CIK: 0001534468
申告総資産額
$202.0億
上位200銘柄を表示中（全2078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 | 3.48% | -0.54% | +6.68% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.32% | -0.02% | +7.42% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.07% | -0.17% | +6.78% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.89% | +0.09% | +8.99% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.53% | +0.08% | +8.27% | |
| 6 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.30% | +0.11% | -7.21% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.25% | +0.15% | +8.55% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.24% | +0.10% | +9.26% | |
| 9 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.08% | — | +5.04% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 0.93% | +0.01% | +6.44% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.88% | — | +10.10% | |
| 12 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.85% | — | +17.57% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.82% | — | +4.51% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | +0.06% | +11.82% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.69% | -0.02% | +13.93% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | +11.88% | |
| 17 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 0.68% | — | +18.26% | |
| 18 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.61% | +0.09% | +23.80% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.61% | — | +5.69% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | — | +13.50% | |
| 21 | TSLA | Tesla INC | 株式-一般消費財 | 0.56% | -0.11% | +241.18% | |
| 22 | VUG | Vanguard Growth ETF | ETF-その他 | 0.53% | +0.01% | +7.78% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.51% | — | +9.49% | |
| 24 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.51% | — | +8.66% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | — | +12.89% | |
| 26 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | — | +9.79% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.49% | — | +9.12% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.49% | — | +9.51% | |
| 29 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.48% | — | +15.65% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.47% | — | +3.20% | |
| 31 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.47% | — | +1.95% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.46% | — | +2.38% | |
| 33 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.46% | +0.03% | +0.41% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.46% | -0.05% | +0.85% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.45% | — | +5.20% | |
| 36 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.42% | — | +84.92% | |
| 37 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | — | +16.48% | |
| 38 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.40% | — | +25.39% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.40% | — | +11.47% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.40% | — | +15.67% | |
| 41 | MSTB | Lha Market State Tactical | ETF-その他 | 0.39% | — | +0.12% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.39% | — | +1883.36% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.38% | +0.05% | +28.53% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.38% | — | +13.67% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.38% | — | +15.64% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.38% | — | +15.86% | |
| 47 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.38% | — | +5.32% | |
| 48 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.37% | — | +0.42% | |
| 49 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.37% | — | -10.12% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.37% | — | +16.28% |