CIK: 0001887409
申告総資産額
$3.6億
上位200銘柄を表示中（全221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 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 5.60% | +0.47% | +73.26% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.40% | -0.61% | -14.39% | |
| 3 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 4.06% | -0.14% | +69.05% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 4.00% | — | +71.45% | |
| 5 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 3.32% | -0.31% | +91.71% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.10% | -0.28% | +563.50% | |
| 7 | DVYE | Ishares Emerging Markets Div | ETF-新興国市場 | 3.08% | -0.03% | +61.05% | |
| 8 | CRM | Salesforce INC | 株式-IT | 2.97% | -0.25% | — | |
| 9 | MCD | Mcdonald's CORP | 株式-一般消費財 | 2.48% | — | +2072.51% | |
| 10 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 2.43% | -0.18% | +89.21% | |
| 11 | CINF | Cincinnati Financial CORP | 株式-金融 | 1.82% | — | +119.97% | |
| 12 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.68% | +0.48% | +74.41% | |
| 13 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 1.59% | — | +68.43% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.53% | -0.26% | +26.63% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.39% | -0.18% | +21.11% | |
| 16 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.20% | — | +83.62% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.10% | +0.23% | +218.32% | |
| 18 | BIBL | Inspire 100 ETF | ETF-その他 | 1.08% | — | +74.03% | |
| 19 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.98% | — | +49.30% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | +0.16% | +33.65% | |
| 21 | SPHY | Ss Spdr P High Yield ETF | ETF-ハイイールド債 | 0.89% | — | +74.86% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.89% | — | +181.98% | |
| 23 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.85% | — | +37.87% | |
| 24 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.83% | -0.12% | +109.73% | |
| 25 | TSLA | Tesla INC | 株式-一般消費財 | 0.80% | -0.09% | +279.41% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | — | +32.47% | |
| 27 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.77% | — | +70.78% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | — | +22.17% | |
| 29 | EELV | Invesco S&p Emerging Markets | ETF-新興国市場 | 0.68% | — | — | |
| 30 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.68% | — | — | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.67% | — | +107.70% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.63% | — | +26.36% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | -0.13% | +95.09% | |
| 34 | DFP | Flaherty & Crumrine Dyn Pref | 株式-その他 | 0.60% | — | +173.99% | |
| 35 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.59% | — | +50.52% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.56% | — | +81.63% | |
| 37 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.51% | — | +329.96% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.51% | — | +37.80% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.50% | — | +299.20% | |
| 40 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.50% | — | +41.84% | |
| 41 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 0.48% | — | -2.59% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | +192.76% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.47% | — | +8.67% | |
| 44 | FBTC | Fidelity Wise Origin Bitcoin | ETF-暗号資産 | 0.45% | — | — | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.42% | — | +108.42% | |
| 46 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.42% | — | +265.50% | |
| 47 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.42% | — | +135.22% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.41% | — | +176.12% | |
| 49 | AXP | American Express Co | 株式-金融 | 0.41% | — | — | |
| 50 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.41% | — | +314.83% |