CIK: 0001599330
申告総資産額
$30.2億
上位200銘柄を表示中（全309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 | 17.63% | +0.96% | +1.42% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 10.77% | — | +0.62% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.22% | +0.07% | +0.83% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.17% | -0.05% | +5.36% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.84% | -0.21% | +1.25% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.47% | -0.41% | +0.04% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.33% | -0.41% | — | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.19% | +0.24% | +13.32% | |
| 9 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.54% | +0.04% | +1.80% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.33% | -0.13% | +2.26% | |
| 11 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 1.61% | — | +1.42% | |
| 12 | WMG | Warner Music Group Corp-cl A | 株式-その他 | 1.51% | -0.05% | -8.97% | |
| 13 | DFAT | Dimensional US Target Value | ETF-その他 | 1.48% | +0.12% | +0.94% | |
| 14 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.45% | -0.08% | +1.38% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.43% | +0.12% | +4.30% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.32% | -0.42% | +1.36% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.26% | -0.17% | +3.92% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.02% | -0.05% | +0.82% | |
| 19 | MTCH | Match Group INC | 株式-通信サービス | 0.97% | — | +0.01% | |
| 20 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.89% | -0.10% | +11.00% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | -0.11% | +0.68% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | +0.10% | +2.77% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | +2.91% | |
| 24 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.51% | -0.04% | +20.68% | |
| 25 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 0.51% | — | +1.42% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | -0.03% | +2.72% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.46% | — | -1.01% | |
| 28 | PPLI | People INC | 株式-通信サービス | 0.44% | -0.10% | — | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | -0.05% | +0.05% | |
| 30 | DIBS | 1stdibs.com INC | 株式-その他 | 0.41% | — | +161.59% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.38% | — | +0.08% | |
| 32 | XLF | Ss Financial Select Sector | ETF-その他 | 0.38% | -0.03% | +15.25% | |
| 33 | DRUP | Graniteshares Nasdaq Select | ETF-テック型 | 0.36% | — | — | |
| 34 | VUG | Vanguard Growth ETF | ETF-その他 | 0.35% | -0.07% | -3.25% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.34% | — | -3.15% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.33% | — | +16.18% | |
| 37 | FTCHQ | Farfetch Ltd-class A | 株式-その他 | 0.31% | — | +659.16% | |
| 38 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.30% | — | +0.16% | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.30% | — | -0.13% | |
| 40 | MS | Morgan Stanley | 株式-金融 | 0.30% | — | +0.06% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | — | -0.12% | |
| 42 | ARVN | Arvinas INC | 株式-その他 | 0.28% | — | -30.71% | |
| 43 | TWTRUSD | Twitter INC | 株式-その他 | 0.28% | — | +0.29% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.26% | — | +0.02% | |
| 45 | GS | Goldman Sachs Group INC | 株式-金融 | 0.25% | — | +1.22% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.25% | — | +0.18% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.24% | — | -2.80% | |
| 48 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.23% | — | +6.63% | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.22% | — | +6.09% | |
| 50 | ARCC | Ares Capital CORP | 株式-金融 | 0.21% | — | +26.75% |