CIK: 0000887602
申告総資産額
$2.9億
上位200銘柄を表示中（全639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 | 9.84% | +0.23% | +14.93% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 5.93% | -0.37% | +12.84% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.58% | — | +7.40% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 4.57% | -0.76% | -20.66% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.90% | -0.02% | +1.06% | |
| 6 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 2.89% | +0.02% | -0.84% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.37% | -0.09% | +1.04% | |
| 8 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 2.26% | — | +1.29% | |
| 9 | VUG | Vanguard Growth ETF | ETF-その他 | 2.09% | -0.24% | +0.20% | |
| 10 | FVD | First Trust Value Line Dvd | ETF-その他 | 2.03% | +0.14% | +16.75% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.03% | -0.03% | +20.99% | |
| 12 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.94% | +0.20% | +4.95% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.93% | -0.20% | +1.60% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.87% | — | +38.33% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.85% | -0.59% | -1.46% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.74% | — | +1.06% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 1.69% | -0.49% | +6.49% | |
| 18 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.69% | +0.11% | -1.50% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 1.65% | +0.10% | +0.50% | |
| 20 | FTCS | First Trust Capital Strength | ETF-その他 | 1.65% | +0.10% | +0.77% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.33% | +0.09% | +0.35% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.30% | — | +16.85% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.18% | -0.04% | +0.15% | |
| 24 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.98% | -0.02% | +11.61% | |
| 25 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.79% | — | +1.73% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.73% | — | +0.67% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.73% | -1.21% | EXIT | |
| 28 | MTB | M & T Bank CORP | 株式-金融 | 0.72% | — | -0.22% | |
| 29 | HWM | Howmet Aerospace INC | 株式-資本財 | 0.68% | +0.07% | -1.23% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | +0.40% | +7.92% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | +0.82% | -0.69% | |
| 32 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.59% | — | -0.41% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | +0.15% | +1.09% | |
| 34 | NEWT | Newtekone INC | 株式-その他 | 0.56% | — | -4.32% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | — | +0.04% | |
| 36 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.50% | — | +3.65% | |
| 37 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.47% | +0.08% | +0.13% | |
| 38 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.46% | +0.21% | +298.43% | |
| 39 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.46% | — | +0.00% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.45% | — | +0.02% | |
| 41 | HEI | Heico CORP | 株式-資本財 | 0.40% | — | +1.58% | |
| 42 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.38% | — | +6.16% | |
| 43 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.38% | — | +0.16% | |
| 44 | BAC | Bank Of America CORP | 株式-金融 | 0.38% | — | +0.02% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.37% | — | — | |
| 46 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.37% | — | +0.10% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.37% | — | +9.01% | |
| 48 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.37% | — | +0.01% | |
| 49 | TXT | Textron INC | 株式-資本財 | 0.36% | — | — | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.34% | +0.13% | — |