CIK: 0001080107
申告総資産額
$165.0億
上位200銘柄を表示中（全1353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 | 7.09% | +0.16% | +0.13% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 5.79% | -0.50% | -0.84% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 3.92% | +0.01% | +1.20% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.42% | +0.15% | +1.72% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.85% | -0.51% | +0.21% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.82% | -0.15% | +2.28% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.48% | — | +1.38% | |
| 8 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.41% | +0.06% | +1.89% | |
| 9 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.40% | +0.08% | +1.69% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.20% | -0.06% | +0.74% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.18% | -0.07% | +0.52% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.17% | +0.14% | -0.75% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.09% | -0.08% | +3.59% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.09% | -0.10% | +914.45% | |
| 15 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.08% | — | +1.29% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.01% | -0.21% | -4.14% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.97% | — | -0.57% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.94% | -0.06% | +0.66% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | — | +1.35% | |
| 20 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.87% | — | +1.48% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.81% | -0.09% | +0.64% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.77% | +0.04% | +0.77% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | +0.07% | +2.10% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.74% | — | +2.17% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | -0.10% | +0.34% | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 0.73% | -0.12% | -4.15% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.70% | — | +1.33% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.69% | -0.09% | +4.76% | |
| 29 | RTX | Rtx CORP | 株式-資本財 | 0.68% | — | +1.46% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.67% | +0.05% | +0.78% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.65% | -0.05% | +4.04% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.65% | +0.04% | -0.35% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | +0.05% | -0.66% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.59% | — | -0.82% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.58% | — | -2.87% | |
| 36 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.57% | — | +1.62% | |
| 37 | CMI | Cummins INC | 株式-資本財 | 0.56% | -0.06% | -0.08% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.56% | — | +2.36% | |
| 39 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.55% | — | +0.66% | |
| 40 | ADP | Automatic Data Processing | 株式-IT | 0.55% | -0.06% | +0.49% | |
| 41 | CB | Chubb Limited | 株式-金融 | 0.53% | — | -0.08% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.13% | +3.77% | |
| 43 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.46% | — | -0.25% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | -0.06% | +2.63% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.46% | +0.12% | +3.92% | |
| 46 | SPGI | S&p Global INC | 株式-金融 | 0.44% | -0.05% | +0.85% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.44% | — | +1.46% | |
| 48 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.39% | — | +3.46% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.39% | +0.07% | +35.11% | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.39% | +0.05% | +5.50% |