CIK: 0001055980
申告総資産額
$32.5億
上位200銘柄を表示中（全3052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 | 3.38% | -0.22% | -1.10% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.85% | -0.70% | -0.63% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.44% | -0.06% | +3.16% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.06% | — | -3.14% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.95% | -0.12% | +7.15% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.81% | +0.08% | +2.72% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.60% | -0.19% | +1892.66% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.55% | — | +7.57% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 1.29% | — | -3.41% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.20% | -0.15% | -0.95% | |
| 11 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.16% | — | -3.79% | |
| 12 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 0.91% | — | +5.24% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 0.76% | -0.12% | -0.25% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | -0.09% | -0.61% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.73% | -0.22% | +0.49% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | -0.16% | -0.71% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | — | -1.50% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.55% | — | -0.28% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | — | +2.50% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.52% | +0.08% | -3.72% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | +0.08% | -4.10% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.47% | -0.16% | -0.91% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.46% | -0.09% | -2.47% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | -2.03% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.46% | +0.11% | -0.49% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.43% | — | -0.07% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.43% | — | -1.20% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.42% | -0.07% | +4.94% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.40% | — | +0.62% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | — | -1.02% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.38% | — | -0.54% | |
| 32 | ADBE | Adobe INC | 株式-IT | 0.38% | -0.08% | -0.10% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.36% | — | +3.22% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | -0.31% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.34% | — | +10.78% | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.34% | — | -1.06% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.34% | — | -1.22% | |
| 38 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.34% | — | -0.36% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.33% | +0.06% | +0.40% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.32% | — | -7.77% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.32% | — | +4.24% | |
| 42 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.31% | — | -0.62% | |
| 43 | QCOM | Qualcomm INC | 株式-IT | 0.31% | -0.09% | +1.04% | |
| 44 | HON | Honeywell International INC | 株式-資本財 | 0.31% | — | -0.67% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.31% | -0.07% | -13.51% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.31% | — | -0.65% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.30% | — | -1.34% | |
| 48 | HOPE 2 05-15-38 | Hope Bancorp INC | 株式-その他 | 0.30% | — | — | |
| 49 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.29% | — | +2.67% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.29% | — | -5.25% |