CIK: 0000887602
申告総資産額
$3.6億
上位200銘柄を表示中（全636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 | 10.25% | +0.04% | +5.53% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 6.39% | +0.26% | +7.44% | |
| 3 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 5.50% | -0.50% | +6.35% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 4.70% | +0.71% | -4.72% | |
| 5 | ILCV | Ishares Morningstar Value Et | ETF-その他 | 2.94% | -0.22% | +3.35% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.84% | -0.11% | -0.75% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.46% | +0.16% | -8.47% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.31% | -0.14% | +23.05% | |
| 9 | XT | Ishar Fture Exp Tech Etf-usd | ETF-テック型 | 2.29% | +0.18% | +0.80% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.17% | -0.06% | +20.18% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 2.14% | -0.08% | +2.51% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.11% | -0.01% | +5.53% | |
| 13 | FVD | First Trust Value Line Dvd | ETF-その他 | 2.07% | -0.20% | +7.67% | |
| 14 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.90% | -0.09% | +13.27% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.73% | +0.81% | -2.02% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.66% | -0.16% | +4.23% | |
| 17 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 1.63% | +0.10% | -0.23% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.62% | -0.13% | -3.64% | |
| 19 | FTCS | First Trust Capital Strength | ETF-その他 | 1.55% | — | +0.12% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.54% | -0.05% | +20.76% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.48% | — | -7.73% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.27% | -0.13% | -0.16% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.16% | -0.06% | -1.59% | |
| 24 | CGGR | Cap Group Growth Equity | ETF-その他 | 1.02% | +0.07% | +5.28% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.83% | +1.18% | NEW | |
| 26 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.82% | -0.06% | +3.58% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | -0.41% | +0.06% | |
| 28 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.72% | -0.03% | +0.02% | |
| 29 | HWM | Howmet Aerospace INC | 株式-資本財 | 0.70% | — | +6.85% | |
| 30 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.69% | +0.09% | +52.70% | |
| 31 | MTB | M & T Bank CORP | 株式-金融 | 0.65% | -0.05% | -3.51% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.61% | — | +0.01% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | -0.06% | -6.32% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.57% | +0.04% | +0.15% | |
| 35 | NEWT | Newtekone INC | 株式-その他 | 0.51% | +0.12% | -1.50% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.47% | — | +0.99% | |
| 37 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.46% | — | -0.18% | |
| 38 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.43% | -0.03% | +0.13% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.42% | — | -2.02% | |
| 40 | LMBS | First Trust Low Duration Opp | ETF-その他 | 0.42% | — | +0.01% | |
| 41 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.38% | — | +1.94% | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.37% | — | +0.02% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.37% | — | — | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.36% | — | -1.39% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.36% | — | -2.31% | |
| 46 | TXT | Textron INC | 株式-資本財 | 0.35% | — | — | |
| 47 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.35% | — | +0.16% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.34% | -0.17% | — | |
| 49 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.34% | — | +0.30% | |
| 50 | HEI | Heico CORP | 株式-資本財 | 0.33% | +0.13% | -6.81% |