CIK: 0001599863
申告総資産額
$24.5億
上位200銘柄を表示中（全280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 | VUG | Vanguard Growth ETF | ETF-その他 | 12.07% | — | +3.29% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.65% | — | +17.64% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 5.85% | — | +4.87% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.68% | — | +0.60% | |
| 5 | PFE | Pfizer INC | 株式-ヘルスケア | 4.23% | — | +8.41% | |
| 6 | AAPL | Apple INC | 株式-IT | 4.05% | — | -0.59% | |
| 7 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 4.04% | — | -0.84% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 3.05% | — | -0.43% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.92% | — | +8.20% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.62% | — | +1.80% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.22% | — | +1.06% | |
| 12 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 2.21% | — | +2.87% | |
| 13 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.83% | — | -1.14% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.68% | — | -0.39% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.63% | — | -0.17% | |
| 16 | BXSL | Blackstone Secured Lending F | 株式-金融 | 1.55% | — | +14.62% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.49% | — | -2.00% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.48% | — | +4.36% | |
| 19 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 1.41% | — | +14.15% | |
| 20 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.17% | — | -0.54% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 0.89% | — | -8.03% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 0.82% | — | -21.07% | |
| 23 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.82% | — | +363.38% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.74% | — | +15.42% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | — | +1.20% | |
| 26 | KKR | Kkr & Co INC | 株式-金融 | 0.63% | — | — | |
| 27 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 0.62% | — | -9.32% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.57% | — | — | |
| 29 | VFH | Vanguard Financials ETF | ETF-その他 | 0.54% | — | -13.73% | |
| 30 | BN | Brookfield CORP | 株式-金融 | 0.52% | — | — | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | — | |
| 32 | BX | Blackstone INC | 株式-金融 | 0.49% | — | -7.51% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | -0.72% | |
| 34 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.48% | — | — | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.47% | — | +15.86% | |
| 36 | GS | Goldman Sachs Group INC | 株式-金融 | 0.47% | — | +0.95% | |
| 37 | MPLX | Mplx LP | 株式-エネルギー | 0.47% | — | +0.57% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.46% | — | +0.12% | |
| 39 | ARCC | Ares Capital CORP | 株式-金融 | 0.45% | — | +22.27% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | — | -1.39% | |
| 41 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.43% | — | — | |
| 42 | PPA | Invesco Aerospace & Defense | ETF-その他 | 0.42% | — | +0.00% | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.42% | — | +5.24% | |
| 44 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.40% | — | -3.00% | |
| 45 | GBDC | Golub Capital Bdc INC | 株式-金融 | 0.39% | — | +13.79% | |
| 46 | XLE | Ss Energy Select Sector | ETF-その他 | 0.37% | — | -13.82% | |
| 47 | DE | Deere & Co | 株式-資本財 | 0.37% | — | -0.60% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.36% | — | -10.89% | |
| 49 | MET | Metlife INC | 株式-金融 | 0.36% | — | — | |
| 50 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.36% | — | +0.70% |