CIK: 0001578242
申告総資産額
$70.2億
上位200銘柄を表示中（全213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 | AAPL | Apple INC | 株式-IT | 34.21% | +3.79% | -8.74% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 10.70% | -1.65% | +0.00% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.20% | -1.01% | -5.14% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.35% | +1.02% | +0.04% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.91% | -0.27% | -0.30% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.47% | -0.18% | +0.00% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.55% | -0.13% | -0.64% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.76% | -0.15% | -1.05% | |
| 9 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.68% | -0.29% | -0.05% | |
| 10 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.49% | -0.12% | -1.43% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.29% | -0.25% | +37.19% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.19% | -0.17% | +1.38% | |
| 13 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.08% | -0.13% | -0.16% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.05% | -0.23% | +0.94% | |
| 15 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.87% | +0.01% | — | |
| 16 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.68% | -0.01% | +0.55% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.54% | -0.06% | +6.35% | |
| 18 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.50% | — | — | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.49% | — | — | |
| 20 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | +0.01% | -1.53% | |
| 21 | IYG | Ishares U.s. Financial Servi | ETF-その他 | 0.46% | -0.07% | — | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.35% | -0.05% | -4.31% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.30% | — | +6.78% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.29% | -0.04% | -11.29% | |
| 25 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.29% | -0.05% | +8.32% | |
| 26 | GS | Goldman Sachs Group INC | 株式-金融 | 0.26% | — | -2.85% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.25% | — | +12.32% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.23% | +0.03% | -6.07% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.22% | — | +19.95% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.21% | +0.09% | — | |
| 31 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.19% | — | — | |
| 32 | RXST | Rxsight INC | 株式-その他 | 0.18% | — | — | |
| 33 | RTX | Rtx CORP | 株式-資本財 | 0.18% | — | -0.01% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.18% | — | -0.68% | |
| 35 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.16% | — | +0.14% | |
| 36 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.16% | — | — | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.16% | -0.03% | +27.70% | |
| 38 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.16% | — | +2.06% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.16% | — | +0.46% | |
| 40 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.14% | — | +5.52% | |
| 41 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.14% | — | +0.03% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.13% | -0.04% | +45.27% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.13% | — | +11.17% | |
| 44 | CARR | Carrier Global CORP | 株式-資本財 | 0.12% | — | — | |
| 45 | NFLX | Netflix INC | 株式-通信サービス | 0.11% | — | +26.34% | |
| 46 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.11% | — | +131.18% | |
| 47 | EPI | Wisdomtree India Earnings | ETF-その他 | 0.11% | — | +5.62% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.10% | — | +0.08% | |
| 49 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.09% | — | — | |
| 50 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.09% | — | — |