CIK: 0001610769
申告総資産額
$41.2億
上位200銘柄を表示中（全902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 | 8.34% | +0.61% | -0.86% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.75% | +0.13% | +4.31% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.60% | -3.07% | EXIT | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.44% | +0.10% | +0.80% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.00% | +0.27% | -5.36% | |
| 6 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.18% | -0.06% | +13.48% | |
| 7 | ELS | Equity Lifestyle Properties | 株式-不動産 | 2.00% | — | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.95% | +0.01% | — | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.80% | — | -4.58% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.41% | -0.05% | -60.74% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.36% | — | +1.18% | |
| 12 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.26% | — | +0.00% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.25% | — | +0.22% | |
| 14 | ACN | Accenture plc | 株式-IT | 1.25% | -0.14% | +12.46% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.19% | — | +0.20% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.17% | +0.01% | -1.71% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.14% | +0.11% | -0.62% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.09% | — | +76.66% | |
| 19 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.08% | -0.01% | -1.61% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | — | +3.00% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 0.74% | +0.02% | +947.43% | |
| 22 | ESGV | Vanguard Esg US Stock ETF | ETF-その他 | 0.68% | — | -2.28% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.66% | -0.04% | +0.83% | |
| 24 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.64% | — | +0.42% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.63% | -0.67% | EXIT | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | — | +1.17% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.56% | — | +0.87% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.54% | -0.06% | +0.53% | |
| 29 | GS | Goldman Sachs Group INC | 株式-金融 | 0.50% | — | +52.94% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.22% | +12.73% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.47% | — | +6.13% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 0.46% | -0.04% | +2.16% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.45% | — | +1.18% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | — | +7.06% | |
| 35 | GE | General Electric | 株式-資本財 | 0.44% | — | -1.57% | |
| 36 | NFLX | Netflix INC | 株式-通信サービス | 0.44% | -0.07% | +3.56% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.43% | — | +11.39% | |
| 38 | SKYH | Sky Harbour Group CORP | 株式-その他 | 0.42% | — | -5.32% | |
| 39 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.40% | — | +0.21% | |
| 40 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.40% | +0.46% | +1.67% | |
| 41 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.39% | — | -0.14% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.39% | — | +3.63% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.38% | -0.39% | EXIT | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.38% | — | +3.34% | |
| 45 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.38% | — | +0.41% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | — | +22.83% | |
| 47 | AGI | Alamos Gold Inc-class A | 株式-素材 | 0.37% | +0.25% | +0.07% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.36% | -0.37% | EXIT | |
| 49 | PAPR | Innovator U.s. Equity Power | ETF-その他 | 0.35% | — | — | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.35% | — | -0.81% |