CIK: 0001803848
申告総資産額
$12.7億
上位200銘柄を表示中（全259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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.15% | +0.10% | +3.06% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 8.11% | -0.19% | +0.61% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 7.79% | +0.37% | +5.82% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.78% | — | +426.05% | |
| 5 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.55% | -0.45% | -3.13% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.03% | +0.29% | +8.28% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.55% | — | +12.65% | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.96% | — | +0.38% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.88% | -0.34% | +3.92% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.50% | +0.20% | +5.28% | |
| 11 | SUB | Ishares Short-term National | ETF-その他 | 2.42% | +0.01% | +1.83% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.41% | -0.42% | +4.85% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.32% | -0.32% | +10.82% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.70% | +0.04% | -0.30% | |
| 15 | FMB | First Trust Managed Municipa | ETF-その他 | 1.49% | +0.04% | +23.24% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.46% | -0.11% | +6.68% | |
| 17 | FSMB | First Trust Short Dur Manag | ETF-その他 | 1.46% | +0.05% | +26.93% | |
| 18 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.19% | +0.07% | +11.89% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.15% | -0.06% | +4.05% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.14% | — | +14.52% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 1.14% | -0.17% | +7.85% | |
| 22 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.95% | — | +0.56% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.94% | -0.34% | -2.37% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | -0.07% | +5.29% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | -0.08% | +7.45% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.60% | -0.06% | +0.45% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.59% | — | -1.38% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | — | +4.30% | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.48% | — | +3.03% | |
| 30 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.48% | +0.24% | +43.68% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.47% | — | +5.33% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | — | +43.12% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | +0.11% | +20.88% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.42% | — | +22.16% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.41% | — | +0.04% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.41% | +0.09% | +18.57% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.39% | — | +18.46% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | — | +11.02% | |
| 39 | PECO | Phillips Edison & Company In | 株式-不動産 | 0.36% | — | -5.13% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | +0.12% | +21.90% | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 0.33% | — | +82.31% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.31% | — | +38.40% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.30% | +0.07% | +57.87% | |
| 44 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.30% | — | +0.00% | |
| 45 | ADBE | Adobe INC | 株式-IT | 0.28% | — | +8.04% | |
| 46 | ANETEUR | Arista Networks INC | 株式-その他 | 0.27% | — | +12.08% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.27% | — | +14.69% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.26% | — | +0.22% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.26% | — | +11.41% | |
| 50 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.25% | — | +11.20% |