CIK: 0001404652
申告総資産額
$16.8億
上位200銘柄を表示中（全1354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 | AAPL | Apple INC | 株式-IT | 6.49% | -0.42% | +21.97% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 6.34% | -0.73% | -1.70% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.73% | -0.73% | -2.24% | |
| 4 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 4.20% | -0.11% | +4.11% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.96% | -0.12% | +0.74% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 3.93% | -0.22% | -0.23% | |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 2.64% | -0.67% | -4.71% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.50% | -0.35% | -4.66% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.48% | -0.09% | +3.93% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.39% | -0.42% | +5.38% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.05% | -0.15% | +37.68% | |
| 12 | EMLP | First Trust North American E | ETF-その他 | 1.97% | +0.24% | +6.15% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 1.85% | -0.39% | -0.04% | |
| 14 | PFF | Ishares Preferred & Income S | ETF-その他 | 1.82% | +0.16% | +3.91% | |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.69% | -1.18% | +10.25% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 1.52% | +0.12% | +5.04% | |
| 17 | BSCO | Invesco Bulletshares 2024 Cb | ETF-その他 | 1.44% | — | +5.30% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.38% | -0.13% | +1.81% | |
| 19 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 1.28% | — | +5.41% | |
| 20 | RDVY | First Trust Rising Dividend | ETF-その他 | 1.27% | — | -3.08% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.14% | — | -0.77% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | -0.15% | +11.06% | |
| 23 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 1.09% | — | -1.73% | |
| 24 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.98% | -0.21% | +4.98% | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.97% | +0.43% | +1.04% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.94% | — | +0.27% | |
| 27 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.92% | +0.17% | +0.21% | |
| 28 | EPRF | Innovat S&p Invest Grd Pref | ETF-その他 | 0.86% | — | +6.62% | |
| 29 | AIVL | Wisdomtree US Ai Enhanced Va | ETF-その他 | 0.74% | — | +0.53% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.68% | — | +3.91% | |
| 31 | IBIT | Ishares Bitcoin Trust ETF | ETF-暗号資産 | 0.65% | -0.20% | -1.36% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.62% | — | -1.65% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.62% | — | +168.54% | |
| 34 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.60% | -0.17% | -6.40% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | +4.63% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.57% | — | +8.75% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | -0.09% | +18.36% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.53% | -0.09% | +4.24% | |
| 39 | JVAL | Jpmorgan US Value Factor ETF | ETF-その他 | 0.52% | — | -4.93% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.44% | — | -3.73% | |
| 41 | AIRR | First Trust Rba American Ind | ETF-その他 | 0.44% | -0.21% | -10.25% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | +5.67% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | — | +4.15% | |
| 44 | CIBR | First Trust Nasdaq Cybersecu | ETF-テック型 | 0.40% | — | +7.75% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.40% | — | -10.62% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | +3.21% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.39% | — | +35.46% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.39% | — | +9.48% | |
| 49 | SHOP | Shopify INC - Class A | 株式-IT | 0.38% | -0.15% | -1.02% | |
| 50 | BX | Blackstone INC | 株式-金融 | 0.36% | — | +1.69% |