CIK: 0001858740
申告総資産額
$29.3億
上位200銘柄を表示中（全2640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 | 4.00% | -0.20% | -27.36% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.46% | -0.28% | -28.06% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.24% | -0.55% | -22.94% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.12% | — | +16.34% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.07% | -0.28% | +1406.33% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.58% | -0.14% | -14.83% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.51% | — | -7.24% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.47% | — | -15.38% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.40% | — | -32.53% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.25% | -0.34% | -23.90% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.24% | — | -2.13% | |
| 12 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 1.19% | — | +3401.01% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.01% | — | -39.01% | |
| 14 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.97% | — | -33.34% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.96% | +0.19% | -25.17% | |
| 16 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.95% | — | -23.66% | |
| 17 | GTO | Invesco Total Return Bond Et | ETF-その他 | 0.93% | — | -25.60% | |
| 18 | HTRB | Hartford Ttl Rtrn Bnd ETF | ETF-その他 | 0.91% | — | -23.61% | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 0.87% | — | -32.69% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.85% | — | -29.67% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.84% | -0.26% | -26.91% | |
| 22 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.77% | — | +1103.16% | |
| 23 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.77% | — | -32.81% | |
| 24 | NEE | Nextera Energy INC | 株式-公益事業 | 0.74% | — | -23.28% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | +49.87% | |
| 26 | VTV | Vanguard Value ETF | ETF-その他 | 0.70% | — | -3.58% | |
| 27 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.67% | — | -14.35% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.64% | — | -33.87% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | -40.79% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | -0.12% | -16.78% | |
| 31 | ✓ | Exchange Listed Fds Tr | 株式-その他 | 0.62% | — | -31.69% | |
| 32 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.61% | -0.25% | -46.40% | |
| 33 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.60% | — | -30.41% | |
| 34 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.60% | — | +1649.08% | |
| 35 | XLF | Ss Financial Select Sector | ETF-その他 | 0.59% | -0.18% | -25.38% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.55% | — | +48.13% | |
| 37 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.54% | — | -31.52% | |
| 38 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.54% | — | -20.74% | |
| 39 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.53% | — | -19.90% | |
| 40 | PWR | Quanta Services INC | 株式-資本財 | 0.53% | +0.15% | -28.27% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.53% | — | -27.12% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.52% | — | -41.67% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.51% | — | -34.98% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.51% | -0.13% | +302.57% | |
| 45 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.51% | +0.67% | -32.56% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | — | -29.84% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | -0.12% | -4.12% | |
| 48 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.47% | — | -22.10% | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.47% | — | -8.98% | |
| 50 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.47% | — | +9203.34% |