CIK: 0002036975
申告総資産額
$2.4億
上位200銘柄を表示中（全266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 | 6.44% | +0.71% | — | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-その他 | 5.80% | +0.80% | — | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.80% | +0.01% | — | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.61% | +0.56% | — | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.23% | -0.30% | — | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 3.15% | -0.01% | — | |
| 7 | AAPL | Apple INC | 株式-IT | 3.13% | -0.26% | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 3.07% | -0.64% | — | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.00% | -0.26% | — | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.64% | +0.05% | — | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.62% | +0.18% | — | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.59% | -0.12% | — | |
| 13 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.58% | — | — | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.55% | -0.20% | — | |
| 15 | AMP | Ameriprise Financial INC | 株式-金融 | 1.28% | — | — | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.24% | -0.10% | — | |
| 17 | AVGO | Broadcom INC | 株式-IT | 1.18% | +0.18% | — | |
| 18 | C | Citigroup INC | 株式-金融 | 1.13% | — | — | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.04% | — | — | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.98% | — | — | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.92% | — | — | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | -0.13% | — | |
| 23 | UNP | Union Pacific CORP | 株式-資本財 | 0.89% | — | — | |
| 24 | WMB | Williams Cos INC | 株式-エネルギー | 0.88% | +0.08% | — | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.87% | — | — | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.84% | +0.10% | — | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | — | — | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.81% | +0.28% | — | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.77% | — | — | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.77% | +0.07% | — | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.76% | -0.19% | — | |
| 32 | HON | Honeywell International INC | 株式-資本財 | 0.74% | +0.08% | — | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.73% | +0.07% | — | |
| 34 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.72% | — | — | |
| 35 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.71% | +0.06% | — | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | — | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | — | — | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.68% | -0.13% | — | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.68% | +0.12% | — | |
| 40 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.67% | — | — | |
| 41 | BSCP | Invesco Bulletshares 2025 Cb | ETF-その他 | 0.64% | — | — | |
| 42 | MDT | Medtronic plc | 株式-ヘルスケア | 0.62% | — | — | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.61% | — | — | |
| 44 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.61% | +0.06% | — | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | — | — | |
| 46 | SHOP | Shopify INC - Class A | 株式-IT | 0.58% | -0.20% | — | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.57% | — | — | |
| 48 | DGX | Quest Diagnostics INC | 株式-ヘルスケア | 0.57% | — | — | |
| 49 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.55% | -0.09% | — | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.52% | — | — |