CIK: 0001479844
申告総資産額
$62.4億
上位200銘柄を表示中（全876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 | 11.14% | +0.03% | +4.11% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.20% | -0.11% | +2.82% | |
| 3 | ✓ | Intl- Acadian - Com | 株式-その他 | 4.99% | +0.15% | — | |
| 4 | COKE | Coca-cola Consolidated INC | 株式-生活必需品 | 4.48% | — | -0.09% | |
| 5 | ✓ | Intl - Causeway - Com | 株式-その他 | 3.90% | +0.08% | — | |
| 6 | LAZ | Lazard, Inc. | 株式-金融 | 3.86% | -0.12% | +0.72% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.23% | -0.16% | +10.86% | |
| 8 | UBS 0 01-18-13 008N | UBS AG | 株式-金融 | 2.90% | -0.08% | +3.57% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.90% | -0.07% | -1.06% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.34% | — | +2.89% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 2.18% | +0.03% | +1015.78% | |
| 12 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.99% | +0.10% | +2.48% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.62% | -0.11% | +2.84% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | -0.07% | +8.69% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.25% | +0.23% | +23.69% | |
| 16 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.99% | +0.07% | +1.04% | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.96% | — | +6.47% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.89% | — | +8.70% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.84% | -0.01% | -0.06% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.81% | -0.02% | -2.65% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 0.69% | +0.07% | -3.63% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.63% | +0.01% | -22.81% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.63% | — | +2.37% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | +0.07% | -5.27% | |
| 25 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.60% | — | — | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | +0.04% | +3.06% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.53% | — | +23.55% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | +0.04% | -0.34% | |
| 29 | AZO | Autozone INC | 株式-一般消費財 | 0.50% | — | -0.72% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.49% | — | +12.18% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.44% | — | +9.41% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.43% | — | -15.21% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.41% | — | +22.48% | |
| 34 | NOW | Servicenow INC | 株式-IT | 0.40% | — | -5.10% | |
| 35 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.40% | — | +1.30% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.39% | — | -0.59% | |
| 37 | AXP | American Express Co | 株式-金融 | 0.37% | — | -9.42% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.36% | +0.12% | +0.07% | |
| 39 | PEP | Pepsico INC | 株式-生活必需品 | 0.35% | — | +1.71% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.33% | — | +2.12% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.33% | -0.18% | -4.41% | |
| 42 | COR | Cencora INC | 株式-ヘルスケア | 0.33% | — | +6.67% | |
| 43 | CB | Chubb Limited | 株式-金融 | 0.31% | — | -1.09% | |
| 44 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.30% | — | -8.47% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.29% | — | +0.54% | |
| 46 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.28% | — | -4.29% | |
| 47 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.28% | — | -0.56% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.27% | — | -25.79% | |
| 49 | QCOM | Qualcomm INC | 株式-IT | 0.27% | — | -26.92% | |
| 50 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.27% | — | +13.09% |