CIK: 0001055980
申告総資産額
$32.5億
上位200銘柄を表示中（全3132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 | 3.47% | -0.22% | -1.44% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.91% | -0.70% | +1.39% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 2.75% | -0.22% | -0.05% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.13% | -0.12% | +1.72% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.04% | -0.19% | +1.27% | |
| 6 | ONEV | Ss Spdr R1000 Lo Vol Foc ETF | ETF-その他 | 1.36% | — | +2.84% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.33% | -0.06% | -2.58% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.24% | +0.08% | -25.08% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.24% | — | -7.14% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 1.18% | -0.16% | +1.48% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.14% | -0.15% | +0.57% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.08% | -0.16% | +1.17% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.84% | — | -0.40% | |
| 14 | NFLX | Netflix INC | 株式-通信サービス | 0.84% | — | +1.84% | |
| 15 | BND | Vanguard Total Bond Market | ETF-その他 | 0.80% | — | -7.35% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.78% | +0.11% | +4.71% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | -0.09% | +0.68% | |
| 18 | TSLA | Tesla INC | 株式-一般消費財 | 0.71% | -0.12% | +1.45% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.70% | — | -6.49% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | +0.16% | -7.39% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.60% | -0.07% | -9.85% | |
| 22 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.59% | — | +5.04% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.57% | -0.09% | -0.91% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | — | +2.81% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.51% | — | +1.16% | |
| 26 | YLD | Principal Act Hi Yld ETF | ETF-その他 | 0.48% | — | +14.11% | |
| 27 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.47% | -0.07% | -9.57% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.45% | — | -0.68% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.43% | — | +7.83% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.43% | — | -6.47% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.43% | — | +1.26% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.41% | +0.08% | -6.46% | |
| 33 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.39% | -0.07% | +0.72% | |
| 34 | TMUS | T-mobile US INC | 株式-通信サービス | 0.38% | — | +0.65% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.38% | — | -2.62% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.38% | -0.09% | +1.82% | |
| 37 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.36% | — | +7.26% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.34% | — | +5.27% | |
| 39 | AMD | Advanced Micro Devices | 株式-IT | 0.34% | — | +2.01% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.34% | — | -7.35% | |
| 41 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.34% | — | +8.44% | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.33% | -0.08% | +0.91% | |
| 43 | LIN | Linde plc | 株式-素材 | 0.32% | — | +1.39% | |
| 44 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 0.32% | -0.37% | — | |
| 45 | WTV | Wisdomtree U.s. Value Fund | ETF-その他 | 0.32% | — | — | |
| 46 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 0.31% | — | +9.37% | |
| 47 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.31% | — | +0.03% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.31% | — | -0.80% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.30% | — | +1.16% | |
| 50 | CVX | Chevron CORP | 株式-エネルギー | 0.30% | +0.08% | -4.01% |