CIK: 0001462245
申告総資産額
$942.2億
上位200銘柄を表示中（全3102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 | 3.47% | — | +8.88% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.65% | -0.66% | +9.86% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.27% | -0.19% | +0.86% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.84% | +0.43% | +8.82% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.63% | +0.20% | +4.51% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.55% | +1.83% | +3.06% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.54% | -0.14% | +3.44% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.21% | +0.23% | +3.72% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.94% | — | +11.62% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 0.92% | +0.07% | +9.90% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.87% | -0.15% | +7.26% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | -0.18% | +3.38% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | +9.44% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | -0.10% | +3.00% | |
| 15 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.74% | — | +2.82% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.73% | -0.11% | +4.21% | |
| 17 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.72% | — | +16.11% | |
| 18 | SIXH | Etc 6 Meridian Hedged Equity | ETF-その他 | 0.71% | — | — | |
| 19 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.71% | — | +7.51% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.68% | — | +6.02% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | — | +4.90% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.21% | -0.26% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.61% | +0.03% | +40.06% | |
| 24 | VTV | Vanguard Value ETF | ETF-その他 | 0.61% | — | +23.39% | |
| 25 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 0.58% | — | -1.65% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.56% | — | +34.30% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.54% | — | +12.54% | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.53% | -0.08% | +1.92% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | — | +5.43% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | — | +3.53% | |
| 31 | VUG | Vanguard Growth ETF | ETF-その他 | 0.49% | -0.10% | +9.48% | |
| 32 | SCL | Stepan Co | 株式-その他 | 0.49% | — | +0.16% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.47% | -0.14% | +4.89% | |
| 34 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.47% | — | +5.36% | |
| 35 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.46% | — | +1.58% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.46% | -0.06% | +17.50% | |
| 37 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.44% | — | +6.01% | |
| 38 | AVGO | Broadcom INC | 株式-IT | 0.44% | -0.08% | +3.43% | |
| 39 | BAC | Bank Of America CORP | 株式-金融 | 0.44% | -0.07% | +12.43% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.43% | +0.06% | +15.31% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.42% | — | +7.31% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | +0.52% | |
| 43 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.42% | -0.08% | +3.34% | |
| 44 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.40% | — | +6.69% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.40% | -0.11% | +11.59% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.39% | — | -2.37% | |
| 47 | SIXA | Etc 6 Meridian Mega Cap Equi | ETF-その他 | 0.39% | — | — | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.37% | — | +13.38% | |
| 49 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.37% | — | +36.66% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.37% | -0.07% | -1.10% |