CIK: 0001859918
申告総資産額
$18.9億
上位200銘柄を表示中（全215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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 13.77% | +0.15% | +10.16% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.25% | -0.24% | +11.61% | |
| 3 | BND | Vanguard Total Bond Market | ETF-その他 | 5.28% | — | +9.84% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 5.08% | — | +6.09% | |
| 5 | AMLP | Alerian Mlp ETF | ETF-その他 | 4.84% | +0.09% | +7.76% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.78% | -0.14% | +3.29% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.48% | — | — | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.78% | — | +8.77% | |
| 9 | ABEQ | Absolute Select Value ETF | ETF-その他 | 3.31% | — | +6.37% | |
| 10 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 3.11% | — | +17.21% | |
| 11 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.75% | -0.07% | +24.08% | |
| 12 | USRT | Ishares Core US Reit ETF | ETF-その他 | 1.66% | — | +3.29% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.42% | — | +12.50% | |
| 14 | MLPA | Global X Mlp ETF | ETF-その他 | 1.39% | +0.12% | +7.44% | |
| 15 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.35% | -0.37% | -1.94% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.23% | — | +18.30% | |
| 17 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.08% | — | +6.65% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.01% | — | +0.49% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.00% | — | -12.22% | |
| 20 | LKQ | Lkq CORP | 株式-一般消費財 | 0.87% | — | -3.71% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.77% | — | -3.45% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.77% | — | +7.48% | |
| 23 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.75% | +0.19% | +45.47% | |
| 24 | BWX | State Street Spdr Bloomberg | ETF-その他 | 0.73% | +0.17% | +45.72% | |
| 25 | DG | Dollar General CORP | 株式-生活必需品 | 0.73% | — | +9.67% | |
| 26 | BERYEUR | Berry Global Group INC | 株式-その他 | 0.71% | — | -1.28% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.70% | -0.13% | EXIT | |
| 28 | CLH | Clean Harbors INC | 株式-資本財 | 0.63% | +0.12% | -6.50% | |
| 29 | FDX | Fedex CORP | 株式-資本財 | 0.62% | — | +11.02% | |
| 30 | MSFT | Microsoft CORP | 株式-IT | 0.58% | -0.10% | -18.98% | |
| 31 | GPK | Graphic Packaging Holding Co | 株式-一般消費財 | 0.54% | — | +9.27% | |
| 32 | AZO | Autozone INC | 株式-一般消費財 | 0.54% | — | +8.41% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.53% | — | +25.46% | |
| 34 | AAPL | Apple INC | 株式-IT | 0.51% | -0.12% | -18.09% | |
| 35 | WES | Western Midstream Partners L | 株式-エネルギー | 0.48% | -0.31% | EXIT | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | — | +2.43% | |
| 37 | MMS | Maximus INC | 株式-資本財 | 0.46% | — | +64.44% | |
| 38 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.46% | — | -17.48% | |
| 39 | CCK | Crown Holdings INC | 株式-一般消費財 | 0.46% | — | -40.20% | |
| 40 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.45% | — | — | |
| 41 | KNX | Knight-swift Transportation | 株式-資本財 | 0.43% | +0.25% | +7.15% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.42% | — | -0.66% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.40% | +0.21% | -21.31% | |
| 44 | MAS | Masco CORP | 株式-資本財 | 0.40% | — | +11.08% | |
| 45 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.38% | — | -3.44% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | +7.99% | |
| 47 | ENB | Enbridge INC | 株式-エネルギー | 0.34% | +0.09% | +25.87% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.33% | — | +8.14% | |
| 49 | SPIP | Ss Spdr P Tips ETF | ETF-その他 | 0.32% | — | — | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.32% | +0.10% | +3.01% |