CIK: 0000914933
申告総資産額
$10.2億
上位200銘柄を表示中（全217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 | 23.38% | -0.42% | -1.23% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.32% | — | +15.34% | |
| 3 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 5.43% | +0.25% | +1.08% | |
| 4 | SYK | Stryker CORP | 株式-ヘルスケア | 3.98% | -2.90% | -17.84% | |
| 5 | GUNR | Flexshares Global Upstream N | ETF-その他 | 3.98% | +1.30% | +7.90% | |
| 6 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.81% | +1.83% | +4.87% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.96% | -0.06% | +2.96% | |
| 8 | IYR | Ishares US Real Estate ETF | ETF-その他 | 2.81% | +0.28% | -33.10% | |
| 9 | MBB | Ishares Mbs ETF | ETF-その他 | 2.75% | -0.85% | EXIT | |
| 10 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 2.36% | +0.71% | +29.63% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.21% | -1.80% | EXIT | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.95% | — | -17.29% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.78% | — | -19.42% | |
| 14 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.31% | — | +7.95% | |
| 15 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.29% | -0.05% | -0.38% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.22% | -0.27% | -14.51% | |
| 17 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.11% | — | — | |
| 18 | AAPL | Apple INC | 株式-IT | 1.08% | -0.08% | -9.03% | |
| 19 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 1.07% | — | +1.92% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.06% | +0.04% | -14.98% | |
| 21 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.01% | — | +1.55% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | -2.01% | |
| 23 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.66% | — | +0.20% | |
| 24 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.65% | — | +0.51% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.62% | -0.04% | -17.39% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.59% | — | -15.85% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | -0.05% | -15.72% | |
| 28 | LIN | Linde plc | 株式-素材 | 0.48% | +0.11% | -5.62% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | -15.07% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.42% | -0.04% | -13.40% | |
| 31 | COP | Conocophillips | 株式-エネルギー | 0.41% | +0.15% | -12.34% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.41% | — | -2.82% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.40% | -0.09% | -16.99% | |
| 34 | TSLA | Tesla INC | 株式-一般消費財 | 0.38% | -0.12% | +16.59% | |
| 35 | TMUS | T-mobile US INC | 株式-通信サービス | 0.38% | — | -5.23% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.37% | — | -17.73% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.36% | -0.15% | +9.34% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.36% | -0.04% | -15.55% | |
| 39 | RTX | Rtx CORP | 株式-資本財 | 0.35% | -0.11% | -1.10% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.35% | — | -20.56% | |
| 41 | WFC | Wells Fargo & Co | 株式-金融 | 0.34% | — | -28.90% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.34% | — | -4.74% | |
| 43 | MCO | Moody's CORP | 株式-金融 | 0.33% | — | -4.04% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.33% | — | -14.09% | |
| 45 | PANW | Palo Alto Networks INC | 株式-IT | 0.32% | — | -7.46% | |
| 46 | APH | Amphenol Corp-cl A | 株式-IT | 0.32% | -0.11% | -4.92% | |
| 47 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.32% | — | -1.06% | |
| 48 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.30% | — | -1.47% | |
| 49 | DE | Deere & Co | 株式-資本財 | 0.30% | — | -0.28% | |
| 50 | AXP | American Express Co | 株式-金融 | 0.30% | — | -1.70% |