CIK: 0001404652
申告総資産額
$16.8億
上位200銘柄を表示中（全337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 | 6.26% | -0.73% | +0.17% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.99% | -0.42% | +0.13% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.37% | -0.11% | +0.35% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.24% | -0.73% | +1.61% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.23% | -0.12% | +0.34% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.50% | -0.09% | +0.18% | |
| 7 | TSLA | Tesla INC | 株式-一般消費財 | 2.80% | -0.39% | +1.04% | |
| 8 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 2.77% | -1.18% | +1.39% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.39% | -0.42% | +0.95% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.28% | -0.22% | -2.93% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.20% | -0.35% | -0.54% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.88% | +0.12% | +1.57% | |
| 13 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.85% | — | -3.99% | |
| 14 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 1.63% | — | +1.12% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.57% | -0.67% | -0.47% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.48% | -0.15% | +0.64% | |
| 17 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 1.35% | — | +1.18% | |
| 18 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.34% | +0.16% | +1.31% | |
| 19 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.29% | — | +0.84% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.19% | — | +2.35% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.17% | — | -0.52% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.14% | -0.15% | -0.33% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.01% | — | -0.08% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.01% | -0.13% | +0.91% | |
| 25 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.97% | — | -0.17% | |
| 26 | PFLD | Aam Low Dur Pref & INC Sec | ETF-その他 | 0.96% | — | +1.10% | |
| 27 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.92% | +0.17% | -7.94% | |
| 28 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.89% | — | +10.80% | |
| 29 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 0.87% | — | +0.21% | |
| 30 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.85% | +0.43% | +0.25% | |
| 31 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.84% | — | +0.81% | |
| 32 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.83% | — | +0.40% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.82% | -0.21% | +1.54% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.73% | — | -0.81% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.70% | — | +2.08% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | +1.97% | |
| 37 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.65% | — | +0.88% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | +1.42% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | — | +5.06% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | -0.09% | +2.92% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.53% | — | +2.82% | |
| 42 | EMLP | First Trust North American E | ETF-その他 | 0.52% | +0.24% | -4.55% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | -0.09% | +1.14% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.51% | — | -0.50% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.48% | — | +0.93% | |
| 46 | BX | Blackstone INC | 株式-金融 | 0.44% | — | -1.65% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.44% | — | +1.43% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.44% | — | +2.13% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | +2.12% | |
| 50 | MMSC | First Trust Multi-manager Sm | ETF-その他 | 0.41% | — | +0.04% |