CIK: 0001462245
申告総資産額
$942.2億
上位200銘柄を表示中（全2148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 | 2.97% | — | +5.64% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.48% | +0.43% | +16.17% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.09% | -0.66% | -2.02% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.29% | +1.83% | +1.48% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.17% | -0.14% | +0.05% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | -0.15% | +1.83% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.08% | -0.08% | +2.11% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.03% | -0.08% | +125.81% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.98% | -0.11% | +3.16% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.96% | — | +11.84% | |
| 11 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.94% | — | -0.27% | |
| 12 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.90% | — | -3.47% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.90% | +0.23% | -6.95% | |
| 14 | T | At&t INC | 株式-通信サービス | 0.88% | — | -4.17% | |
| 15 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.76% | — | +7.99% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 0.74% | +0.04% | +0.37% | |
| 17 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.73% | — | -1.85% | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 0.73% | — | -11.54% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 0.72% | — | +2.87% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.71% | -0.19% | -1.60% | |
| 21 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.66% | — | +25.09% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.64% | — | +0.30% | |
| 23 | INTC | Intel CORP | 株式-IT | 0.64% | — | -8.94% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | -1.92% | |
| 25 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.63% | — | +1.97% | |
| 26 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.61% | — | +5.67% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | -0.18% | +13.15% | |
| 28 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.59% | — | +96.07% | |
| 29 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | — | -2.66% | |
| 30 | VUG | Vanguard Growth ETF | ETF-その他 | 0.55% | -0.10% | +2.29% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | — | +0.78% | |
| 32 | PNC | Pnc Financial Services Group | 株式-金融 | 0.53% | — | -0.67% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.53% | +0.07% | -1.98% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.51% | — | +2.72% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.21% | -3.65% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.47% | — | +1.39% | |
| 37 | SCL | Stepan Co | 株式-その他 | 0.47% | — | +0.00% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.47% | -0.14% | +4.41% | |
| 39 | MO | Altria Group INC | 株式-生活必需品 | 0.46% | — | +0.55% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.45% | — | -2.10% | |
| 41 | UNP | Union Pacific CORP | 株式-資本財 | 0.44% | — | +23.33% | |
| 42 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.43% | — | -3.99% | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | -0.10% | +6.89% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.41% | — | +7.01% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.41% | — | +6.28% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.39% | -0.06% | +1.97% | |
| 47 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 0.39% | — | +3.59% | |
| 48 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.37% | — | +52.04% | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.37% | — | +0.39% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.37% | — | +62.40% |