CIK: 0001997685
申告総資産額
$11.8億
上位200銘柄を表示中（全534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 | 12.83% | +0.16% | +0.46% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 11.96% | -0.81% | -0.64% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.44% | +0.65% | +177.40% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.16% | +0.15% | +1.33% | |
| 5 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 5.62% | -0.05% | +1.73% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.18% | +0.11% | +0.38% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 3.05% | — | +0.15% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.89% | +0.02% | -9.66% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.38% | — | +2.69% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 2.30% | -0.17% | +0.84% | |
| 11 | SMDV | Proshrs Rsl 2000 Dvd Grw ETF | ETF-その他 | 2.21% | +0.04% | -0.78% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.17% | -0.04% | +0.90% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.71% | +0.04% | +845.76% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | +0.02% | -7.60% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.10% | +0.07% | — | |
| 16 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.86% | — | — | |
| 17 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.83% | -0.06% | -1.93% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.80% | +0.09% | +51.13% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.64% | +0.02% | -1.74% | |
| 20 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 0.64% | -0.67% | — | |
| 21 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.62% | — | -0.00% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | +0.03% | -5.36% | |
| 23 | IXN | Ishares Global Tech ETF | ETF-テック型 | 0.61% | — | — | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | +0.02% | +2.59% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.59% | +0.02% | -13.24% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.57% | — | +4.24% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.56% | — | -2.70% | |
| 28 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.44% | +0.03% | — | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.42% | — | — | |
| 30 | AMD | Advanced Micro Devices | 株式-IT | 0.40% | +0.02% | — | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 0.40% | — | +12.15% | |
| 32 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.38% | -0.08% | — | |
| 33 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.37% | — | -3.16% | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.37% | — | +5.65% | |
| 35 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.36% | — | -21.35% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.35% | — | +11.93% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.33% | — | — | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.33% | — | +1.80% | |
| 39 | PGR | Progressive CORP | 株式-金融 | 0.32% | — | — | |
| 40 | DGP | Db Gold Double Long Etn | ETF-コモディティ | 0.32% | -0.09% | — | |
| 41 | INTU | Intuit INC | 株式-IT | 0.31% | — | — | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.31% | — | +44.59% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.31% | — | +2.27% | |
| 44 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.30% | -0.04% | +4.70% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.29% | — | -14.79% | |
| 46 | MLPX | Global X Mlp & Energy Infras | ETF-その他 | 0.29% | — | — | |
| 47 | LPX | Louisiana-pacific CORP | 株式-資本財 | 0.29% | — | — | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.29% | — | -24.32% | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.29% | -0.05% | +117.55% | |
| 50 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.29% | +0.15% | — |