CIK: 0002010393
申告総資産額
$27.7億
上位200銘柄を表示中（全2741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 | 3.99% | — | -0.21% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.45% | — | +24.34% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.31% | -0.63% | +25.99% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.79% | -0.32% | +1225.26% | |
| 5 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.96% | -0.15% | +29.98% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.57% | -0.19% | +28.96% | |
| 7 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 1.38% | — | +2.91% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.37% | +0.17% | +29.32% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | -0.17% | +34.77% | |
| 10 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 1.07% | — | +8.59% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 1.06% | -0.25% | +5.79% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.03% | -0.16% | +28.03% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.02% | -0.03% | +0.93% | |
| 14 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 1.00% | — | +11.13% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.97% | — | -1.52% | |
| 16 | QGRW | Wisdomtree US Quality Growth | ETF-その他 | 0.90% | — | +0.10% | |
| 17 | MTGP | Wisdomtree Mtge Plus Bond | ETF-その他 | 0.87% | — | +0.44% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.87% | -0.10% | +34.97% | |
| 19 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.84% | +0.30% | +26.48% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.83% | -0.11% | +20.39% | |
| 21 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.77% | — | -13.74% | |
| 22 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.74% | — | +4.12% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.73% | — | +21.71% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | — | +28.48% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.67% | -0.18% | -6.52% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | — | +19.28% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.65% | -0.11% | +24.80% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | +0.07% | +11.92% | |
| 29 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.63% | — | -12.54% | |
| 30 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.62% | — | -9.60% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | — | +15.06% | |
| 32 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.60% | — | -32.95% | |
| 33 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.59% | — | +0.08% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.58% | +0.05% | +37.94% | |
| 35 | USMF | Wisdomtree US Multifactor Fu | ETF-その他 | 0.56% | — | +4.11% | |
| 36 | DFIC | Dimensional International Co | ETF-その他 | 0.54% | — | -3.44% | |
| 37 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.49% | — | +9.59% | |
| 38 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 0.48% | — | -27.63% | |
| 39 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 0.46% | — | +3.35% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.13% | +81.97% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.46% | +0.05% | +9.97% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | — | +19.50% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.43% | +0.18% | +14.05% | |
| 44 | COP | Conocophillips | 株式-エネルギー | 0.43% | +0.07% | +11.49% | |
| 45 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.41% | — | -22.77% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.41% | — | +23.41% | |
| 47 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.40% | — | +41.85% | |
| 48 | VUG | Vanguard Growth ETF | ETF-その他 | 0.40% | — | +47.82% | |
| 49 | BND | Vanguard Total Bond Market | ETF-その他 | 0.40% | +0.32% | +155.91% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.39% | — | +42.04% |