CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全377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 | 39.03% | +0.10% | +2.06% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.04% | — | -0.87% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.47% | -0.74% | -4.49% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.29% | -0.96% | -17.65% | |
| 5 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 3.14% | -0.16% | -2.48% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.09% | -0.23% | -4.96% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.70% | -0.17% | +833.51% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.07% | -0.22% | +5.40% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.50% | -0.17% | -2.31% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.31% | -0.07% | -4.79% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.17% | — | +21.86% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.16% | -0.15% | +3.20% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.04% | — | -25.43% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.99% | -0.14% | +1.55% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.76% | +0.11% | +6.77% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.72% | — | -1.19% | |
| 17 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.71% | — | +242.44% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | -0.11% | -2.59% | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.69% | -0.04% | +0.18% | |
| 20 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.67% | — | +2402.26% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | — | -0.22% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | +0.05% | -3.95% | |
| 23 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.52% | — | +10.96% | |
| 24 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.52% | -0.05% | +19.78% | |
| 25 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.48% | — | +0.11% | |
| 26 | FISV | Fiserv INC | 株式-その他 | 0.47% | -0.03% | +48.10% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.47% | -0.14% | -1.81% | |
| 28 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.45% | +0.08% | +0.45% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | +25.39% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.44% | +0.07% | +16.54% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.43% | — | — | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | -0.11% | -6.94% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.42% | -0.08% | +21.56% | |
| 34 | ATR | Aptargroup INC | 株式-ヘルスケア | 0.42% | — | -1.50% | |
| 35 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.38% | -0.04% | +0.67% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.38% | +0.05% | +127.27% | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.38% | — | +22.29% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.38% | — | +32.24% | |
| 39 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.37% | — | -0.64% | |
| 40 | AXP | American Express Co | 株式-金融 | 0.37% | -0.06% | -0.76% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.35% | -0.03% | -2.75% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | +0.13% | +19.74% | |
| 43 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.32% | — | -24.73% | |
| 44 | WCN | Waste Connections INC | 株式-資本財 | 0.31% | -0.03% | +49.78% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.30% | — | -0.39% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.30% | — | -1.62% | |
| 47 | DHR | Danaher CORP | 株式-ヘルスケア | 0.29% | — | +4.48% | |
| 48 | EMR | Emerson Electric Co | 株式-資本財 | 0.29% | — | -1.28% | |
| 49 | ALC | Alcon Inc. | 株式-ヘルスケア | 0.28% | -0.04% | -1.20% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.28% | — | — |