CIK: 0001082339
申告総資産額
$81.2億
上位200銘柄を表示中（全235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 | VV | Vanguard Large-cap ETF | ETF-その他 | 8.84% | -0.21% | +15.31% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 8.35% | +1.27% | +4.04% | |
| 3 | VUG | Vanguard Growth ETF | ETF-その他 | 7.45% | -0.58% | +4.23% | |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 6.27% | +0.08% | +37.47% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-その他 | 5.86% | — | +22.82% | |
| 6 | VTV | Vanguard Value ETF | ETF-その他 | 3.82% | +0.07% | +36.64% | |
| 7 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-その他 | 2.75% | — | +126.89% | |
| 8 | RWO | State Street Spdr Dow Jones | ETF-その他 | 1.97% | — | +14.99% | |
| 9 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.78% | +0.09% | +22.24% | |
| 10 | AMLPUSD | Alerian Mlp ETF | ETF-その他 | 1.71% | — | -8.30% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.69% | — | -49.55% | |
| 12 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.69% | — | +1.89% | |
| 13 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.63% | — | -5.67% | |
| 14 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.37% | — | -12.15% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.35% | — | -18.57% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.25% | +0.02% | +17.16% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.23% | — | -39.87% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.20% | -1.30% | -40.50% | |
| 19 | INTC | Intel CORP | 株式-IT | 1.15% | — | +7.25% | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.07% | — | -57.80% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | +0.03% | +6.58% | |
| 22 | USB | US Bancorp | 株式-金融 | 0.79% | — | +88.38% | |
| 23 | BA | Boeing Co/the | 株式-資本財 | 0.73% | — | -2.64% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.71% | +0.09% | +99.64% | |
| 25 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.66% | — | -12.12% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.62% | — | +307.21% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | +9.11% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | — | +6.39% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.10% | +5.15% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.53% | -0.14% | +11.21% | |
| 31 | BAC | Bank Of America CORP | 株式-金融 | 0.53% | — | +7.51% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.52% | +0.42% | +26.41% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | +4.60% | |
| 34 | AMAT | Applied Materials INC | 株式-IT | 0.49% | — | +1.55% | |
| 35 | HYMB | Ss Spdr N Ice Hy Muni ETF | ETF-その他 | 0.46% | — | — | |
| 36 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.46% | — | +10.04% | |
| 37 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | — | +11.16% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.43% | — | +3.51% | |
| 39 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.43% | — | -47.61% | |
| 40 | VZ | Verizon Communications INC | 株式-通信サービス | 0.43% | — | +181.58% | |
| 41 | SHM | Ss Spdr N Ice St Muni ETF | ETF-その他 | 0.42% | — | — | |
| 42 | HRSEUR | L3harris Technologies INC | 株式-その他 | 0.41% | — | +10.81% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.41% | -0.05% | +171.87% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | — | +292.92% | |
| 45 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.38% | — | +1.56% | |
| 46 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.38% | — | +5.99% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.38% | — | +438.50% | |
| 48 | IP | International Paper Co | 株式-一般消費財 | 0.38% | — | +3.85% | |
| 49 | WAFD | Wafd INC | 株式-その他 | 0.37% | — | +3.11% | |
| 50 | ADP | Automatic Data Processing | 株式-IT | 0.37% | — | +5.94% |