CIK: 0001462245
申告総資産額
$942.2億
上位200銘柄を表示中（全3100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 | 4.22% | — | -1.90% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.00% | -0.66% | +1.99% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.51% | -0.19% | -2.43% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.90% | +0.43% | +0.43% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.59% | +0.20% | +3.50% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.53% | -0.14% | +1.89% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.42% | +1.83% | +3.06% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.33% | -0.15% | +4.22% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.15% | -0.18% | +0.58% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.92% | — | +0.84% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.88% | — | +29.45% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | +0.23% | -7.87% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 0.78% | +0.07% | +0.92% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 0.77% | -0.10% | +3.28% | |
| 15 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.69% | — | -12.41% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.68% | -0.08% | -0.03% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | — | +2.27% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.66% | — | +7.59% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.63% | -0.08% | +0.59% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | -0.11% | +4.05% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.61% | — | -1.90% | |
| 22 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.61% | — | +8.09% | |
| 23 | TSLA | Tesla INC | 株式-一般消費財 | 0.60% | -0.08% | -1.82% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | -0.06% | +5.16% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.56% | — | -3.40% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.55% | — | +7.06% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | — | +4.56% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.51% | +0.21% | -14.17% | |
| 29 | VUG | Vanguard Growth ETF | ETF-その他 | 0.50% | -0.10% | +0.96% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.49% | — | -0.05% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.48% | — | +0.31% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.47% | -0.07% | -9.58% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.47% | — | +0.58% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.46% | -0.14% | +12.77% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.46% | — | +1.61% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | +3.63% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.46% | — | +3.06% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.45% | +0.06% | +0.74% | |
| 39 | SCL | Stepan Co | 株式-その他 | 0.44% | — | -0.02% | |
| 40 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.43% | — | +0.18% | |
| 41 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 0.42% | — | +0.27% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.41% | +0.03% | +13.56% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.41% | — | +1.22% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.41% | — | -11.07% | |
| 45 | AVGO | Broadcom INC | 株式-IT | 0.41% | -0.08% | -0.22% | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.40% | -0.07% | +2.73% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.39% | — | +115.85% | |
| 48 | VZ | Verizon Communications INC | 株式-通信サービス | 0.39% | +0.04% | +11.82% | |
| 49 | QCOM | Qualcomm INC | 株式-IT | 0.38% | -0.07% | +29.68% | |
| 50 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.37% | — | +4.29% |