CIK: 0002009674
申告総資産額
$8.8億
上位200銘柄を表示中（全374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 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 8.01% | — | +32.47% | |
| 2 | DFUS | Dimensional US Eq Mkt ETF | ETF-その他 | 4.11% | +0.03% | +46.39% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.31% | -0.26% | +12.66% | |
| 4 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 2.31% | -0.06% | +24.70% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.30% | -0.43% | +8.24% | |
| 6 | ETR | Entergy CORP | 株式-公益事業 | 2.01% | +0.13% | -12.96% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 1.99% | -0.15% | +892.99% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.90% | -0.19% | +13.11% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.89% | — | +4.75% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.69% | -0.09% | +13.12% | |
| 11 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 1.52% | — | +95.36% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.40% | — | -0.77% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.27% | — | +15.86% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.16% | -0.17% | +12.39% | |
| 15 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.15% | -0.07% | +0.86% | |
| 16 | DEHP | Dimensional Emrg Mrk Hi Prof | ETF-その他 | 1.02% | — | +25.75% | |
| 17 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.99% | — | — | |
| 18 | VUG | Vanguard Growth ETF | ETF-その他 | 0.94% | -0.09% | +351.63% | |
| 19 | DISV | Dimensional International Sm | ETF-その他 | 0.90% | +0.07% | +33.95% | |
| 20 | DIHP | Dimensional International Hi | ETF-その他 | 0.86% | +0.13% | +18.84% | |
| 21 | DUK | Duke Energy CORP | 株式-公益事業 | 0.85% | +0.07% | +4.67% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | -0.09% | +71.93% | |
| 23 | USTB | Victoryshares Short-term Bon | ETF-その他 | 0.78% | — | +93.39% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.77% | -0.07% | +84.96% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.76% | — | +4.10% | |
| 26 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.76% | — | — | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | -0.07% | -1.66% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | -0.09% | +13.59% | |
| 29 | VTV | Vanguard Value ETF | ETF-その他 | 0.67% | — | +701.59% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.65% | +0.06% | -0.46% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | — | +3.42% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.64% | — | +23.86% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.61% | — | -0.06% | |
| 34 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.61% | — | +168.43% | |
| 35 | NFLX | Netflix INC | 株式-通信サービス | 0.60% | — | -1.49% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.59% | +0.10% | +6.29% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.58% | — | -0.31% | |
| 38 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.55% | — | +21.03% | |
| 39 | RTX | Rtx CORP | 株式-資本財 | 0.52% | — | +9.07% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.49% | — | +38.56% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.48% | -0.17% | +75.82% | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.47% | — | -1.77% | |
| 43 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 0.45% | — | — | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | +0.11% | +5.09% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.45% | — | -4.53% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | — | +46.25% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | -1.62% | |
| 48 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.42% | — | -12.23% | |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 0.42% | — | — | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.40% | — | +35.44% |