CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全431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 | 33.69% | +0.10% | +3.46% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 11.08% | — | -0.87% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.78% | -0.96% | -5.73% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 4.45% | +3.80% | +0.25% | |
| 5 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 3.77% | -0.16% | -11.51% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.81% | -0.23% | +12.18% | |
| 7 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.76% | — | — | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.46% | -0.74% | +22.42% | |
| 9 | CCFEUR | Chase CORP | 株式-その他 | 1.56% | — | — | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.36% | -0.07% | +5.70% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.30% | — | +2.69% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.96% | -0.22% | +47.97% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.86% | — | +5.07% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.77% | -0.17% | +25.55% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 0.75% | -0.15% | +8.50% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | -0.14% | +33.49% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | +0.05% | +11.00% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | +6.22% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.56% | — | — | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | +0.11% | +13.61% | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.51% | -0.17% | +42.60% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.48% | -0.14% | +3.66% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.43% | — | +1.57% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.40% | — | +49.64% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.40% | +0.13% | -4.20% | |
| 26 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.39% | -0.04% | +21.37% | |
| 27 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.38% | — | +20.92% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.38% | -0.11% | +9.71% | |
| 29 | AXP | American Express Co | 株式-金融 | 0.36% | -0.06% | +52.28% | |
| 30 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.36% | — | — | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.35% | — | -14.39% | |
| 32 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.35% | -0.05% | +1.82% | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 0.35% | -0.05% | +12.87% | |
| 34 | BUSD | Barnes Group INC | 株式-その他 | 0.34% | — | — | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.32% | — | +15.44% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.31% | +0.04% | +12.53% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.28% | -0.04% | +58.08% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.28% | — | +127.05% | |
| 39 | AMAT | Applied Materials INC | 株式-IT | 0.27% | +0.04% | +4.80% | |
| 40 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.27% | — | +22.80% | |
| 41 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.26% | — | +38.21% | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.26% | -0.08% | +24.46% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.24% | — | +14.29% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.24% | — | +0.88% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.24% | — | +5.36% | |
| 46 | GIS | General Mills INC | 株式-生活必需品 | 0.22% | — | +2.19% | |
| 47 | AMP | Ameriprise Financial INC | 株式-金融 | 0.22% | — | +14.45% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.22% | — | +87.96% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.22% | -0.11% | +48.72% | |
| 50 | DHR | Danaher CORP | 株式-ヘルスケア | 0.21% | — | +18.58% |