CIK: 0001080107
申告総資産額
$165.0億
上位200銘柄を表示中（全1430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 | 6.61% | +0.16% | +2.40% | |
| 2 | VUG | Vanguard Growth ETF | ETF-その他 | 5.43% | -0.50% | +2.63% | |
| 3 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 4.00% | +0.01% | +1.77% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.09% | +0.15% | -0.42% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.87% | -0.51% | +9.02% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.15% | -0.15% | +0.16% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 1.65% | -0.21% | +23.86% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.45% | — | -0.16% | |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.32% | +0.06% | +1.75% | |
| 10 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.32% | +0.08% | +4.39% | |
| 11 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.29% | +0.14% | +20.30% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.18% | -0.06% | -0.94% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.17% | -0.10% | +5.24% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.09% | -0.07% | +0.30% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.08% | -0.08% | +1.25% | |
| 16 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.03% | — | +3.55% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.99% | — | +2.04% | |
| 18 | RTX | Rtx CORP | 株式-資本財 | 0.98% | — | +21.89% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.96% | -0.06% | +5.79% | |
| 20 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.92% | — | +1.70% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.88% | -0.09% | -0.03% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | -0.10% | -0.56% | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.83% | — | +3.51% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | +0.07% | +29.32% | |
| 25 | ADP | Automatic Data Processing | 株式-IT | 0.76% | -0.06% | +33.22% | |
| 26 | CMI | Cummins INC | 株式-資本財 | 0.76% | -0.06% | +44.10% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.74% | — | -1.30% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.71% | — | +1.42% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.70% | +0.04% | +3.69% | |
| 30 | CB | Chubb Limited | 株式-金融 | 0.69% | — | +36.78% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.68% | -0.05% | +8.66% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.65% | +0.05% | +5.63% | |
| 33 | SPGI | S&p Global INC | 株式-金融 | 0.62% | -0.05% | +51.35% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.58% | — | +2.78% | |
| 35 | DFAX | Dimensional World Ex US Core | ETF-その他 | 0.57% | — | -0.01% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.56% | -0.09% | +2.27% | |
| 37 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 0.55% | — | +3.63% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.52% | +0.07% | +58.29% | |
| 39 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.51% | — | +1.38% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.49% | +0.05% | +66.77% | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.49% | -0.12% | +1.57% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.47% | — | +1.90% | |
| 43 | ACN | Accenture plc | 株式-IT | 0.46% | -0.06% | +73.68% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.45% | — | +8.53% | |
| 45 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.43% | — | +3.98% | |
| 46 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.41% | — | +87.40% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.41% | -0.10% | -2.42% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | -0.06% | +9.76% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | +0.13% | +1.83% | |
| 50 | FTHI | Fthi/first Trust Exchange-tr | ETF-その他 | 0.40% | — | +3.34% |