CIK: 0002010574
申告総資産額
$1.8億
上位200銘柄を表示中（全1072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 | 10.40% | -0.19% | -0.09% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 10.22% | -0.58% | -2.22% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.21% | -0.77% | -5.64% | |
| 4 | GNR | State Street Spdr S&p Global | ETF-その他 | 4.56% | +1.12% | +1.49% | |
| 5 | FBND | Fidelity Total Bond ETF | ETF-その他 | 3.02% | +0.09% | -3.35% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.73% | -0.28% | -0.25% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.22% | — | +0.00% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.07% | -0.21% | +6.06% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.85% | — | +0.00% | |
| 10 | IHDG | Wisdomtree International Hed | ETF-その他 | 1.44% | — | -3.48% | |
| 11 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.25% | -0.09% | +0.24% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.24% | — | -1.55% | |
| 13 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.24% | +0.20% | -3.65% | |
| 14 | MBB | Ishares Mbs ETF | ETF-その他 | 1.20% | — | -3.24% | |
| 15 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.18% | +0.09% | +178.46% | |
| 16 | HSCZ | Ishares Cur Hdg Msci Eafe Sm | ETF-その他 | 1.15% | — | -2.70% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.13% | -0.10% | -1.39% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.11% | — | -3.41% | |
| 19 | CRM | Salesforce INC | 株式-IT | 0.97% | — | -0.84% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 0.90% | — | +1.36% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.89% | — | +0.58% | |
| 22 | DBEM | Xtrackers Msci Emerging Mark | ETF-新興国市場 | 0.88% | — | -2.57% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.86% | — | -5.16% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.86% | — | +1.21% | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.85% | +0.16% | -9.05% | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 0.82% | — | -0.06% | |
| 27 | IGE | Ishares North American Natur | ETF-その他 | 0.75% | +0.20% | -0.33% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.75% | — | -1.38% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.73% | — | +0.46% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.73% | — | +0.01% | |
| 31 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.72% | -0.11% | -1.08% | |
| 32 | ECBK | Ecb Bancorp INC | 株式-その他 | 0.70% | -0.05% | +3.11% | |
| 33 | FREL | Fidelity Msci Rl Est Indx | ETF-その他 | 0.70% | +0.04% | -1.97% | |
| 34 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.61% | — | +0.01% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.58% | — | -3.70% | |
| 36 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.58% | — | -0.65% | |
| 37 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 0.57% | +0.05% | -4.70% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | +0.59% | |
| 39 | QQEW | First Tr Nasdaq-100 Sel Eq | ETF-テック型 | 0.52% | -0.07% | -0.17% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.51% | +0.12% | -2.01% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.50% | -0.09% | -4.93% | |
| 42 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.49% | -0.07% | -2.43% | |
| 43 | FBCG | Fidelity Blue Chip Grow ETF | ETF-その他 | 0.46% | -0.07% | -9.29% | |
| 44 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.44% | — | +0.22% | |
| 45 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.43% | -0.21% | -1.11% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | -0.74% | |
| 47 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.41% | — | -2.10% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.41% | +0.18% | -1.00% | |
| 49 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.40% | — | -1.70% | |
| 50 | ADP | Automatic Data Processing | 株式-IT | 0.40% | +0.04% | -0.35% |