CIK: 0001387723
申告総資産額
$3.2億
| # | 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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 12.60% | -1.16% | +11.56% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 9.43% | -0.25% | +35.88% | |
| 3 | BIV | Vanguard Intermediate-term B | ETF-その他 | 7.97% | -0.54% | -10.24% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 7.26% | -0.20% | +5.95% | |
| 5 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 4.24% | — | -12.45% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.50% | — | — | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 3.48% | — | +21.89% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.81% | — | +31.46% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.55% | +0.08% | -3.10% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.10% | — | +379.68% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.83% | -0.09% | +2.09% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.41% | -0.19% | -3.11% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.40% | -0.32% | -7.56% | |
| 14 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.27% | — | -35.05% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.25% | +0.42% | -4.26% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.23% | -0.12% | +3.01% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.19% | -0.05% | -7.33% | |
| 18 | ADBE | Adobe INC | 株式-IT | 1.18% | — | +0.27% | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.12% | — | -8.87% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.09% | — | -2.65% | |
| 21 | PH | Parker Hannifin CORP | 株式-資本財 | 0.95% | -0.03% | +8.04% | |
| 22 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.89% | +0.15% | -1.12% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.86% | — | -2.31% | |
| 24 | ICF | Ishares Select U.s. Reit ETF | ETF-その他 | 0.84% | — | -11.99% | |
| 25 | SWKS | Skyworks Solutions INC | 株式-IT | 0.81% | — | +4.40% | |
| 26 | ADI | Analog Devices INC | 株式-IT | 0.80% | — | -3.49% | |
| 27 | CMI | Cummins INC | 株式-資本財 | 0.77% | -0.04% | -0.22% | |
| 28 | AXP | American Express Co | 株式-金融 | 0.76% | -0.13% | -0.33% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.75% | — | +0.54% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.72% | -0.09% | -0.21% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.71% | — | -3.38% | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 0.70% | — | -3.71% | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 0.70% | — | +3.37% | |
| 34 | KLAC | Kla CORP | 株式-IT | 0.70% | — | -1.17% | |
| 35 | WSM | Williams-sonoma INC | 株式-一般消費財 | 0.66% | -0.20% | +25.73% | |
| 36 | SYK | Stryker CORP | 株式-ヘルスケア | 0.63% | -0.08% | +1.86% | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.62% | -0.51% | +0.92% | |
| 38 | ACN | Accenture plc | 株式-IT | 0.60% | -0.14% | -3.32% | |
| 39 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.59% | — | -0.61% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.04% | -4.52% | |
| 41 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.59% | -0.09% | — | |
| 42 | MU | Micron Technology INC | 株式-IT | 0.58% | — | +27.96% | |
| 43 | LRCXEUR | Lam Research CORP | 株式-IT | 0.57% | — | +6.12% | |
| 44 | IJT | Ishares S&p Small-cap 600 Gr | ETF-その他 | 0.50% | — | — | |
| 45 | MORN | Morningstar INC | 株式-金融 | 0.49% | — | +7.10% | |
| 46 | ICE | Intercontinental Exchange In | 株式-金融 | 0.49% | — | -8.56% | |
| 47 | WAT | Waters CORP | 株式-ヘルスケア | 0.49% | — | +13.93% | |
| 48 | DG | Dollar General CORP | 株式-生活必需品 | 0.44% | — | -4.20% | |
| 49 | AWK | American Water Works Co INC | 株式-公益事業 | 0.44% | — | +7.42% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | — | -21.51% |