CIK: 0002095143
申告総資産額
$3.6億
上位200銘柄を表示中（全203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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 17.38% | -0.50% | +0.16% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.84% | -1.15% | +0.13% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.54% | +0.31% | -0.72% | |
| 4 | GAL | Ss Global Allocation ETF | ETF-その他 | 3.54% | — | -2.59% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.30% | -0.34% | +0.77% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.36% | -0.49% | -1.09% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.22% | -0.28% | -0.18% | |
| 8 | PGX | Invesco Preferred ETF | ETF-その他 | 2.12% | +0.07% | +7.23% | |
| 9 | JPME | JPM Diver Ret US Mc Equity | ETF-その他 | 1.79% | +0.16% | -0.67% | |
| 10 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.64% | — | -0.55% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.44% | — | +0.74% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.34% | +0.37% | -1.84% | |
| 13 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.27% | +0.14% | +20.93% | |
| 14 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.24% | — | -2.81% | |
| 15 | T | At&t INC | 株式-通信サービス | 1.18% | +0.10% | -1.56% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.11% | +0.18% | -1.17% | |
| 17 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 1.09% | — | -17.12% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.09% | — | +0.27% | |
| 19 | YLD | Principal Act Hi Yld ETF | ETF-その他 | 1.06% | — | +4.44% | |
| 20 | REET | Ishares Global Reit ETF | ETF-その他 | 0.93% | — | -1.11% | |
| 21 | C | Citigroup INC | 株式-金融 | 0.90% | — | -8.46% | |
| 22 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.85% | -0.13% | -3.64% | |
| 23 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.84% | +0.04% | -6.03% | |
| 24 | INKM | Ss Income Allocation ETF | ETF-その他 | 0.83% | — | +1.78% | |
| 25 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.80% | +0.37% | +26.40% | |
| 26 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.80% | — | +1.18% | |
| 27 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.74% | +0.10% | +1.14% | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.72% | +0.04% | +5.24% | |
| 29 | MMM | 3m Co | 株式-資本財 | 0.71% | -0.10% | -2.30% | |
| 30 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.69% | — | -2.92% | |
| 31 | USB | US Bancorp | 株式-金融 | 0.68% | — | -2.24% | |
| 32 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.68% | — | +1.77% | |
| 33 | IDV | Ishares International Select | ETF-その他 | 0.65% | — | -2.23% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.64% | +0.55% | +0.86% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | — | -0.48% | |
| 36 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.62% | — | -6.49% | |
| 37 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 0.61% | +0.15% | -1.83% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.54% | — | -1.59% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | -0.50% | |
| 40 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.54% | — | -0.70% | |
| 41 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.50% | — | -0.91% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | +0.13% | +1.30% | |
| 43 | GIS | General Mills INC | 株式-生活必需品 | 0.47% | — | +54.89% | |
| 44 | ET | Energy Transfer LP | 株式-エネルギー | 0.46% | +0.05% | +0.69% | |
| 45 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.45% | +0.10% | +145.29% | |
| 46 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.43% | — | -6.83% | |
| 47 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.42% | +0.08% | +0.02% | |
| 48 | F | Ford Motor Co | 株式-一般消費財 | 0.41% | — | +0.53% | |
| 49 | STLA | Stellantis N.V. | 株式-一般消費財 | 0.41% | -0.17% | +3.33% | |
| 50 | PUK | Prudential Plc-adr | 株式-その他 | 0.41% | — | -30.90% |