CIK: 0001599330
申告総資産額
$30.2億
上位200銘柄を表示中（全311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 | 18.21% | +0.96% | +0.12% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 11.13% | — | +2.47% | |
| 3 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.66% | +0.24% | +0.57% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.08% | -0.05% | +5.33% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.64% | +0.07% | +1.69% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.61% | -0.21% | +0.36% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.99% | -0.41% | +0.12% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.92% | -0.41% | +0.23% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.10% | -0.13% | +1.08% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 2.29% | +0.04% | +0.47% | |
| 11 | DFAT | Dimensional US Target Value | ETF-その他 | 1.93% | +0.12% | +3.42% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.74% | +0.12% | +0.54% | |
| 13 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.61% | -0.10% | +6.88% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.58% | -0.42% | +2.90% | |
| 15 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.14% | -0.05% | +1.07% | |
| 16 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 1.03% | — | -4.92% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.01% | -0.11% | +1.14% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.98% | -0.17% | -0.42% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 0.94% | -0.07% | +8.49% | |
| 20 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.89% | -0.04% | +0.98% | |
| 21 | WMG | Warner Music Group Corp-cl A | 株式-その他 | 0.70% | -0.05% | -5.18% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | +0.10% | +4.72% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | +0.82% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | -0.03% | +6.97% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | +11.35% | |
| 26 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.47% | +0.22% | +14.76% | |
| 27 | PNC | Pnc Financial Services Group | 株式-金融 | 0.47% | — | — | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | -0.05% | +0.78% | |
| 29 | APO | Apollo Global Management INC | 株式-金融 | 0.44% | -0.09% | — | |
| 30 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.43% | — | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.43% | — | +2.30% | |
| 32 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.38% | -0.03% | +3.04% | |
| 33 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.37% | — | +1.02% | |
| 34 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.37% | — | +5.85% | |
| 35 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.33% | -0.08% | -7.84% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.33% | — | +0.23% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.31% | — | +5.85% | |
| 38 | XLF | Ss Financial Select Sector | ETF-その他 | 0.31% | -0.03% | -0.15% | |
| 39 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.29% | — | +0.14% | |
| 40 | HD | Home Depot INC | 株式-一般消費財 | 0.27% | — | +0.77% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | +0.12% | +3.26% | |
| 42 | MS | Morgan Stanley | 株式-金融 | 0.26% | — | +0.45% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.24% | — | -0.50% | |
| 44 | MTCH | Match Group INC | 株式-通信サービス | 0.24% | — | — | |
| 45 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.24% | — | +3.77% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.22% | — | +1.27% | |
| 47 | GS | Goldman Sachs Group INC | 株式-金融 | 0.22% | — | -3.72% | |
| 48 | FTAI | FTAI Aviation Ltd. | 株式-資本財 | 0.22% | +0.07% | -12.65% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.20% | — | +15.64% | |
| 50 | DIBS | 1stdibs.com INC | 株式-その他 | 0.19% | — | -8.26% |