CIK: 0000913760
申告総資産額
$18.6億
上位200銘柄を表示中（全466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 | 5.08% | +1.01% | +6.05% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.96% | -0.17% | -1.24% | |
| 3 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.70% | — | +6.20% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.54% | — | +2.46% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.08% | +0.76% | +5.74% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.06% | -0.34% | +1.78% | |
| 7 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.93% | — | +2.93% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.79% | — | +3.89% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.77% | — | +6.80% | |
| 10 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.60% | — | +3.04% | |
| 11 | FVD | First Trust Value Line Dvd | ETF-その他 | 1.56% | — | +13.36% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.50% | -0.13% | +4.80% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 1.27% | +0.32% | +1.14% | |
| 14 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.24% | — | — | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.19% | -0.45% | -3.80% | |
| 16 | ARKK | Ark Innovation ETF | ETF-その他 | 1.19% | — | -2.03% | |
| 17 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.16% | +0.36% | +2.55% | |
| 18 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.13% | — | +7.06% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.13% | — | +3.67% | |
| 20 | FHLC | Fidelity Msci Health Care | ETF-その他 | 1.04% | — | +2.81% | |
| 21 | VUG | Vanguard Growth ETF | ETF-その他 | 0.98% | -0.37% | -1.27% | |
| 22 | ORANY | Orange-spon Adr | 株式-その他 | 0.96% | — | — | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | -0.44% | +13.93% | |
| 24 | GINN | Goldman Sachs Innovate Eqty | ETF-コモディティ | 0.84% | — | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.81% | — | +10.52% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.55% | +2.16% | |
| 27 | FTSM | First Trust Enh Short Mat Fd | ETF-その他 | 0.74% | -0.12% | -40.86% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.73% | — | +1.72% | |
| 29 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.68% | — | +554.84% | |
| 30 | AME | Ametek INC | 株式-資本財 | 0.68% | — | -0.09% | |
| 31 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.65% | — | +3.58% | |
| 32 | RDS-A | Shell Plc-spon Adr-a | 株式-その他 | 0.65% | — | — | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.64% | — | +1.71% | |
| 34 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.62% | — | -6.50% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.61% | — | +8.64% | |
| 36 | SHOP | Shopify INC - Class A | 株式-IT | 0.61% | — | +0.26% | |
| 37 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.60% | — | +7.04% | |
| 38 | AFGR | First Trust Active Factor La | ETF-その他 | 0.57% | — | +19.32% | |
| 39 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.54% | — | +5.57% | |
| 40 | ✓ | ETF Ser Solutions | 株式-その他 | 0.51% | — | -7.69% | |
| 41 | MDIV | Ft Multi-asset Divers INC | ETF-その他 | 0.49% | — | +11.25% | |
| 42 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.47% | — | +1320.36% | |
| 43 | FTA | First Trust L C Val Alp | ETF-その他 | 0.46% | — | -5.27% | |
| 44 | DEED | First Trust Securitized Plus | ETF-その他 | 0.45% | — | — | |
| 45 | NVDA | Nvidia CORP | 株式-IT | 0.43% | -0.33% | +290.27% | |
| 46 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.42% | — | +5.89% | |
| 47 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.42% | — | +11.90% | |
| 48 | LDSF | First Tr Low Duration St-etf | ETF-その他 | 0.41% | — | +24.17% | |
| 49 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.41% | — | +25.18% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.40% | — | -2.69% |