CIK: 0001080107
申告総資産額
$165.0億
上位200銘柄を表示中（全1370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 | 7.30% | +0.16% | +1.09% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 5.46% | -0.50% | -8.52% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.96% | +0.01% | +3.39% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.45% | +0.15% | +9.29% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.72% | -0.51% | -1.26% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.28% | -0.15% | -0.34% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.51% | — | -0.33% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.45% | +0.08% | +1.51% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.41% | +0.06% | +5.58% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.18% | -0.06% | +4.07% | |
| 11 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.12% | — | +1.18% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.10% | -0.07% | -6.19% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.03% | +0.14% | -2.58% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.02% | — | +0.57% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | -0.08% | +5.00% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.91% | — | -0.05% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.91% | -0.06% | +4.17% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 0.89% | -0.21% | -2.92% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.87% | — | +1.55% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.87% | -0.09% | +0.65% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.81% | +0.07% | +2.50% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.81% | +0.04% | -0.82% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.80% | -0.10% | -6.35% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.76% | — | +2.14% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | -0.10% | +3.27% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.70% | +0.04% | +2.03% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.69% | +0.05% | +1.93% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.67% | — | -4.21% | |
| 29 | RTX | Rtx CORP | 株式-資本財 | 0.67% | — | +4.70% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.66% | -0.12% | -3.54% | |
| 31 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.66% | +0.05% | -1.80% | |
| 32 | CMI | Cummins INC | 株式-資本財 | 0.60% | -0.06% | -0.84% | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.59% | -0.05% | +5.95% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.58% | — | +2.88% | |
| 35 | ADP | Automatic Data Processing | 株式-IT | 0.58% | -0.06% | +0.86% | |
| 36 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.57% | — | +2.35% | |
| 37 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.57% | — | -3.62% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | -0.09% | +4.16% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.55% | — | -0.81% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.55% | — | +1.77% | |
| 41 | CB | Chubb Limited | 株式-金融 | 0.55% | — | -1.52% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | +0.13% | +6.20% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.45% | +0.12% | +15.39% | |
| 44 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.43% | — | +1.28% | |
| 45 | SPGI | S&p Global INC | 株式-金融 | 0.43% | -0.05% | -0.83% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.42% | — | +2.19% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.42% | +0.06% | -3.46% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.41% | — | -0.11% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.39% | — | +4.81% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.38% | — | -1.45% |