CIK: 0002010393
申告総資産額
$27.7億
上位200銘柄を表示中（全1856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 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 4.76% | — | +2.13% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.88% | -0.63% | +44.72% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.65% | — | +39.32% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 1.81% | -0.32% | +55.02% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.73% | -0.15% | +169.42% | |
| 6 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 1.59% | — | +27.15% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.30% | -0.19% | +57.41% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.19% | +0.17% | -0.21% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.18% | — | -2.60% | |
| 10 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.16% | -0.25% | +18.55% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.15% | -0.03% | +68.32% | |
| 12 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 1.14% | — | — | |
| 13 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.06% | — | +0.88% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.04% | — | +574.76% | |
| 15 | MTGP | Wisdomtree Mtge Plus Bond | ETF-その他 | 1.02% | — | +9.17% | |
| 16 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.97% | — | +0.12% | |
| 17 | QGRW | Wisdomtree US Quality Growth | ETF-その他 | 0.96% | — | — | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.91% | -0.16% | +71.90% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.86% | — | +8.35% | |
| 20 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.86% | — | +39.22% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.82% | — | +19.33% | |
| 22 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.81% | — | +2.68% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.80% | -0.17% | +49.01% | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.79% | +0.30% | +350.88% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.77% | -0.18% | -9.36% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | +0.07% | +27.46% | |
| 27 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.72% | — | -14.72% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.70% | -0.11% | +32.63% | |
| 29 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.70% | — | -11.53% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | — | +34.85% | |
| 31 | DFIC | Dimensional International Co | ETF-その他 | 0.68% | — | +16.40% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | — | +31.65% | |
| 33 | USMF | Wisdomtree US Multifactor Fu | ETF-その他 | 0.64% | — | +17.25% | |
| 34 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.63% | — | -0.10% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.63% | — | +26.46% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.62% | +0.05% | +9.46% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | -0.10% | +53.80% | |
| 38 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 0.55% | — | -5.89% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.55% | — | +16042.47% | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.52% | — | -6.23% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.51% | -0.11% | +48.44% | |
| 42 | COP | Conocophillips | 株式-エネルギー | 0.50% | +0.07% | +12.65% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.47% | +0.05% | +4.18% | |
| 44 | IMTM | Ishares Msci Intl Momentum F | ETF-その他 | 0.47% | — | +112.06% | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.44% | +0.05% | +7.46% | |
| 46 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.44% | — | -15.92% | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.44% | — | +63.49% | |
| 48 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.43% | — | +87.83% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.43% | +0.18% | +3.23% | |
| 50 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.42% | +0.05% | +53.62% |