CORP | 株式-IT | 0.89% | -0.15% | +0.18% | |
| 28 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.81% | — | +1.31% | |
| 29 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.77% | — | +0.33% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.73% | — | +0.27% | |
| 31 | IVAL | Alpha Archi Intl Qt Vlu ETF | ETF-その他 | 0.72% | — | +18.38% | |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.71% | — | +0.48% | |
| 33 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.69% | — | -78.18% | |
| 34 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.64% | — | -30.71% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.64% | — | +0.35% | |
| 36 | MS | Morgan Stanley | 株式-金融 | 0.57% | — | +0.94% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.55% | -0.25% | +104.33% | |
| 38 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.54% | — | +1.59% | |
| 39 | FID | First Trust S&p Internationa | ETF-その他 | 0.53% | — | -85.63% | |
| 40 | KKR | Kkr & Co INC | 株式-金融 | 0.50% | -0.65% | +0.30% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.50% | -0.14% | EXIT | |
| 42 | VUG | Vanguard Growth ETF | ETF-その他 | 0.47% | -0.70% | +111.70% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | +0.59% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.46% | — | +2.01% | |
| 45 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 0.43% | +0.32% | +0.34% | |
| 46 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.43% | — | +0.65% | |
| 47 | AAPL | Apple INC | 株式-IT | 0.42% | +0.29% | +0.87% | |
| 48 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.41% | — | — | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | — | +0.74% | |
| 50 | QVAL | Alpha Arch US Qnt Value ETF | ETF-その他 | 0.37% | — | -4.89% |