CIK: 0001512601
申告総資産額
$8.2億
上位200銘柄を表示中（全247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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 19.67% | -0.48% | +0.12% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.54% | -0.13% | -0.42% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.50% | -0.03% | +3.19% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.69% | — | +1.63% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.45% | +0.27% | -35.36% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.26% | — | +3.22% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.20% | — | -0.29% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.12% | — | +2.37% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.22% | — | -1.99% | |
| 10 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.77% | +0.15% | +1.67% | |
| 11 | NUSC | Nuveen Esg Small-cap ETF | ETF-その他 | 1.43% | — | +0.43% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.34% | — | -0.49% | |
| 13 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 1.30% | +0.19% | +7.07% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.17% | -0.11% | +2.77% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.14% | — | -0.33% | |
| 16 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.00% | — | -9.33% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.95% | — | -0.96% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.89% | — | -13.96% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | — | +20.76% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 0.79% | — | -1.71% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.79% | — | -0.05% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | -0.09% | -4.03% | |
| 23 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.76% | — | — | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.68% | — | -0.82% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.59% | — | -2.44% | |
| 26 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | +0.06% | -12.93% | |
| 27 | LIN | Linde plc | 株式-素材 | 0.52% | — | +1.82% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | -0.08% | -18.67% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.49% | — | -9.99% | |
| 30 | ESML | Ishares Esg Aware Msci USA S | ETF-その他 | 0.48% | — | +50.24% | |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.46% | — | -2.93% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.44% | — | -0.50% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.43% | — | -0.67% | |
| 34 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.40% | — | -0.18% | |
| 35 | NVDA | Nvidia CORP | 株式-IT | 0.39% | -0.18% | +314.56% | |
| 36 | DHR | Danaher CORP | 株式-ヘルスケア | 0.38% | — | -2.43% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.37% | — | +5.39% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.36% | — | +12.71% | |
| 39 | ASML | ASML Holding N.V. | 株式-IT | 0.36% | — | +2.68% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.36% | +0.05% | +10.20% | |
| 41 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.35% | — | +2.28% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | -10.17% | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.34% | — | +3.86% | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.33% | -0.05% | +9.71% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.31% | — | +0.40% | |
| 46 | VFC | Vf CORP | 株式-一般消費財 | 0.31% | — | +6.15% | |
| 47 | INTU | Intuit INC | 株式-IT | 0.30% | -0.05% | -7.94% | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.29% | — | +8.46% | |
| 49 | ACN | Accenture plc | 株式-IT | 0.29% | — | -0.21% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.29% | — | +44.02% |