CIK: 0001404652
申告総資産額
$16.8億
上位200銘柄を表示中（全342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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 5.69% | -0.73% | -9.02% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.91% | -0.42% | -7.72% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.79% | -0.11% | +14.55% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.76% | -0.12% | +17.11% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.71% | -0.73% | -13.79% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.81% | -0.09% | -10.82% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.79% | -0.42% | -4.38% | |
| 8 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.78% | -1.19% | — | |
| 9 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 1.72% | — | -47.16% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.72% | -0.35% | -24.16% | |
| 11 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 1.71% | — | — | |
| 12 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.61% | — | -4.82% | |
| 13 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 1.51% | — | — | |
| 14 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.48% | — | +1402.01% | |
| 15 | MBB | Ishares Mbs ETF | ETF-その他 | 1.47% | — | — | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.44% | — | -49.62% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 1.33% | -0.39% | +20.61% | |
| 18 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.32% | +0.17% | +2.23% | |
| 19 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 1.28% | — | — | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.24% | — | -49.22% | |
| 21 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.19% | -1.18% | -61.76% | |
| 22 | FTSL | First Trust Senior Loan ETF | ETF-その他 | 1.16% | — | -59.97% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.00% | — | -0.90% | |
| 24 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.95% | — | -12.69% | |
| 25 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.95% | — | +0.70% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.92% | -0.15% | -9.23% | |
| 27 | EMLP | First Trust North American E | ETF-その他 | 0.89% | +0.24% | -8.77% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | — | +3.40% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.79% | -0.22% | -9.56% | |
| 30 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.78% | — | -22.58% | |
| 31 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.77% | — | -40.94% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.76% | — | +1.10% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | -0.15% | -6.99% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.75% | — | +0.03% | |
| 35 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.74% | — | — | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.72% | — | -2.74% | |
| 37 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.69% | -0.67% | -50.46% | |
| 38 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.67% | +0.16% | -44.02% | |
| 39 | PBUS | Invesco Msci USA ETF | ETF-その他 | 0.65% | — | — | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | -0.09% | -1.09% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.59% | -0.21% | -1.62% | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.57% | — | -57.41% | |
| 43 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | — | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | -3.64% | |
| 45 | BA | Boeing Co/the | 株式-資本財 | 0.53% | — | +1.27% | |
| 46 | PFFD | Global X US Preferred ETF | ETF-その他 | 0.52% | — | — | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.51% | — | +0.97% | |
| 48 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.51% | — | — | |
| 49 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 0.50% | — | -33.21% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | -0.86% |