CIK: 0001082339
申告総資産額
$81.2億
上位200銘柄を表示中（全941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 | 9.38% | -0.14% | +4.05% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 8.07% | +1.27% | +3.11% | |
| 3 | REGL | Prshrs S&p Mid 400 Dvd Arist | ETF-その他 | 4.28% | — | +0.11% | |
| 4 | HEFA | Isha Curr Hedged Msci Eafe | ETF-その他 | 3.84% | +0.08% | +2.15% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.35% | -0.07% | -1.80% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-その他 | 3.25% | -0.21% | -4.38% | |
| 7 | VUG | Vanguard Growth ETF | ETF-その他 | 2.94% | -0.58% | -5.41% | |
| 8 | SMMD | Ishares Russell 2500 ETF | ETF-その他 | 2.68% | -0.09% | +8.37% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.29% | +0.02% | +0.99% | |
| 10 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.22% | — | — | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.03% | — | -0.40% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.01% | -0.03% | +4.10% | |
| 13 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.75% | — | +21.36% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.67% | — | -0.79% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.60% | +0.07% | +169.14% | |
| 16 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.54% | — | -0.30% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.33% | +0.42% | +2.97% | |
| 18 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 1.25% | — | +27.03% | |
| 19 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.01% | -1.30% | -52.71% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.98% | — | +5.70% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.92% | — | -0.53% | |
| 22 | NVDA | Nvidia CORP | 株式-IT | 0.79% | -0.03% | -3.87% | |
| 23 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.73% | — | +15.91% | |
| 24 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.72% | — | +6.62% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.69% | — | -2.52% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.55% | — | +5.27% | |
| 27 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-その他 | 0.52% | — | +0.70% | |
| 28 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.52% | -0.08% | -3.17% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.51% | — | +12.50% | |
| 30 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.50% | — | -3.90% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.47% | — | -0.49% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.46% | +0.09% | -0.84% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | +0.69% | +3.63% | |
| 34 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.42% | — | -8.79% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | +0.10% | +12.25% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.40% | +0.07% | -8.20% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.40% | — | +7.17% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | — | +3.29% | |
| 39 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.39% | — | +14.40% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.38% | -0.10% | +0.40% | |
| 41 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.38% | — | -12.07% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.37% | +0.09% | -1.83% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.35% | — | -4.43% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.35% | -0.05% | +10.50% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.34% | — | +9.42% | |
| 46 | HDEF | Xtrackers Msci Eafe High Div | ETF-その他 | 0.33% | — | -8.83% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.32% | — | +2.51% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | — | +4.72% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.29% | +0.10% | -0.28% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.28% | +0.03% | +4.36% |