CIK: 0001610769
申告総資産額
$41.2億
上位200銘柄を表示中（全532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 | 11.17% | +0.61% | +3.95% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.24% | +0.10% | +0.04% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.07% | +0.13% | +31.53% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.89% | -3.07% | EXIT | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 3.17% | — | -0.08% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.10% | -0.01% | +0.66% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.63% | — | +1.18% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.42% | — | +0.03% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.34% | -0.67% | EXIT | |
| 10 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.27% | — | +4.44% | |
| 11 | ✓ | Logistics Innovtn Technlgs C | 株式-その他 | 2.15% | — | +1.62% | |
| 12 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.06% | — | +5.29% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.71% | +0.01% | +2.96% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.63% | -0.05% | +31.09% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.51% | +0.01% | -0.31% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.24% | +0.11% | +11.20% | |
| 17 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.91% | — | +0.01% | |
| 18 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.88% | — | +0.96% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.85% | — | -1.24% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.81% | — | +1.43% | |
| 21 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.78% | — | — | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.76% | +0.27% | +313.23% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | -8.32% | |
| 24 | WAT | Waters CORP | 株式-ヘルスケア | 0.71% | — | +0.09% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | -0.04% | +54.01% | |
| 26 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.70% | -0.03% | -6.02% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.69% | — | +2.45% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.65% | — | — | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | — | -11.82% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.65% | — | +0.94% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.61% | — | -2.46% | |
| 32 | TSLA | Tesla INC | 株式-一般消費財 | 0.56% | — | +22.85% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.54% | -0.06% | +0.98% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.52% | — | -4.86% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | +0.19% | |
| 36 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.46% | — | +218.93% | |
| 37 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | — | -8.01% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.43% | -0.04% | +3.94% | |
| 39 | AI | C3.ai Inc-a | 株式-IT | 0.42% | — | +643.65% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.42% | — | -0.63% | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 0.39% | -0.07% | +3.00% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.39% | — | -3.10% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.39% | — | -0.12% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.38% | — | +0.79% | |
| 45 | CRM | Salesforce INC | 株式-IT | 0.35% | — | +10.82% | |
| 46 | PYPL | Paypal Holdings INC | 株式-金融 | 0.33% | — | +2.19% | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.33% | — | +13.19% | |
| 48 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.32% | -0.39% | EXIT | |
| 49 | VTV | Vanguard Value ETF | ETF-その他 | 0.30% | — | +40.70% | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.30% | — | -2.42% |