CIK: 0001989988
申告総資産額
$3.0億
上位200銘柄を表示中（全264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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 25.21% | — | -0.53% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 8.13% | — | +1.11% | |
| 3 | MS | Morgan Stanley | 株式-金融 | 5.00% | +0.83% | +0.10% | |
| 4 | QLTY | Gmo U.s. Quality ETF | ETF-その他 | 3.72% | +1.95% | +50.07% | |
| 5 | DE | Deere & Co | 株式-資本財 | 3.18% | — | +132.70% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.38% | -1.50% | -6.53% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.21% | -0.82% | +3.87% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.15% | — | +7.78% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.10% | -1.16% | +4.21% | |
| 10 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.71% | — | +0.06% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.57% | +0.83% | +12.74% | |
| 12 | IYR | Ishares US Real Estate ETF | ETF-その他 | 1.49% | — | — | |
| 13 | EMLP | First Trust North American E | ETF-その他 | 1.34% | +0.99% | +3.91% | |
| 14 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.34% | +0.91% | +256.13% | |
| 15 | DMBS | Doubleline Mortgage ETF | ETF-その他 | 1.23% | +0.85% | +78.92% | |
| 16 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.14% | +0.75% | +33.10% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | -0.60% | +10.33% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.06% | — | -0.78% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 0.86% | -0.39% | +4.93% | |
| 20 | ILOW | AB Internal Low Volat Eq ETF | ETF-その他 | 0.82% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.80% | -0.40% | +4.77% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | -0.46% | +7.11% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.78% | -1.05% | -15.39% | |
| 24 | ET | Energy Transfer LP | 株式-エネルギー | 0.77% | — | +25.87% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | -0.26% | +3.12% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.74% | — | +12.39% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.53% | — | +29.50% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.52% | — | +5.83% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.51% | -0.41% | +15.70% | |
| 30 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.51% | +0.46% | +26.68% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.50% | — | -10.11% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.45% | — | -4.17% | |
| 33 | PDBC | Invesco Optimum Yield Divers | ETF-その他 | 0.43% | — | -5.33% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.40% | — | — | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | -0.09% | +7.89% | |
| 36 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.35% | — | — | |
| 37 | NFLX | Netflix INC | 株式-通信サービス | 0.34% | +0.13% | +5.77% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.33% | — | +0.58% | |
| 39 | ORCL | Oracle CORP | 株式-IT | 0.33% | -0.08% | +4.99% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.33% | — | — | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | — | +4.22% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.31% | -0.28% | +2.85% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.31% | -0.08% | +5.65% | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.31% | -0.05% | +5.67% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | -5.72% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.29% | -0.08% | +2.31% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.28% | — | +2.40% | |
| 48 | GBTC | Grayscale Bitcoin Trust ETF | ETF-暗号資産 | 0.28% | — | — | |
| 49 | GE | General Electric | 株式-資本財 | 0.26% | — | +3.12% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | — | +8.14% |