CIK: 0000715113
申告総資産額
$8.2億
上位200銘柄を表示中（全250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 | 11.93% | -1.85% | -0.56% | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 10.42% | -3.35% | +16.04% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.88% | -1.08% | +0.95% | |
| 4 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 7.48% | -0.03% | +14.63% | |
| 5 | CLIP | Global X 1-3 Month T-bill | ETF-その他 | 5.29% | -4.42% | +13.04% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.92% | -0.72% | +0.25% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 4.72% | — | -3.15% | |
| 8 | BASG | Brown Adviso Sustain Gro ETF | ETF-その他 | 4.51% | -4.10% | EXIT | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.63% | -0.61% | +8.25% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.58% | — | -0.82% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.22% | -0.14% | -2.52% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.17% | -0.20% | +5.60% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.82% | -0.45% | +4.07% | |
| 14 | TCHP | T Rowe Price Blue Chip Growt | ETF-その他 | 1.22% | +3.94% | +3.31% | |
| 15 | FTHI | Fthi/first Trust Exchange-tr | ETF-その他 | 1.17% | -0.21% | -3.16% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.13% | -0.19% | +9.64% | |
| 17 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.05% | +0.56% | -8.22% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | -0.16% | +4.64% | |
| 19 | ISPY | Proshares S&p High Incom ETF | ETF-その他 | 0.89% | — | -18.79% | |
| 20 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.88% | — | +1.19% | |
| 21 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.83% | — | +7.66% | |
| 22 | GPIQ | Gs Nasdaq-100 Pr INC Etf-usd | ETF-テック型 | 0.68% | — | -0.57% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | — | +6.41% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.65% | — | +1.37% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.55% | — | +1.79% | |
| 26 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.52% | — | +7.69% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.48% | — | +4.85% | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.47% | — | +0.24% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.39% | -0.09% | +5.02% | |
| 30 | RDDT | Reddit Inc-cl A | 株式-通信サービス | 0.36% | -0.14% | +0.40% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.34% | — | -1.16% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.33% | — | +0.71% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.32% | — | +6.84% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.31% | — | -11.23% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.30% | — | +9.74% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.29% | — | +5.50% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.29% | — | -0.15% | |
| 38 | IBM | Intl Business Machines CORP | 株式-IT | 0.29% | — | +5.61% | |
| 39 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.26% | — | +10.26% | |
| 40 | RTX | Rtx CORP | 株式-資本財 | 0.26% | — | +4.71% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.25% | +0.08% | -2.26% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.25% | — | +5.63% | |
| 43 | GE | General Electric | 株式-資本財 | 0.25% | — | +11.41% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.23% | — | -20.53% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.23% | — | +9.02% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.22% | +0.09% | +47.54% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.21% | +0.06% | +2.28% | |
| 48 | RSPA | Invesco S&p 500 Ew Income Ad | ETF-大型株・グロース | 0.21% | — | — | |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.20% | -0.13% | +0.81% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.19% | — | +5.58% |