CIK: 0001462245
申告総資産額
$942.2億
上位200銘柄を表示中（全2325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 | 4.38% | — | +303.64% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.47% | -0.19% | +0.09% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.69% | -0.66% | +2.40% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.31% | +0.43% | -17.10% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.68% | -0.15% | -0.80% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.27% | -0.14% | -1.16% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.14% | +1.83% | +5.03% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.09% | — | +10.35% | |
| 9 | SCL | Stepan Co | 株式-その他 | 1.04% | — | -0.03% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.02% | — | -4.62% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.99% | -0.08% | -1.19% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.95% | — | +15.49% | |
| 13 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.94% | — | +6.45% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | +0.23% | -2.24% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.80% | +0.20% | +5.69% | |
| 16 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.78% | — | +2.50% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.78% | — | +3.98% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.72% | -0.11% | -0.73% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 0.72% | — | +5.06% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 0.71% | +0.04% | +2.40% | |
| 21 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.66% | — | -8.77% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.62% | -0.14% | -2.94% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.61% | +0.06% | -5.42% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.61% | -0.18% | +2.21% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | +0.07% | +9.32% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.58% | — | +1.91% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.58% | — | +13.14% | |
| 28 | VUG | Vanguard Growth ETF | ETF-その他 | 0.57% | -0.10% | -2.54% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | — | +21.09% | |
| 30 | BAC | Bank Of America CORP | 株式-金融 | 0.55% | -0.07% | +3.58% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | -0.10% | +6.54% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | +0.03% | -0.06% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.52% | — | +1.85% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.51% | — | -0.23% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.51% | — | +2.71% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.51% | -0.07% | +12.85% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.50% | — | +1.84% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | -0.08% | +4.24% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.48% | -0.06% | +37.49% | |
| 40 | ARKK | Ark Innovation ETF | ETF-その他 | 0.47% | — | +43.56% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.46% | — | +0.74% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | +19.80% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | — | +6.85% | |
| 44 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.44% | +0.05% | -0.97% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.43% | — | +10.63% | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.42% | — | +0.06% | |
| 47 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.41% | — | +1.44% | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.40% | — | +23.97% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.39% | -0.06% | +9.03% | |
| 50 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.39% | — | +8.22% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.5% | +303.64% | 増加 |
| 2 | AVDV | Avantis Intl S/c Value ETF | +0.4% | +17837.40% | 増加 |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +0.09% | 増加 |
| 4 | VTIP | Vanguard Short-term Tips | +0.2% | +304.67% | 増加 |
| 5 | ARKK | Ark Innovation ETF | +0.2% | +43.56% | 増加 |
| 6 | CRM | Salesforce INC | +0.2% | +37.49% | 増加 |
| 7 | PG | Procter & Gamble Co/the | +0.2% | +15.49% | 増加 |
| 8 | TSLA | Tesla INC | +0.1% | +344.13% | 増加 |
| 9 | GDX | Vaneck Gold Miners ETF | +0.1% | +178.08% | 増加 |
| 10 | UPS | United Parcel Service-cl B | +0.1% | -8.77% | 減少 |
| 11 | NKE | Nike INC -cl B | +0.1% | +23.97% | 増加 |
| 12 | MCD | Mcdonald's CORP | +0.1% | +6.45% | 増加 |
| 13 | ABT | Abbott Laboratories | +0.1% | +12.85% | 増加 |
| 14 | PFE | Pfizer INC | +0.1% | +19.80% | 増加 |
| 15 | PDEC | Innovator U.s. Equity Power | +0.1% | +4391.27% | 増加 |
| 16 | NVDA | Nvidia CORP | +0.1% | -0.65% | 減少 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.16% | 減少 |
| 18 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -0.78% | 減少 |
| 19 | DHR | Danaher CORP | +0.1% | +25.57% | 増加 |
| 20 | QCOM | Qualcomm INC | +0.1% | +8.63% | 増加 |
| 21 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +14.29% | 増加 |
| 22 | AMD | Advanced Micro Devices | +0.1% | +16.22% | 増加 |
| 23 | LMT | Lockheed Martin CORP | +0.1% | +24.95% | 増加 |
| 24 | CMCSA | Comcast Corp-class A | +0.1% | +13.13% | 増加 |
| 25 | SBUX | Starbucks CORP | +0.1% | +16.28% | 増加 |
| 26 | HD | Home Depot INC | 0% | +5.06% | 増加 |
| 27 | WMT | Walmart INC | 0% | +6.85% | 増加 |
| 28 | NEE | Nextera Energy INC | 0% | +10.33% | 増加 |
| 29 | PEP | Pepsico INC | 0% | +9.32% | 増加 |
| 30 | DIS | Walt Disney Co/the | 0% | +9.03% | 増加 |
| 31 | GLD | Spdr Gold Shares | 0% | +10.35% | 増加 |
| 32 | IVV | Ishares Core S&p 500 ETF | 0% | +5.69% | 増加 |
| 33 | COST | Costco Wholesale CORP | 0% | -5.42% | 減少 |
| 34 | V | Visa Inc-class A Shares | 0% | +6.54% | 増加 |
| 35 | VIG | Vanguard Dividend Apprec ETF | — | +2.50% | 増加 |
| 36 | AMZN | Amazon.com INC | 0% | -0.80% | 減少 |
| 37 | SCL | Stepan Co | 0% | -0.03% | 減少 |
| 38 | MRK | Merck & Co. INC. | 0% | +3.98% | 増加 |
| 39 | JNJ | Johnson & Johnson | 0% | +5.03% | 増加 |
| 40 | IWF | Ishares Russell 1000 Growth | 0% | -1.19% | 減少 |
| 41 | VZ | Verizon Communications INC | 0% | +2.40% | 増加 |
| 42 | MUB | Ishares National Muni Bond E | -0.1% | -47.71% | 減少 |
| 43 | RPG | Invesco S&p 500 Pure Growth | -0.1% | -34.81% | 減少 |
| 44 | CVX | Chevron CORP | -0.1% | +2.83% | 増加 |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | -43.15% | 減少 |
| 46 | STPZ | Pimco 1-5 Year US Tips Index | -0.2% | -96.79% | 減少 |
| 47 | MSFT | Microsoft CORP | -0.2% | +2.40% | 増加 |
| 48 | XOM | Exxon Mobil CORP | -0.5% | -2.24% | 減少 |
| 49 | JCPB | Jpmorgan Core Plus Bond ETF | — | NEW | 新規購入 |
| 50 | USDU | Wisdomtree Bbg Usd Bullish | — | NEW | 新規購入 |