CIK: 0001419186
申告総資産額
$388.0億
上位200銘柄を表示中（全3715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 | 3.29% | -0.18% | +6.25% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.07% | -0.27% | +1.88% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 2.84% | -0.16% | -0.01% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.21% | -0.25% | +1.36% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.90% | — | +3.26% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.85% | +0.22% | +1.08% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.73% | -0.36% | +3.07% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.45% | -0.17% | +1.80% | |
| 9 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.29% | — | -0.44% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.21% | -0.17% | -2.72% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.04% | -0.13% | -1.60% | |
| 12 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.72% | — | +8.55% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | -0.10% | +5.38% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 0.66% | — | +3.83% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.66% | — | +11.76% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | — | -0.33% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.64% | -0.11% | +1.93% | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 0.62% | -0.12% | -1.09% | |
| 19 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.61% | — | -5.54% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 0.60% | — | -2.72% | |
| 21 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.60% | -0.15% | -0.85% | |
| 22 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.59% | — | +11.16% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | — | +3.92% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.55% | +0.05% | -12.26% | |
| 25 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.52% | — | -3.53% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.52% | +0.06% | +0.56% | |
| 27 | VTV | Vanguard Value ETF | ETF-その他 | 0.51% | +0.04% | +2.77% | |
| 28 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 0.49% | — | +28.56% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.49% | — | -0.52% | |
| 30 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.48% | -0.07% | +11.32% | |
| 31 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.48% | +0.07% | +8.80% | |
| 32 | CGGR | Cap Group Growth Equity | ETF-その他 | 0.45% | — | +15.93% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.41% | — | -10.07% | |
| 34 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.39% | — | +6.14% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.38% | — | +1.30% | |
| 36 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.37% | -0.08% | +4.24% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.37% | -0.06% | +3.76% | |
| 38 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.36% | — | +6.77% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.36% | +0.04% | -1.02% | |
| 40 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.36% | — | +1.35% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.35% | +0.13% | +3.30% | |
| 42 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.35% | — | +9.61% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.35% | +0.05% | +5.72% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | +2.62% | |
| 45 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.34% | — | +2.21% | |
| 46 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.32% | +0.22% | -16.14% | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.32% | — | +1.95% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.31% | — | -6.83% | |
| 49 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.31% | — | -1.96% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.30% | — | +7.06% |