CIK: 0001997685
申告総資産額
$11.8億
上位200銘柄を表示中（全910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 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 14.27% | +0.16% | +456.62% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 13.76% | -0.81% | +439.73% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.77% | +0.15% | +431.27% | |
| 4 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 6.16% | -0.05% | +603.46% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.58% | +0.11% | — | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.31% | +0.02% | +80.87% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.19% | — | — | |
| 8 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-その他 | 2.71% | +0.04% | +308.97% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.56% | — | — | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.40% | -0.17% | +425.55% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.27% | -0.04% | +261.67% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.20% | +0.02% | — | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.02% | +0.07% | — | |
| 14 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.99% | -0.06% | +328.70% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.93% | +0.04% | +346.98% | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.85% | — | — | |
| 17 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 0.80% | -0.67% | — | |
| 18 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.72% | — | — | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | +0.02% | -23.28% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | +0.02% | +390.66% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | +0.03% | — | |
| 22 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.62% | — | +11664.86% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.62% | +0.65% | — | |
| 24 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.59% | — | — | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.59% | +0.02% | — | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | +0.09% | -24.50% | |
| 27 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.53% | — | — | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.52% | +0.03% | — | |
| 29 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.51% | — | — | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.50% | — | — | |
| 31 | ADBE | Adobe INC | 株式-IT | 0.47% | — | — | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.45% | — | +509.41% | |
| 33 | AMD | Advanced Micro Devices | 株式-IT | 0.45% | +0.02% | — | |
| 34 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.44% | — | +348.42% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.42% | — | — | |
| 36 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.40% | -0.08% | — | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.39% | +0.02% | — | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.38% | — | — | |
| 39 | INTU | Intuit INC | 株式-IT | 0.36% | — | +898.53% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | — | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.35% | +0.02% | — | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.34% | — | — | |
| 43 | AWK | American Water Works Co INC | 株式-公益事業 | 0.34% | — | — | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.31% | — | -59.80% | |
| 45 | QCOM | Qualcomm INC | 株式-IT | 0.31% | — | +156.32% | |
| 46 | DGP | Db Gold Double Long Etn | ETF-コモディティ | 0.31% | -0.09% | — | |
| 47 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.30% | — | — | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.30% | — | -63.73% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.30% | +0.15% | +1357.14% | |
| 50 | LPX | Louisiana-pacific CORP | 株式-資本財 | 0.30% | — | — |