CIK: 0002036117
申告総資産額
$3.4億
上位200銘柄を表示中（全366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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 8.20% | -0.39% | +0.74% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 7.90% | -0.62% | +0.89% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.79% | -0.23% | -9.11% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.04% | -0.42% | -4.33% | |
| 5 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 3.83% | -0.78% | -1.50% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 3.72% | -0.08% | +11.01% | |
| 7 | FDVV | Fidelity High Dividend ETF | ETF-その他 | 3.70% | +0.21% | +32.89% | |
| 8 | XMMO | Invesco S&p Midcap Momentum | ETF-その他 | 2.82% | +0.02% | -6.64% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.26% | — | +0.55% | |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 2.25% | -0.05% | +4.91% | |
| 11 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 2.21% | -0.16% | -4.61% | |
| 12 | EPS | Wisdomtree US Large Cap Fund | ETF-大型株・グロース | 2.11% | +0.50% | +9.59% | |
| 13 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.90% | +0.02% | -9.24% | |
| 14 | FELG | Fidelity Enh Lrg Cap Gwth | ETF-その他 | 1.86% | -0.02% | +15.49% | |
| 15 | FELC | Fidelity Enh Lrg Cap Cor ETF | ETF-その他 | 1.86% | +0.21% | +69.00% | |
| 16 | VGLT | Vanguard Long-term Treasury | ETF-政府公債 | 1.72% | -0.31% | -2.48% | |
| 17 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.63% | — | -2.35% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.63% | — | +87.67% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.62% | -0.11% | -21.12% | |
| 20 | TGRT | T. Rowe Price Growth ETF | ETF-その他 | 1.60% | +0.01% | +4.02% | |
| 21 | BKIE | Bny Mellon Intl Eqty ETF | ETF-その他 | 1.51% | +0.50% | +121.73% | |
| 22 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.50% | — | +19.40% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.49% | +0.55% | -22.98% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.48% | +0.44% | -0.54% | |
| 25 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 1.35% | +0.18% | +21.87% | |
| 26 | XLG | Invesco S&p 500 Top 50 ETF | ETF-大型株・グロース | 1.17% | +0.65% | +90.80% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.12% | — | -16.10% | |
| 28 | AAPL | Apple INC | 株式-IT | 1.04% | +0.47% | -14.34% | |
| 29 | JPEF | Jpmorgan Equity Focus ETF | ETF-その他 | 1.00% | — | +0.35% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.97% | -0.01% | -6.40% | |
| 31 | MSFT | Microsoft CORP | 株式-IT | 0.77% | +0.09% | +1.79% | |
| 32 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.65% | — | -7.61% | |
| 33 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.60% | +0.19% | -36.03% | |
| 34 | FDRR | Fidelity Div ETF Rise Rates | ETF-その他 | 0.52% | -0.11% | -18.00% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.48% | +0.14% | +0.92% | |
| 36 | SMH | Vaneck Semiconductor ETF | ETF-その他 | 0.48% | +0.20% | +2.65% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | — | -2.51% | |
| 38 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 0.46% | +0.08% | — | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | +0.09% | +2.31% | |
| 40 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.43% | — | -6.02% | |
| 41 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.42% | — | +13.41% | |
| 42 | FFLC | Fidelity Fndmntl L/c Cor ETF | ETF-その他 | 0.41% | — | +61.90% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.40% | — | +0.69% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.40% | +0.08% | +0.89% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.39% | — | -0.41% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | +0.79% | +2.19% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.38% | — | -18.71% | |
| 48 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | — | +0.85% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | -0.09% | -5.52% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | +0.07% | +2.37% |