CIK: 0000715113
申告総資産額
$8.2億
上位200銘柄を表示中（全229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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 15.83% | -1.85% | +3.54% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 9.27% | -1.08% | +3.51% | |
| 3 | AAPL | Apple INC | 株式-IT | 6.18% | -0.72% | +9.98% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 6.07% | — | +0.89% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 3.90% | -3.35% | +4.88% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 3.88% | +0.56% | +1.87% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.34% | -0.20% | +2.66% | |
| 8 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 3.24% | -0.03% | +15.49% | |
| 9 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 3.24% | — | -6.34% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.74% | -0.14% | -0.24% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.28% | — | +8.27% | |
| 12 | FBND | Fidelity Total Bond ETF | ETF-その他 | 2.13% | — | +5.05% | |
| 13 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 1.94% | +3.94% | -0.47% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.87% | -0.45% | +9.00% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.31% | -0.19% | +6.12% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.29% | -0.61% | +3.59% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.20% | — | +14.89% | |
| 18 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 1.10% | — | +3.25% | |
| 19 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.10% | — | +3.51% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-その他 | 1.02% | — | +4.91% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | -0.16% | +20.27% | |
| 22 | ISPY | Proshares S&p High Incom ETF | ETF-その他 | 0.85% | — | +59.98% | |
| 23 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.76% | — | +3.42% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | — | +3.74% | |
| 25 | QYLD | Global X Nasd 100 Cov Call | ETF-その他 | 0.62% | — | +6.97% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | — | +3.78% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.57% | — | +0.80% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.56% | — | +1.27% | |
| 29 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.56% | -0.14% | -23.66% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.51% | — | +8.10% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.49% | — | +6.62% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | — | +5.05% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.40% | — | +17.41% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.40% | -0.09% | +14.27% | |
| 35 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.39% | — | -5.51% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.34% | — | +0.83% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.33% | — | +53.30% | |
| 38 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.32% | — | +0.05% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.32% | — | +2.73% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.29% | — | +3.91% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.28% | +0.08% | -0.69% | |
| 42 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.27% | — | -0.19% | |
| 43 | NOW | Servicenow INC | 株式-IT | 0.26% | — | -5.83% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.26% | — | +1.25% | |
| 45 | MRVL | Marvell Technology INC | 株式-IT | 0.26% | — | -43.65% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.26% | — | -7.08% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.25% | — | +8.05% | |
| 48 | KKR | Kkr & Co INC | 株式-金融 | 0.23% | -0.09% | EXIT | |
| 49 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.21% | — | +0.12% | |
| 50 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.21% | — | -7.15% |