CIK: 0001080107
申告総資産額
$165.0億
上位200銘柄を表示中（全1150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 | VTV | Vanguard Value ETF | ETF-その他 | 7.86% | +0.16% | +3.53% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 5.80% | -0.50% | +2.38% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.16% | +0.01% | +1.05% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.61% | +0.15% | +12.33% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.50% | -0.15% | +28.28% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.13% | -0.51% | +16.58% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.09% | — | +1.96% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.62% | +0.08% | -8.47% | |
| 9 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.51% | — | +12.99% | |
| 10 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 1.19% | +0.04% | +0.94% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.19% | — | -4.19% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.16% | -0.07% | +4.49% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.02% | +0.07% | +6.46% | |
| 14 | BCI | Abrdn Bloomberg All Commodit | ETF-その他 | 1.00% | — | +3.21% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.97% | — | +9.55% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.91% | — | +0.70% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 0.90% | -0.09% | +8.22% | |
| 18 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.87% | +0.05% | +2.26% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.84% | — | +14.06% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.83% | -0.08% | +14.34% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.82% | — | +25.41% | |
| 22 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.81% | — | +5.53% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.80% | — | +16.33% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.76% | +0.04% | +10.80% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.76% | +0.14% | +19.78% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | -0.10% | +19.92% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.67% | — | +10.26% | |
| 28 | MMM | 3m Co | 株式-資本財 | 0.65% | — | +15.38% | |
| 29 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.64% | — | +0.55% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.61% | -0.12% | +28.99% | |
| 31 | ADP | Automatic Data Processing | 株式-IT | 0.61% | -0.06% | +7.50% | |
| 32 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.61% | — | +6.48% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.60% | — | +14.12% | |
| 34 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.55% | — | +0.42% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.54% | -0.06% | +5.23% | |
| 36 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.53% | — | +46.87% | |
| 37 | RTX | Rtx CORP | 株式-資本財 | 0.53% | — | +12.60% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.53% | — | +43.40% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | +0.05% | +134.17% | |
| 40 | SPGI | S&p Global INC | 株式-金融 | 0.51% | -0.05% | +21.44% | |
| 41 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.51% | — | +16.34% | |
| 42 | CB | Chubb Limited | 株式-金融 | 0.49% | — | +17.24% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.49% | — | +3.46% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.48% | +0.05% | +5.38% | |
| 45 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.45% | — | +17.05% | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.44% | — | +13.89% | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.44% | — | +1.14% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | — | +9.42% | |
| 49 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.43% | — | +8.12% | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.42% | — | +14.55% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. INC. | +0.2% | +134.17% | 増加 |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.2% | +138.28% | 増加 |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +104.97% | 増加 |
| 4 | AMGN | Amgen INC | +0.1% | +43.40% | 増加 |
| 5 | JPM | Jpmorgan Chase & Co | +0.1% | +19.92% | 増加 |
| 6 | SBUX | Starbucks CORP | +0.1% | +46.87% | 増加 |
| 7 | VOO | Vanguard S&p 500 ETF | +0.1% | +59.00% | 増加 |
| 8 | INTC | Intel CORP | +0.1% | +10.26% | 増加 |
| 9 | TGT | Target CORP | +0.1% | +41.36% | 増加 |
| 10 | UPS | United Parcel Service-cl B | +0.1% | +64.21% | 増加 |
| 11 | VMWEUR | Vmware Inc-class A | +0.1% | +77.64% | 増加 |
| 12 | GLD | Spdr Gold Shares | +0.1% | +207.32% | 増加 |
| 13 | MSFT | Microsoft CORP | +0.1% | +16.58% | 増加 |
| 14 | ABBV | Abbvie INC | +0.1% | +43.90% | 増加 |
| 15 | PNC | Pnc Financial Services Group | +0.1% | +28.83% | 増加 |
| 16 | IEMG | Ishares Core Msci Emerging | +0.1% | +119.95% | 増加 |
| 17 | UNH | Unitedhealth Group INC | +0.1% | +98.36% | 増加 |
| 18 | CVX | Chevron CORP | +0.1% | +18.99% | 増加 |
| 19 | NKE | Nike INC -cl B | +0.1% | +67.53% | 増加 |
| 20 | DIS | Walt Disney Co/the | +0.1% | +25.41% | 増加 |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +16.33% | 増加 |
| 22 | SPGI | S&p Global INC | +0.1% | +21.44% | 増加 |
| 23 | XOM | Exxon Mobil CORP | +0.1% | +7.03% | 増加 |
| 24 | MMM | 3m Co | 0% | +15.38% | 増加 |
| 25 | CSCO | Cisco Systems INC | 0% | +16.03% | 増加 |
| 26 | GOOGL | Alphabet Inc-cl A | 0% | +8.03% | 増加 |
| 27 | CVS | Cvs Health CORP | 0% | +14.55% | 増加 |
| 28 | IVV | Ishares Core S&p 500 ETF | 0% | +14.06% | 増加 |
| 29 | RTX | Rtx CORP | 0% | +12.60% | 増加 |
| 30 | KMB | Kimberly-clark CORP | 0% | +16.34% | 増加 |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | — | +0.70% | 増加 |
| 32 | T | At&t INC | — | +14.12% | 増加 |
| 33 | CB | Chubb Limited | — | +17.24% | 増加 |
| 34 | AAPL | Apple INC | 0% | +28.28% | 増加 |
| 35 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +2.26% | 増加 |
| 36 | JNJ | Johnson & Johnson | -0.1% | +6.46% | 増加 |
| 37 | BCI | Abrdn Bloomberg All Commodit | -0.1% | +3.21% | 増加 |
| 38 | BSV | Vanguard Short-term Bond ETF | -0.1% | +12.99% | 増加 |
| 39 | IJK | Ishares S&p Mid-cap 400 Grow | -0.1% | +0.94% | 増加 |
| 40 | IWN | Ishares Russell 2000 Value E | -0.1% | -8.47% | 減少 |
| 41 | FXH | First Trust Health Care Alph | -0.1% | -91.40% | 減少 |
| 42 | FDN | First Trust Dj Internet Ind | -0.1% | -62.32% | 減少 |
| 43 | VGK | Vanguard Ftse Europe ETF | -0.2% | -96.95% | 減少 |
| 44 | VEA | Vanguard Ftse Developed ETF | -0.3% | +1.96% | 増加 |
| 45 | AGG | Ishares Core U.s. Aggregate | -0.3% | +12.33% | 増加 |
| 46 | VTV | Vanguard Value ETF | -0.4% | +3.53% | 増加 |
| 47 | IXUS | Ishares Core Intl Stock ETF | -0.5% | +1.05% | 増加 |
| 48 | VUG | Vanguard Growth ETF | -0.9% | +2.38% | 増加 |
| 49 | FXD | First Trust Consumer Discret | — | NEW | 新規購入 |
| 50 | FTXR | First Trust Nasdaq Transport | — | NEW | 新規購入 |