CIK: 0001821407
申告総資産額
$1.2億
上位200銘柄を表示中（全396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 | 11.99% | +0.14% | -10.93% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.08% | +0.23% | -38.15% | |
| 3 | LECO | Lincoln Electric Holdings | 株式-資本財 | 7.81% | — | -0.64% | |
| 4 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 3.54% | — | -15.64% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.01% | -0.27% | -17.77% | |
| 6 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 2.99% | — | -17.13% | |
| 7 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.35% | -0.02% | -4.02% | |
| 8 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 2.20% | +0.31% | — | |
| 9 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型株・グロース | 2.13% | — | -17.60% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.97% | — | — | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 1.70% | -0.70% | -28.20% | |
| 12 | BSJP | Invesco Bulletshares 2025 Hy | ETF-その他 | 1.63% | — | -17.08% | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.57% | — | -12.15% | |
| 14 | FHYS | Fed Hermes Shrt Dur Hi Yield | ETF-その他 | 1.55% | — | -16.15% | |
| 15 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.54% | — | — | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.34% | +0.29% | -46.38% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 1.31% | -0.06% | -20.15% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.30% | -0.24% | -30.40% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.24% | +0.01% | -11.55% | |
| 20 | BND | Vanguard Total Bond Market | ETF-その他 | 1.21% | +0.58% | -31.48% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.14% | +0.53% | -4.00% | |
| 22 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.08% | — | -22.51% | |
| 23 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 1.07% | — | -3.58% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.04% | — | -43.92% | |
| 25 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.87% | -0.08% | — | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.80% | — | -5.46% | |
| 27 | O | Realty Income CORP | 株式-不動産 | 0.69% | — | -12.07% | |
| 28 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | -1.37% | -23.76% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.68% | — | — | |
| 30 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 0.67% | — | — | |
| 31 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.67% | — | -20.65% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.64% | — | -16.82% | |
| 33 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.61% | — | — | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.57% | — | — | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 0.56% | +0.43% | — | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.55% | — | — | |
| 37 | ADBE | Adobe INC | 株式-IT | 0.55% | -0.05% | — | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | — | -20.69% | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.50% | -0.01% | -22.16% | |
| 40 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.50% | — | — | |
| 41 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.49% | — | -25.99% | |
| 42 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | -2.59% | |
| 43 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.48% | — | -10.80% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.47% | -0.14% | — | |
| 45 | KMLM | Kraneshares Mt Lc Mn Ft Id S | ETF-その他 | 0.47% | — | -23.46% | |
| 46 | BIO | Bio-rad Laboratories-a | 株式-ヘルスケア | 0.47% | — | -3.85% | |
| 47 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.46% | — | — | |
| 48 | WFC 7.5 PERP L | Wells Fargo & Company | 株式-金融 | 0.45% | — | — | |
| 49 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.45% | -0.06% | -33.52% | |
| 50 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.45% | — | -13.70% |