CIK: 0001610769
申告総資産額
$41.2億
上位200銘柄を表示中（全452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 | 8.83% | +0.61% | +5.45% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.92% | -0.67% | EXIT | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.69% | +0.10% | +1.12% | |
| 4 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.79% | — | +1.34% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.33% | — | +0.35% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.88% | -3.07% | EXIT | |
| 7 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 1.79% | — | +1.57% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.74% | — | +1.21% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.59% | +0.13% | +2.79% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.54% | — | -19.92% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.36% | -0.39% | EXIT | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.28% | — | +0.91% | |
| 13 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.12% | — | +0.28% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.06% | — | -10.35% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.03% | — | -0.06% | |
| 16 | USB | US Bancorp | 株式-金融 | 0.91% | — | -1.37% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.88% | — | +0.00% | |
| 18 | EBAY | Ebay INC | 株式-一般消費財 | 0.85% | — | +0.44% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.81% | — | — | |
| 20 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.81% | — | -0.35% | |
| 21 | CSCO | Cisco Systems INC | 株式-IT | 0.81% | — | +0.15% | |
| 22 | PFE | Pfizer INC | 株式-ヘルスケア | 0.75% | — | +1.74% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | +1.54% | |
| 24 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.69% | — | +0.37% | |
| 25 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | +0.01% | -11.62% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.66% | -0.01% | +177.03% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | -0.05% | -2.53% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.62% | -0.06% | -0.63% | |
| 29 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.60% | — | -10.42% | |
| 30 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.58% | — | +16.74% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | +0.11% | +6.73% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.54% | — | +2.46% | |
| 33 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.52% | — | +22.48% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | — | +2.02% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.52% | — | +0.05% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | — | +2.54% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.49% | -0.37% | EXIT | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | +0.22% | -3.22% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.47% | — | +24.71% | |
| 40 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.45% | — | +1.04% | |
| 41 | MMM | 3m Co | 株式-資本財 | 0.43% | — | +0.13% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.42% | — | -12.93% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.39% | — | -0.60% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.38% | — | -0.40% | |
| 45 | CDC | Victoryshares US Eq Income E | ETF-その他 | 0.38% | — | — | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.37% | +0.15% | +5.42% | |
| 47 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.37% | — | +38.53% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.37% | — | -8.75% | |
| 49 | FDX | Fedex CORP | 株式-資本財 | 0.36% | — | -2.74% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.36% | — | +0.11% |