CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全405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 | 37.72% | +0.10% | +9.91% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.38% | — | -0.81% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.14% | -0.96% | +16.36% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.51% | -0.74% | +2.02% | |
| 5 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 3.17% | -0.16% | -0.80% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.72% | -0.23% | -1.60% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.17% | -0.17% | -8.97% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.89% | -0.22% | +2.75% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.41% | — | +36.37% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.36% | -0.07% | +18.82% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.30% | -0.17% | -1.32% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.28% | -0.15% | +8.07% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.02% | — | +324.61% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.83% | -0.14% | +9.08% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.79% | +0.11% | -0.28% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 0.78% | -0.11% | +1.76% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | — | +1.58% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.68% | -0.04% | +356.98% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | — | +0.52% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.63% | +0.05% | -7.15% | |
| 21 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.55% | — | +1.96% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.54% | -0.14% | +10.53% | |
| 23 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.51% | — | +37.10% | |
| 24 | SUB | Ishares Short-term National | ETF-その他 | 0.47% | — | — | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.46% | +0.08% | +256.12% | |
| 26 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.46% | — | — | |
| 27 | ATR | Aptargroup INC | 株式-ヘルスケア | 0.45% | — | -0.83% | |
| 28 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.44% | — | +6.54% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | -0.11% | +0.07% | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.41% | -0.05% | +21.87% | |
| 31 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.40% | — | +10.88% | |
| 32 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.40% | — | +1.40% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.39% | -0.08% | +32.36% | |
| 34 | AXP | American Express Co | 株式-金融 | 0.37% | -0.06% | +0.26% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.36% | -0.04% | -0.57% | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.35% | — | +15.58% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.35% | -0.03% | +0.69% | |
| 38 | FISV | Fiserv INC | 株式-その他 | 0.35% | -0.03% | +80.60% | |
| 39 | WMT | Walmart INC | 株式-生活必需品 | 0.35% | +0.07% | +310.15% | |
| 40 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.34% | — | -8.26% | |
| 41 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.34% | — | -67.49% | |
| 42 | EMR | Emerson Electric Co | 株式-資本財 | 0.31% | — | +0.18% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.30% | +0.13% | +2.42% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.30% | — | -9.14% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.29% | — | +23649.67% | |
| 46 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.29% | — | +169.22% | |
| 47 | DHR | Danaher CORP | 株式-ヘルスケア | 0.29% | — | +18.41% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.29% | +0.04% | +1.14% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.28% | — | +331.43% | |
| 50 | ALC | Alcon Inc. | 株式-ヘルスケア | 0.27% | -0.04% | -7.37% |