CIK: 0001462245
申告総資産額
$942.2億
上位200銘柄を表示中（全3644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 | 3.27% | — | -4.28% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.65% | -0.66% | -4.58% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.01% | +0.20% | +2.81% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.77% | — | -2.99% | |
| 5 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.72% | -0.19% | +13.61% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.50% | +0.43% | -23.25% | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 1.47% | — | -6.33% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | -0.15% | -0.98% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.38% | -0.14% | -0.36% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.33% | -0.18% | -8.04% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | +0.23% | -3.35% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.98% | -0.14% | +76.95% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | -0.11% | -1.82% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.89% | +1.83% | -0.59% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 0.84% | -0.10% | -1.25% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 0.82% | -0.08% | -7.78% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.81% | -0.08% | -7.49% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.80% | — | +0.08% | |
| 19 | SN | SharkNinja, Inc. | 株式-一般消費財 | 0.77% | — | -0.03% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.76% | +0.03% | +2.10% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.73% | -0.08% | -3.15% | |
| 22 | VTV | Vanguard Value ETF | ETF-その他 | 0.72% | — | +6.42% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.66% | -0.08% | -0.61% | |
| 24 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.64% | — | -2.40% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.57% | -0.14% | -3.68% | |
| 26 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.57% | — | +1.48% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.57% | — | +0.51% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.54% | — | -7.98% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | -0.10% | -1.21% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | +0.07% | -0.48% | |
| 31 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.53% | — | +13.75% | |
| 32 | SIXH | Etc 6 Meridian Hedged Equity | ETF-その他 | 0.53% | — | +1.28% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.21% | +25.41% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.48% | — | -0.80% | |
| 35 | IBM | Intl Business Machines CORP | 株式-IT | 0.46% | -0.11% | +3.71% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | -0.08% | -0.89% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | +1.14% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.44% | — | +12.39% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.44% | — | -1.32% | |
| 40 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.42% | — | -0.41% | |
| 41 | BAC | Bank Of America CORP | 株式-金融 | 0.41% | -0.07% | +1.59% | |
| 42 | SIXA | Etc 6 Meridian Mega Cap Equi | ETF-その他 | 0.41% | — | +6.19% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.41% | — | -0.78% | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.40% | +0.05% | -4.51% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.40% | +0.06% | -1.55% | |
| 46 | RTX | Rtx CORP | 株式-資本財 | 0.39% | — | -3.73% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.39% | — | +0.50% | |
| 48 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.38% | — | +0.80% | |
| 49 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.38% | — | +11.00% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.37% | +0.05% | +6.10% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +0.3% | +76.95% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | -8.04% | 減少 |
| 3 | IMCB | Ishares Morningstar Mid-cap | +0.2% | +3833.38% | 増加 |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +13.61% | 増加 |
| 5 | LLY | Eli Lilly & Co | +0.1% | -3.68% | 減少 |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | -3.15% | 減少 |
| 7 | VCIT | Vanguard Int-term Corporate | +0.1% | +123.57% | 増加 |
| 8 | HYD | Vaneck High Yield Muni ETF | +0.1% | +663.49% | 増加 |
| 9 | EMN | Eastman Chemical Co | +0.1% | +3448.68% | 増加 |
| 10 | CVX | Chevron CORP | +0.1% | +25.41% | 増加 |
| 11 | MRK | Merck & Co. INC. | +0.1% | -1.32% | 減少 |
| 12 | MTN | Vail Resorts INC | +0.1% | +15313.22% | 増加 |
| 13 | VTWO | Vanguard Russell 2000 ETF | +0.1% | +1219.42% | 増加 |
| 14 | EXK | Exact Sciences CORP | +0.1% | -0.18% | 減少 |
| 15 | MU | Micron Technology INC | +0.1% | -3.03% | 減少 |
| 16 | AMZN | Amazon.com INC | +0.1% | -0.98% | 減少 |
| 17 | JNJ | Johnson & Johnson | +0.1% | -0.59% | 減少 |
| 18 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +13.75% | 増加 |
| 19 | NKE | Nike INC -cl B | +0.1% | +109.56% | 増加 |
| 20 | SCI | Service CORP International | +0.1% | +64.26% | 増加 |
| 21 | INBX | Inhibrx Biosciences INC | +0.1% | -0.14% | 減少 |
| 22 | IJR | Ishares Core S&p Small-cap E | 0% | +12.39% | 増加 |
| 23 | CAT | Caterpillar INC | 0% | -4.51% | 減少 |
| 24 | CSCO | Cisco Systems INC | 0% | -0.80% | 減少 |
| 25 | SPEM | State Street Sp Ptf Em ETF | 0% | +51.52% | 増加 |
| 26 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | +11.00% | 増加 |
| 27 | SN | SharkNinja, Inc. | 0% | -0.03% | 減少 |
| 28 | VTV | Vanguard Value ETF | 0% | +6.42% | 増加 |
| 29 | GLD | Spdr Gold Shares | 0% | -2.40% | 減少 |
| 30 | AAPL | Apple INC | 0% | -4.28% | 減少 |
| 31 | IVV | Ishares Core S&p 500 ETF | 0% | +2.81% | 増加 |
| 32 | VEA | Vanguard Ftse Developed ETF | 0% | +2.10% | 増加 |
| 33 | XOM | Exxon Mobil CORP | 0% | -3.35% | 減少 |
| 34 | NFLX | Netflix INC | -0.1% | +903.28% | 増加 |
| 35 | GIS | General Mills INC | -0.1% | -44.25% | 減少 |
| 36 | UBER | Uber Technologies INC | -0.1% | -39.45% | 減少 |
| 37 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -0.1% | -39.51% | 減少 |
| 38 | HD | Home Depot INC | -0.1% | -2.60% | 減少 |
| 39 | KVUE | Kenvue INC | -0.1% | -92.14% | 減少 |
| 40 | LYB | LyondellBasell Industries N.V. | -0.1% | -95.35% | 減少 |
| 41 | OXY | Occidental Petroleum CORP | -0.1% | -85.05% | 減少 |
| 42 | SCHM | Schwab US Mid Cap ETF | -0.1% | -35.54% | 減少 |
| 43 | NVDA | Nvidia CORP | -0.1% | -6.33% | 減少 |
| 44 | ORCL | Oracle CORP | -0.2% | -5.48% | 減少 |
| 45 | MSFT | Microsoft CORP | -0.3% | -4.58% | 減少 |
| 46 | HEDG | Equable Shares Hdg Eqty ETF | — | NEW | 新規購入 |
| 47 | GRPM | Invesco S&p Midcap 400 Garp | — | NEW | 新規購入 |
| 48 | AKRE | Akre Focus ETF | — | NEW | 新規購入 |
| 49 | TTE | Totalenergies Se | — | NEW | 新規購入 |
| 50 | TTEN | Totalenergies Se -spon Adr | — | EXIT | 全売却 |