CIK: 0001082339
申告総資産額
$81.2億
上位200銘柄を表示中（全840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 | 10.99% | -0.14% | +9.49% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 8.79% | +1.27% | -9.93% | |
| 3 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 4.79% | +0.08% | +79.28% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 4.22% | -0.58% | -2.62% | |
| 5 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.10% | -0.21% | -10.13% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.73% | — | +12.14% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.56% | +0.02% | +22.84% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.29% | +0.42% | +150.92% | |
| 9 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.17% | — | +3.04% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.96% | -0.07% | +3.63% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.72% | -1.30% | -16.78% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 1.54% | — | +0.23% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.44% | — | +11.21% | |
| 14 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 1.25% | — | +3.64% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.10% | -0.03% | +16.91% | |
| 16 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.06% | — | -24.28% | |
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.89% | +0.09% | +20.40% | |
| 18 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.85% | — | +2.21% | |
| 19 | RFG | Invesco S&p Midcap 400 Pure | ETF-その他 | 0.85% | — | -0.46% | |
| 20 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.79% | — | +4.54% | |
| 21 | ROUS | Hartford Multifact US Eqty | ETF-その他 | 0.75% | — | +3.43% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.70% | — | -1.86% | |
| 23 | VTV | Vanguard Value ETF | ETF-その他 | 0.69% | +0.07% | +13.10% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.69% | +0.07% | +105.74% | |
| 25 | ROAM | Hartford Multifact Emrg Mrkt | ETF-その他 | 0.68% | — | -2.47% | |
| 26 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.65% | -0.08% | -15.96% | |
| 27 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.64% | — | -9.03% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.63% | +0.09% | +9.61% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.62% | — | +15.70% | |
| 30 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.59% | — | -2.56% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.55% | -0.03% | +308.24% | |
| 32 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.54% | — | +157.05% | |
| 33 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.52% | — | +5.98% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.52% | — | -19.84% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.51% | — | -10.06% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | — | -33.13% | |
| 37 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-その他 | 0.44% | — | +0.98% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.44% | — | +12.67% | |
| 39 | RPG | Invesco S&p 500 Pure Growth | ETF-大型株・グロース | 0.43% | — | -3.61% | |
| 40 | ACN | Accenture plc | 株式-IT | 0.41% | -0.07% | -0.44% | |
| 41 | HD | Home Depot INC | 株式-一般消費財 | 0.40% | — | +25.01% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.39% | — | +105.46% | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.39% | — | -2.55% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.38% | +0.10% | +86.16% | |
| 45 | USRT | Ishares Core US Reit ETF | ETF-その他 | 0.38% | — | — | |
| 46 | FTGC | First Trust Global Tactical | ETF-その他 | 0.38% | — | — | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.36% | +0.69% | +154.30% | |
| 48 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | +37.96% | |
| 49 | MS | Morgan Stanley | 株式-金融 | 0.33% | — | +989.41% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | — | +30.10% |