CIK: 0001419186
申告総資産額
$388.0億
上位200銘柄を表示中（全3460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 | 3.66% | -0.27% | -3.09% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.33% | -0.18% | +0.19% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 2.57% | -0.16% | +1.59% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.27% | -0.25% | +3.97% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.06% | +0.22% | +0.26% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.92% | — | +4.75% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.73% | -0.17% | +0.21% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.67% | -0.36% | -1.36% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.25% | — | +1.18% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.13% | -0.17% | -0.48% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.04% | -0.13% | +1.17% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.84% | — | -1.09% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 0.71% | — | -2.67% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 0.68% | -0.12% | -0.63% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.65% | +0.06% | +217.46% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.64% | — | +118.24% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 0.63% | — | +2.14% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | — | -1.52% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.59% | — | +0.89% | |
| 20 | VTV | Vanguard Value ETF | ETF-その他 | 0.59% | +0.04% | +1.47% | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.57% | — | +38.80% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | -0.11% | -1.23% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | -0.10% | +2.22% | |
| 24 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.52% | — | +17.01% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.49% | — | -4.97% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | -0.90% | |
| 27 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.45% | +0.07% | +8.09% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.44% | — | -1.73% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.43% | — | +3.16% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | +0.13% | -0.58% | |
| 31 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.41% | — | +9.71% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.41% | — | -5.09% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | -0.08% | -3.42% | |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.41% | +0.22% | +7.56% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.41% | +0.05% | +0.84% | |
| 36 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.40% | — | +40.10% | |
| 37 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.40% | — | +2.87% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.39% | -0.06% | -2.51% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.38% | +0.05% | +1.08% | |
| 40 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.38% | -0.07% | -17.99% | |
| 41 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.38% | — | +1.19% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.38% | +0.04% | +5.85% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.37% | — | +6.78% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.36% | — | +2.18% | |
| 45 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.35% | — | -1.46% | |
| 46 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.35% | — | +2.97% | |
| 47 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.34% | — | -5.58% | |
| 48 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.34% | — | -0.18% | |
| 49 | FTCS | First Trust Capital Strength | ETF-その他 | 0.32% | — | +4.96% | |
| 50 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.32% | -0.15% | +1.01% |