CIK: 0001803848
申告総資産額
$12.7億
上位200銘柄を表示中（全282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 | 9.44% | -0.19% | +3.85% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.28% | +0.10% | +5.07% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 8.38% | +0.37% | +6.03% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 7.92% | — | +5.05% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.42% | +0.29% | +4.87% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.01% | -0.45% | -1.30% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 3.96% | -0.34% | +0.03% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.70% | +0.20% | -0.39% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.53% | -0.32% | +5.49% | |
| 10 | SUB | Ishares Short-term National | ETF-その他 | 2.42% | +0.01% | +6.38% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.37% | — | +1.05% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.18% | -0.42% | -1.22% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.62% | +0.04% | +6.17% | |
| 14 | FMB | First Trust Managed Municipa | ETF-その他 | 1.62% | +0.04% | +9.28% | |
| 15 | FSMB | First Trust Short Dur Manag | ETF-その他 | 1.59% | +0.05% | +9.47% | |
| 16 | HYS | Pimco 0-5 Year H/y CORP Bond | ETF-投資適格社債 | 1.40% | +0.07% | +9.49% | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.38% | -0.17% | -10.56% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.33% | -0.11% | +0.08% | |
| 19 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.12% | +0.24% | +22.92% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.96% | -0.07% | +3.08% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.90% | -0.06% | -0.04% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.79% | -0.08% | +6.61% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.75% | -0.34% | +0.41% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.74% | — | +1.49% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.61% | -0.06% | +8.95% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.60% | — | +27.59% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | +11.44% | |
| 28 | NFLX | Netflix INC | 株式-通信サービス | 0.53% | — | +3.02% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.50% | -0.07% | +6.21% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | — | -0.73% | |
| 31 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.48% | — | +0.47% | |
| 32 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.48% | — | +0.45% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | +1.17% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.40% | +0.09% | +5.96% | |
| 35 | FTRB | Fed Hermes Ttl Rtrn Bnd | ETF-その他 | 0.38% | +0.05% | +24.19% | |
| 36 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.37% | — | +0.94% | |
| 37 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.36% | — | -1.97% | |
| 38 | ANET | Arista Networks INC | 株式-IT | 0.36% | — | -5.90% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | — | -1.57% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.35% | +0.11% | -0.77% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.34% | — | +2.08% | |
| 42 | AMD | Advanced Micro Devices | 株式-IT | 0.33% | — | +62.66% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.33% | +0.05% | +23.29% | |
| 44 | BX | Blackstone INC | 株式-金融 | 0.32% | — | -3.29% | |
| 45 | CEG | Constellation Energy | 株式-公益事業 | 0.30% | — | -0.30% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.29% | +0.12% | +4.93% | |
| 47 | VZ | Verizon Communications INC | 株式-通信サービス | 0.29% | +0.07% | +4.79% | |
| 48 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.28% | -0.25% | +18.68% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.26% | — | +0.42% | |
| 50 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.26% | — | +10.72% |