CIK: 0002011550
申告総資産額
$8272.0万
上位200銘柄を表示中（全261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 | AAPL | Apple INC | 株式-IT | 8.92% | -0.35% | +0.59% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.94% | -0.05% | -3.73% | |
| 3 | FMB | First Trust Managed Municipa | ETF-その他 | 4.49% | — | -0.53% | |
| 4 | BND | Vanguard Total Bond Market | ETF-その他 | 3.67% | +0.01% | -2.93% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.44% | -0.22% | +0.79% | |
| 6 | HFXI | Nyli Ftse Intl Eq Cur Ntrl | ETF-その他 | 3.41% | +0.34% | -2.34% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.37% | — | -4.36% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 3.34% | -0.29% | +0.10% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 3.15% | — | -1.43% | |
| 10 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 2.99% | +0.23% | -1.26% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.97% | -0.54% | +4.30% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.68% | -0.34% | +0.77% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 2.47% | -0.56% | +8.72% | |
| 14 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.28% | — | +1.28% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.15% | -0.08% | -1.39% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 2.14% | +0.01% | +1.32% | |
| 17 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.13% | -0.57% | +8.64% | |
| 18 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.06% | +0.01% | — | |
| 19 | PLD | Prologis INC | 株式-不動産 | 2.02% | +0.10% | +0.77% | |
| 20 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.96% | -0.01% | +0.16% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.94% | — | +1.76% | |
| 22 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 1.79% | +0.04% | -8.55% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.61% | +0.43% | +0.49% | |
| 24 | WMT | Walmart INC | 株式-生活必需品 | 1.61% | +0.33% | -1.59% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.45% | +0.18% | +0.81% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 1.06% | -0.21% | +55.71% | |
| 27 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.00% | -0.01% | +0.67% | |
| 28 | MLPA | Global X Mlp ETF | ETF-その他 | 0.91% | +0.91% | +3.03% | |
| 29 | RACE | Ferrari N.V. | 株式-一般消費財 | 0.79% | -0.90% | +17.01% | |
| 30 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.79% | — | -3.49% | |
| 31 | PZA | Invesco National Amt-free Mu | ETF-その他 | 0.77% | — | -2.07% | |
| 32 | KNG | Ft Vest S&p 500 Dvd Arst Trg | ETF-大型株・グロース | 0.71% | — | -0.81% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.63% | — | +0.42% | |
| 34 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.60% | -0.06% | -5.15% | |
| 35 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 0.57% | — | +1.03% | |
| 36 | TRP | Tc Energy CORP | 株式-エネルギー | 0.57% | +0.09% | — | |
| 37 | PGX | Invesco Preferred ETF | ETF-その他 | 0.54% | — | -7.39% | |
| 38 | TSLA | Tesla INC | 株式-一般消費財 | 0.48% | -0.11% | -10.84% | |
| 39 | ZM | Zoom Communications INC | 株式-IT | 0.46% | -0.71% | +124.94% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.40% | — | — | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.38% | — | -24.34% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.37% | — | -25.70% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.34% | +0.25% | +147.76% | |
| 44 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.34% | — | +7.33% | |
| 45 | DUK | Duke Energy CORP | 株式-公益事業 | 0.33% | — | -37.76% | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.33% | -0.06% | -41.59% | |
| 47 | PSCH | Invesco S&p Smallcap Health | ETF-その他 | 0.31% | — | -0.02% | |
| 48 | YUMC | Yum China Holdings INC | 株式-一般消費財 | 0.30% | — | -12.12% | |
| 49 | J | Jacobs Solutions INC | 株式-資本財 | 0.30% | — | -30.72% | |
| 50 | BLOK | Amplify Blockchain Tech ETF | ETF-テック型 | 0.30% | — | -10.66% |