CIK: 0001555486
申告総資産額
$23.2億
| # | 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 | VV | Vanguard Large-cap ETF | ETF-その他 | 5.46% | -0.02% | +0.29% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 4.97% | -0.06% | -5.14% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.62% | +0.20% | +0.56% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.98% | -0.56% | -0.78% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.92% | — | +3.68% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.71% | -0.02% | -1.64% | |
| 7 | LGLV | Spdr US Lc Low Vol Idx | ETF-その他 | 2.61% | +0.17% | +4.49% | |
| 8 | VTV | Vanguard Value ETF | ETF-その他 | 2.31% | +0.28% | -3.77% | |
| 9 | XLV | Ss Health Care Select Sector | ETF-その他 | 2.15% | — | +0.19% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.10% | -0.04% | -1.29% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.07% | -0.19% | +1.35% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.06% | — | +5.10% | |
| 13 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.01% | — | +910.34% | |
| 14 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.97% | -0.05% | +9.31% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.88% | -0.11% | +1.17% | |
| 16 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.85% | +0.79% | +3.61% | |
| 17 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.56% | — | +0.67% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.55% | -0.03% | -3.87% | |
| 19 | BX | Blackstone INC | 株式-金融 | 1.49% | -1.42% | +0.00% | |
| 20 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 1.46% | — | +8.38% | |
| 21 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 1.44% | -0.03% | +8.38% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.44% | +0.35% | +2.86% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.43% | -0.11% | +0.11% | |
| 24 | TXN | Texas Instruments INC | 株式-IT | 1.39% | -0.35% | +0.44% | |
| 25 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 1.38% | -0.07% | +2.56% | |
| 26 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.37% | +0.61% | +0.36% | |
| 27 | SYK | Stryker CORP | 株式-ヘルスケア | 1.30% | — | -0.00% | |
| 28 | EFIV | Ss Spdr S&p 500 Esg ETF | ETF-大型株・グロース | 1.18% | — | +3.39% | |
| 29 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 1.15% | — | +1.41% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.13% | — | -2.39% | |
| 31 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.12% | — | +1.62% | |
| 32 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.11% | -0.23% | +1.99% | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.10% | -0.04% | +36.29% | |
| 34 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.09% | +0.13% | +16.77% | |
| 35 | ADBE | Adobe INC | 株式-IT | 1.08% | — | -4.29% | |
| 36 | ✓ | Ishares Tr Ibonds 23 Trm Ts ETF | ETF-その他 | 1.07% | — | -3.85% | |
| 37 | ICE | Intercontinental Exchange In | 株式-金融 | 1.04% | — | +0.09% | |
| 38 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 1.01% | — | +0.68% | |
| 39 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.01% | — | +0.41% | |
| 40 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.99% | — | +0.42% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.98% | -0.09% | -4.81% | |
| 42 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 0.92% | — | -2.30% | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.89% | — | +0.86% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | -0.06% | -0.37% | |
| 45 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.86% | — | -1.46% | |
| 46 | ANETEUR | Arista Networks INC | 株式-その他 | 0.80% | — | -2.28% | |
| 47 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.67% | — | +1.45% | |
| 48 | ✓ | On Hldg AG | 株式-その他 | 0.66% | -0.14% | +10.26% | |
| 49 | IBHD | Ishares Ibonds 2024 H/y INC | ETF-その他 | 0.65% | — | +1.68% | |
| 50 | UBER | Uber Technologies INC | 株式-資本財 | 0.65% | -0.07% | +243.90% |