CIK: 0001908217
申告総資産額
$3.3億
上位200銘柄を表示中（全426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 | 13.65% | -0.27% | +7.90% | |
| 2 | VO | Vanguard Mid-cap ETF | ETF-その他 | 7.86% | — | +15.25% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 7.67% | — | +5.68% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.46% | +0.07% | +13.61% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.90% | -0.26% | +12.52% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.29% | -0.08% | -1.78% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.71% | -0.52% | +15.86% | |
| 8 | EXK | Exact Sciences CORP | 株式-素材 | 2.46% | -0.53% | EXIT | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.99% | — | +0.28% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.63% | -0.11% | +44.02% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.62% | — | +11.14% | |
| 12 | DHR | Danaher CORP | 株式-ヘルスケア | 1.35% | -0.06% | — | |
| 13 | AMGN | Amgen INC | 株式-ヘルスケア | 1.22% | — | — | |
| 14 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.21% | +0.20% | -52.75% | |
| 15 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.16% | — | +268.23% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.10% | -0.07% | -15.85% | |
| 17 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.96% | — | — | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.93% | — | -16.28% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.89% | +0.16% | +31.74% | |
| 20 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.83% | — | +0.61% | |
| 21 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.83% | — | +0.01% | |
| 22 | HON | Honeywell International INC | 株式-資本財 | 0.78% | — | — | |
| 23 | BX | Blackstone INC | 株式-金融 | 0.75% | -0.13% | +0.01% | |
| 24 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.73% | — | -13.28% | |
| 25 | AMP | Ameriprise Financial INC | 株式-金融 | 0.71% | — | — | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.69% | — | +5.99% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.68% | -0.40% | +0.39% | |
| 28 | UL | Unilever PLC | 株式-生活必需品 | 0.67% | — | +0.01% | |
| 29 | ITW | Illinois Tool Works | 株式-資本財 | 0.60% | — | +0.15% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | -0.10% | -15.00% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.55% | — | +14.38% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | +0.05% | +4.71% | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.54% | — | -0.83% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.52% | -0.12% | +0.62% | |
| 35 | SLY | Spdr S&p 600 Small Cap ETF | ETF-中小型株 | 0.51% | — | — | |
| 36 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.49% | — | -0.37% | |
| 37 | PFE | Pfizer INC | 株式-ヘルスケア | 0.49% | — | — | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | -0.07% | +8.50% | |
| 39 | AMD | Advanced Micro Devices | 株式-IT | 0.43% | — | +3.18% | |
| 40 | RING | Ishares Msci Global Gold Min | ETF-コモディティ | 0.43% | — | — | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.42% | — | +5.60% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.41% | — | +0.06% | |
| 43 | CB | Chubb Limited | 株式-金融 | 0.40% | — | -49.44% | |
| 44 | DTD | Wisdomtree US Total Dividend | ETF-その他 | 0.39% | — | +0.37% | |
| 45 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.38% | -0.09% | — | |
| 46 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.35% | — | — | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.33% | — | +34.84% | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.32% | — | +10.86% | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.31% | +0.78% | +23.79% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.30% | — | -2.51% |