CIK: 0001599330
申告総資産額
$30.2億
上位200銘柄を表示中（全327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 | 20.28% | +0.96% | +3.07% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 11.01% | — | +2.51% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 6.20% | +0.24% | +6.93% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.68% | -0.21% | +0.66% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.65% | +0.07% | +1.44% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.56% | -0.05% | +1.13% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.38% | -0.41% | -0.53% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.29% | -0.41% | -0.65% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.06% | -0.13% | +3.08% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.31% | +0.04% | +1.42% | |
| 11 | DFAT | Dimensional US Target Value | ETF-その他 | 1.70% | +0.12% | +8.16% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.47% | +0.12% | +7.70% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.32% | -0.42% | +1.66% | |
| 14 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.27% | -0.10% | +18.42% | |
| 15 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 1.24% | — | +0.39% | |
| 16 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.00% | -0.05% | +2.56% | |
| 17 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.85% | -0.04% | +5.94% | |
| 18 | WMG | Warner Music Group Corp-cl A | 株式-その他 | 0.82% | -0.05% | -6.78% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | +0.10% | +0.54% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | -0.17% | -3.88% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.72% | -0.07% | +25.54% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | — | +3.06% | |
| 23 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.66% | -0.08% | +33.55% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.63% | -0.11% | -1.16% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | -0.03% | -0.60% | |
| 26 | PNC | Pnc Financial Services Group | 株式-金融 | 0.45% | — | -0.09% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.44% | — | +3.50% | |
| 28 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.43% | — | +9.72% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | -0.05% | -0.83% | |
| 30 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.39% | — | +2.40% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.38% | — | -3.58% | |
| 32 | APO | Apollo Global Management INC | 株式-金融 | 0.34% | -0.09% | — | |
| 33 | XLF | Ss Financial Select Sector | ETF-その他 | 0.34% | -0.03% | -7.11% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.32% | — | +4.28% | |
| 35 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.31% | — | +0.68% | |
| 36 | DRUP | Graniteshares Nasdaq Select | ETF-テック型 | 0.31% | — | +0.01% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.31% | +0.12% | -2.79% | |
| 38 | MTCH | Match Group INC | 株式-通信サービス | 0.30% | — | — | |
| 39 | MS | Morgan Stanley | 株式-金融 | 0.28% | — | -0.34% | |
| 40 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.28% | -0.03% | +3.45% | |
| 41 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.27% | — | +1.90% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.27% | — | -0.75% | |
| 43 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.27% | — | +13.16% | |
| 44 | GS | Goldman Sachs Group INC | 株式-金融 | 0.23% | — | -1.47% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.23% | — | +0.08% | |
| 46 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.23% | — | +6.30% | |
| 47 | PPLI | People INC | 株式-通信サービス | 0.22% | -0.10% | — | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.22% | +0.22% | +2.52% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.22% | — | +0.68% | |
| 50 | ARCC | Ares Capital CORP | 株式-金融 | 0.22% | — | -0.08% |