CIK: 0002095143
申告総資産額
$3.6億
上位200銘柄を表示中（全214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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 17.17% | -0.50% | +0.35% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.00% | -1.15% | -0.83% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.56% | +0.31% | +0.07% | |
| 4 | GAL | Ss Global Allocation ETF | ETF-その他 | 3.41% | — | -0.74% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.34% | -0.34% | +0.04% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.75% | -0.28% | -0.46% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.13% | -0.49% | +0.19% | |
| 8 | PGX | Invesco Preferred ETF | ETF-その他 | 1.96% | +0.07% | -1.01% | |
| 9 | JPME | JPM Diver Ret US Mc Equity | ETF-その他 | 1.76% | +0.16% | +1.94% | |
| 10 | JPIB | Jpmorgan Intl Bnd ETF | ETF-その他 | 1.60% | — | +1.89% | |
| 11 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.48% | — | +7.49% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.38% | +0.37% | +0.06% | |
| 13 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-投資適格社債 | 1.24% | +0.14% | +2.63% | |
| 14 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.20% | — | -0.55% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.10% | — | +2.22% | |
| 16 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 1.09% | — | -2.13% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.02% | +0.18% | +3.27% | |
| 18 | YLD | Principal Act Hi Yld ETF | ETF-その他 | 1.00% | — | -0.01% | |
| 19 | T | At&t INC | 株式-通信サービス | 1.00% | +0.10% | +0.03% | |
| 20 | C | Citigroup INC | 株式-金融 | 0.93% | — | -7.10% | |
| 21 | INKM | Ss Income Allocation ETF | ETF-その他 | 0.88% | — | +10.51% | |
| 22 | REET | Ishares Global Reit ETF | ETF-その他 | 0.88% | — | +0.20% | |
| 23 | RIO | Rio Tinto Plc-spon Adr | 株式-素材 | 0.86% | +0.10% | -1.02% | |
| 24 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.86% | — | +12.03% | |
| 25 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.86% | -0.13% | -1.03% | |
| 26 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.80% | +0.04% | -1.08% | |
| 27 | USB | US Bancorp | 株式-金融 | 0.72% | — | -0.67% | |
| 28 | MUNI | Pimco Intermediate Municipal | ETF-その他 | 0.72% | — | +9.32% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.69% | +0.04% | +2.27% | |
| 30 | IDV | Ishares International Select | ETF-その他 | 0.67% | — | -0.17% | |
| 31 | MMM | 3m Co | 株式-資本財 | 0.66% | -0.10% | -6.52% | |
| 32 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.66% | +0.37% | -3.35% | |
| 33 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.64% | — | +0.30% | |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.62% | — | — | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.61% | +0.55% | -1.52% | |
| 36 | AOM | Ishares Core 40/60 Moderate | ETF-その他 | 0.60% | — | -0.35% | |
| 37 | GSK | Gsk Plc-spon Adr | 株式-ヘルスケア | 0.57% | — | -3.61% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | — | +3.91% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.52% | — | -0.88% | |
| 40 | TTE | Totalenergies Se | 株式-その他 | 0.52% | +0.15% | — | |
| 41 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 0.52% | +0.15% | -3.57% | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.51% | +0.10% | -1.04% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.13% | +7.60% | |
| 44 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.47% | — | +15.00% | |
| 45 | ET | Energy Transfer LP | 株式-エネルギー | 0.45% | +0.05% | +6.48% | |
| 46 | STLA | Stellantis N.V. | 株式-一般消費財 | 0.44% | -0.17% | -5.19% | |
| 47 | F | Ford Motor Co | 株式-一般消費財 | 0.43% | — | -0.60% | |
| 48 | GIS | General Mills INC | 株式-生活必需品 | 0.43% | — | +2.10% | |
| 49 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.42% | — | +35.06% | |
| 50 | SHEL | Shell Plc-adr | 株式-エネルギー | 0.41% | +0.08% | -1.64% |