CIK: 0001566601
申告総資産額
$3.1億
上位200銘柄を表示中（全622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 | 4.71% | — | -4.48% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.58% | -2.40% | +28.80% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.92% | -3.30% | -16.30% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.85% | -1.19% | -50.38% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.84% | — | -43.71% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 1.80% | -3.97% | +14.03% | |
| 7 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.75% | +4.76% | NEW | |
| 8 | MBB | Ishares Mbs ETF | ETF-その他 | 1.68% | — | -1.48% | |
| 9 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.64% | — | +2.68% | |
| 10 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.50% | — | +0.09% | |
| 11 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.49% | — | +0.77% | |
| 12 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.43% | +4.33% | NEW | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.37% | — | -23.40% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.30% | — | +2.51% | |
| 15 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 1.06% | — | -2.71% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.00% | +0.38% | NEW | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.98% | — | -8.75% | |
| 18 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 0.95% | — | +0.17% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.93% | — | -48.30% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.78% | +1.53% | NEW | |
| 21 | FTLS | First Trust Long/short Eqty | ETF-その他 | 0.77% | — | +1.37% | |
| 22 | BUFT | Ft Vest Buffered Allocation | ETF-その他 | 0.77% | — | +1.05% | |
| 23 | IQLT | Ishares Msci International Q | ETF-その他 | 0.76% | — | -2.80% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.74% | +0.48% | NEW | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.74% | — | -57.11% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.74% | — | +21.64% | |
| 27 | AAPL | Apple INC | 株式-IT | 0.73% | — | -61.52% | |
| 28 | VTV | Vanguard Value ETF | ETF-その他 | 0.73% | — | -28.80% | |
| 29 | NFLX | Netflix INC | 株式-通信サービス | 0.73% | — | -45.62% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.68% | — | -16.13% | |
| 31 | ADBE | Adobe INC | 株式-IT | 0.67% | — | -37.28% | |
| 32 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.67% | — | -6.09% | |
| 33 | NOW | Servicenow INC | 株式-IT | 0.65% | — | -34.79% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.65% | — | -51.48% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.65% | — | -52.61% | |
| 36 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.64% | — | -2.08% | |
| 37 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.61% | — | +2.74% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.61% | — | -39.77% | |
| 39 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.60% | — | -8.23% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | -39.75% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | +0.54% | NEW | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.56% | — | -39.08% | |
| 43 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.52% | +1.83% | NEW | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.51% | — | -26.58% | |
| 45 | ACN | Accenture plc | 株式-IT | 0.50% | — | -61.75% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | -15.82% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | — | -15.01% | |
| 48 | TXN | Texas Instruments INC | 株式-IT | 0.48% | — | -43.22% | |
| 49 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.48% | — | +318.86% | |
| 50 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.46% | — | -56.07% |