CIK: 0001599868
申告総資産額
$38.0億
上位200銘柄を表示中（全1029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 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 4.01% | -1.02% | +8.57% | |
| 2 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 3.29% | -0.76% | +26.75% | |
| 3 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 3.17% | — | -0.07% | |
| 4 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 3.01% | +0.45% | +23.54% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 2.19% | +0.86% | +40.75% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.09% | +0.05% | -0.18% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.99% | — | +317.42% | |
| 8 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.63% | — | -2.05% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.51% | — | +1.93% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.47% | +0.08% | -1.60% | |
| 11 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.43% | — | -1.95% | |
| 12 | MGV | Vanguard Mega Cap Value ETF | ETF-その他 | 1.40% | +0.36% | -0.75% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.36% | — | +3.60% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.35% | — | +21.58% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.35% | — | +3.28% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.21% | — | +16.66% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.20% | — | -4.93% | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 1.15% | — | +2.89% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.13% | +0.13% | -8.32% | |
| 20 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.10% | +0.09% | +15.73% | |
| 21 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.10% | — | +6.57% | |
| 22 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 1.07% | — | +8.39% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.99% | — | -1.74% | |
| 24 | UNP | Union Pacific CORP | 株式-資本財 | 0.98% | — | +5.33% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.90% | — | +8.75% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.88% | +0.14% | +5.26% | |
| 27 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.87% | — | -14.11% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.85% | — | +2.55% | |
| 29 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.82% | — | -5.48% | |
| 30 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.73% | — | -22.47% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.69% | — | +7.02% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | — | +7.62% | |
| 33 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.63% | — | +2.58% | |
| 34 | VOOV | Vanguard S&p 500 Value ETF | ETF-大型株・グロース | 0.62% | — | -12.48% | |
| 35 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.61% | — | -2.82% | |
| 36 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.60% | -0.31% | +20.78% | |
| 37 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.59% | — | -1.75% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | +1.45% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.55% | — | +3.66% | |
| 40 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.54% | — | +9.74% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.53% | — | -3.06% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.53% | — | +17.22% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.52% | — | +11.51% | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.51% | — | +18.97% | |
| 45 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.50% | — | +10.91% | |
| 46 | BA | Boeing Co/the | 株式-資本財 | 0.49% | -0.28% | +14.16% | |
| 47 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | — | +3.69% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | -7.19% | |
| 49 | DHR | Danaher CORP | 株式-ヘルスケア | 0.47% | — | +11.48% | |
| 50 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 0.47% | — | -1.96% |