CIK: 0001989988
申告総資産額
$3.0億
上位200銘柄を表示中（全209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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.52% | — | -3.07% | |
| 2 | MS | Morgan Stanley | 株式-金融 | 6.79% | +0.83% | -0.22% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.21% | -1.50% | +3.57% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.95% | +0.83% | -2.10% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.29% | — | +2.43% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.59% | -0.82% | +10.95% | |
| 7 | NSC | Norfolk Southern CORP | 株式-資本財 | 2.51% | — | -23.43% | |
| 8 | DE | Deere & Co | 株式-資本財 | 2.38% | — | +8.32% | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.32% | — | -2.90% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.95% | — | -11.44% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.70% | -0.07% | +1.73% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.55% | -0.60% | -4.93% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.54% | — | -12.65% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.40% | — | -28.22% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.39% | — | -85.98% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.34% | — | -1.67% | |
| 17 | ET | Energy Transfer LP | 株式-エネルギー | 1.33% | — | — | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.30% | — | +0.01% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.21% | — | -8.01% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.11% | — | — | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.97% | -1.05% | +18.55% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.96% | -0.26% | +10.99% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.91% | — | -9.30% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.90% | — | +0.51% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.90% | — | — | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.81% | — | -3.19% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.79% | -1.16% | -8.93% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.71% | — | — | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.71% | — | -9.66% | |
| 30 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.66% | — | +2.77% | |
| 31 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.64% | — | -2.49% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 0.63% | -0.05% | +41.29% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.63% | -0.40% | -16.93% | |
| 34 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.61% | — | +0.26% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | — | +15.23% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | -0.12% | +0.20% | |
| 37 | EMLP | First Trust North American E | ETF-その他 | 0.61% | +0.99% | +10.84% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | -9.74% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | -0.09% | -11.53% | |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.55% | — | -0.53% | |
| 41 | CSX | Csx CORP | 株式-資本財 | 0.55% | — | — | |
| 42 | ACN | Accenture plc | 株式-IT | 0.50% | -0.15% | +2.44% | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.50% | — | +30.68% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | +20.71% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.48% | — | +15.55% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | -0.46% | +4.31% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.46% | — | — | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | -0.08% | -10.20% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.45% | — | -7.03% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.45% | — | -11.50% |