CIK: 0000887602
申告総資産額
$3.6億
上位200銘柄を表示中（全631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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.54% | +0.04% | +7.77% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.39% | -0.50% | +2.45% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.26% | +0.26% | +1.61% | |
| 4 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 3.28% | -0.22% | +2.67% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.94% | -0.11% | +0.61% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.76% | +0.16% | +1.61% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.67% | +0.71% | -1.03% | |
| 8 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 2.62% | +0.18% | +1.17% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.26% | +0.81% | +0.51% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 2.24% | -0.08% | -0.38% | |
| 11 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.23% | +0.10% | -0.54% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.21% | -0.09% | +1.42% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 2.15% | -0.16% | +0.47% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.02% | -0.14% | +1.34% | |
| 15 | FVD | First Trust Value Line Dvd | ETF-その他 | 2.02% | -0.20% | +1.93% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.99% | — | +1.65% | |
| 17 | FTCS | First Trust Capital Strength | ETF-その他 | 1.79% | — | +2.70% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.62% | -0.13% | -0.05% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.58% | -0.41% | +0.96% | |
| 20 | NEWT | Newtekone INC | 株式-その他 | 1.54% | +0.12% | -0.21% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | -0.01% | +18.35% | |
| 22 | MTB | M & T Bank CORP | 株式-金融 | 1.37% | -0.05% | -5.37% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.02% | — | +0.23% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.94% | -0.06% | +4.75% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.90% | -0.05% | +19.82% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.86% | -0.03% | +2.92% | |
| 27 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.78% | +0.04% | +0.11% | |
| 28 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.78% | -0.06% | +13.55% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.77% | — | +0.02% | |
| 30 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.74% | — | +0.38% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.65% | -0.06% | +0.13% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | -0.17% | — | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.60% | -0.13% | +0.47% | |
| 34 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.59% | — | +8.12% | |
| 35 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.59% | — | +0.18% | |
| 36 | TXT | Textron INC | 株式-資本財 | 0.55% | — | — | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | -0.06% | -2.65% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.54% | — | +0.11% | |
| 39 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.54% | — | +0.18% | |
| 40 | BAC | Bank Of America CORP | 株式-金融 | 0.52% | — | +57.22% | |
| 41 | PEY | Invesco High Yield Equity Di | ETF-ハイイールド債 | 0.52% | — | -0.04% | |
| 42 | MET | Metlife INC | 株式-金融 | 0.52% | — | -6.40% | |
| 43 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.51% | — | -0.04% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.46% | — | -1.37% | |
| 45 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.45% | — | +3.48% | |
| 46 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.44% | — | -4.15% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.43% | — | +4.72% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.43% | — | +0.51% | |
| 49 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.43% | +0.07% | +29.02% | |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.42% | — | +3.33% |