CIK: 0001611848
申告総資産額
$16.5億
上位200銘柄を表示中（全258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 | BND | Vanguard Total Bond Market | ETF-その他 | 4.55% | -0.23% | -3.90% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.13% | +0.19% | +0.31% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.78% | +0.13% | +0.25% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.52% | +0.02% | -1.98% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.10% | -0.08% | +1.10% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 2.01% | +0.06% | -0.49% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.97% | +0.17% | -6.86% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.85% | +0.31% | +0.01% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.82% | +0.30% | +2.53% | |
| 10 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.67% | +0.27% | -1.87% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 1.56% | +0.08% | +16.09% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.54% | +0.02% | -2.03% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.54% | +0.02% | -2.96% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.51% | +0.15% | +1.86% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.49% | — | +0.11% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.37% | -0.43% | +2.56% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.36% | — | +5.22% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.31% | +0.02% | +0.76% | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.19% | — | -5.00% | |
| 20 | MS | Morgan Stanley | 株式-金融 | 1.18% | — | +0.06% | |
| 21 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.18% | — | +3.24% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.16% | — | +0.99% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.14% | — | +5.58% | |
| 24 | BLKCHF | Blackrock INC | 株式-その他 | 1.12% | — | +4.90% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.11% | — | +4.78% | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 1.08% | — | +2.89% | |
| 27 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.07% | — | -22.94% | |
| 28 | LRCXEUR | Lam Research CORP | 株式-IT | 1.04% | — | +1.91% | |
| 29 | STLD | Steel Dynamics INC | 株式-素材 | 1.03% | — | +0.67% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 1.02% | — | +3.71% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.98% | +0.39% | NEW | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.96% | — | +4.95% | |
| 33 | DHR | Danaher CORP | 株式-ヘルスケア | 0.95% | — | +0.80% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.95% | — | -6.65% | |
| 35 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.92% | — | -0.37% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.90% | — | +4.25% | |
| 37 | ADBE | Adobe INC | 株式-IT | 0.89% | -0.39% | +0.84% | |
| 38 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 0.86% | — | +2.74% | |
| 39 | MDT | Medtronic plc | 株式-ヘルスケア | 0.86% | — | +11.48% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.84% | +0.27% | -4.03% | |
| 41 | FAST | Fastenal Co | 株式-資本財 | 0.78% | — | — | |
| 42 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.78% | — | -7.06% | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.72% | — | -3.73% | |
| 44 | AWK | American Water Works Co INC | 株式-公益事業 | 0.71% | — | +1.93% | |
| 45 | ICE | Intercontinental Exchange In | 株式-金融 | 0.70% | — | -5.39% | |
| 46 | INTU | Intuit INC | 株式-IT | 0.69% | -0.55% | -0.28% | |
| 47 | PLD | Prologis INC | 株式-不動産 | 0.67% | — | +1.07% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.66% | +0.07% | +5.10% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.65% | — | +4.49% | |
| 50 | AMT | American Tower CORP | 株式-不動産 | 0.64% | — | +2.21% |