CIK: 0001821407
申告総資産額
$1.2億
上位200銘柄を表示中（全427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 | 8.63% | +0.14% | +0.76% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 8.10% | +0.23% | +26.18% | |
| 3 | LECO | Lincoln Electric Holdings | 株式-資本財 | 6.12% | — | +0.27% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 3.25% | +0.58% | +72.97% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.87% | -0.27% | -1.90% | |
| 6 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.61% | -0.17% | +9.73% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.32% | -1.37% | +32.60% | |
| 8 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 2.19% | — | -15.81% | |
| 9 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 2.17% | — | -12.03% | |
| 10 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.97% | — | +21.98% | |
| 11 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 1.91% | — | +15.04% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.82% | +0.29% | +40.12% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 1.74% | -0.70% | +15.39% | |
| 14 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.66% | — | -5.68% | |
| 15 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 1.62% | +0.44% | +133.41% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.57% | -0.93% | +406.12% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.55% | +0.04% | +61.84% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.53% | -0.24% | +11.90% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.50% | — | +38.10% | |
| 20 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.35% | -0.02% | +138.51% | |
| 21 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型株・グロース | 1.29% | — | -10.04% | |
| 22 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.27% | — | -0.40% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.14% | +0.01% | -9.77% | |
| 24 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.02% | — | +143.44% | |
| 25 | FHYS | Fed Hermes Shrt Dur Hi Yield | ETF-その他 | 1.01% | — | -6.73% | |
| 26 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 0.99% | +0.31% | +1525.03% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.94% | +0.53% | +9.86% | |
| 28 | SRE | Sempra | 株式-公益事業 | 0.94% | -0.87% | +673.35% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.90% | -0.14% | +75.41% | |
| 30 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.84% | — | +59.62% | |
| 31 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.80% | +0.13% | +737.26% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.79% | -0.03% | -11.02% | |
| 33 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.73% | — | +160.19% | |
| 34 | HYBB | Ishares Bb Rated CORP Bond | ETF-投資適格社債 | 0.69% | +0.13% | +322.17% | |
| 35 | CAT | Caterpillar INC | 株式-資本財 | 0.67% | +0.43% | +1.85% | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.67% | — | -22.18% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.66% | +0.14% | +139.06% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.60% | — | +1.37% | |
| 39 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.59% | — | -9.33% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.55% | — | +48.03% | |
| 41 | SO | Southern Co/the | 株式-公益事業 | 0.53% | -0.49% | +1646.67% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.53% | -0.06% | +4.63% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.52% | -0.08% | -0.10% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.50% | -0.01% | +8.65% | |
| 45 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 0.50% | — | -1.41% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | -0.24% | +15.80% | |
| 47 | TSLA | Tesla INC | 株式-一般消費財 | 0.48% | -0.06% | +20.41% | |
| 48 | VUG | Vanguard Growth ETF | ETF-その他 | 0.48% | -0.38% | +49.19% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.47% | — | +48.69% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.46% | — | +137.40% |