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 | 19.04% | +0.96% | +0.93% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 10.84% | — | +1.22% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.25% | -0.05% | +3.81% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 5.20% | +0.07% | +2.18% | |
| 5 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 4.99% | +0.24% | +10.84% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.90% | -0.21% | +1.79% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.24% | -0.41% | +0.25% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.10% | -0.41% | +0.12% | |
| 9 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.40% | +0.04% | +0.26% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.32% | -0.13% | +0.71% | |
| 11 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 1.58% | — | -0.66% | |
| 12 | DFAT | Dimensional US Target Value | ETF-その他 | 1.57% | +0.12% | +2.51% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.47% | +0.12% | +5.40% | |
| 14 | WMG | Warner Music Group Corp-cl A | 株式-その他 | 1.20% | -0.05% | -7.66% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.20% | -0.42% | +1.70% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.97% | -0.05% | +5.34% | |
| 17 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.97% | -0.08% | -12.50% | |
| 18 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.88% | -0.10% | +7.80% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.86% | -0.11% | +3.15% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.84% | -0.17% | -0.45% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.80% | +0.10% | +1.60% | |
| 22 | MTCH | Match Group INC | 株式-通信サービス | 0.71% | — | -0.01% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | +3.23% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.59% | -0.03% | +1.30% | |
| 25 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.58% | -0.04% | +16.23% | |
| 26 | XLF | Ss Financial Select Sector | ETF-その他 | 0.46% | -0.03% | +19.57% | |
| 27 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.44% | — | -2.80% | |
| 28 | PPLI | People INC | 株式-通信サービス | 0.39% | -0.10% | +11.77% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | -0.05% | +0.50% | |
| 30 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 0.37% | — | +0.48% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.36% | — | +3.50% | |
| 32 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.35% | — | +17.86% | |
| 33 | DRUP | Graniteshares Nasdaq Select | ETF-テック型 | 0.34% | — | +1.73% | |
| 34 | TWTRUSD | Twitter INC | 株式-その他 | 0.34% | — | +1.35% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.32% | — | -0.95% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.32% | — | +0.12% | |
| 37 | APO | Apollo Global Management INC | 株式-金融 | 0.31% | -0.09% | — | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.28% | -0.07% | -9.54% | |
| 39 | MS | Morgan Stanley | 株式-金融 | 0.28% | — | +0.06% | |
| 40 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.27% | — | +0.07% | |
| 41 | DIBS | 1stdibs.com INC | 株式-その他 | 0.26% | — | — | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | +0.12% | +2.55% | |
| 43 | ARCC | Ares Capital CORP | 株式-金融 | 0.26% | — | +6.99% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.25% | — | +8.64% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.25% | — | +1.14% | |
| 46 | GS | Goldman Sachs Group INC | 株式-金融 | 0.23% | — | +0.56% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.23% | +0.03% | +12.54% | |
| 48 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.23% | — | +0.47% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.23% | — | +1.02% | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.23% | — | +0.06% |