CIK: 0001214183
申告総資産額
$3.1億
上位200銘柄を表示中（全419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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.83% | -0.72% | +0.88% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 5.37% | — | +0.74% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.89% | -0.54% | -0.03% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 3.68% | -0.59% | +3.48% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.08% | -0.34% | -1.14% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.78% | +0.76% | +1.36% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.77% | -0.61% | -1.22% | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.19% | +0.64% | -11.77% | |
| 9 | ANET | Arista Networks INC | 株式-IT | 1.89% | -0.54% | -5.81% | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.85% | +0.73% | +7.02% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.84% | +0.92% | +10.96% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.82% | -0.65% | -0.79% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.81% | -0.47% | -3.29% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.79% | -0.28% | -1.09% | |
| 15 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.67% | +0.15% | +0.67% | |
| 16 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 1.64% | -0.28% | -7.57% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.62% | — | +3.17% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.58% | +0.30% | +6.91% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.46% | — | -0.44% | |
| 20 | ESG | Flexshares Stoxx US Esg Sele | ETF-その他 | 1.37% | -0.39% | -3.83% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.36% | -0.10% | -0.47% | |
| 22 | HYGV | Flexshares High Yield Value | ETF-ハイイールド債 | 1.34% | — | +10.57% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.17% | +0.63% | +2.72% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.16% | -0.14% | -0.26% | |
| 25 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.13% | -0.09% | -0.31% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.13% | +1.03% | +18.07% | |
| 27 | ERIE | Erie Indemnity Company-cl A | 株式-金融 | 1.03% | — | — | |
| 28 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.01% | -0.15% | -0.19% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.99% | — | +0.60% | |
| 30 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.92% | — | -0.43% | |
| 31 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.85% | -0.10% | -0.96% | |
| 32 | PNC | Pnc Financial Services Group | 株式-金融 | 0.81% | — | +0.19% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.76% | — | +0.32% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.75% | -0.13% | -0.78% | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 0.75% | — | -2.31% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | — | -0.50% | |
| 37 | SO | Southern Co/the | 株式-公益事業 | 0.71% | — | -0.82% | |
| 38 | BX | Blackstone INC | 株式-金融 | 0.70% | -0.26% | -0.90% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.69% | -0.16% | -3.94% | |
| 40 | CSX | Csx CORP | 株式-資本財 | 0.66% | — | +0.17% | |
| 41 | DHR | Danaher CORP | 株式-ヘルスケア | 0.66% | -0.17% | -9.65% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | +0.23% | -1.15% | |
| 43 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.62% | +0.17% | +1.37% | |
| 44 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.60% | — | -20.08% | |
| 45 | BND | Vanguard Total Bond Market | ETF-その他 | 0.59% | — | -7.29% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | — | +1.78% | |
| 47 | MTB | M & T Bank CORP | 株式-金融 | 0.54% | — | -1.57% | |
| 48 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.53% | -0.15% | -1.39% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.53% | — | -2.85% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | -3.09% |