CIK: 0001534468
申告総資産額
$202.0億
上位200銘柄を表示中（全2696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 | 2.67% | -0.54% | +12.02% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.20% | -0.17% | +18.28% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 1.90% | +0.09% | +6.99% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.90% | -0.02% | +11.15% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.55% | +0.10% | +79.87% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.26% | +0.08% | +16.00% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.15% | +0.11% | +0.32% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.07% | +0.15% | +7.19% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.07% | — | +100.00% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.06% | -0.05% | +11.66% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 1.05% | +0.01% | +47.81% | |
| 12 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.96% | -0.32% | +23.18% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 0.82% | — | +17.52% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 0.80% | +0.65% | +8.16% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 0.76% | +0.01% | +38.08% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.75% | — | +4.93% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | +0.06% | +9.50% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.69% | -0.02% | +22.37% | |
| 19 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.67% | — | +13.11% | |
| 20 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.62% | — | -37.52% | |
| 21 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.61% | +0.09% | +274.38% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.60% | — | -3.56% | |
| 23 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.56% | +0.09% | +8.45% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | — | +10.57% | |
| 25 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.52% | +0.04% | +43.54% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.50% | — | +10.90% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.50% | — | +12.37% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.50% | — | +7.35% | |
| 29 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.49% | — | +57.34% | |
| 30 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.49% | -0.57% | +16.51% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.49% | — | +88.81% | |
| 32 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.49% | — | +50.46% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | +1.40% | |
| 34 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.45% | — | +18.42% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.44% | — | +12.40% | |
| 36 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.44% | +0.05% | +33.25% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | — | +7.94% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.43% | — | +5.24% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | — | +3.14% | |
| 40 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.43% | +0.05% | -7.09% | |
| 41 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.43% | — | +144.60% | |
| 42 | XLE | Ss Energy Select Sector | ETF-その他 | 0.42% | — | +89.48% | |
| 43 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 0.42% | — | +2.75% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.42% | — | -20.05% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.42% | — | +13.98% | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.42% | — | +22.45% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.41% | +0.11% | +17.41% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | — | +9.36% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.40% | — | +94.60% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.40% | — | +96.69% |