CIK: 0000715113
申告総資産額
$8.2億
上位200銘柄を表示中（全244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 | 11.79% | -1.85% | +1.64% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 10.28% | -3.35% | +4.27% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.09% | -1.08% | +6.07% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 7.02% | -0.03% | -0.81% | |
| 5 | AAPL | Apple INC | 株式-IT | 5.02% | -0.72% | -23.54% | |
| 6 | CLIP | Global X 1-3 Month T-bill | ETF-その他 | 4.45% | -4.42% | -11.28% | |
| 7 | BASG | Brown Adviso Sustain Gro ETF | ETF-その他 | 4.10% | -4.10% | EXIT | |
| 8 | BKDV | Bny Mellon Dynamic Value | ETF-その他 | 3.04% | +1.00% | +10446.17% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.94% | -0.61% | +12.60% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.44% | -0.20% | +17.22% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.42% | — | -1.37% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.12% | -0.14% | -1.65% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.66% | -0.45% | +2.75% | |
| 14 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 1.39% | +0.10% | — | |
| 15 | FTHI | Fthi/first Trust Exchange-tr | ETF-その他 | 1.35% | -0.21% | +21.96% | |
| 16 | VONV | Vanguard Russell 1000 Value | ETF-その他 | 1.34% | +0.14% | — | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.20% | -0.16% | +9.06% | |
| 18 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 1.18% | +3.94% | -0.26% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.15% | -0.19% | +2.23% | |
| 20 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.11% | +0.06% | +457.75% | |
| 21 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.97% | +0.56% | -4.83% | |
| 22 | ISPY | Proshares S&p High Incom ETF | ETF-その他 | 0.95% | — | +11.48% | |
| 23 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.81% | — | -2.43% | |
| 24 | GPIQ | Gs Nasdaq-100 Pr INC Etf-usd | ETF-テック型 | 0.78% | — | +20.35% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.64% | — | +1.83% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.55% | — | -3.41% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.54% | — | +17.72% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.53% | — | +4.29% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.47% | — | +2.69% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.45% | — | -14.63% | |
| 31 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.45% | — | +8.41% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.40% | — | +27.43% | |
| 33 | TSLA | Tesla INC | 株式-一般消費財 | 0.39% | -0.09% | +4.83% | |
| 34 | SAMT | Strategas Macro Them Opps | ETF-その他 | 0.39% | — | — | |
| 35 | RSPA | Invesco S&p 500 Ew Income Ad | ETF-大型株・グロース | 0.37% | — | +88.74% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.36% | — | +1.23% | |
| 37 | BPRE | Bluerock Private Real Estate | 株式-金融 | 0.35% | -0.35% | EXIT | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | +2.32% | |
| 39 | EFAA | Invesco Msci Eafe Income Adv | ETF-その他 | 0.32% | +0.06% | +84.39% | |
| 40 | WMT | Walmart INC | 株式-生活必需品 | 0.31% | — | +3.63% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.31% | — | +1.90% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.30% | — | +3.24% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | -0.30% | |
| 44 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.28% | -0.14% | -17.39% | |
| 45 | RTX | Rtx CORP | 株式-資本財 | 0.28% | — | +3.80% | |
| 46 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.26% | — | +0.06% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.25% | +0.09% | +9.70% | |
| 48 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.25% | — | -24.88% | |
| 49 | GE | General Electric | 株式-資本財 | 0.24% | — | -1.48% | |
| 50 | V | Visa Inc-class A Shares | 株式-金融 | 0.23% | — | -1.15% |