CIK: 0001419186
申告総資産額
$388.0億
上位200銘柄を表示中（全3165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 | 4.32% | -0.27% | -0.53% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.30% | -0.18% | +4.67% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.04% | +0.22% | +9.16% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.98% | -0.25% | +12.40% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.76% | -0.36% | +1.45% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.63% | — | +0.70% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.53% | — | +9.13% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | -0.17% | +1.64% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.03% | -0.17% | +10.17% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.02% | -0.16% | -9.60% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | -0.13% | +7.45% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 0.76% | — | +7.15% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.70% | +0.06% | +4.54% | |
| 14 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.68% | — | +3.41% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 0.65% | -0.12% | +7.43% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.64% | — | +5.46% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 0.62% | +0.04% | +7.15% | |
| 18 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.62% | — | -1.29% | |
| 19 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.61% | — | +36.86% | |
| 20 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.59% | +0.22% | -24.31% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.57% | +0.05% | +7.69% | |
| 22 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.56% | — | -2.65% | |
| 23 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.56% | — | +15.03% | |
| 24 | VUG | Vanguard Growth ETF | ETF-その他 | 0.55% | — | +12.33% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | — | +5.61% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.54% | — | +1.72% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.54% | — | +15.96% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.53% | — | -6.13% | |
| 29 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.49% | — | +11.63% | |
| 30 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.49% | — | -7.51% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.47% | — | -9.37% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.13% | -0.78% | |
| 33 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | -0.11% | +1.37% | |
| 34 | FTCS | First Trust Capital Strength | ETF-その他 | 0.46% | — | +1.76% | |
| 35 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.43% | -0.07% | +12.02% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | +1.89% | |
| 37 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.42% | — | +8.61% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | — | +4.25% | |
| 39 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.42% | — | -1.43% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | — | -3.25% | |
| 41 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.40% | +0.07% | +3.26% | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.40% | — | -17.48% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | -0.06% | +3.63% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.37% | -0.08% | +13.45% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.34% | — | +76.72% | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.33% | — | +2.69% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.33% | -0.10% | +8.96% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.33% | — | +0.54% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.32% | +0.07% | +0.65% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.31% | — | -1.94% |