CIK: 0001610769
申告総資産額
$41.2億
上位200銘柄を表示中（全659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 | 12.21% | +0.61% | +1.61% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.73% | +0.10% | +0.70% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.55% | -3.07% | EXIT | |
| 4 | AAPL | Apple INC | 株式-IT | 3.48% | +0.13% | -2.26% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 2.97% | — | +0.29% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.15% | — | +0.47% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.11% | — | -0.20% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.96% | — | -0.68% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.88% | — | — | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.82% | -0.01% | +3.22% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.62% | +0.01% | +1.54% | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.51% | -0.79% | EXIT | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.51% | +0.01% | +0.06% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.40% | +0.27% | +0.57% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.17% | +0.11% | -0.26% | |
| 16 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 1.10% | — | +1.52% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.01% | -0.67% | EXIT | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.90% | — | +2.13% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.79% | -0.05% | +0.50% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.76% | -0.04% | +2.58% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.73% | -0.39% | EXIT | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | — | -0.27% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.66% | — | +1.27% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.61% | — | +5.56% | |
| 25 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.59% | — | +0.16% | |
| 26 | PWR | Quanta Services INC | 株式-資本財 | 0.58% | -0.37% | EXIT | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | — | -0.60% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.54% | — | +1.68% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.54% | -0.04% | +7.75% | |
| 30 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.53% | — | — | |
| 31 | SOFI | Sofi Technologies INC | 株式-金融 | 0.52% | — | +9.00% | |
| 32 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.50% | -0.19% | EXIT | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.50% | — | — | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.49% | — | +1.85% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | — | +1.12% | |
| 36 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.49% | — | -2.30% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.48% | -0.06% | +1.03% | |
| 38 | PAUG | Innovator U.s. Equity Power | ETF-その他 | 0.48% | — | — | |
| 39 | PJUL | Innovator U.s. Equity Power | ETF-その他 | 0.45% | — | — | |
| 40 | GE | General Electric | 株式-資本財 | 0.45% | — | -0.42% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | -2.11% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.42% | -0.06% | +1.57% | |
| 43 | VUG | Vanguard Growth ETF | ETF-その他 | 0.41% | — | -1.32% | |
| 44 | AVGO | Broadcom INC | 株式-IT | 0.40% | +0.02% | -0.14% | |
| 45 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.39% | — | -3.28% | |
| 46 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.38% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.22% | -3.09% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | — | +0.19% | |
| 49 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.35% | — | -6.61% | |
| 50 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.34% | -0.03% | +0.32% |