CIK: 0001388168
申告総資産額
$3.7億
| # | 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 | 5.93% | +0.01% | +0.42% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 3.63% | +0.09% | +4.28% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.26% | — | +0.93% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.10% | +0.04% | -0.69% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.33% | -2.16% | EXIT | |
| 6 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.29% | — | +0.45% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.29% | — | +0.04% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 2.04% | -0.43% | +1.76% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.04% | +0.06% | -0.22% | |
| 10 | HUM | Humana INC | 株式-ヘルスケア | 1.84% | +0.10% | +2.13% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 1.77% | -0.26% | +0.52% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.75% | -0.03% | +0.48% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.52% | +0.01% | -0.23% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.50% | — | +0.51% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.41% | +0.06% | +0.56% | |
| 16 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.39% | +0.01% | +0.27% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.31% | +0.01% | +13.50% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.31% | +0.03% | +0.26% | |
| 19 | VTV | Vanguard Value ETF | ETF-その他 | 1.31% | — | -0.60% | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.24% | +0.04% | +1.06% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.12% | +0.14% | +0.02% | |
| 22 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.08% | — | — | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 1.07% | — | +1.25% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.06% | — | +0.15% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.05% | — | — | |
| 26 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.04% | +0.12% | +1.58% | |
| 27 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.01% | — | +1.01% | |
| 28 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.98% | — | +0.45% | |
| 29 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.96% | — | -2.96% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.95% | +0.09% | +2.58% | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 0.94% | +0.32% | -0.25% | |
| 32 | ADP | Automatic Data Processing | 株式-IT | 0.93% | — | — | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.88% | — | +0.79% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.88% | — | +0.01% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.85% | — | +0.76% | |
| 36 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.78% | -0.15% | +0.65% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | — | +0.39% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.73% | — | +0.49% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.72% | — | -0.26% | |
| 40 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.71% | +0.07% | +1.03% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.71% | — | +1.74% | |
| 42 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.70% | — | — | |
| 43 | INTC | Intel CORP | 株式-IT | 0.70% | +0.85% | +1.03% | |
| 44 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.69% | — | -0.48% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | +0.08% | — | |
| 46 | FHLC | Fidelity Msci Health Care | ETF-その他 | 0.63% | — | +1.60% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.61% | — | +0.82% | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.58% | — | +1.27% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.58% | — | +0.69% | |
| 50 | FTEC | Fidelity Msci Info Tech Indx | ETF-テック型 | 0.57% | +0.13% | +1.02% |