CIK: 0001360798
申告総資産額
$23.7億
上位200銘柄を表示中（全466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 | 24.66% | +2.20% | +3.62% | |
| 2 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 9.31% | — | +0.42% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 9.22% | -0.01% | +3.33% | |
| 4 | TMUS | T-mobile US INC | 株式-通信サービス | 7.95% | — | -15.68% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.61% | +0.43% | +3.98% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.78% | +0.28% | +0.03% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.11% | +0.13% | -0.67% | |
| 8 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.29% | — | -1.66% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.08% | — | -4.25% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.05% | — | +0.83% | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.88% | +0.14% | +9.68% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.86% | — | -0.90% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.80% | — | +2.56% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.78% | — | -0.65% | |
| 15 | TSLA | Tesla INC | 株式-一般消費財 | 0.73% | — | +166.15% | |
| 16 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.72% | — | +2.23% | |
| 17 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.69% | +0.28% | +6.46% | |
| 18 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.59% | +0.18% | +12.85% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | +0.53% | -4.01% | |
| 20 | SYY | Sysco CORP | 株式-生活必需品 | 0.53% | — | -0.04% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | +0.18% | +1958.99% | |
| 22 | RWO | State Street Spdr Dow Jones | ETF-その他 | 0.50% | -0.46% | EXIT | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.47% | — | -12.28% | |
| 24 | APP | Applovin Corp-class A | 株式-IT | 0.44% | — | -18.35% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.43% | — | +3.07% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.43% | — | +1878.12% | |
| 27 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.43% | — | +0.01% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.42% | — | +9.38% | |
| 29 | DFAI | Dimensional International Co | ETF-その他 | 0.40% | +0.52% | +25.51% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.39% | -0.38% | EXIT | |
| 31 | SNOW | Snowflake INC | 株式-IT | 0.39% | — | -0.53% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.36% | -0.34% | EXIT | |
| 33 | HCP2EUR | Hashicorp Inc-cl A | 株式-その他 | 0.34% | — | +37.41% | |
| 34 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.33% | — | -0.78% | |
| 35 | DFAU | Dimensional US Core Equity M | ETF-その他 | 0.32% | +0.17% | -1.78% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.31% | — | +25.37% | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.31% | — | -3.66% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.30% | — | +3.44% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | — | +2.07% | |
| 40 | PCAR | Paccar INC | 株式-資本財 | 0.28% | — | +1.50% | |
| 41 | VTV | Vanguard Value ETF | ETF-その他 | 0.28% | — | +32.75% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.28% | — | +1.43% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.27% | — | +3.42% | |
| 44 | DFIC | Dimensional International Co | ETF-その他 | 0.26% | +0.54% | — | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.25% | — | +12.39% | |
| 46 | CRM | Salesforce INC | 株式-IT | 0.25% | — | -2.85% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.25% | -0.23% | EXIT | |
| 48 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.24% | -0.62% | EXIT | |
| 49 | ACN | Accenture plc | 株式-IT | 0.24% | — | -0.85% | |
| 50 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.24% | — | -0.58% |