CIK: 0001055980
申告総資産額
$32.5億
上位200銘柄を表示中（全3034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% | -0.98% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.68% | -0.70% | -0.32% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.30% | -0.06% | -4.13% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.98% | — | -2.37% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.82% | +0.08% | +8.69% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.78% | -0.19% | +0.66% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.66% | -0.12% | -13.54% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.39% | — | -9.57% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 1.22% | — | -3.28% | |
| 10 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.13% | — | +0.12% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.08% | -0.15% | +1879.19% | |
| 12 | TSLA | Tesla INC | 株式-一般消費財 | 0.98% | -0.12% | +214.35% | |
| 13 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 0.94% | — | +5.99% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | -0.09% | +1886.65% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.62% | — | +0.59% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.61% | -0.22% | +0.41% | |
| 17 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.60% | -0.07% | +42.26% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.16% | -0.29% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | +0.08% | +5.36% | |
| 20 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.54% | — | +8.07% | |
| 21 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.51% | — | +0.85% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | +27.80% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.47% | +0.16% | +66.17% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.47% | +0.11% | -0.03% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.47% | -0.09% | -2.40% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | -0.07% | +52.63% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | -1.12% | |
| 28 | AVGO | Broadcom INC | 株式-IT | 0.45% | -0.16% | +0.11% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.43% | +0.08% | -14.28% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | — | +0.09% | |
| 31 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | -0.39% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.37% | — | +1.18% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | -0.20% | |
| 34 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.35% | — | +4.25% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.35% | — | -11.32% | |
| 36 | BAC | Bank Of America CORP | 株式-金融 | 0.35% | — | -0.04% | |
| 37 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.34% | — | +5.36% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.32% | — | +0.78% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.32% | — | +86.51% | |
| 40 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.31% | — | -1.34% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.31% | — | -18.35% | |
| 42 | HON | Honeywell International INC | 株式-資本財 | 0.31% | — | -0.50% | |
| 43 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.31% | — | -1.84% | |
| 44 | DHR | Danaher CORP | 株式-ヘルスケア | 0.31% | — | +0.66% | |
| 45 | HOPE 2 05-15-38 | Hope Bancorp INC | 株式-その他 | 0.30% | — | — | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.30% | — | +3.55% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | — | -2.96% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.30% | -0.08% | +0.16% | |
| 49 | PSN 0.25 08-15-25 | Parsons CORP | 株式-IT | 0.29% | — | — | |
| 50 | SSRMCN 2.5 04-01-39 | Ssr Mining INC | 株式-その他 | 0.29% | — | — |