CIK: 0002081584
申告総資産額
$9.4億
上位200銘柄を表示中（全540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 | 30.06% | -3.71% | -0.91% | |
| 2 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 14.11% | -1.36% | -2.11% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 8.99% | -0.65% | -1.32% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 5.89% | -0.43% | +0.39% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 5.09% | -0.25% | -37.17% | |
| 6 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 4.00% | -0.43% | -0.24% | |
| 7 | JGRO | Jpmorgan Active Growth ETF | ETF-その他 | 3.94% | -1.00% | +3.38% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.62% | -0.06% | -2.62% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.59% | -0.54% | +4.40% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.57% | -0.39% | +29.20% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.44% | -0.08% | -30.27% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.10% | -0.14% | +9.89% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.10% | — | -6.47% | |
| 14 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.79% | -0.06% | -0.21% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.76% | -0.10% | -10.88% | |
| 16 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.74% | -0.05% | -8.51% | |
| 17 | MSFT | Microsoft CORP | 株式-IT | 0.59% | -0.15% | -10.15% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.42% | -0.09% | -13.73% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.42% | — | -4.07% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.39% | — | +0.24% | |
| 21 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.35% | — | — | |
| 22 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.32% | -0.03% | +2.31% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.30% | -0.03% | -54.86% | |
| 24 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 0.27% | -0.21% | +22.26% | |
| 25 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.27% | -0.06% | -6.97% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.27% | — | -46.82% | |
| 27 | VUG | Vanguard Growth ETF | ETF-その他 | 0.19% | -0.03% | — | |
| 28 | VDE | Vanguard Energy ETF | ETF-その他 | 0.19% | — | — | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.18% | +0.06% | -52.52% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.18% | +0.02% | -39.60% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.15% | — | +876.38% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.15% | -0.02% | -13.00% | |
| 33 | CAT | Caterpillar INC | 株式-資本財 | 0.15% | +0.04% | — | |
| 34 | PSK | Ss Spdr Ice Pref Sec ETF | ETF-その他 | 0.15% | — | — | |
| 35 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 0.14% | — | -2.96% | |
| 36 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.14% | -0.06% | +181.99% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.14% | — | -0.32% | |
| 38 | PAYX | Paychex INC | 株式-IT | 0.13% | — | — | |
| 39 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.13% | — | -16.93% | |
| 40 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.13% | — | — | |
| 41 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.13% | — | -0.27% | |
| 42 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 0.13% | — | -14.23% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.13% | — | -57.40% | |
| 44 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.12% | — | -56.76% | |
| 45 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.12% | — | -12.88% | |
| 46 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.12% | — | -41.91% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.11% | — | -54.80% | |
| 48 | AXP | American Express Co | 株式-金融 | 0.10% | -0.03% | -17.69% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.10% | +0.02% | -24.80% | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.10% | — | — |