CIK: 0001277303
申告総資産額
$29.3億
上位200銘柄を表示中（全401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 | AAPL | Apple INC | 株式-IT | 5.60% | -0.33% | +0.76% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 4.70% | -0.24% | +2.22% | |
| 3 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 3.79% | -0.06% | -6.06% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.76% | -0.68% | +0.80% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.21% | -0.22% | -1.31% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 2.66% | -0.14% | +2.60% | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.25% | -0.02% | +0.90% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.20% | -0.09% | +0.04% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.15% | -0.21% | +3.88% | |
| 10 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.12% | — | -1.76% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.07% | -0.36% | +2.20% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 1.83% | -0.46% | -4.72% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.74% | -0.15% | -0.64% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.21% | -0.08% | -5.88% | |
| 15 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 1.17% | — | -1.59% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.13% | -0.12% | +4.07% | |
| 17 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 1.11% | — | -24.42% | |
| 18 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 1.08% | — | +3.31% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.05% | — | -1.63% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.99% | -0.09% | +10.01% | |
| 21 | SCHR | Schwab Intermediate-term US | ETF-その他 | 0.95% | — | +114.97% | |
| 22 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.95% | -0.24% | +8.45% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.93% | -0.12% | +1.11% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.90% | — | +2.04% | |
| 25 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.89% | — | +3.10% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.89% | — | +9.29% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | +0.40% | -0.63% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.82% | +0.17% | +0.34% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.78% | +0.12% | +4.84% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.77% | — | -1.22% | |
| 31 | CVX | Chevron CORP | 株式-エネルギー | 0.77% | +0.33% | +0.88% | |
| 32 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.76% | — | +6.97% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.74% | — | -2.54% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.73% | — | -8.37% | |
| 35 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.72% | — | -1.99% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.69% | — | +0.02% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | -3.08% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.68% | — | +3.67% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.68% | -0.10% | +29.22% | |
| 40 | TSPA | T Rowe Price US Eqy Research | ETF-その他 | 0.68% | -0.09% | — | |
| 41 | CAT | Caterpillar INC | 株式-資本財 | 0.67% | +0.16% | +0.97% | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | +2.47% | |
| 43 | NEE | Nextera Energy INC | 株式-公益事業 | 0.65% | +0.11% | +0.99% | |
| 44 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.64% | — | +5.44% | |
| 45 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 0.64% | — | +0.69% | |
| 46 | ADP | Automatic Data Processing | 株式-IT | 0.61% | -0.18% | +34.67% | |
| 47 | HON | Honeywell International INC | 株式-資本財 | 0.60% | +0.12% | +1.50% | |
| 48 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | ETF-その他 | 0.59% | — | +0.54% | |
| 49 | LIN | Linde plc | 株式-素材 | 0.59% | +0.13% | -0.71% | |
| 50 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.58% | — | +109.56% |