CIK: 0001989988
申告総資産額
$3.0億
上位200銘柄を表示中（全226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 | 9.46% | — | -7.51% | |
| 2 | MS | Morgan Stanley | 株式-金融 | 6.76% | +0.83% | +0.02% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.65% | +0.83% | -3.14% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.49% | -1.50% | -35.57% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.08% | -0.82% | +21.19% | |
| 6 | NSC | Norfolk Southern CORP | 株式-資本財 | 2.63% | — | +0.10% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.55% | — | -18.85% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.11% | — | +55.82% | |
| 9 | DE | Deere & Co | 株式-資本財 | 2.08% | — | -5.37% | |
| 10 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.08% | — | -4.68% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.69% | -0.60% | +4.55% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.66% | — | -14.89% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.48% | — | +3.86% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.41% | — | -3.41% | |
| 15 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.35% | -0.07% | -22.13% | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.27% | — | — | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.19% | — | -0.40% | |
| 18 | ET | Energy Transfer LP | 株式-エネルギー | 1.14% | — | +0.02% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.12% | — | -15.24% | |
| 20 | EMLP | First Trust North American E | ETF-その他 | 1.08% | +0.99% | +94.35% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.06% | — | — | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.98% | -1.05% | +7.59% | |
| 23 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.89% | — | +1.40% | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.89% | — | — | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.88% | -1.16% | +12.45% | |
| 26 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.86% | — | +67.79% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | -0.26% | -2.91% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.80% | — | +1.59% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | -0.40% | +29.02% | |
| 30 | MTDR | Matador Resources Co | 株式-エネルギー | 0.67% | — | +240.73% | |
| 31 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.67% | — | +11.20% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | +37.25% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | -0.12% | +16.89% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.61% | — | -7.18% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | -0.08% | +27.05% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.57% | -0.05% | -3.58% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | -0.09% | +5.26% | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.56% | -0.39% | +59.95% | |
| 39 | CSX | Csx CORP | 株式-資本財 | 0.54% | — | +0.80% | |
| 40 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.54% | — | -21.86% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.54% | -0.46% | +11.25% | |
| 42 | RNR | RenaissanceRe Holdings Ltd. | 株式-金融 | 0.52% | — | — | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.52% | — | -38.98% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | — | +15.32% | |
| 45 | ASO | Academy Sports & Outdoors In | 株式-一般消費財 | 0.47% | — | — | |
| 46 | ACN | Accenture plc | 株式-IT | 0.47% | -0.15% | -6.91% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.45% | — | -4.65% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.45% | -0.28% | +15.47% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | — | -5.71% | |
| 50 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.44% | — | -11.55% |