CIK: 0001080107
申告総資産額
$165.0億
上位200銘柄を表示中（全1368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 | 7.27% | +0.16% | +1.19% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 5.55% | -0.50% | +0.20% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.00% | +0.01% | +1.84% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.40% | +0.15% | +2.11% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.90% | -0.15% | -0.06% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.56% | -0.51% | +0.13% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.51% | — | +2.21% | |
| 8 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.45% | +0.08% | +1.53% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.38% | +0.06% | +1.30% | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.25% | -0.06% | +5.29% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.15% | -0.07% | +1.71% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.13% | +0.14% | -0.69% | |
| 13 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.10% | — | +1.60% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.03% | — | +0.70% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 1.01% | -0.10% | +1.45% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 1.01% | -0.21% | +892.15% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.00% | -0.08% | +1.97% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.94% | -0.06% | +2.42% | |
| 19 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.90% | — | +1.46% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.84% | — | -5.66% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | -0.09% | +0.59% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.79% | — | +4.70% | |
| 23 | RTX | Rtx CORP | 株式-資本財 | 0.78% | — | +1.44% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | +0.07% | +0.08% | |
| 25 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.76% | +0.04% | +1.69% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.71% | -0.10% | +0.12% | |
| 27 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.71% | — | +3.57% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.68% | +0.05% | +0.85% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | -0.05% | +1.47% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | +0.04% | +0.36% | |
| 31 | CMI | Cummins INC | 株式-資本財 | 0.61% | -0.06% | +0.12% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.60% | — | +1.64% | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 0.59% | -0.06% | +0.45% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.59% | -0.12% | +1.34% | |
| 35 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.58% | — | +2.33% | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 0.58% | — | +2.38% | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | -0.09% | -3.41% | |
| 38 | CB | Chubb Limited | 株式-金融 | 0.56% | — | +0.40% | |
| 39 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.56% | — | +1.32% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.54% | — | +1.65% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | +0.05% | +2.26% | |
| 42 | SPGI | S&p Global INC | 株式-金融 | 0.48% | -0.05% | -0.51% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.47% | — | +7.82% | |
| 44 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.46% | — | -1.00% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | +0.13% | +2.50% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.43% | +0.07% | +14.87% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.43% | +0.12% | -1.20% | |
| 48 | NEE | Nextera Energy INC | 株式-公益事業 | 0.42% | +0.05% | -2.02% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.40% | — | -1.88% | |
| 50 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.40% | -0.06% | +1.50% |