CIK: 0001419186
申告総資産額
$388.0億
上位200銘柄を表示中（全3302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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.57% | -0.18% | +1.45% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.00% | -0.27% | -2.94% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.56% | -0.25% | +2.64% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.07% | +0.22% | -1.73% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.00% | -0.16% | -1.15% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.96% | -0.36% | +1.86% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.64% | — | +4.81% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.61% | -0.17% | +0.49% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.53% | — | +5.85% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.17% | -0.17% | -6.54% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.01% | -0.13% | +2.17% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.89% | — | +10.94% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 0.73% | — | +15.46% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.70% | +0.06% | +4.33% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 0.61% | +0.04% | +4.64% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.58% | — | -3.74% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 0.57% | — | +2.15% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | — | -1.48% | |
| 19 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.53% | -0.07% | +12.26% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.52% | -0.10% | +8.83% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.51% | — | +6.25% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | -0.08% | +2.20% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.49% | +0.05% | -9.98% | |
| 24 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.48% | — | +5.48% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | -0.11% | -1.57% | |
| 26 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.48% | — | +8.22% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.47% | +0.13% | +1.09% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | — | +0.66% | |
| 29 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.44% | — | -0.23% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.43% | — | -12.69% | |
| 31 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.42% | — | +5.30% | |
| 32 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.41% | — | +6.08% | |
| 33 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.41% | +0.07% | +10.23% | |
| 34 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.41% | — | +13.25% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | -0.06% | +1.63% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.40% | — | -15.24% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | — | -1.22% | |
| 38 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.39% | — | +12.42% | |
| 39 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.38% | +0.22% | +1.68% | |
| 40 | TSLA | Tesla INC | 株式-一般消費財 | 0.36% | -0.12% | -2.90% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.36% | — | -2.51% | |
| 42 | FTCS | First Trust Capital Strength | ETF-その他 | 0.35% | — | -9.05% | |
| 43 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.35% | — | -13.36% | |
| 44 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.34% | — | +31.63% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.34% | — | -0.09% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.34% | +0.05% | +8.96% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | -1.75% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.33% | — | +5.39% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.33% | — | -0.41% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.32% | +0.07% | +12.68% |