CIK: 0000887602
申告総資産額
$3.6億
上位200銘柄を表示中（全616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 | 6.59% | +0.04% | +15.78% | |
| 2 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.42% | -0.50% | +1.49% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.56% | +0.26% | +6.11% | |
| 4 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 3.52% | -0.22% | +7.03% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.00% | -0.11% | -0.40% | |
| 6 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 2.80% | +0.18% | +1.23% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.74% | +0.16% | -4.04% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.45% | +0.71% | -12.37% | |
| 9 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 2.39% | +0.10% | +1.98% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 2.26% | -0.08% | -4.27% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.17% | -0.09% | -4.21% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 2.12% | -0.16% | -0.97% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.11% | -0.14% | +4.81% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 2.08% | — | -4.67% | |
| 15 | FVD | First Trust Value Line Dvd | ETF-その他 | 2.06% | -0.20% | +2.44% | |
| 16 | FTCS | First Trust Capital Strength | ETF-その他 | 1.90% | — | +6.46% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.86% | +0.81% | -24.96% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.69% | -0.01% | +15.84% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.62% | -0.13% | -0.93% | |
| 20 | NEWT | Newtekone INC | 株式-その他 | 1.31% | +0.12% | -1.49% | |
| 21 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.02% | -0.05% | +9.19% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.97% | -0.41% | -37.18% | |
| 23 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.88% | -0.06% | +7.16% | |
| 24 | MTB | M & T Bank CORP | 株式-金融 | 0.83% | -0.05% | -38.72% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | -0.06% | -4.23% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.83% | -0.03% | -7.18% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.80% | — | +0.01% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | -0.13% | +8.83% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.71% | — | +0.04% | |
| 30 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.70% | +0.04% | -10.56% | |
| 31 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.70% | — | +0.01% | |
| 32 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.60% | -0.06% | -7.88% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | -0.06% | -0.85% | |
| 34 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.59% | +0.07% | +30.09% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.56% | — | +0.11% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.56% | — | -6.13% | |
| 37 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.55% | — | +0.93% | |
| 38 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.54% | — | -0.93% | |
| 39 | TXT | Textron INC | 株式-資本財 | 0.52% | — | — | |
| 40 | PEY | Invesco High Yield Equity Di | ETF-ハイイールド債 | 0.52% | — | -1.78% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.51% | -0.17% | — | |
| 42 | MET | Metlife INC | 株式-金融 | 0.50% | — | +0.34% | |
| 43 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.50% | -0.03% | +114.52% | |
| 44 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.47% | — | -2.11% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.46% | — | -19.95% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.44% | +1.18% | NEW | |
| 47 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.44% | — | — | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.42% | — | +1.35% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.42% | — | +0.75% | |
| 50 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.41% | — | +0.22% |