CIK: 0001803848
申告総資産額
$12.7億
上位200銘柄を表示中（全212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 | VUG | Vanguard Growth ETF | ETF-その他 | 8.84% | -0.19% | +6.02% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.52% | +0.10% | +4.55% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 7.72% | +0.37% | +27.08% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.22% | — | +5.35% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.46% | -0.45% | +1.32% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 4.07% | — | +5.87% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 3.58% | +0.29% | +3.75% | |
| 8 | SUB | Ishares Short-term National | ETF-その他 | 3.51% | +0.01% | +18.37% | |
| 9 | AAPL | Apple INC | 株式-IT | 3.48% | +0.20% | +4.27% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.31% | — | +4.34% | |
| 11 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.54% | +0.04% | +20.41% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.45% | -0.42% | +2.97% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.01% | -0.32% | +5.96% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.55% | -0.34% | -0.19% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.40% | -0.11% | +0.20% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.39% | -0.06% | +4.34% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.31% | -0.34% | -4.71% | |
| 18 | FSMB | First Trust Short Dur Manag | ETF-その他 | 1.29% | +0.05% | +36.83% | |
| 19 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.29% | +0.07% | +6.39% | |
| 20 | FMB | First Trust Managed Municipa | ETF-その他 | 1.27% | +0.04% | +37.67% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.06% | — | +12.55% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.04% | -0.06% | +2.08% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.01% | — | +1.70% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.88% | -0.17% | -0.10% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.82% | — | +3.58% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | -0.07% | -5.29% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.55% | +0.11% | -0.85% | |
| 28 | PECO | Phillips Edison & Company In | 株式-不動産 | 0.54% | — | -31.45% | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.52% | — | +20.10% | |
| 30 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.46% | — | -44.65% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.43% | — | +5.37% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.42% | -0.07% | +1.84% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.42% | — | +0.20% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | -0.08% | +5.42% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | +0.38% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.42% | — | -2.25% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | — | -1.86% | |
| 38 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.34% | +0.24% | +20.26% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.32% | — | +15.69% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.30% | +0.12% | +10.46% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.28% | — | -0.01% | |
| 42 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.28% | — | +0.07% | |
| 43 | ADBE | Adobe INC | 株式-IT | 0.26% | — | -0.72% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.26% | — | -0.64% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.26% | — | — | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.25% | +0.07% | +26.87% | |
| 47 | HON | Honeywell International INC | 株式-資本財 | 0.24% | — | +27.00% | |
| 48 | BLKCHF | Blackrock INC | 株式-その他 | 0.24% | — | +35.70% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.24% | +0.09% | -14.62% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.24% | — | -1.37% |