CIK: 0001462245
申告総資産額
$942.2億
上位200銘柄を表示中（全2227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 | 3.87% | — | -3.00% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.27% | -0.19% | -0.09% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.89% | -0.66% | -0.36% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.54% | +0.43% | -2.16% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.69% | -0.15% | -2.64% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.37% | +0.23% | -1.92% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.21% | -0.14% | -6.76% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.16% | +1.83% | +2.46% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.12% | — | +7.76% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.07% | — | +29.78% | |
| 11 | SCL | Stepan Co | 株式-その他 | 1.05% | — | +0.03% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.00% | -0.08% | -2.40% | |
| 13 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.84% | — | +1.73% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.80% | -0.11% | +1.93% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.80% | — | +5.66% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.79% | +0.20% | -2.84% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.79% | — | +6.09% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.78% | — | +5.33% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | +0.04% | +3.08% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.68% | — | +3.21% | |
| 21 | INTC | Intel CORP | 株式-IT | 0.66% | — | +4.14% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | -0.18% | -1.32% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 0.65% | — | +23.25% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | -0.14% | -16.00% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.60% | +0.06% | +8.20% | |
| 26 | T | At&t INC | 株式-通信サービス | 0.59% | — | -4.62% | |
| 27 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.59% | — | +10.31% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.59% | -0.07% | -3.70% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.59% | -0.10% | +2.25% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.58% | +0.03% | -19.15% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.56% | +0.07% | +9.83% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.56% | — | +11.21% | |
| 33 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.55% | — | +6.03% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.54% | — | -0.53% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | -0.10% | +8.38% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.52% | -0.08% | -5.24% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.21% | -5.86% | |
| 38 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | +2.15% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.49% | — | +9.94% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.49% | — | +50.41% | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.46% | +0.05% | -4.84% | |
| 42 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.46% | — | +17.01% | |
| 43 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.43% | — | +28.80% | |
| 44 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.43% | — | +6.81% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.41% | -0.07% | +6.25% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.41% | — | +1.28% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.40% | -0.11% | -3.17% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.39% | — | -4.91% | |
| 49 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.39% | — | +20.20% | |
| 50 | BX | Blackstone INC | 株式-金融 | 0.39% | — | +1.86% |