CIK: 0001961632
申告総資産額
$3.1億
上位200銘柄を表示中（全562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 | 15.33% | -0.55% | +1.74% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 12.92% | -0.24% | +5.10% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 7.78% | -0.52% | +5.63% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 3.82% | -0.45% | +9.78% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.66% | — | +1047.30% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.27% | -0.20% | -3.14% | |
| 7 | AVDE | Avantis International Equity | ETF-その他 | 2.16% | — | +19.24% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.11% | — | +67.13% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.96% | +5.00% | +7.93% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.88% | — | -1.98% | |
| 11 | BF-B | Brown-forman Corp-class B | 株式-その他 | 1.67% | — | — | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.48% | — | +1.56% | |
| 13 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.44% | — | -8.95% | |
| 14 | BF-A | Brown-forman Corp-class A | 株式-その他 | 1.43% | — | — | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.33% | -0.09% | -12.10% | |
| 16 | RJF | Raymond James Financial INC | 株式-金融 | 1.25% | -0.87% | +0.11% | |
| 17 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 1.16% | — | -5.87% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.12% | — | +26.07% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.08% | — | +61.29% | |
| 20 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.98% | +0.03% | -29.56% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 0.95% | — | +0.40% | |
| 22 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.85% | — | -0.29% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | -0.01% | +29.53% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.76% | -0.02% | +46.49% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.75% | — | — | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.73% | — | — | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | +0.01% | -1.89% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.65% | — | +5.10% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.63% | — | -95.49% | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 0.62% | +0.41% | — | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | — | +0.76% | |
| 32 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.55% | — | — | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.46% | — | +60.10% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.43% | -0.05% | -2.59% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.42% | — | +261.98% | |
| 36 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.42% | — | — | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.41% | -0.21% | +287.43% | |
| 38 | DTE | Dte Energy Company | 株式-公益事業 | 0.41% | -0.06% | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.37% | — | +284.89% | |
| 40 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.36% | +0.01% | +7.58% | |
| 41 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-その他 | 0.35% | — | +21.14% | |
| 42 | LIN | Linde plc | 株式-素材 | 0.35% | — | — | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.33% | — | +0.49% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.01% | +1.04% | |
| 45 | MO | Altria Group INC | 株式-生活必需品 | 0.32% | -0.03% | +0.18% | |
| 46 | RSG | Republic Services INC | 株式-資本財 | 0.31% | — | — | |
| 47 | HBAN | Huntington Bancshares INC | 株式-金融 | 0.31% | — | +0.18% | |
| 48 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.30% | — | +62.90% | |
| 49 | VOTE | Tcw Transform 500 ETF | ETF-その他 | 0.30% | — | -24.12% | |
| 50 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.30% | — | -6.32% |