CIK: 0001462245
申告総資産額
$942.2億
上位200銘柄を表示中（全2389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 | 5.12% | — | +11.85% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.26% | -0.19% | +0.04% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.93% | -0.66% | +13.98% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.27% | +0.43% | -3.95% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.66% | -0.15% | +6.57% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.64% | -0.14% | +38.26% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.41% | +1.83% | +31.87% | |
| 8 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.17% | — | +21.64% | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.03% | -0.08% | +9.23% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.03% | +0.23% | +9.32% | |
| 11 | SCL | Stepan Co | 株式-その他 | 0.99% | — | +0.04% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | +0.20% | +17.79% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | -0.11% | +4.28% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | — | +5.75% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.85% | — | +45.17% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.84% | — | +5.82% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 0.77% | +0.07% | +31.96% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | -0.18% | +15.46% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | — | +4.91% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | -0.14% | +12.24% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | +6.65% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.63% | — | +45.82% | |
| 23 | ARKK | Ark Innovation ETF | ETF-その他 | 0.62% | — | +12.84% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 0.61% | -0.07% | +1.44% | |
| 25 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.59% | — | +1.32% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | — | +1.72% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.58% | +0.06% | +2.66% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.58% | -0.08% | +0.88% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.56% | — | +22.52% | |
| 30 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.55% | — | +83.60% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | -0.08% | +5.69% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.53% | — | +8.53% | |
| 33 | INTC | Intel CORP | 株式-IT | 0.52% | — | +8.09% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.49% | — | +9.22% | |
| 35 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.49% | — | +69.66% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.48% | — | +135.72% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.48% | — | +9.17% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.48% | -0.07% | +8.47% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | +13.92% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.44% | — | +16.65% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.43% | -0.08% | +6.12% | |
| 42 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.43% | — | +258.68% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.42% | — | +6.60% | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.42% | — | +23.54% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.42% | — | +37.00% | |
| 46 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.41% | — | +117.95% | |
| 47 | EFT | Techtarget | 株式-その他 | 0.41% | — | +33423.89% | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.40% | -0.06% | +2.02% | |
| 49 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.40% | — | +394.95% | |
| 50 | AVDV | Avantis Intl S/c Value ETF | ETF-その他 | 0.39% | — | +0.88% |