CIK: 0001214183
申告総資産額
$3.1億
上位200銘柄を表示中（全438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 | ✓ | Invesco Qqq Tr | 株式-その他 | 6.45% | — | — | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 4.76% | — | +2.78% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.24% | -0.34% | -2.72% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.02% | -0.54% | +5.46% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 2.97% | -0.59% | -0.10% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.86% | -0.61% | -4.41% | |
| 7 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.43% | +0.76% | -3.25% | |
| 8 | ESG | Flexshares Stoxx US Esg Sele | ETF-その他 | 1.98% | -0.39% | +5.84% | |
| 9 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.60% | +0.15% | -5.22% | |
| 10 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 1.48% | -0.28% | +29.42% | |
| 11 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.44% | +0.30% | -3.34% | |
| 12 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.43% | +0.64% | +6.63% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.43% | +0.73% | -7.26% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.43% | -0.65% | +0.73% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.39% | -0.10% | -0.76% | |
| 16 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.39% | -0.09% | -3.62% | |
| 17 | ERIE | Erie Indemnity Company-cl A | 株式-金融 | 1.34% | — | — | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | -0.28% | -1.13% | |
| 19 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.30% | +0.92% | +2.27% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.27% | — | -1.25% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.27% | — | -2.12% | |
| 22 | DHR | Danaher CORP | 株式-ヘルスケア | 1.26% | -0.17% | -3.49% | |
| 23 | ANETEUR | Arista Networks INC | 株式-その他 | 1.25% | — | -3.14% | |
| 24 | CSX | Csx CORP | 株式-資本財 | 1.13% | — | -9.89% | |
| 25 | MCHP | Microchip Technology INC | 株式-IT | 1.09% | — | -0.85% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.04% | — | -3.94% | |
| 27 | HON | Honeywell International INC | 株式-資本財 | 1.04% | — | -2.65% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.04% | -0.14% | -11.05% | |
| 29 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.01% | +0.63% | +1.82% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.98% | — | +0.11% | |
| 31 | PNC | Pnc Financial Services Group | 株式-金融 | 0.95% | — | -0.40% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | — | -3.29% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.93% | — | -4.93% | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.89% | -0.15% | -1.92% | |
| 35 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.88% | — | +51.04% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | +0.23% | -5.76% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.85% | +1.03% | -5.50% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.83% | -0.13% | -3.23% | |
| 39 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.83% | +0.17% | -3.37% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.82% | -0.47% | +2.90% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.76% | -0.16% | -3.04% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.75% | -0.10% | +2.77% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.74% | — | +2.98% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.71% | — | -2.48% | |
| 45 | BX | Blackstone INC | 株式-金融 | 0.68% | -0.26% | +2.41% | |
| 46 | ITW | Illinois Tool Works | 株式-資本財 | 0.60% | — | +0.96% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | — | -9.75% | |
| 48 | ROP | Roper Technologies INC | 株式-IT | 0.55% | -0.27% | -1.56% | |
| 49 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.55% | -0.11% | -3.71% | |
| 50 | AMD | Advanced Micro Devices | 株式-IT | 0.54% | — | +21.12% |