CIK: 0001542421
申告総資産額
$96.6億
上位200銘柄を表示中（全362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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 4.29% | — | -3.61% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 4.28% | — | -2.91% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.65% | — | +3.62% | |
| 4 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 3.17% | — | +0.55% | |
| 5 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 3.09% | — | +11.48% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.06% | — | +93.31% | |
| 7 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.94% | — | -0.29% | |
| 8 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.72% | — | -1.60% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 2.50% | — | +0.31% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.31% | — | -7.32% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.31% | — | -1.12% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.86% | — | -1.74% | |
| 13 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.81% | — | +0.12% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.74% | — | +53.76% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.74% | — | -0.96% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.37% | — | -2.07% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.16% | — | -6.61% | |
| 18 | VTIP | Vanguard Short-term Tips | ETF-その他 | 1.13% | — | -41.37% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.98% | — | -1.36% | |
| 20 | BA | Boeing Co/the | 株式-資本財 | 0.96% | — | +4.58% | |
| 21 | ROP | Roper Technologies INC | 株式-IT | 0.95% | — | -0.48% | |
| 22 | VAW | Vanguard Materials ETF | ETF-その他 | 0.95% | — | -0.85% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.94% | — | +13.41% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.89% | — | +1.37% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.88% | — | -5.80% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.82% | — | +0.92% | |
| 27 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.74% | — | +17.58% | |
| 28 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.73% | — | +6.09% | |
| 29 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.73% | — | -4.89% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.73% | — | +19.29% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.73% | — | -5.10% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.69% | — | +7.17% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | — | -1.06% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.64% | — | -7.14% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.62% | — | +2.61% | |
| 36 | TOWN | Towne Bank | 株式-その他 | 0.60% | — | -0.66% | |
| 37 | USB | US Bancorp | 株式-金融 | 0.58% | — | +8.49% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | -8.18% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | — | -11.85% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | — | +3.53% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.56% | — | -6.23% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | -7.84% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.53% | — | -3.39% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.53% | — | -3.08% | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.49% | — | +0.90% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.48% | — | -9.00% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.48% | — | +26.55% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.46% | — | -7.76% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.46% | — | -1.37% | |
| 50 | SUB | Ishares Short-term National | ETF-その他 | 0.42% | — | -5.35% |