CIK: 0000914933
申告総資産額
$10.2億
上位200銘柄を表示中（全219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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 22.07% | -0.42% | +0.53% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 6.45% | — | +1.11% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 5.36% | +0.25% | +0.92% | |
| 4 | SYK | Stryker CORP | 株式-ヘルスケア | 4.45% | -2.90% | -5.47% | |
| 5 | IYR | Ishares US Real Estate ETF | ETF-その他 | 4.15% | +0.28% | -0.12% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.48% | +1.83% | +3.81% | |
| 7 | GUNR | Flexshares Global Upstream N | ETF-その他 | 3.09% | +1.30% | +1.17% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.08% | -0.06% | +0.96% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.40% | — | +18.75% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.35% | — | -5.98% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.88% | -1.80% | EXIT | |
| 12 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 1.80% | +0.71% | +4.14% | |
| 13 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 1.56% | — | +1.32% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.47% | -0.27% | -0.77% | |
| 15 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 1.45% | — | +0.85% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 1.37% | +0.04% | -0.84% | |
| 17 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.29% | — | +1.16% | |
| 18 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.28% | -0.05% | +0.24% | |
| 19 | AAPL | Apple INC | 株式-IT | 1.22% | -0.08% | -0.82% | |
| 20 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.14% | — | +0.60% | |
| 21 | FLJP | Franklin Ftse Japan ETF | ETF-その他 | 0.79% | — | +0.96% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | +0.67% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | — | -0.85% | |
| 24 | MA | Mastercard INC - A | 株式-金融 | 0.65% | -0.04% | -0.74% | |
| 25 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.64% | — | +128.95% | |
| 26 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.63% | — | +128.80% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.60% | -0.09% | -1.71% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.58% | — | -0.75% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | -0.05% | -0.75% | |
| 30 | LIN | Linde plc | 株式-素材 | 0.50% | +0.11% | +0.28% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | — | -0.72% | |
| 32 | COP | Conocophillips | 株式-エネルギー | 0.46% | +0.15% | -0.74% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.45% | -0.04% | -0.76% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | — | +0.49% | |
| 35 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.43% | — | +5.18% | |
| 36 | KLAC | Kla CORP | 株式-IT | 0.40% | +0.16% | -13.30% | |
| 37 | DHR | Danaher CORP | 株式-ヘルスケア | 0.40% | — | +0.38% | |
| 38 | PANW | Palo Alto Networks INC | 株式-IT | 0.39% | — | -0.94% | |
| 39 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.37% | — | +0.34% | |
| 40 | WFC | Wells Fargo & Co | 株式-金融 | 0.36% | — | +0.54% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.35% | — | -14.43% | |
| 42 | AXP | American Express Co | 株式-金融 | 0.34% | — | +0.42% | |
| 43 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.34% | — | +0.48% | |
| 44 | MCO | Moody's CORP | 株式-金融 | 0.34% | — | -13.95% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.34% | — | +0.27% | |
| 46 | HON | Honeywell International INC | 株式-資本財 | 0.34% | — | -14.62% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.34% | — | +0.31% | |
| 48 | TSLA | Tesla INC | 株式-一般消費財 | 0.34% | -0.12% | +0.30% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.33% | -0.04% | +0.55% | |
| 50 | AVGO | Broadcom INC | 株式-IT | 0.33% | -0.15% | +1471.39% |