CIK: 0001055980
申告総資産額
$32.5億
上位200銘柄を表示中（全3107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 | 3.51% | -0.22% | -4.71% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.97% | -0.70% | -3.95% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.47% | -0.06% | -8.20% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.02% | — | -2.24% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.97% | -0.19% | -1.58% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.82% | -0.12% | +5.11% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.72% | +0.08% | +3.36% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.56% | — | -4.63% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.26% | -0.15% | -3.86% | |
| 10 | BND | Vanguard Total Bond Market | ETF-その他 | 1.23% | — | — | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.18% | — | +4.25% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.12% | -0.16% | +13.50% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.10% | -0.22% | -7.27% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 0.92% | -0.12% | -12.15% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.80% | -0.09% | -4.28% | |
| 16 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 0.75% | — | +8.79% | |
| 17 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.59% | — | +2.46% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 0.52% | -0.16% | -0.12% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | — | -1.41% | |
| 20 | ADBE | Adobe INC | 株式-IT | 0.46% | -0.08% | +2.60% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 0.46% | — | +0.15% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.45% | — | +11.09% | |
| 23 | PYPL | Paypal Holdings INC | 株式-金融 | 0.44% | — | -0.22% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.44% | -0.07% | +0.96% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.43% | +0.11% | -2.07% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | +2.74% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.42% | — | +11.17% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | -2.36% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.39% | — | -1.77% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.38% | — | +0.44% | |
| 31 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.37% | — | +0.33% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.36% | +0.06% | +0.97% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.35% | — | +5.22% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.35% | -0.09% | +0.20% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.33% | +0.08% | +1.62% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.33% | — | -3.90% | |
| 37 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.33% | — | +13.11% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.08% | +1.15% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.32% | -0.09% | -1.79% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.32% | — | +0.03% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.32% | — | +0.76% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | — | -9.00% | |
| 43 | NFLX | Netflix INC | 株式-通信サービス | 0.32% | — | +0.78% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.30% | -0.07% | -13.83% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.30% | — | +0.05% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.29% | — | -1.05% | |
| 47 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.29% | -0.07% | +196.74% | |
| 48 | DHR | Danaher CORP | 株式-ヘルスケア | 0.29% | — | -1.25% | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.29% | — | -4.72% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.28% | — | -1.66% |