CIK: 0002010574
申告総資産額
$1.8億
上位200銘柄を表示中（全1097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 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 10.27% | -0.19% | -1.30% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 10.20% | -0.58% | -0.01% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.49% | -0.77% | -5.12% | |
| 4 | GNR | State Street Spdr S&p Global | ETF-その他 | 4.37% | +1.12% | +19.48% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-その他 | 3.28% | +0.09% | -6.45% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.34% | -0.28% | -2.03% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.24% | — | -0.28% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.99% | -0.21% | -3.86% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.81% | — | -1.30% | |
| 10 | IHDG | Wisdomtree International Hed | ETF-その他 | 1.55% | — | -5.01% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.34% | — | -1.36% | |
| 12 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.32% | +0.20% | -1.12% | |
| 13 | MBB | Ishares Mbs ETF | ETF-その他 | 1.29% | — | -4.20% | |
| 14 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.22% | -0.09% | -0.46% | |
| 15 | CRM | Salesforce INC | 株式-IT | 1.19% | — | +0.14% | |
| 16 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 1.19% | — | -35.60% | |
| 17 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.16% | — | -20.06% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.13% | -0.10% | +34.61% | |
| 19 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.96% | +0.16% | +0.07% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.94% | — | -6.91% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.90% | — | -0.60% | |
| 22 | DBEM | Xtrackers Msci Emerging Mark | ETF-新興国市場 | 0.85% | — | +17.98% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.82% | — | +8.19% | |
| 24 | AVGO | Broadcom INC | 株式-IT | 0.78% | — | -4.42% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.77% | — | +2.22% | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 0.76% | — | -1.50% | |
| 27 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.73% | +0.04% | +0.05% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.73% | — | -2.64% | |
| 29 | IGE | Ishares North American Natur | ETF-その他 | 0.72% | +0.20% | +185.28% | |
| 30 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.71% | -0.11% | -1.90% | |
| 31 | ECBK | Ecb Bancorp INC | 株式-その他 | 0.70% | -0.05% | — | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.64% | — | -0.89% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.61% | — | -0.59% | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.60% | — | +0.79% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.59% | — | -1.34% | |
| 36 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.58% | +0.05% | -5.66% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +0.07% | |
| 38 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.54% | -0.07% | +9.90% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.52% | -0.09% | -8.59% | |
| 40 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.51% | -0.07% | -27.26% | |
| 41 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 0.49% | -0.07% | -5.44% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.47% | +0.18% | -2.04% | |
| 43 | ADP | Automatic Data Processing | 株式-IT | 0.45% | +0.04% | -6.06% | |
| 44 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.45% | — | -1.50% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.44% | -0.21% | -0.98% | |
| 46 | ACN | Accenture plc | 株式-IT | 0.44% | — | -6.27% | |
| 47 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.41% | — | -2.98% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.41% | — | +0.35% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | +0.12% | -1.36% | |
| 50 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.40% | — | -1.10% |