CIK: 0001599330
申告総資産額
$30.2億
上位200銘柄を表示中（全377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 | 14.99% | +0.96% | +2.22% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 10.61% | — | +4.16% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.88% | -0.05% | +8.15% | |
| 4 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 5.31% | +0.24% | +3.05% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.63% | -0.21% | +0.73% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.54% | +0.07% | +4.89% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.24% | -0.41% | +1.84% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.07% | -0.41% | +0.08% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.10% | -0.13% | +3.37% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.98% | +0.04% | -0.12% | |
| 11 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.97% | +0.12% | +15.63% | |
| 12 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.95% | -0.10% | +3.71% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.84% | -0.42% | +1.64% | |
| 14 | DFAT | Dimensional US Target Value | ETF-その他 | 1.67% | +0.12% | +1.37% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.57% | -0.11% | +0.46% | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 1.26% | -0.07% | +8.18% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.23% | -0.17% | +0.95% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.02% | -0.05% | -0.29% | |
| 19 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.96% | -0.04% | +2.22% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.85% | — | +23.13% | |
| 21 | PPLI | People INC | 株式-通信サービス | 0.82% | -0.10% | +553.57% | |
| 22 | XEVTX | Eaton Vance Tax-adv Dvd INC | 株式-その他 | 0.76% | — | -0.32% | |
| 23 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.60% | +0.22% | +33.45% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | — | +6.47% | |
| 25 | APO | Apollo Global Management INC | 株式-金融 | 0.59% | -0.09% | +3.09% | |
| 26 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.54% | -0.03% | +6.59% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.53% | -0.05% | +4.09% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | -0.03% | +0.62% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | — | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | +0.10% | +0.61% | |
| 31 | XLF | Ss Financial Select Sector | ETF-その他 | 0.43% | -0.03% | +15.04% | |
| 32 | PNC | Pnc Financial Services Group | 株式-金融 | 0.42% | — | +2.27% | |
| 33 | WMG | Warner Music Group Corp-cl A | 株式-その他 | 0.40% | -0.05% | -1.21% | |
| 34 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.40% | — | +16.99% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.37% | -0.05% | +3.38% | |
| 36 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.34% | — | -1.85% | |
| 37 | MAIN | Main Street Capital CORP | 株式-金融 | 0.34% | -0.03% | +0.14% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.33% | — | +0.59% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.33% | +0.12% | -2.28% | |
| 40 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.30% | — | -0.09% | |
| 41 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 0.29% | — | +0.09% | |
| 42 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.28% | — | +2.35% | |
| 43 | MS | Morgan Stanley | 株式-金融 | 0.27% | — | +0.49% | |
| 44 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.27% | — | +24.83% | |
| 45 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.26% | — | +10.89% | |
| 46 | GS | Goldman Sachs Group INC | 株式-金融 | 0.25% | — | +2.33% | |
| 47 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.23% | — | +9.80% | |
| 48 | FTAI | FTAI Aviation Ltd. | 株式-資本財 | 0.23% | +0.07% | -10.26% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | — | +4.98% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.21% | — | +3.68% |