CIK: 0001462245
申告総資産額
$942.2億
上位200銘柄を表示中（全3367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 | 3.68% | — | -1.81% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.37% | -0.66% | -1.03% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.90% | +0.20% | +2.11% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.76% | -0.19% | -1.64% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.55% | -0.15% | -0.38% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.50% | — | +10.49% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.50% | +0.43% | +7.07% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.46% | +0.23% | +52.09% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.36% | -0.14% | -0.69% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.27% | — | +914.02% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.16% | -0.18% | +1.06% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | -0.11% | -1.30% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 0.82% | -0.10% | +13.12% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.79% | +0.03% | +10.69% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | +1.83% | -7.28% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.76% | -0.08% | — | |
| 17 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.76% | — | +12.45% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.64% | -0.14% | +2.05% | |
| 19 | SN | SharkNinja, Inc. | 株式-一般消費財 | 0.64% | — | +1.86% | |
| 20 | AVGO | Broadcom INC | 株式-IT | 0.63% | -0.08% | -5.20% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | -0.08% | -2.89% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.62% | — | +0.68% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.62% | -0.08% | -8.48% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | +0.07% | +0.29% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | -0.10% | -2.79% | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.61% | — | +0.10% | |
| 27 | SIXH | Etc 6 Meridian Hedged Equity | ETF-その他 | 0.61% | — | +1.89% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | +3.98% | |
| 29 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.59% | — | +25.19% | |
| 30 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.57% | — | -0.31% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.56% | — | -12.81% | |
| 32 | VTV | Vanguard Value ETF | ETF-その他 | 0.55% | — | +23.38% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.52% | — | +1.41% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.50% | +0.06% | +13.55% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.49% | — | -0.47% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | -0.14% | -4.14% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.48% | — | +3.21% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.47% | — | -1.37% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.45% | +0.21% | +4.29% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.39% | -0.06% | -1.55% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.38% | — | -1.40% | |
| 42 | SCHM | Schwab US Mid Cap ETF | ETF-その他 | 0.38% | — | -14.02% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.38% | — | -4.07% | |
| 44 | BND | Vanguard Total Bond Market | ETF-その他 | 0.38% | — | +12.05% | |
| 45 | QCOM | Qualcomm INC | 株式-IT | 0.37% | -0.07% | -8.41% | |
| 46 | SIXA | Etc 6 Meridian Mega Cap Equi | ETF-その他 | 0.37% | — | +4.54% | |
| 47 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.36% | — | -0.91% | |
| 48 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.36% | — | +6.99% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.36% | -0.11% | -2.01% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.34% | +0.05% | -1.88% |