CIK: 0001091860
申告総資産額
$2.1億
上位200銘柄を表示中(全378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 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.32% | — | -10.95% | |
| 2 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 4.63% | — | +9.35% | |
| 3 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 3.03% | +0.35% | -3.34% | |
| 4 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 2.77% | — | +3.78% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.76% | — | +81.01% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.16% | — | -0.56% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.14% | +0.17% | +37.33% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.94% | -0.09% | -3.09% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 1.52% | +0.08% | -3.19% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.44% | — | +0.66% | |
| 11 | XLE | Ss Energy Select Sector | ETF-その他 | 1.31% | — | +8.42% | |
| 12 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.10% | — | -10.75% | |
| 13 | MU | Micron Technology INC | 株式-IT | 1.09% | +0.08% | NEW | |
| 14 | ODFL | Old Dominion Freight Line | 株式-資本財 | 1.08% | — | +48.04% | |
| 15 | MSCI | Msci INC | 株式-金融 | 1.05% | — | -9.92% | |
| 16 | PGR | Progressive CORP | 株式-金融 | 1.04% | — | +29.89% | |
| 17 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 1.03% | — | -0.59% | |
| 18 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.00% | — | -5.77% | |
| 19 | STX | Seagate Technology Holdings plc | 株式-IT | 0.99% | — | +84.03% | |
| 20 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.98% | — | +347.53% | |
| 21 | CFG | Citizens Financial Group | 株式-金融 | 0.98% | — | -7.10% | |
| 22 | DXC | Dxc Technology Co | 株式-IT | 0.95% | — | -6.17% | |
| 23 | NFLX | Netflix INC | 株式-通信サービス | 0.95% | — | -29.49% | |
| 24 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.92% | +0.30% | +392.49% | |
| 25 | LDOS | Leidos Holdings INC | 株式-IT | 0.91% | — | -5.99% | |
| 26 | ✓ | S&p Global INC | 株式-その他 | 0.91% | — | — | |
| 27 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.88% | +0.71% | -56.79% | |
| 28 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.87% | — | -7.13% | |
| 29 | BIO | Bio-rad Laboratories-a | 株式-ヘルスケア | 0.81% | — | — | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | — | +5.94% | |
| 31 | ETRA | E*trade Financial CORP | 株式-その他 | 0.77% | — | -17.77% | |
| 32 | ADBE | Adobe INC | 株式-IT | 0.75% | — | +3.67% | |
| 33 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.73% | — | +136.46% | |
| 34 | TEL | TE Connectivity plc | 株式-IT | 0.67% | — | -16.21% | |
| 35 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.67% | +0.11% | -28.71% | |
| 36 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.67% | +0.18% | +26.90% | |
| 37 | TRU | Transunion | 株式-金融 | 0.67% | — | +3.62% | |
| 38 | ANETEUR | Arista Networks INC | 株式-その他 | 0.66% | — | -26.93% | |
| 39 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.66% | +0.10% | — | |
| 40 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 0.66% | — | -42.75% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.64% | — | +50.82% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.64% | — | +2.05% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.63% | -0.10% | -20.67% | |
| 44 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.62% | — | +29.36% | |
| 45 | USA | Liberty Interactive CORP | 株式-その他 | 0.61% | — | — | |
| 46 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.60% | — | — | |
| 47 | RL | Ralph Lauren CORP | 株式-一般消費財 | 0.59% | +0.08% | NEW | |
| 48 | WEX | Wex INC | 株式-IT | 0.59% | — | +35.19% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | — | -39.05% | |
| 50 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | -0.25% | -16.87% |