CIK: 0000913760
申告総資産額
$18.6億
上位200銘柄を表示中（全1087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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.74% | -0.17% | +4.32% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.42% | +1.01% | +0.28% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 3.26% | — | +1.65% | |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.64% | +1.34% | +0.05% | |
| 5 | JBND | Jpmorgan Active Bond ETF | ETF-その他 | 2.26% | +0.08% | +300.78% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.14% | -0.34% | -0.12% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.12% | -0.33% | -3.34% | |
| 8 | VFLO | Victoryshares Free Cash Flow | ETF-その他 | 1.81% | — | +1.80% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.76% | +0.22% | -3.28% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.60% | -0.55% | +0.35% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.45% | — | +8.59% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.32% | -0.45% | -5.91% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.31% | — | +0.76% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.26% | -0.44% | +108.41% | |
| 15 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-その他 | 1.14% | — | +0.46% | |
| 16 | QQQM | Invesco Nasdaq 100 ETF | ETF-テック型 | 1.12% | — | +5.00% | |
| 17 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.07% | -0.65% | +111.96% | |
| 18 | RSMC | Rockefeller US Small-mid Cap | ETF-その他 | 1.02% | — | +0.96% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.02% | -0.58% | -13.37% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | -0.16% | +1.99% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.92% | +0.79% | -33.10% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.91% | +0.76% | +1.49% | |
| 23 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.90% | — | -0.34% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.86% | — | +4.25% | |
| 25 | VUG | Vanguard Growth ETF | ETF-その他 | 0.85% | -0.37% | -1.56% | |
| 26 | SDVY | First Trust Smid Cap Rising | ETF-その他 | 0.73% | -0.19% | -0.68% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | -0.14% | -0.57% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.69% | -0.19% | +11.61% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.69% | -0.48% | +65.81% | |
| 30 | CAT | Caterpillar INC | 株式-資本財 | 0.60% | — | +0.29% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.59% | -0.20% | +11.13% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.52% | -0.19% | -0.10% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.46% | -0.13% | +3.22% | |
| 34 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.46% | -0.46% | EXIT | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.44% | -0.13% | +2.90% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.43% | — | +0.90% | |
| 37 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.43% | — | +9.16% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.42% | — | +0.35% | |
| 39 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.42% | -0.42% | EXIT | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | -0.17% | -30.44% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | -0.26% | -3.07% | |
| 42 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 0.40% | — | +2.55% | |
| 43 | SO | Southern Co/the | 株式-公益事業 | 0.39% | — | -1.07% | |
| 44 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.38% | — | +5.13% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | — | -11.46% | |
| 46 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.36% | — | +22.99% | |
| 47 | COWZ | Pacer US Cash Cows 100 ETF | ETF-その他 | 0.35% | -0.20% | -12.68% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | +2.41% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.34% | — | -0.54% | |
| 50 | DFAI | Dimensional International Co | ETF-その他 | 0.34% | -0.25% | -1.53% |