CIK: 0001419186
申告総資産額
$388.0億
上位200銘柄を表示中（全3133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 | 3.83% | -0.27% | -1.88% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.29% | -0.18% | +0.86% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.16% | +0.22% | +7.53% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.11% | -0.25% | +7.53% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.69% | -0.36% | +1.18% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.57% | — | -1.10% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.54% | — | +2.33% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.35% | -0.17% | +0.33% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.15% | -0.16% | +7.05% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.08% | -0.17% | +6.72% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.92% | -0.13% | +4.95% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.81% | — | +12.86% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 0.76% | — | +2.29% | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.72% | +0.22% | +19.47% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.68% | +0.06% | -2.12% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.64% | — | +2.35% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 0.64% | +0.04% | +3.39% | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 0.62% | -0.12% | -2.09% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.61% | — | -1.73% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | — | -1.59% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.59% | +0.05% | +7.73% | |
| 22 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.55% | — | +2.63% | |
| 23 | VUG | Vanguard Growth ETF | ETF-その他 | 0.54% | — | -0.35% | |
| 24 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.53% | — | -3.12% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | -0.11% | +1.50% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.52% | +0.13% | -0.12% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.51% | — | -17.63% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.51% | — | -3.44% | |
| 29 | FVD | First Trust Value Line Dvd | ETF-その他 | 0.49% | — | -8.74% | |
| 30 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.49% | — | -11.80% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | +4.29% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.46% | — | -5.14% | |
| 33 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.44% | -0.07% | +5.90% | |
| 34 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.44% | — | -11.93% | |
| 35 | FTCS | First Trust Capital Strength | ETF-その他 | 0.44% | — | -5.40% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | — | +1.96% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.43% | — | +3.70% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.42% | -0.08% | -4.45% | |
| 39 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.41% | — | +360.87% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.41% | — | -0.44% | |
| 41 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.41% | — | -1.96% | |
| 42 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.41% | — | +33.21% | |
| 43 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.40% | +0.07% | +1.30% | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.39% | — | -5.10% | |
| 45 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.39% | — | +184.33% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | -0.06% | +2.96% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | — | -9.45% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.37% | — | +4.65% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.36% | -0.10% | +2.02% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.33% | +0.08% | +1.99% |