CIK: 0001055980
申告総資産額
$32.5億
上位200銘柄を表示中(全3041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 | 3.09% | -0.22% | -0.91% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.78% | -0.06% | -4.37% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.68% | -0.70% | -0.84% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.36% | — | -2.94% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.21% | -0.19% | -0.51% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.79% | +0.08% | -1.18% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.52% | -0.12% | +3.90% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.46% | — | -1.24% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 1.31% | — | +0.24% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.24% | -0.15% | -2.43% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.11% | — | +6.13% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.10% | -0.16% | -3.02% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 0.86% | -0.22% | +0.11% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | -0.09% | -0.66% | |
| 15 | PYPL | Paypal Holdings INC | 株式-金融 | 0.74% | — | -1.13% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 0.69% | -0.12% | +2.41% | |
| 17 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 0.65% | — | +3.41% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.56% | — | -1.62% | |
| 19 | ADBE | Adobe INC | 株式-IT | 0.50% | -0.08% | -0.16% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.49% | -0.07% | -17.26% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | -0.07% | -14.40% | |
| 22 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.45% | — | -0.55% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.45% | — | +9.81% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.43% | — | +2.68% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | — | -1.95% | |
| 26 | INTC | Intel CORP | 株式-IT | 0.41% | +0.06% | -0.91% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.41% | — | -2.09% | |
| 28 | CSCO | Cisco Systems INC | 株式-IT | 0.41% | — | -1.36% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.40% | — | -25.29% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.39% | -0.16% | -1.31% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.36% | — | -2.55% | |
| 32 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.35% | +0.11% | -12.50% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.34% | — | -26.54% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.34% | — | -1.94% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.33% | — | -1.40% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.33% | — | -0.91% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.31% | — | +12.14% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.30% | +0.08% | -4.94% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | +0.08% | +8.61% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.30% | — | -7.54% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.29% | — | +2.03% | |
| 42 | NFLX | Netflix INC | 株式-通信サービス | 0.29% | — | +0.43% | |
| 43 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.29% | -0.07% | -3.90% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.29% | -0.09% | -0.80% | |
| 45 | PEP | Pepsico INC | 株式-生活必需品 | 0.29% | — | +0.60% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.29% | — | -0.13% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.28% | — | +0.27% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.28% | -0.09% | -2.77% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.27% | — | -3.20% | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.26% | — | +9.25% |