CIK: 0001066816
申告総資産額
$9.0億
上位200銘柄を表示中（全611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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 16.54% | -0.97% | -1.08% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.22% | -0.66% | -1.13% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.78% | -0.11% | +425.29% | |
| 4 | SCHO | Schwab Short-term US Treas | ETF-その他 | 5.54% | — | +23.05% | |
| 5 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 5.27% | -0.06% | +74.71% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.64% | -0.28% | -3.72% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.12% | -0.22% | +20.65% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.82% | — | -2.02% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.72% | -0.16% | -9.11% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.71% | — | +1558.86% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.60% | +0.22% | -0.72% | |
| 12 | XSOE | Wisdmtree Emerg Mkt Ex-st Ow | ETF-その他 | 1.29% | — | -0.60% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.24% | -0.06% | -0.30% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.24% | -0.13% | -5.59% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.21% | -0.22% | +0.79% | |
| 16 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.96% | — | +0.61% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.92% | -0.12% | -1.02% | |
| 18 | JMSB | John Marshall Bancorp INC | 株式-その他 | 0.90% | — | — | |
| 19 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.87% | — | — | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.81% | — | +219336.00% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.75% | -0.04% | +2706.99% | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.73% | +0.11% | -7.47% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.69% | — | +60.13% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | -0.07% | +2.07% | |
| 25 | IDV | Ishares International Select | ETF-その他 | 0.61% | -0.05% | — | |
| 26 | PJAN | Innovator U.s. Equity Power | ETF-その他 | 0.61% | — | +78.18% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.49% | -0.07% | -2.45% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | +1.65% | |
| 29 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 0.47% | — | — | |
| 30 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.45% | — | — | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.45% | -0.06% | -5.99% | |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.44% | +0.18% | -2.91% | |
| 33 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.43% | — | -0.30% | |
| 34 | DHR | Danaher CORP | 株式-ヘルスケア | 0.43% | -0.04% | -0.67% | |
| 35 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.42% | — | — | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | -1.78% | |
| 37 | VUG | Vanguard Growth ETF | ETF-その他 | 0.40% | — | -0.19% | |
| 38 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.40% | — | — | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.38% | — | -1.62% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.37% | — | +1.16% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.37% | -0.05% | -2.12% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.37% | — | +5.83% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.36% | +0.17% | +92.72% | |
| 44 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.34% | — | +263.07% | |
| 45 | VTV | Vanguard Value ETF | ETF-その他 | 0.30% | — | -0.88% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.30% | — | +0.75% | |
| 47 | MLM | Martin Marietta Materials | 株式-素材 | 0.28% | — | +2.21% | |
| 48 | NVDA | Nvidia CORP | 株式-IT | 0.27% | -0.04% | -7.83% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.27% | — | -5.94% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.27% | — | -0.09% |