CIK: 0002010393
申告総資産額
$27.7億
上位200銘柄を表示中（全2904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 | AAPL | Apple INC | 株式-IT | 3.68% | — | +35.60% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.28% | -0.63% | +41.74% | |
| 3 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 3.22% | — | +0.62% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.89% | -0.32% | +42.76% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.60% | -0.19% | +44.87% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.23% | -0.16% | +46.62% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.22% | +0.17% | +14.86% | |
| 8 | QGRW | Wisdomtree US Quality Growth | ETF-その他 | 1.10% | — | +64.89% | |
| 9 | AGGY | Wisdomtree Yield Enhanced US | ETF-その他 | 1.07% | — | +0.40% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.03% | -0.17% | +40.05% | |
| 11 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.98% | -0.15% | -36.20% | |
| 12 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.92% | — | +17.33% | |
| 13 | DCOR | Dimensional US Core Eq 1 ETF | ETF-その他 | 0.89% | — | +6.49% | |
| 14 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.88% | -0.25% | +5.69% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.87% | -0.03% | +9.97% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.82% | -0.11% | +36.94% | |
| 17 | CGBL | Cap Group Core Balanced | ETF-その他 | 0.80% | — | — | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.79% | -0.10% | +38.29% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.78% | — | +39.78% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 0.75% | -0.11% | +1337.63% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.75% | — | -2.77% | |
| 22 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.67% | — | +45.94% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | — | +32.48% | |
| 24 | MTGP | Wisdomtree Mtge Plus Bond | ETF-その他 | 0.64% | — | -4.11% | |
| 25 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.63% | — | +11.75% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.62% | +0.07% | +19.46% | |
| 27 | CGDG | Cap Group Dividend Growers | ETF-その他 | 0.61% | — | — | |
| 28 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.58% | — | +23.79% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | +75.37% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.57% | -0.13% | +53.75% | |
| 31 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.55% | — | — | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.55% | — | -5.91% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.54% | +0.05% | +20.82% | |
| 34 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.52% | +0.30% | -19.11% | |
| 35 | CGMS | Cap Group US Multi-sect Bond | ETF-その他 | 0.51% | — | — | |
| 36 | TOTL | Ss Doubleline Tr Tact ETF | ETF-その他 | 0.50% | — | +10.20% | |
| 37 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.50% | -0.18% | -1.86% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | — | +47.73% | |
| 39 | CGUS | Cap Group Core Equity | ETF-その他 | 0.48% | — | — | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | +19.92% | |
| 41 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.46% | — | -21.65% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | +39.83% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.46% | — | +41.87% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.45% | — | +30.00% | |
| 45 | DFIC | Dimensional International Co | ETF-その他 | 0.45% | — | +3.40% | |
| 46 | USMF | Wisdomtree US Multifactor Fu | ETF-その他 | 0.44% | — | +0.58% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.43% | — | +57.04% | |
| 48 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 0.43% | — | +136.33% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.42% | — | +7.00% | |
| 50 | CGCB | Cap Group Core Bond | ETF-その他 | 0.42% | — | — |