CIK: 0002081584
申告総資産額
$9.4億
上位200銘柄を表示中（全541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 | 28.30% | -3.71% | -0.19% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 14.99% | -1.36% | -1.79% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.51% | -0.65% | -2.80% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 7.37% | -0.25% | +0.45% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.58% | -0.43% | +0.87% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 3.93% | -0.43% | -1.77% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.46% | -0.06% | -0.99% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.14% | -0.54% | -0.67% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.38% | -0.08% | +4.71% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.10% | -0.15% | +1.65% | |
| 11 | BSCS | Invesco Bulletshares 2028 Cb | ETF-その他 | 0.95% | — | +5.24% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.95% | -0.14% | +2.08% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 0.90% | -0.39% | +1.29% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.79% | -0.06% | -1.05% | |
| 15 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.78% | -0.05% | -0.79% | |
| 16 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.55% | — | +4.21% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | -0.40% | |
| 18 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.43% | — | +7.00% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.42% | — | -4.41% | |
| 20 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-その他 | 0.42% | — | +2.39% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.40% | — | -4.15% | |
| 22 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.34% | -0.03% | +12.03% | |
| 23 | QCOM | Qualcomm INC | 株式-IT | 0.31% | — | +8.46% | |
| 24 | AXP | American Express Co | 株式-金融 | 0.29% | -0.03% | +0.12% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.29% | — | +0.26% | |
| 26 | IBM | Intl Business Machines CORP | 株式-IT | 0.28% | -0.02% | +2.91% | |
| 27 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.26% | -0.06% | -4.47% | |
| 28 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.26% | +0.04% | +14.15% | |
| 29 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 0.25% | — | -72.22% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.25% | — | -0.66% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | +0.02% | +220.06% | |
| 32 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.25% | — | +1.67% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.24% | +0.02% | +4.13% | |
| 34 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.24% | — | — | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.23% | — | +4.30% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.22% | — | +40.08% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.22% | +0.01% | +17.22% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.22% | — | +2.09% | |
| 39 | USB | US Bancorp | 株式-金融 | 0.21% | — | +4.74% | |
| 40 | RTX | Rtx CORP | 株式-資本財 | 0.20% | — | +3.73% | |
| 41 | ETN | Eaton Corporation plc | 株式-資本財 | 0.20% | — | -0.83% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.20% | — | +25.30% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.19% | — | +2.49% | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.19% | — | +2.39% | |
| 45 | VDE | Vanguard Energy ETF | ETF-その他 | 0.19% | — | — | |
| 46 | MET | Metlife INC | 株式-金融 | 0.18% | — | +0.80% | |
| 47 | DE | Deere & Co | 株式-資本財 | 0.18% | — | +3.42% | |
| 48 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.18% | — | +9.73% | |
| 49 | EMR | Emerson Electric Co | 株式-資本財 | 0.18% | — | +1.32% | |
| 50 | VUG | Vanguard Growth ETF | ETF-その他 | 0.18% | -0.03% | — |