CIK: 0002009426
申告総資産額
$3.8億
上位200銘柄を表示中(全1392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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 12.42% | -0.96% | +1.37% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.40% | -0.07% | +2.50% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 8.92% | +0.11% | +4.43% | |
| 4 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 8.76% | +0.49% | +8.92% | |
| 5 | BND | Vanguard Total Bond Market | ETF-その他 | 8.53% | +0.04% | +14.51% | |
| 6 | WWJD | Inspire International ETF | ETF-その他 | 5.27% | -0.04% | +3.12% | |
| 7 | IBD | Inspire Corporate Bond ETF | ETF-投資適格社債 | 4.86% | +0.04% | +5.77% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 4.32% | +0.01% | +12.75% | |
| 9 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 3.06% | -0.19% | +5.22% | |
| 10 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.98% | +0.10% | +2.98% | |
| 11 | TPSC | Timothy Plan US Small Cap Co | ETF-中小型株 | 2.96% | +0.01% | +1.95% | |
| 12 | CLCG | Crossmark Lrg Cap Growth ETF | ETF-その他 | 2.85% | -0.23% | — | |
| 13 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-その他 | 2.76% | — | -25.20% | |
| 14 | ELCV | Eventide High Dividend ETF | ETF-その他 | 2.75% | +0.31% | — | |
| 15 | BIBL | Inspire 100 ETF | ETF-その他 | 2.74% | — | -49.29% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.50% | -0.14% | +7.62% | |
| 17 | CGXU | Cap Group Intl Focus | ETF-その他 | 1.28% | -0.13% | -3.90% | |
| 18 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.17% | -0.05% | — | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.16% | -0.09% | -0.92% | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.15% | -0.12% | — | |
| 21 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.11% | +0.21% | +3.04% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.04% | -0.13% | -1.44% | |
| 23 | SOVF | Sovereign's Capital Flourish | ETF-その他 | 0.97% | — | +10731.55% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.44% | — | -2.89% | |
| 25 | CGBL | Cap Group Core Balanced | ETF-その他 | 0.44% | +0.03% | +16.21% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.42% | -0.02% | -9.63% | |
| 27 | ISMD | Inspire Small/mid Cap ETF | ETF-その他 | 0.33% | — | -3.59% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.28% | -0.02% | -0.65% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.23% | +0.14% | +1.53% | |
| 30 | NVDA | Nvidia CORP | 株式-IT | 0.22% | — | +7.20% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.21% | -0.01% | -4.44% | |
| 32 | CEG | Constellation Energy | 株式-公益事業 | 0.21% | -0.04% | +14.19% | |
| 33 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.19% | — | +16.68% | |
| 34 | TPHD | Timothy Plan High Dvd Stck | ETF-その他 | 0.15% | +0.21% | -84.84% | |
| 35 | CGDG | Cap Group Dividend Growers | ETF-その他 | 0.14% | — | +77.68% | |
| 36 | PNC | Pnc Financial Services Group | 株式-金融 | 0.13% | — | +139.98% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.10% | -0.02% | +4.04% | |
| 38 | FULT | Fulton Financial CORP | 株式-金融 | 0.10% | +0.01% | +114.04% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | -0.05% | +4.35% | |
| 40 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.09% | -0.06% | +0.11% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.08% | — | -0.43% | |
| 42 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.08% | — | -9.30% | |
| 43 | EXC | Exelon CORP | 株式-公益事業 | 0.07% | +0.01% | +1.30% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.06% | — | +20.85% | |
| 45 | FSCO | Fs Credit Opportunities CORP | 株式-その他 | 0.06% | — | — | |
| 46 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.05% | — | — | |
| 47 | STBA | S & T Bancorp INC | 株式-その他 | 0.05% | — | — | |
| 48 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.05% | — | — | |
| 49 | SBCF | Seacoast Banking Corp/fl | 株式-その他 | 0.04% | — | +0.46% | |
| 50 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.04% | — | — |