CIK: 0001542421
申告総資産額
$96.6億
上位200銘柄を表示中（全438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 | META | Meta Platforms Inc-class A | 株式-通信サービス | 6.54% | — | +120.63% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.67% | — | +125.48% | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.36% | — | -16.82% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 3.18% | — | +2.48% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.88% | — | +11.11% | |
| 6 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 2.38% | — | -4.36% | |
| 7 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 2.25% | — | +7.19% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.16% | — | +65.32% | |
| 9 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.02% | — | -3.03% | |
| 10 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.91% | — | -1.01% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.90% | — | -5.66% | |
| 12 | VTV | Vanguard Value ETF | ETF-その他 | 1.90% | — | -0.55% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.80% | — | +5.46% | |
| 14 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.71% | — | +0.13% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.69% | — | +3.89% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.55% | — | +177.42% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.44% | — | -22.40% | |
| 18 | NSP | Insperity INC | 株式-その他 | 1.38% | — | — | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.29% | — | +256.41% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.08% | — | -25.71% | |
| 21 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.07% | — | -1.36% | |
| 22 | 2JE | Focus Financial Partners-a | 株式-その他 | 1.02% | — | +32.57% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.99% | — | +35.45% | |
| 24 | ROP | Roper Technologies INC | 株式-IT | 0.83% | — | — | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.79% | — | -23.00% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | — | +11.16% | |
| 27 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.75% | — | +403.41% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 0.74% | — | +2.13% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | — | +19.87% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.66% | — | +50.20% | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.65% | — | +6.23% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.65% | — | +2.87% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.63% | — | +24.48% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.61% | — | +12.59% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | +12.45% | |
| 36 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.59% | — | +17.03% | |
| 37 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.57% | — | +0.50% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.56% | — | +16.66% | |
| 39 | T | At&t INC | 株式-通信サービス | 0.56% | — | +20.14% | |
| 40 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.56% | — | +27.39% | |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.55% | — | +5.54% | |
| 42 | MDSOEUR | Medidata Solutions INC | 株式-その他 | 0.55% | — | -51.69% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | +4.26% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.53% | — | -41.87% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.52% | — | +13.63% | |
| 46 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.52% | — | -17.59% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | +8.20% | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.51% | — | +27.32% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | — | +15.64% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.48% | — | -35.57% |