CIK: 0001479844
申告総資産額
$62.4億
上位200銘柄を表示中（全818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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 9.60% | +0.03% | +0.47% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 7.16% | -0.11% | -2.80% | |
| 3 | ✓ | Intl- Acadian - Com | 株式-その他 | 5.95% | +0.15% | -1.38% | |
| 4 | ✓ | Intl - Causeway - Com | 株式-その他 | 5.04% | +0.08% | -4.13% | |
| 5 | LAZ | Lazard, Inc. | 株式-金融 | 4.85% | -0.12% | -3.35% | |
| 6 | UBS 0 01-18-13 008N | UBS AG | 株式-金融 | 3.76% | -0.08% | -1.20% | |
| 7 | COKE | Coca-cola Consolidated INC | 株式-生活必需品 | 3.10% | — | -0.04% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.94% | -0.16% | +5.18% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.88% | -0.07% | +0.45% | |
| 10 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.06% | +0.10% | +0.48% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.89% | -0.11% | -4.23% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.47% | — | +6.80% | |
| 13 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.30% | +0.07% | +1.26% | |
| 14 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.05% | -0.02% | -1.70% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.94% | +0.23% | +9.21% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.92% | -0.01% | +1.44% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.89% | — | +2.57% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | — | +7.30% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.82% | +0.07% | +10.88% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.81% | +0.01% | +10.67% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.79% | -0.07% | +3.76% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.74% | — | -0.71% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | +0.04% | +4.89% | |
| 24 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.63% | — | +0.03% | |
| 25 | AZO | Autozone INC | 株式-一般消費財 | 0.55% | — | -0.47% | |
| 26 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | +1.17% | |
| 27 | OSH3USD | Oak Street Health INC | 株式-その他 | 0.53% | — | +0.00% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.48% | +0.03% | +7.71% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.47% | — | +11.99% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.46% | — | +7.97% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.44% | +0.07% | +1.41% | |
| 32 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.43% | — | -6.56% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | — | -6.65% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | -0.18% | +15.42% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | — | +1.16% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | — | -19.12% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.38% | +0.04% | +7.32% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.38% | — | +19.50% | |
| 39 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.37% | — | -4.49% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | — | -5.80% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.37% | — | +56.50% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.34% | — | +0.60% | |
| 43 | FDX | Fedex CORP | 株式-資本財 | 0.32% | — | +1.46% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.29% | — | +1.94% | |
| 45 | NOW | Servicenow INC | 株式-IT | 0.29% | — | +3.31% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.28% | — | +7.05% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.28% | — | +5.96% | |
| 48 | ADI | Analog Devices INC | 株式-IT | 0.27% | — | -6.43% | |
| 49 | AON | Aon plc | 株式-金融 | 0.27% | — | -8.72% | |
| 50 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.26% | — | +3.19% |