CIK: 0002009426
申告総資産額
$3.8億
上位200銘柄を表示中（全1532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 | 11.76% | -0.96% | -0.67% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 9.17% | -0.07% | +2.22% | |
| 3 | VTV | Vanguard Value ETF | ETF-その他 | 8.98% | +0.11% | +5.46% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 8.90% | +0.04% | +12.40% | |
| 5 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 8.61% | +0.49% | +2.99% | |
| 6 | WWJD | Inspire International ETF | ETF-その他 | 5.21% | -0.04% | +2.60% | |
| 7 | IBD | Inspire Corporate Bond ETF | ETF-投資適格社債 | 4.81% | +0.04% | +6.05% | |
| 8 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 4.59% | +0.01% | +14.59% | |
| 9 | CLCG | Crossmark Lrg Cap Growth ETF | ETF-その他 | 3.13% | -0.23% | +18.26% | |
| 10 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 3.11% | -0.19% | +7.86% | |
| 11 | ELCV | Eventide High Dividend ETF | ETF-その他 | 3.06% | +0.31% | +20.18% | |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 2.98% | +0.10% | -0.31% | |
| 13 | TPSC | Timothy Plan US Small Cap Co | ETF-中小型株 | 2.94% | +0.01% | +6.64% | |
| 14 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-その他 | 2.59% | — | +2.77% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 2.39% | -0.14% | +7.85% | |
| 16 | BIBL | Inspire 100 ETF | ETF-その他 | 2.25% | — | -13.46% | |
| 17 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.59% | +0.21% | +52.51% | |
| 18 | CGXU | Cap Group Intl Focus | ETF-その他 | 1.16% | -0.13% | -2.09% | |
| 19 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.12% | -0.05% | -0.27% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.09% | -0.09% | -2.38% | |
| 21 | SOVF | Sovereign's Capital Flourish | ETF-その他 | 1.08% | — | +24.46% | |
| 22 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.07% | -0.12% | -1.75% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.99% | -0.13% | — | |
| 24 | CGBL | Cap Group Core Balanced | ETF-その他 | 0.43% | +0.03% | +4.25% | |
| 25 | AAPL | Apple INC | 株式-IT | 0.41% | -0.02% | -1.88% | |
| 26 | CGDG | Cap Group Dividend Growers | ETF-その他 | 0.40% | — | +199.44% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.38% | — | -8.65% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.33% | +0.48% | — | |
| 29 | ISMD | Inspire Small/mid Cap ETF | ETF-その他 | 0.31% | — | — | |
| 30 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.22% | +0.14% | +3.31% | |
| 31 | TPHD | Timothy Plan High Dvd Stck | ETF-その他 | 0.22% | +0.21% | +59.63% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.20% | -0.01% | +2.96% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.20% | -0.02% | -23.56% | |
| 34 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.20% | — | +1.08% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.16% | -0.02% | +31.38% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.16% | — | -21.19% | |
| 37 | CEG | Constellation Energy | 株式-公益事業 | 0.15% | -0.04% | -27.91% | |
| 38 | PNC | Pnc Financial Services Group | 株式-金融 | 0.11% | — | -16.01% | |
| 39 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.10% | — | +18.53% | |
| 40 | CGMU | Cap Group Municipal Income | ETF-その他 | 0.09% | +0.13% | +221.36% | |
| 41 | FULT | Fulton Financial CORP | 株式-金融 | 0.09% | +0.01% | -0.84% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.09% | -0.05% | +7.52% | |
| 43 | MSFT | Microsoft CORP | 株式-IT | 0.09% | — | +65.75% | |
| 44 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.06% | -0.06% | +1.62% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.05% | — | — | |
| 46 | STBA | S & T Bancorp INC | 株式-その他 | 0.05% | — | +0.30% | |
| 47 | CGSD | Cap Group Short Duration | ETF-その他 | 0.05% | — | — | |
| 48 | CGCP | Cap Group Core Plus Income | ETF-その他 | 0.05% | — | — | |
| 49 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.05% | — | +100.00% | |
| 50 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.04% | -0.04% | — |