CIK: 0001952722
申告総資産額
$2.7億
上位200銘柄を表示中（全492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 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 9.95% | -0.27% | +3.03% | |
| 2 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 8.26% | -0.68% | +6.88% | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 6.79% | +0.36% | +17.91% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 5.63% | -1.09% | -31.37% | |
| 5 | VTIP | Vanguard Short-term Tips | ETF-その他 | 4.67% | +2.02% | +72.55% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 4.63% | +0.52% | +61.41% | |
| 7 | PFF | Ishares Preferred & Income S | ETF-その他 | 4.59% | +0.69% | +68.54% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.47% | -0.69% | -19.13% | |
| 9 | VPU | Vanguard Utilities ETF | ETF-その他 | 4.31% | +0.89% | +67.38% | |
| 10 | VDE | Vanguard Energy ETF | ETF-その他 | 4.22% | +0.78% | +66.35% | |
| 11 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.21% | +0.91% | +62.23% | |
| 12 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.98% | -0.71% | -25.92% | |
| 13 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 3.97% | -0.78% | -32.31% | |
| 14 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 3.92% | -0.70% | -27.72% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 3.42% | -0.53% | -23.86% | |
| 16 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.38% | -0.55% | -25.34% | |
| 17 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 3.25% | +0.39% | +67.06% | |
| 18 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 2.71% | -0.47% | -24.24% | |
| 19 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 2.25% | -0.39% | -29.59% | |
| 20 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 2.25% | +0.85% | +60.95% | |
| 21 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.83% | -0.18% | -28.99% | |
| 22 | AAPL | Apple INC | 株式-IT | 1.30% | -0.19% | -2.58% | |
| 23 | SO | Southern Co/the | 株式-公益事業 | 0.71% | +0.03% | -0.74% | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 0.30% | +0.09% | -13.83% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.26% | -0.07% | -4.42% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.23% | -0.05% | +2.05% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.22% | — | -3.04% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.20% | +0.02% | — | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.20% | -0.09% | +0.04% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.16% | — | +12.48% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.15% | -0.11% | +0.15% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.15% | — | -5.96% | |
| 33 | MSI | Motorola Solutions INC | 株式-IT | 0.14% | — | -10.01% | |
| 34 | PFE | Pfizer INC | 株式-ヘルスケア | 0.12% | +0.01% | +0.02% | |
| 35 | NTNX | Nutanix INC - A | 株式-IT | 0.11% | -0.03% | — | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.11% | — | +54.08% | |
| 37 | BLK | Blackrock INC | 株式-金融 | 0.10% | — | -2.21% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.09% | — | -5.98% | |
| 39 | GE | General Electric | 株式-資本財 | 0.08% | — | — | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.07% | -0.07% | -44.27% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.07% | — | -22.41% | |
| 42 | TSLA | Tesla INC | 株式-一般消費財 | 0.07% | -0.03% | +9.88% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.07% | -0.04% | -48.89% | |
| 44 | MNKD | Mannkind CORP | 株式-その他 | 0.06% | -0.03% | — | |
| 45 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.06% | — | +184.50% | |
| 46 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.06% | — | — | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.05% | — | +524.10% | |
| 48 | FDX | Fedex CORP | 株式-資本財 | 0.05% | +0.01% | — | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.05% | — | +1.31% | |
| 50 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 0.04% | — | — |