CIK: 0001599330
申告総資産額
$30.2億
上位200銘柄を表示中（全210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 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 26.85% | +0.96% | +1.44% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 10.46% | — | +6.04% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 6.02% | +0.07% | +2.03% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.76% | +0.24% | -0.11% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.57% | -0.05% | +3.54% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.83% | -0.21% | +6.34% | |
| 7 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.96% | +0.04% | +0.40% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.80% | -0.13% | +10.16% | |
| 9 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 2.59% | — | +0.27% | |
| 10 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 2.24% | -0.08% | — | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.69% | -0.17% | -29.86% | |
| 12 | IACIEUR | Iac/interactivecorp | 株式-その他 | 1.14% | — | — | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.92% | — | +2.01% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.92% | +0.10% | +5.63% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 0.84% | -0.42% | +0.69% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | -0.11% | +8.04% | |
| 17 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.75% | — | -0.02% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.70% | — | +6.67% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.67% | +0.12% | +3.18% | |
| 20 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.66% | -0.05% | +9.38% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | -0.41% | -5.17% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | -0.05% | +1.94% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | -0.41% | -0.16% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | -0.03% | -5.27% | |
| 25 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.54% | +0.22% | +3.69% | |
| 26 | BAC | Bank Of America CORP | 株式-金融 | 0.51% | — | +0.02% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.46% | — | -3.00% | |
| 28 | CI | THE Cigna Group | 株式-ヘルスケア | 0.41% | — | -21.84% | |
| 29 | DRUP | Graniteshares Nasdaq Select | ETF-テック型 | 0.37% | — | — | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.12% | +2.46% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.36% | — | -4.87% | |
| 32 | WFC | Wells Fargo & Co | 株式-金融 | 0.36% | — | +0.00% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.34% | — | -1.24% | |
| 34 | TWTRUSD | Twitter INC | 株式-その他 | 0.34% | — | +1.90% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.34% | — | -6.46% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.34% | — | +10.84% | |
| 37 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.33% | — | +5.66% | |
| 38 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.32% | — | — | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | — | +3.84% | |
| 40 | ROST | Ross Stores INC | 株式-一般消費財 | 0.31% | — | -2.91% | |
| 41 | MS | Morgan Stanley | 株式-金融 | 0.29% | — | +0.06% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | — | +0.03% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.26% | — | +3.05% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.22% | — | +0.11% | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.22% | — | +16.39% | |
| 46 | NFLX | Netflix INC | 株式-通信サービス | 0.22% | — | -2.04% | |
| 47 | ARCC | Ares Capital CORP | 株式-金融 | 0.21% | — | +72.87% | |
| 48 | ACRE | Ares Commercial Real Estate | 株式-その他 | 0.21% | — | +0.59% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.21% | +0.03% | -1.88% | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.20% | — | +0.08% |