CIK: 0000715113
申告総資産額
$8.2億
上位200銘柄を表示中（全232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 | 12.53% | -1.85% | -0.88% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 10.09% | -3.35% | +87.25% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.33% | -1.08% | +3.15% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 7.34% | -0.03% | +136.63% | |
| 5 | CLIP | Global X 1-3 Month T-bill | ETF-その他 | 5.27% | -4.42% | +14344.68% | |
| 6 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 5.24% | — | — | |
| 7 | AAPL | Apple INC | 株式-IT | 4.27% | -0.72% | -2.85% | |
| 8 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 3.45% | — | +22.79% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.61% | -0.61% | +80.36% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.48% | — | +9.81% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.37% | -0.14% | +0.07% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.09% | -0.20% | -22.69% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.89% | -0.45% | +12.38% | |
| 14 | FTHI | Fthi/first Trust Exchange-tr | ETF-その他 | 1.31% | -0.21% | +17.99% | |
| 15 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 1.24% | +3.94% | -18.61% | |
| 16 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.18% | +0.56% | -47.09% | |
| 17 | ISPY | Proshares S&p High Incom ETF | ETF-その他 | 1.16% | — | +23.44% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | -0.19% | +6.38% | |
| 19 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.94% | — | +6.20% | |
| 20 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.82% | — | -13.68% | |
| 21 | GPIQ | Gs Nasdaq-100 Pr INC Etf-usd | ETF-テック型 | 0.73% | — | — | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | — | +9.29% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | -0.16% | -3.89% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | — | +2.40% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.58% | — | +2.31% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.51% | — | +3.50% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.48% | — | -0.48% | |
| 28 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.48% | — | -27.51% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.40% | — | -2.52% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.37% | — | -1.37% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | — | -10.57% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | — | -1.08% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 0.32% | — | +6.12% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.31% | +0.08% | +5.03% | |
| 35 | TSLA | Tesla INC | 株式-一般消費財 | 0.30% | -0.09% | +28.20% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.30% | — | +3.59% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.28% | — | +18.55% | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.28% | — | +6.87% | |
| 39 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.27% | -0.14% | -3.40% | |
| 40 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.25% | — | +10.02% | |
| 41 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.25% | — | -8.39% | |
| 42 | RTX | Rtx CORP | 株式-資本財 | 0.24% | — | +4.24% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | — | -1.50% | |
| 44 | DJIA | Global X Dow 30 Cov Call ETF | ETF-その他 | 0.23% | — | +175.69% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.22% | +0.06% | -7.40% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.22% | — | +1.28% | |
| 47 | GE | General Electric | 株式-資本財 | 0.22% | — | +8.63% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.20% | — | +10.32% | |
| 49 | INTU | Intuit INC | 株式-IT | 0.20% | -0.10% | -8.06% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.20% | — | +5.83% |