CIK: 0002058144
申告総資産額
$1.3億
上位200銘柄を表示中（全976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 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 4.15% | — | — | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.97% | -0.29% | — | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.10% | -0.17% | — | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.08% | -0.13% | — | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.61% | — | — | |
| 6 | AAPL | Apple INC | 株式-IT | 2.58% | -0.20% | — | |
| 7 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 2.54% | — | — | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.28% | -0.28% | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.14% | -0.52% | — | |
| 10 | FTNT | Fortinet INC | 株式-IT | 2.12% | -0.20% | — | |
| 11 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 2.09% | — | — | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.88% | -0.18% | — | |
| 13 | BINC | Ishares Flex I A Etf-usd INC | ETF-その他 | 1.75% | +0.14% | — | |
| 14 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 1.73% | -0.20% | — | |
| 15 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.64% | — | — | |
| 16 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 1.54% | — | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.38% | -0.14% | — | |
| 18 | WFC | Wells Fargo & Co | 株式-金融 | 1.35% | -0.21% | — | |
| 19 | AOK | Ishares Core 30/70 Conservat | ETF-その他 | 1.31% | +0.93% | — | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.31% | -0.16% | — | |
| 21 | ET | Energy Transfer LP | 株式-エネルギー | 1.24% | +0.07% | — | |
| 22 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 1.20% | — | — | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.19% | -0.12% | — | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 1.12% | -0.29% | — | |
| 25 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.11% | -0.06% | — | |
| 26 | EPD | Enterprise Products Partners | 株式-エネルギー | 1.09% | +0.18% | — | |
| 27 | AMGN | Amgen INC | 株式-ヘルスケア | 1.09% | +0.07% | — | |
| 28 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.06% | — | — | |
| 29 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 1.05% | — | — | |
| 30 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.97% | — | — | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.97% | — | — | |
| 32 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.93% | +0.12% | — | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.91% | +0.09% | — | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.91% | — | — | |
| 35 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.89% | — | — | |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.83% | — | — | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | -0.10% | — | |
| 38 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.77% | — | — | |
| 39 | RTX | Rtx CORP | 株式-資本財 | 0.72% | — | — | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.72% | — | — | |
| 41 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.70% | — | — | |
| 42 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.70% | — | — | |
| 43 | ORCL | Oracle CORP | 株式-IT | 0.67% | -0.17% | — | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.67% | — | — | |
| 45 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.65% | — | — | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.63% | — | — | |
| 47 | WM | Waste Management INC | 株式-資本財 | 0.63% | — | — | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.61% | — | — | |
| 49 | PJP | Invesco Pharmaceuticals ETF | ETF-その他 | 0.58% | — | — | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.58% | — | — |