CIK: 0001276673
申告総資産額
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| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 34.03% | — | +0.69% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 20.47% | — | +3.45% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 6.81% | — | +0.84% | |
| 4 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 6.32% | — | -1.48% | |
| 5 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 5.69% | — | -2.74% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.16% | — | -2.12% | |
| 7 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.49% | — | +4.51% | |
| 8 | APH | Amphenol Corp-cl A | 株式-IT | 1.74% | — | -16.82% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.46% | — | -2.92% | |
| 10 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.07% | — | +0.00% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | — | -14.81% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.92% | — | +0.22% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.77% | — | +1.17% | |
| 14 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.75% | — | -4.50% | |
| 15 | WFC | Wells Fargo & Co | 株式-金融 | 0.69% | — | +0.80% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | +0.67% | |
| 17 | AAPL | Apple INC | 株式-IT | 0.59% | — | +2.93% | |
| 18 | ✓ | SPDR Gold Shares | 株式-その他 | 0.56% | — | +9.87% | |
| 19 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.55% | — | — | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.50% | — | -5.20% | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.43% | — | -2.71% | |
| 22 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.37% | — | -1.98% | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.36% | — | -6.46% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | -4.39% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.29% | — | +0.08% | |
| 26 | XXHYBXX | New America High Income Fund | 株式-その他 | 0.29% | — | +0.07% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.26% | — | -2.99% | |
| 28 | JAZZ | Jazz Pharmaceuticals plc | 株式-ヘルスケア | 0.22% | — | — | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.22% | — | -5.34% | |
| 30 | ADMSEUR | Adamas Pharmaceuticals INC | 株式-その他 | 0.21% | — | +3.73% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.20% | — | -0.05% | |
| 32 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.15% | — | +2.47% | |
| 33 | CRM | Salesforce INC | 株式-IT | 0.15% | — | -6.96% | |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.14% | — | +5.03% | |
| 35 | KR | Kroger Co | 株式-生活必需品 | 0.13% | — | — | |
| 36 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.12% | — | +6.82% | |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.12% | — | — | |
| 38 | ACN | Accenture plc | 株式-IT | 0.11% | — | -18.02% | |
| 39 | IDV | Ishares International Select | ETF-その他 | 0.10% | — | +14.18% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.09% | — | +5.33% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.09% | — | +6.99% | |
| 42 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.09% | — | +7.30% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.09% | — | +0.74% | |
| 44 | IDU | Ishares US Utilities ETF | ETF-その他 | 0.09% | — | — | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.09% | — | +1.67% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.08% | — | — | |
| 47 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.08% | — | -0.03% | |
| 48 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.08% | — | +6.77% | |
| 49 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.08% | — | +1.71% | |
| 50 | MSFT | Microsoft CORP | 株式-IT | 0.08% | — | +13.82% |