CIK: 0001419186
申告総資産額
$388.0億
上位200銘柄を表示中（全3050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 | AAPL | Apple INC | 株式-IT | 4.03% | -0.27% | +0.20% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.01% | -0.18% | -4.33% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.68% | +0.22% | +0.55% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.63% | — | -4.18% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.62% | -0.25% | +6.26% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.50% | -0.36% | +2.25% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.47% | -0.17% | +1.61% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.25% | — | -8.05% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.97% | — | -6.27% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 0.90% | — | +6.75% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.89% | -0.17% | -0.68% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.84% | — | -3.06% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 0.79% | -0.12% | +210.21% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.78% | -0.13% | +4.86% | |
| 15 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.77% | — | +5.96% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.73% | +0.22% | +19.55% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.72% | — | -5.17% | |
| 18 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.65% | +0.06% | +31.81% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.61% | — | +2.57% | |
| 20 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.60% | — | +21.73% | |
| 21 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.59% | — | +1.53% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 0.59% | +0.04% | +5.17% | |
| 23 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.57% | — | -5.28% | |
| 24 | FTCS | First Trust Capital Strength | ETF-その他 | 0.55% | — | +8.81% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | — | +1929.19% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.55% | +0.07% | +6.96% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.52% | — | +7.44% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.52% | +0.05% | +37.45% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.52% | — | -2.57% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | -0.11% | +1959.88% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | +0.13% | +3.27% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | +1.86% | |
| 33 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.46% | — | +17.64% | |
| 34 | NVDA | Nvidia CORP | 株式-IT | 0.46% | -0.16% | +1.20% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | +5.59% | |
| 36 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.44% | — | +8.91% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.44% | — | +14.82% | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.44% | — | -26.23% | |
| 39 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.43% | — | -3.53% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.43% | +0.05% | -0.72% | |
| 41 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.41% | — | +130.65% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.41% | — | +4.45% | |
| 43 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.39% | — | -7.49% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.39% | — | +2.09% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.38% | — | +49.42% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.38% | — | -2.89% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.38% | — | +1.75% | |
| 48 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.38% | — | -7.34% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.37% | — | -2.06% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.36% | +0.08% | +1.39% |