CIK: 0001080628
申告総資産額
$66.6億
上位200銘柄を表示中（全726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 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.88% | +0.16% | +22.66% | |
| 2 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.47% | -0.01% | +4.63% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.23% | +0.25% | — | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.80% | — | +6.41% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.50% | -0.13% | -2.84% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.10% | +0.02% | +0.34% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.86% | -0.25% | -3.99% | |
| 8 | QUS | Ss Spdr Msci U Stratfact ETF | ETF-その他 | 1.64% | +0.36% | +11.65% | |
| 9 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.59% | +0.03% | +2.79% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.56% | — | -6.08% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.24% | — | -10.35% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.20% | — | -6.95% | |
| 13 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.16% | — | +92.93% | |
| 14 | SCHC | Schwab Intl Small-cap Equity | ETF-その他 | 1.16% | — | -1.63% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.10% | -0.05% | -2.80% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.10% | +0.25% | -6.82% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.05% | — | -1.26% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.03% | — | -1.26% | |
| 19 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 0.92% | — | +553.00% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | — | -21.55% | |
| 21 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.89% | — | -3.51% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.85% | — | +0.24% | |
| 23 | SGOL | Abrdn Physical Gold Shares | ETF-コモディティ | 0.81% | — | +3.91% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.81% | — | +26.77% | |
| 25 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 0.80% | — | -7.00% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.80% | — | -0.78% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.80% | — | -1.23% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.80% | — | -9.41% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.77% | — | +2.49% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.77% | — | -0.35% | |
| 31 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.75% | -0.04% | -7.54% | |
| 32 | ROST | Ross Stores INC | 株式-一般消費財 | 0.74% | — | -14.25% | |
| 33 | ACN | Accenture plc | 株式-IT | 0.72% | — | -1.10% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.71% | — | -3.85% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.70% | — | -3.73% | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.69% | +0.15% | +1.23% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.69% | — | -32.76% | |
| 38 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | -0.05% | -1.96% | |
| 39 | ICE | Intercontinental Exchange In | 株式-金融 | 0.68% | — | -0.15% | |
| 40 | INTU | Intuit INC | 株式-IT | 0.67% | +0.08% | -14.71% | |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | — | -2.78% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.60% | — | -0.87% | |
| 43 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.59% | -0.05% | -0.64% | |
| 44 | FISV | Fiserv INC | 株式-その他 | 0.58% | — | -1.78% | |
| 45 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.56% | — | +59.37% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.56% | — | -11.51% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.56% | — | -1.82% | |
| 48 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.55% | — | +1.25% | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.55% | — | +6.25% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.55% | — | +292.25% |