CIK: 0002081584
申告総資産額
$9.4億
上位200銘柄を表示中（全596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 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 24.80% | -3.71% | -2.95% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 13.81% | -1.36% | -0.97% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.83% | -0.65% | -2.39% | |
| 4 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 7.80% | -0.15% | +23730.34% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.12% | -0.25% | -2.75% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.10% | -0.43% | -5.97% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 3.49% | -0.43% | -1.49% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.28% | -0.06% | -1.66% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.75% | -0.54% | +4.74% | |
| 10 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 2.41% | — | -3.13% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.42% | -0.08% | -4.84% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 0.93% | -0.15% | +2.16% | |
| 13 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.88% | — | — | |
| 14 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 0.84% | — | -6.72% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.80% | -0.14% | +0.07% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.71% | -0.06% | +7.74% | |
| 17 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.67% | -0.05% | -3.34% | |
| 18 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.47% | — | +0.73% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 0.47% | -0.39% | +0.27% | |
| 20 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.40% | — | +16.99% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | +0.49% | |
| 22 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.38% | — | -0.01% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.38% | — | +1.84% | |
| 24 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.35% | — | -0.27% | |
| 25 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.27% | -0.03% | +2.62% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.25% | — | — | |
| 27 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.25% | -0.16% | EXIT | |
| 28 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.23% | -0.06% | — | |
| 29 | QCOM | Qualcomm INC | 株式-IT | 0.23% | — | +1.85% | |
| 30 | AXP | American Express Co | 株式-金融 | 0.23% | -0.03% | +2.97% | |
| 31 | IBM | Intl Business Machines CORP | 株式-IT | 0.22% | -0.02% | +48.82% | |
| 32 | ULST | Ss Ultra Short Tm Bond ETF | ETF-その他 | 0.22% | — | — | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.22% | +0.02% | +3.79% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.22% | — | +2.26% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.21% | — | -2.86% | |
| 36 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.20% | +0.04% | -4.59% | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.20% | — | +2.44% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.19% | +0.02% | +3.25% | |
| 39 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.19% | — | +0.23% | |
| 40 | USB | US Bancorp | 株式-金融 | 0.18% | — | +4.78% | |
| 41 | HON | Honeywell International INC | 株式-資本財 | 0.18% | — | +0.90% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.17% | — | +1.39% | |
| 43 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.17% | — | +1.47% | |
| 44 | DE | Deere & Co | 株式-資本財 | 0.17% | — | +2.20% | |
| 45 | HD | Home Depot INC | 株式-一般消費財 | 0.16% | +0.01% | +4.77% | |
| 46 | RTX | Rtx CORP | 株式-資本財 | 0.16% | — | +4.78% | |
| 47 | BAC | Bank Of America CORP | 株式-金融 | 0.16% | — | +2.60% | |
| 48 | VDE | Vanguard Energy ETF | ETF-その他 | 0.16% | — | — | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.16% | — | +4723.79% | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.16% | — | +2.69% |