CIK: 0001566601
申告総資産額
$3.1億
上位200銘柄を表示中（全745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 | 3.38% | — | +13.27% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.66% | -1.19% | -51.81% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.21% | — | -64.00% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.57% | -3.30% | +6.92% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.42% | — | +21.54% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.37% | -2.40% | +3.94% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.24% | +4.76% | NEW | |
| 8 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.23% | — | -0.72% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 1.22% | — | -58.46% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 1.21% | +0.48% | NEW | |
| 11 | MBB | Ishares Mbs ETF | ETF-その他 | 1.18% | — | +46.37% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.12% | +4.33% | NEW | |
| 13 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.12% | — | +107.54% | |
| 14 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.11% | — | +38.42% | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 1.09% | -3.97% | +28.66% | |
| 16 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.09% | — | -50.96% | |
| 17 | NFLX | Netflix INC | 株式-通信サービス | 1.03% | — | -73.41% | |
| 18 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.01% | — | -3.70% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.01% | — | -17.12% | |
| 20 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.00% | — | — | |
| 21 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.88% | — | -1.22% | |
| 22 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.88% | — | +52.80% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 0.88% | — | -68.63% | |
| 24 | ACN | Accenture plc | 株式-IT | 0.87% | — | -62.53% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.87% | +0.38% | NEW | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.74% | — | -31.70% | |
| 27 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.73% | — | +13.00% | |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 0.72% | — | +5723.88% | |
| 29 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.71% | — | -68.49% | |
| 30 | VTV | Vanguard Value ETF | ETF-その他 | 0.70% | — | -3.29% | |
| 31 | ADBE | Adobe INC | 株式-IT | 0.68% | — | -81.76% | |
| 32 | NOW | Servicenow INC | 株式-IT | 0.66% | — | -76.69% | |
| 33 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.64% | — | -4.14% | |
| 34 | TXN | Texas Instruments INC | 株式-IT | 0.63% | — | -11.01% | |
| 35 | CRM | Salesforce INC | 株式-IT | 0.63% | — | -78.21% | |
| 36 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.60% | +1.53% | NEW | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.59% | — | -16.79% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.58% | — | -11.05% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.56% | +0.54% | NEW | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.56% | +1.34% | NEW | |
| 41 | VUG | Vanguard Growth ETF | ETF-その他 | 0.56% | — | -28.35% | |
| 42 | IQLT | Ishares Msci International Q | ETF-その他 | 0.55% | — | +6.24% | |
| 43 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.53% | — | — | |
| 44 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.51% | — | +31.74% | |
| 45 | BUFT | Ft Vest Buffered Allocation | ETF-その他 | 0.51% | — | -47.23% | |
| 46 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.50% | — | — | |
| 47 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.49% | — | +34.70% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.49% | +0.21% | NEW | |
| 49 | PYPL | Paypal Holdings INC | 株式-金融 | 0.48% | — | -51.35% | |
| 50 | ADSK | Autodesk INC | 株式-IT | 0.48% | — | -75.45% |