CIK: 0001610769
申告総資産額
$41.2億
上位200銘柄を表示中（全554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 | 13.55% | +0.61% | +4.38% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.08% | +0.10% | +4.33% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.27% | — | +41.39% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.87% | +0.13% | -20.22% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.87% | -3.07% | EXIT | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.73% | — | +8.60% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.61% | -0.01% | +1.57% | |
| 8 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.46% | — | +5.68% | |
| 9 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 2.20% | — | -18.12% | |
| 10 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 2.09% | — | -2.40% | |
| 11 | ✓ | Logistics Innovtn Technlgs C | 株式-その他 | 2.02% | — | -3.42% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.68% | -0.67% | EXIT | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.31% | — | +81.50% | |
| 14 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.16% | — | +7.20% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.08% | +0.01% | -0.56% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.01% | +0.01% | +6.61% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.87% | -0.39% | EXIT | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.87% | — | +3.44% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | +0.11% | -1.65% | |
| 20 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 0.86% | — | +0.00% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.82% | — | +5.43% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | -0.04% | +9.22% | |
| 23 | S | Sentinelone INC -class A | 株式-IT | 0.72% | -0.04% | +5.53% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | -0.05% | -13.88% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.64% | — | +2.26% | |
| 26 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.62% | — | -3.77% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.62% | +0.27% | +3.73% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | — | -5.11% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | -9.69% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.58% | — | -2.19% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.57% | — | -8.98% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.54% | -0.06% | +1.23% | |
| 33 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.51% | -0.19% | EXIT | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.49% | -0.04% | +17.23% | |
| 35 | SOFI | Sofi Technologies INC | 株式-金融 | 0.44% | — | -6.71% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.22% | -1.68% | |
| 37 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.40% | — | +4.51% | |
| 38 | VUG | Vanguard Growth ETF | ETF-その他 | 0.40% | — | +1.17% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | — | -3.30% | |
| 40 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.39% | — | +1.26% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.39% | -0.11% | EXIT | |
| 42 | VTV | Vanguard Value ETF | ETF-その他 | 0.38% | — | +8.76% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.37% | — | +7.35% | |
| 44 | TSLA | Tesla INC | 株式-一般消費財 | 0.35% | — | +6.58% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.33% | — | -22.89% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.32% | — | -5.94% | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.32% | — | +6.35% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.31% | — | +75.00% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.30% | — | +2.43% | |
| 50 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.30% | -0.06% | +7.01% |