CIK: 0001512024
申告総資産額
$573.0億
上位200銘柄を表示中（全5237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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.84% | — | +44.86% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.76% | +0.07% | +10.24% | |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 3.01% | -0.06% | +39.25% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.83% | -0.38% | +11.30% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.65% | -0.04% | +17.38% | |
| 6 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.42% | — | +149.94% | |
| 7 | EMR | Emerson Electric Co | 株式-資本財 | 1.52% | — | +0.33% | |
| 8 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.28% | -0.28% | +31.83% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.28% | — | -13.73% | |
| 10 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.28% | — | +710.15% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.19% | — | +1.46% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.03% | +0.03% | +31.13% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | +0.16% | +2207.17% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.98% | — | +9.49% | |
| 15 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.97% | — | +13.69% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.93% | — | +4.62% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.91% | — | +12.47% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.90% | +0.05% | +22.24% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.87% | — | -14.01% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.81% | +0.11% | -5.13% | |
| 21 | T | At&t INC | 株式-通信サービス | 0.75% | — | +78.83% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.74% | — | +13.39% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | +0.16% | +28.34% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.72% | -0.22% | +10.94% | |
| 25 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.70% | — | +9.04% | |
| 26 | VUG | Vanguard Growth ETF | ETF-その他 | 0.69% | -0.21% | +47.98% | |
| 27 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.68% | — | +13.87% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.67% | -0.01% | +0.19% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.66% | — | +46.15% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.66% | +0.07% | +12.96% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | +0.05% | +7.65% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.63% | — | +8.17% | |
| 33 | HPQ | Hp INC | 株式-IT | 0.61% | — | +15.52% | |
| 34 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.57% | — | -2.80% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.56% | — | +14.84% | |
| 36 | WMT | Walmart INC | 株式-生活必需品 | 0.55% | — | +12.77% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | +0.09% | +8.61% | |
| 38 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.53% | — | +18.72% | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.53% | — | +9.00% | |
| 40 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.51% | — | +14.56% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.51% | — | +12.56% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.50% | — | +7.62% | |
| 43 | LRCXEUR | Lam Research CORP | 株式-IT | 0.48% | — | +11.42% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.47% | — | +5.06% | |
| 45 | SUB | Ishares Short-term National | ETF-その他 | 0.45% | — | +56.08% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.44% | — | +9.28% | |
| 47 | JEF | Jefferies Financial Group In | 株式-金融 | 0.44% | — | +12.73% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.43% | +0.06% | +20.94% | |
| 49 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.42% | — | +18.13% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.42% | — | +18.28% |