CIK: 0001610769
申告総資産額
$41.2億
上位200銘柄を表示中（全369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 | 11.07% | +0.61% | -0.74% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 5.48% | -0.67% | EXIT | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.02% | +0.10% | +1.60% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.80% | -0.01% | +1.12% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.38% | -3.07% | EXIT | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.69% | — | -0.77% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.45% | +0.13% | -0.30% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.79% | — | -0.15% | |
| 9 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.74% | — | +13.08% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.60% | -0.39% | EXIT | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 1.42% | — | -5.60% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.37% | +0.01% | -1.85% | |
| 13 | DDWM | Wisdomtree Dy Inter Eq Fd-us | ETF-その他 | 1.19% | — | +0.20% | |
| 14 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 1.15% | — | -1.23% | |
| 15 | PWR | Quanta Services INC | 株式-資本財 | 1.06% | -0.37% | EXIT | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.05% | — | +0.59% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.98% | +0.01% | -1.32% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.96% | — | +0.01% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.85% | — | -31.00% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.78% | — | +2.59% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | — | -7.59% | |
| 22 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 0.77% | — | -1.08% | |
| 23 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.76% | — | -1.67% | |
| 24 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.76% | — | -23.78% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | +0.11% | +2.69% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.74% | — | +7.74% | |
| 27 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.74% | — | +0.83% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | +3.87% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.70% | — | — | |
| 30 | USB | US Bancorp | 株式-金融 | 0.69% | — | -4.58% | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.68% | — | +0.01% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | — | +1.75% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | -0.04% | +1.82% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 0.65% | — | -0.75% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | — | +10.47% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.62% | -0.06% | +1.73% | |
| 37 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.58% | — | +0.97% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | -0.05% | +0.08% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.55% | — | -5.57% | |
| 40 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | — | -2.29% | |
| 41 | HEDJ | Wisdomtree Europe Hedged Equ | ETF-その他 | 0.48% | — | +0.12% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.46% | — | +2.83% | |
| 43 | UTXZ | United Tech CORP | 株式-その他 | 0.45% | — | +2.46% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.44% | +0.27% | +2.25% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | — | +1.58% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.42% | — | -7.91% | |
| 47 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.41% | — | -5.35% | |
| 48 | MDT | Medtronic plc | 株式-ヘルスケア | 0.40% | — | +2.41% | |
| 49 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.40% | — | +5.74% | |
| 50 | PEP | Pepsico INC | 株式-生活必需品 | 0.40% | — | +1.36% |