CIK: 0001512024
申告総資産額
$573.0億
上位200銘柄を表示中（全2655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 | 4.00% | — | +9.10% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.73% | +0.07% | +2.29% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.83% | -0.38% | +8.47% | |
| 4 | VTV | Vanguard Value ETF | ETF-その他 | 2.48% | -0.04% | +2.89% | |
| 5 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.04% | — | -29.80% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.02% | +0.03% | +14.27% | |
| 7 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.87% | — | +154.61% | |
| 8 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.57% | — | +5.52% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.57% | — | -12.42% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.39% | -0.22% | +104.33% | |
| 11 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 1.23% | -0.06% | +25.73% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.20% | — | +81.04% | |
| 13 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.04% | — | +1.54% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.02% | +0.16% | +3.75% | |
| 15 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.01% | — | -32.36% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.00% | +0.05% | +1.83% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.98% | +0.11% | +2.41% | |
| 18 | VUG | Vanguard Growth ETF | ETF-その他 | 0.98% | -0.21% | +0.62% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.96% | -0.01% | +6.68% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 0.85% | +0.25% | +12.83% | |
| 21 | USFR | Wisdomtree Floating Rate Tre | ETF-その他 | 0.81% | -0.23% | -8.17% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.80% | — | +10.93% | |
| 23 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.74% | — | +0.22% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | +1.10% | |
| 25 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.66% | — | +0.76% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.62% | — | -57.51% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.62% | — | -0.33% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.61% | — | -0.79% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.61% | +0.07% | +0.44% | |
| 30 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.61% | — | +12.62% | |
| 31 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.60% | +0.23% | +277.90% | |
| 32 | CGXU | Cap Group Intl Focus | ETF-その他 | 0.59% | — | +41.29% | |
| 33 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | — | +4.97% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.56% | — | +6.19% | |
| 35 | MA | Mastercard INC - A | 株式-金融 | 0.56% | — | +3.58% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.53% | — | +1.30% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | +0.16% | +1.93% | |
| 38 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.52% | — | -2.86% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | +13.03% | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.49% | — | +0.75% | |
| 41 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | +0.07% | +10.84% | |
| 42 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.48% | — | +0.79% | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.47% | — | +1.65% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.44% | — | -3.14% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.44% | +0.06% | +2.40% | |
| 46 | PANW | Palo Alto Networks INC | 株式-IT | 0.42% | +0.10% | -3.27% | |
| 47 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.42% | — | +1.97% | |
| 48 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.41% | — | +21.59% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.40% | — | +0.95% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | — | +3.76% |