CIK: 0001821407
申告総資産額
$1.2億
上位200銘柄を表示中（全416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 | 9.81% | +0.14% | -1.22% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.77% | +0.23% | -4.25% | |
| 3 | LECO | Lincoln Electric Holdings | 株式-資本財 | 6.46% | — | — | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 3.03% | +0.58% | -0.75% | |
| 5 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 2.74% | -0.17% | +2.58% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.69% | -0.27% | -2.36% | |
| 7 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 2.14% | — | -0.36% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.14% | -1.37% | -0.31% | |
| 9 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 2.03% | — | -0.79% | |
| 10 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 1.94% | — | +4.19% | |
| 11 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.89% | — | +2.28% | |
| 12 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 1.84% | +0.44% | +20.89% | |
| 13 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 1.82% | — | +1.18% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.76% | +0.29% | -0.75% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.72% | +0.04% | +1.35% | |
| 16 | QCOM | Qualcomm INC | 株式-IT | 1.65% | -0.70% | -2.21% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.47% | — | +0.70% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.47% | -0.24% | -0.05% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.42% | +0.01% | -2.51% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.35% | -0.93% | -0.60% | |
| 21 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.34% | -0.02% | -0.77% | |
| 22 | PHDG | Invesco S&p 500 Downside Hed | ETF-大型株・グロース | 1.27% | — | +0.70% | |
| 23 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.18% | — | -0.14% | |
| 24 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.10% | +0.31% | +17.93% | |
| 25 | SRE | Sempra | 株式-公益事業 | 1.04% | -0.87% | — | |
| 26 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.98% | — | -2.78% | |
| 27 | FHYS | Fed Hermes Shrt Dur Hi Yield | ETF-その他 | 0.93% | — | -0.55% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.92% | -0.14% | +0.80% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | +0.53% | -0.59% | |
| 30 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.87% | — | +4.55% | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 0.77% | +0.43% | — | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.76% | +0.14% | +17.55% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | -0.03% | — | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.71% | +0.13% | -5.36% | |
| 35 | HYBB | Ishares Bb Rated CORP Bond | ETF-投資適格社債 | 0.71% | +0.13% | +10.52% | |
| 36 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.70% | — | -2.35% | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.66% | — | -0.57% | |
| 38 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.65% | — | — | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.61% | -0.06% | -2.00% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.60% | — | -0.09% | |
| 41 | SO | Southern Co/the | 株式-公益事業 | 0.51% | -0.49% | — | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.49% | — | -4.87% | |
| 43 | PXF | Invesco Rafi Developed Marke | ETF-その他 | 0.49% | — | -1.06% | |
| 44 | VUG | Vanguard Growth ETF | ETF-その他 | 0.48% | -0.38% | — | |
| 45 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.48% | — | +10.16% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.47% | -0.06% | — | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.47% | -0.01% | — | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.46% | — | — | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.44% | — | -0.33% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | -0.24% | -3.58% |