CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全444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 | 32.84% | +0.10% | -6.23% | |
| 2 | OAKM | Oakmark US Large Cap ETF | ETF-大型株・グロース | 5.02% | -1.73% | -6.68% | |
| 3 | GVI | Ishares Intermediate Governm | ETF-その他 | 4.42% | +0.18% | +11.41% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.30% | +0.26% | +14241.40% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.33% | -0.23% | -1.10% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.09% | -0.74% | +0.16% | |
| 7 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 2.63% | -0.16% | -2.48% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.45% | -0.96% | -4.66% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.36% | -0.17% | +1.40% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.15% | -0.22% | +1.07% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.84% | -0.17% | -3.78% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.37% | -0.14% | -1.14% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.24% | -0.07% | +1.42% | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.11% | -0.04% | +17.82% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.02% | -0.11% | +9.36% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.00% | -0.15% | -3.98% | |
| 17 | WMT | Walmart INC | 株式-生活必需品 | 0.94% | +0.07% | +12.90% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | +0.05% | +8.33% | |
| 19 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.83% | -0.05% | +4.21% | |
| 20 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.83% | +0.05% | +12.02% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.79% | +0.11% | +2.62% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.75% | -0.14% | +9.29% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | -0.11% | +2.15% | |
| 24 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.70% | +0.08% | +10.76% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | — | -4.88% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.61% | -0.08% | +4.36% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.55% | -0.03% | +16.61% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.55% | — | -56.72% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | -23.10% | |
| 30 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.44% | — | — | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.43% | — | — | |
| 32 | WCN | Waste Connections INC | 株式-資本財 | 0.37% | -0.03% | -4.19% | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.36% | -0.14% | -15.28% | |
| 34 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.36% | -0.04% | -2.99% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.35% | +0.10% | +53.38% | |
| 36 | AXP | American Express Co | 株式-金融 | 0.34% | -0.06% | +0.43% | |
| 37 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.34% | -0.06% | +50.26% | |
| 38 | LIN | Linde plc | 株式-素材 | 0.34% | +0.07% | +2.97% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.32% | — | -8.37% | |
| 40 | MSCI | Msci INC | 株式-金融 | 0.31% | — | +1.96% | |
| 41 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.31% | — | -0.08% | |
| 42 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.30% | — | -1.24% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.29% | — | -5.92% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.29% | +0.13% | +3.07% | |
| 45 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.29% | — | — | |
| 46 | PGR | Progressive CORP | 株式-金融 | 0.28% | -0.03% | -3.60% | |
| 47 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.28% | — | +13.18% | |
| 48 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.25% | — | -6.45% | |
| 49 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.25% | — | +2.07% | |
| 50 | ADP | Automatic Data Processing | 株式-IT | 0.24% | -0.05% | +10.96% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +4.3% | +14241.40% | 増加 |
| 2 | LLY | Eli Lilly & Co | +0.3% | +9.36% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -3.78% | 減少 |
| 4 | GVI | Ishares Intermediate Governm | +0.2% | +11.41% | 増加 |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | -1.14% | 減少 |
| 6 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +17.82% | 増加 |
| 7 | UBER | Uber Technologies INC | +0.1% | +1906.59% | 増加 |
| 8 | WMT | Walmart INC | +0.1% | +12.90% | 増加 |
| 9 | AVGO | Broadcom INC | +0.1% | +53.38% | 増加 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +12.02% | 増加 |
| 11 | BKNG | Booking Holdings INC | +0.1% | +50.26% | 増加 |
| 12 | VMC | Vulcan Materials Co | +0.1% | +166.22% | 増加 |
| 13 | KO | Coca-cola Co/the | +0.1% | +48.33% | 増加 |
| 14 | JNJ | Johnson & Johnson | +0.1% | +2.62% | 増加 |
| 15 | VEA | Vanguard Ftse Developed ETF | +0.1% | +10.76% | 増加 |
| 16 | MDT | Medtronic plc | +0.1% | +1099.47% | 増加 |
| 17 | MRK | Merck & Co. INC. | +0.1% | +15.99% | 増加 |
| 18 | SGOL | Abrdn Physical Gold Shares | +0.1% | +13.18% | 増加 |
| 19 | IQV | Iqvia Holdings INC | +0.1% | +837.86% | 増加 |
| 20 | JPM | Jpmorgan Chase & Co | 0% | +8.33% | 増加 |
| 21 | TJX | Tjx Companies INC | 0% | +4.21% | 増加 |
| 22 | CB | Chubb Limited | 0% | +80.56% | 増加 |
| 23 | AMZN | Amazon.com INC | 0% | +1.07% | 増加 |
| 24 | AAPL | Apple INC | 0% | -1.10% | 減少 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.42% | 増加 |
| 26 | ALL | Allstate CORP | -0.1% | -54.42% | 減少 |
| 27 | ALC | Alcon Inc. | -0.1% | -31.79% | 減少 |
| 28 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -18.41% | 減少 |
| 29 | VO | Vanguard Mid-cap ETF | -0.1% | -55.24% | 減少 |
| 30 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -19.87% | 減少 |
| 31 | IJR | Ishares Core S&p Small-cap E | -0.1% | -63.64% | 減少 |
| 32 | MRSH | Marsh & Mclennan Cos | -0.1% | — | 変化なし |
| 33 | ORCL | Oracle CORP | -0.1% | -23.17% | 減少 |
| 34 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -69.96% | 減少 |
| 35 | ADBE | Adobe INC | -0.1% | -15.28% | 減少 |
| 36 | ATR | Aptargroup INC | -0.1% | -45.55% | 減少 |
| 37 | EOG | Eog Resources INC | -0.1% | -65.06% | 減少 |
| 38 | PG | Procter & Gamble Co/the | -0.2% | -23.10% | 減少 |
| 39 | MUB | Ishares National Muni Bond E | -0.2% | -4.66% | 減少 |
| 40 | HD | Home Depot INC | -0.3% | -3.98% | 減少 |
| 41 | OAKM | Oakmark US Large Cap ETF | -0.3% | -6.68% | 減少 |
| 42 | MSFT | Microsoft CORP | -0.4% | +0.16% | 増加 |
| 43 | FISV | Fiserv INC | -0.5% | -81.08% | 減少 |
| 44 | VOO | Vanguard S&p 500 ETF | -0.8% | -56.72% | 減少 |
| 45 | IVV | Ishares Core S&p 500 ETF | -3.2% | -6.23% | 減少 |
| 46 | VXUS | Vanguard Total Intl Stock | — | NEW | 新規購入 |
| 47 | MGC | Vanguard Mega Cap ETF | — | NEW | 新規購入 |
| 48 | NEM | Newmont CORP | — | NEW | 新規購入 |
| 49 | ILMN | Illumina INC | — | NEW | 新規購入 |
| 50 | WMB | Williams Cos INC | — | NEW | 新規購入 |