CIK: 0001532520
申告総資産額
$9.4億
上位200銘柄を表示中（全712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 | 35.56% | -0.41% | -7.84% | |
| 2 | VV | Vanguard Large-cap ETF | ETF-その他 | 17.08% | +0.21% | +21.40% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 14.04% | -0.24% | +23.43% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.64% | -0.14% | +21.90% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 5.45% | -0.20% | +20.69% | |
| 6 | VO | Vanguard Mid-cap ETF | ETF-その他 | 4.46% | +0.11% | -16.04% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.87% | +0.14% | -17.03% | |
| 8 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 2.43% | +0.08% | +134.86% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.61% | -0.01% | -2.18% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.56% | +0.11% | +0.13% | |
| 11 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.85% | +0.03% | +3.66% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 0.28% | — | +2.17% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 0.19% | +0.03% | +11.34% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.19% | — | +7.10% | |
| 15 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.19% | +0.01% | +0.48% | |
| 16 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.18% | — | — | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | +0.03% | +20.54% | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 0.14% | — | +253.57% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.14% | +0.05% | +11.76% | |
| 20 | INTC | Intel CORP | 株式-IT | 0.12% | -0.05% | +14.03% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.11% | — | -1.03% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.11% | +0.01% | +17.26% | |
| 23 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 0.09% | — | -55.55% | |
| 24 | INTU | Intuit INC | 株式-IT | 0.09% | — | +7.70% | |
| 25 | TXN | Texas Instruments INC | 株式-IT | 0.08% | +0.01% | +9.73% | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.08% | +0.01% | +0.67% | |
| 27 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.08% | -0.02% | +4.89% | |
| 28 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.08% | — | +4.07% | |
| 29 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.07% | — | +11.61% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.07% | +0.01% | +1.90% | |
| 31 | VUG | Vanguard Growth ETF | ETF-その他 | 0.07% | — | -24.38% | |
| 32 | JWNUSD | Nordstrom INC | 株式-その他 | 0.06% | -0.01% | -1.87% | |
| 33 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.06% | +0.02% | +10.83% | |
| 34 | DOCU | Docusign INC | 株式-IT | 0.06% | — | +5.22% | |
| 35 | DHR | Danaher CORP | 株式-ヘルスケア | 0.06% | +0.02% | +15.26% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.06% | — | -4.17% | |
| 37 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.06% | -0.02% | +32.17% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.06% | +0.01% | +16.85% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.06% | -0.03% | +35.03% | |
| 40 | C | Citigroup INC | 株式-金融 | 0.06% | -0.01% | +10.75% | |
| 41 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.06% | — | +7.36% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.05% | +0.02% | +21.09% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.05% | +0.01% | +22.20% | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.05% | — | +13.88% | |
| 45 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.05% | +0.01% | -0.73% | |
| 46 | RMD | Resmed INC | 株式-ヘルスケア | 0.05% | — | +3.04% | |
| 47 | MS | Morgan Stanley | 株式-金融 | 0.05% | — | +7.95% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.05% | +0.01% | +34.44% | |
| 49 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.05% | — | +21.48% | |
| 50 | ECL | Ecolab INC | 株式-素材 | 0.05% | — | -1.82% |