CIK: 0001965810
申告総資産額
$5.0億
上位200銘柄を表示中（全853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 | 3.23% | +0.18% | -4.40% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.94% | -0.32% | -13.84% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.98% | — | -4.88% | |
| 4 | AAPL | Apple INC | 株式-IT | 1.84% | — | -0.17% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.74% | -0.26% | -2.57% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.68% | -0.21% | -2.51% | |
| 7 | MBB | Ishares Mbs ETF | ETF-その他 | 1.58% | — | -0.64% | |
| 8 | RNST | Renasant CORP | 株式-その他 | 1.52% | — | +1.65% | |
| 9 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.42% | +0.05% | -10.51% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.41% | -0.29% | +2.76% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.40% | — | -34.27% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | -0.16% | -12.76% | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.15% | — | -0.53% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.14% | -0.15% | -8.83% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.14% | +0.19% | +5.61% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.06% | -0.22% | +65.60% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.02% | — | +0.02% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.98% | +0.55% | +5.38% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.95% | — | -9.58% | |
| 20 | CRM | Salesforce INC | 株式-IT | 0.92% | -0.10% | -0.55% | |
| 21 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.90% | -0.09% | — | |
| 22 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.87% | — | -24.82% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.82% | -0.30% | -24.46% | |
| 24 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.81% | -1.87% | -0.17% | |
| 25 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.75% | — | -2.08% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.75% | -0.10% | -2.15% | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.73% | — | -11.62% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | — | -33.39% | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.71% | — | +20.79% | |
| 30 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.71% | — | -0.10% | |
| 31 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.69% | — | -6.78% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | — | -16.46% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.68% | — | -14.50% | |
| 34 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.66% | -0.12% | +16.85% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | -7.27% | |
| 36 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.63% | — | -45.50% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.61% | — | -9.14% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.61% | — | -2.14% | |
| 39 | PLD | Prologis INC | 株式-不動産 | 0.61% | — | +11.28% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.60% | — | +5.56% | |
| 41 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.60% | — | -10.69% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.60% | +0.24% | -61.24% | |
| 43 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.60% | — | -2.56% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | — | -10.23% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.58% | — | -26.71% | |
| 46 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.58% | -0.12% | EXIT | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.57% | +0.09% | -14.49% | |
| 48 | USB | US Bancorp | 株式-金融 | 0.56% | — | -1.43% | |
| 49 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.56% | — | -0.35% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.56% | -0.14% | -7.92% |