CIK: 0001360798
申告総資産額
$23.7億
上位200銘柄を表示中（全275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 | AMZN | Amazon.com INC | 株式-一般消費財 | 23.48% | +2.20% | -1.13% | |
| 2 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 11.16% | — | — | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.53% | +0.28% | — | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.28% | +0.13% | -1.19% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 4.10% | — | -3.09% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.37% | — | +1.59% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.31% | — | -0.18% | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.21% | — | -3.15% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.89% | -0.01% | +1.83% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.71% | — | -3.63% | |
| 11 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.53% | -0.34% | EXIT | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.47% | -0.38% | EXIT | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.31% | — | -8.13% | |
| 14 | SWCHF | Sierra Wireless INC | 株式-その他 | 1.29% | — | — | |
| 15 | AAPL | Apple INC | 株式-IT | 1.18% | +0.43% | -3.62% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.96% | — | -3.36% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.93% | — | — | |
| 18 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.88% | +0.18% | — | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.78% | -0.23% | EXIT | |
| 20 | TMUS | T-mobile US INC | 株式-通信サービス | 0.73% | — | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | — | — | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.65% | — | +0.10% | |
| 23 | INTC | Intel CORP | 株式-IT | 0.64% | -0.32% | EXIT | |
| 24 | ✓ | 株式-その他 | 0.50% | — | — | ||
| 25 | PCAR | Paccar INC | 株式-資本財 | 0.47% | — | — | |
| 26 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.45% | — | — | |
| 27 | GBX | Greenbrier Companies INC | 株式-その他 | 0.43% | — | -8.16% | |
| 28 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.42% | — | +0.44% | |
| 29 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.41% | — | +8.45% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.37% | — | — | |
| 31 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.36% | -0.12% | EXIT | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.36% | — | +5.00% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.34% | — | — | |
| 34 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.33% | — | — | |
| 35 | TEX | Terex CORP | 株式-資本財 | 0.32% | — | — | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | — | +2.93% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.32% | +0.53% | — | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.30% | — | +13.28% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.29% | — | — | |
| 40 | NEWREUR | New Relic INC | 株式-その他 | 0.28% | — | — | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 0.28% | — | — | |
| 42 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.26% | — | — | |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.26% | — | — | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.25% | — | — | |
| 45 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.24% | — | +0.68% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.24% | — | — | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.24% | — | +1.03% | |
| 48 | BND | Vanguard Total Bond Market | ETF-その他 | 0.23% | — | — | |
| 49 | ACN | Accenture plc | 株式-IT | 0.23% | — | — | |
| 50 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.23% | — | +6.37% |