CIK: 0000913760
申告総資産額
$18.6億
上位200銘柄を表示中（全328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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.07% | +1.01% | +87.87% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.81% | -0.17% | +4.05% | |
| 3 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 3.64% | -0.12% | -16.34% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.47% | -0.34% | +357.66% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.40% | -0.45% | +4.88% | |
| 6 | BND | Vanguard Total Bond Market | ETF-その他 | 2.34% | +0.32% | +11.90% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.99% | — | +15.54% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.79% | -0.13% | +17.49% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.78% | — | +7.73% | |
| 10 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.54% | — | +2.08% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 1.52% | -0.37% | +3.28% | |
| 12 | FHLC | Fidelity Msci Health Care | ETF-その他 | 1.40% | — | +7.31% | |
| 13 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.39% | — | +24.36% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.34% | +0.76% | +177.62% | |
| 15 | ARKK | Ark Innovation ETF | ETF-その他 | 1.25% | — | +17.82% | |
| 16 | AME | Ametek INC | 株式-資本財 | 1.23% | — | — | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.20% | — | +4.52% | |
| 18 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.17% | — | +116.68% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.11% | -0.55% | +4.20% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.11% | — | +14.54% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.99% | — | +156.48% | |
| 22 | SHOP | Shopify INC - Class A | 株式-IT | 0.89% | — | +6.57% | |
| 23 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.83% | — | +7.46% | |
| 24 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.73% | — | +7.79% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.73% | — | +1.50% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | -0.44% | +9.23% | |
| 27 | DNP | Dnp Select Income Fund INC | 株式-金融 | 0.67% | — | -1.61% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.66% | — | +15.76% | |
| 29 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.65% | — | +11.81% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.63% | — | +20.33% | |
| 31 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.61% | — | +11.52% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | — | +12.87% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.61% | -0.58% | -45.40% | |
| 34 | XYZ | Block INC | 株式-金融 | 0.59% | — | +1.84% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.57% | -0.33% | +0.06% | |
| 36 | NFLX | Netflix INC | 株式-通信サービス | 0.55% | — | +4.19% | |
| 37 | ZM | Zoom Communications INC | 株式-IT | 0.54% | — | -20.74% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | +15.97% | |
| 39 | SE | Sea Ltd-adr | 株式-通信サービス | 0.50% | — | -5.87% | |
| 40 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.49% | — | +157.70% | |
| 41 | SKYY | First Trust Cloud Computing | ETF-その他 | 0.48% | — | +2.85% | |
| 42 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.47% | — | -6.66% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | -0.14% | -0.49% | |
| 44 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.46% | — | +12.49% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | -25.91% | |
| 46 | T | At&t INC | 株式-通信サービス | 0.44% | — | +0.27% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.43% | -0.13% | +10.84% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.42% | — | -4.64% | |
| 49 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.41% | — | -6.33% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | -0.48% | -24.46% |