CIK: 0001082339
申告総資産額
$81.2億
上位200銘柄を表示中（全766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 | 9.82% | -0.14% | -6.85% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.53% | +1.27% | -7.47% | |
| 3 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 5.22% | +0.08% | -2.25% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.37% | -0.21% | +11.64% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 3.59% | -0.58% | +1.67% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.87% | — | +142.84% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.34% | +0.02% | +5.78% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.21% | -0.07% | +0.20% | |
| 9 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.17% | — | -10.93% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.92% | — | -4.29% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.83% | — | +14.55% | |
| 12 | BND | Vanguard Total Bond Market | ETF-その他 | 1.61% | — | -5.85% | |
| 13 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 1.26% | — | -6.00% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.16% | -0.03% | +6.88% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.14% | -1.30% | -42.00% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.12% | +0.42% | +1184.82% | |
| 17 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.12% | — | -4.00% | |
| 18 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.99% | — | -0.29% | |
| 19 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 0.87% | -0.09% | +895.95% | |
| 20 | RODM | Hartford Multifact Dev Mrkt | ETF-その他 | 0.84% | — | +1.69% | |
| 21 | ROUS | Hartford Multifact US Eqty | ETF-その他 | 0.80% | — | -0.07% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 0.76% | +0.07% | -1.92% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.74% | — | +2.68% | |
| 24 | RFG | Invesco S&p Midcap 400 Pure | ETF-その他 | 0.69% | — | -3.15% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.68% | — | +11.06% | |
| 26 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 0.66% | — | — | |
| 27 | ROAM | Hartford Multifact Emrg Mrkt | ETF-その他 | 0.63% | — | -7.28% | |
| 28 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.61% | — | -6.46% | |
| 29 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.58% | — | +1405.22% | |
| 30 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.56% | — | +13.88% | |
| 31 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.55% | — | -2.38% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.55% | — | +11.47% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.55% | +0.09% | +2.53% | |
| 34 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.53% | +0.09% | -16.90% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.53% | — | -10.27% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.50% | +0.07% | -1.11% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.50% | -0.08% | -4.07% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.49% | — | -4.69% | |
| 39 | HEEM | Ishares Crncy Hedgd Msci Em | ETF-その他 | 0.45% | — | -4.51% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.44% | — | -2.39% | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | +0.69% | -0.52% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | +0.03% | +9.83% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.43% | — | +11.94% | |
| 44 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.37% | — | +3.29% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.10% | +6.36% | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | +0.10% | +0.75% | |
| 47 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | — | +1.54% | |
| 48 | ACN | Accenture plc | 株式-IT | 0.35% | -0.07% | +10.47% | |
| 49 | NVDA | Nvidia CORP | 株式-IT | 0.35% | -0.03% | +12.29% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.34% | — | +8.26% |