CIK: 0002092389
申告総資産額
$2.2億
| # | 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 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 12.88% | -1.31% | — | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 10.17% | +0.28% | — | |
| 3 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 8.66% | +0.22% | — | |
| 4 | LVHI | Franklin International Low V | ETF-その他 | 7.62% | +0.91% | — | |
| 5 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 6.69% | +0.82% | — | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.05% | — | — | |
| 7 | ACN | Accenture plc | 株式-IT | 3.63% | -0.94% | — | |
| 8 | AAPL | Apple INC | 株式-IT | 3.32% | -0.24% | — | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.36% | -0.15% | — | |
| 10 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 2.13% | -0.08% | — | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.86% | — | — | |
| 12 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 1.76% | +0.76% | — | |
| 13 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.76% | +0.12% | — | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.69% | -0.10% | — | |
| 15 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 1.68% | — | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.59% | — | — | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.50% | — | — | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.41% | -0.11% | — | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 1.22% | — | — | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.17% | -0.27% | — | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | -0.12% | — | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.92% | -0.13% | — | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | — | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.89% | — | — | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.74% | — | — | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | — | — | |
| 27 | AOA | Ishares Core 80/20 Aggressiv | ETF-その他 | 0.63% | — | — | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.55% | — | — | |
| 29 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | — | — | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.45% | — | — | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.44% | — | — | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.42% | -0.15% | — | |
| 33 | SHOP | Shopify INC - Class A | 株式-IT | 0.41% | -0.10% | — | |
| 34 | PBT | Permian Basin Royalty Trust | 株式-その他 | 0.41% | +0.11% | — | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.37% | -0.11% | — | |
| 36 | AMAT | Applied Materials INC | 株式-IT | 0.36% | -0.14% | — | |
| 37 | VLU | Ss Spdr S&p 1500 Value Tilt | ETF-その他 | 0.35% | — | — | |
| 38 | ANET | Arista Networks INC | 株式-IT | 0.34% | — | — | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.33% | — | — | |
| 40 | AXP | American Express Co | 株式-金融 | 0.33% | — | — | |
| 41 | PWR | Quanta Services INC | 株式-資本財 | 0.33% | — | — | |
| 42 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.32% | -0.16% | — | |
| 43 | VUG | Vanguard Growth ETF | ETF-その他 | 0.32% | -0.12% | — | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.31% | — | — | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.31% | — | — | |
| 46 | RWL | Invesco S&p 500 Revenue ETF | ETF-大型株・グロース | 0.30% | — | — | |
| 47 | AVDE | Avantis International Equity | ETF-その他 | 0.30% | — | — | |
| 48 | BX | Blackstone INC | 株式-金融 | 0.29% | — | — | |
| 49 | GLW | Corning INC | 株式-IT | 0.28% | +0.11% | — | |
| 50 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.28% | — | — |