CIK: 0001034771
申告総資産額
$12.3億
上位200銘柄を表示中（全339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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 15.12% | +3.73% | +49.34% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.69% | +0.04% | -4.43% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.65% | — | +280.07% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.10% | — | +2.40% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.93% | -0.80% | -2.24% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.27% | -0.09% | -4.93% | |
| 7 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.55% | -1.07% | +103.67% | |
| 8 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.48% | -1.03% | +78.89% | |
| 9 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.48% | +0.08% | -1.62% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.32% | — | -17.16% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 1.20% | — | -1.94% | |
| 12 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 1.14% | -0.74% | +9.81% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.12% | -0.12% | -0.03% | |
| 14 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.08% | -1.00% | -34.54% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 0.90% | -0.13% | -3.72% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | — | -1.20% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.79% | -0.19% | -1.20% | |
| 18 | NEE | Nextera Energy INC | 株式-公益事業 | 0.77% | — | -5.52% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | — | -6.74% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.74% | -0.13% | -1.07% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.73% | +0.06% | -10.49% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | -0.09% | -0.87% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.65% | — | -19.52% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.63% | — | -24.74% | |
| 25 | ADBE | Adobe INC | 株式-IT | 0.63% | — | +0.01% | |
| 26 | BR | Broadridge Financial Solutio | 株式-IT | 0.61% | -0.09% | -1.71% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | +0.08% | +3.20% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.59% | +0.09% | -10.88% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.58% | — | -1.33% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | -16.90% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.57% | — | +0.85% | |
| 32 | FIS | Fidelity National Info Serv | 株式-IT | 0.57% | — | -1.58% | |
| 33 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.57% | — | — | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.53% | — | +2.15% | |
| 35 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.52% | — | -9.37% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.52% | — | -0.24% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.51% | — | -8.86% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.49% | — | -3.39% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.49% | — | -1.11% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.47% | — | +1.45% | |
| 41 | AMT | American Tower CORP | 株式-不動産 | 0.47% | — | -7.46% | |
| 42 | PLD | Prologis INC | 株式-不動産 | 0.46% | — | -4.28% | |
| 43 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.45% | — | -1.56% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.44% | — | +6.93% | |
| 45 | IEX | Idex CORP | 株式-資本財 | 0.43% | — | -0.88% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | +0.07% | -1.83% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.40% | +0.19% | -6.55% | |
| 48 | CRM | Salesforce INC | 株式-IT | 0.39% | — | +0.73% | |
| 49 | AMGN | Amgen INC | 株式-ヘルスケア | 0.39% | — | +0.37% | |
| 50 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.39% | — | -5.26% |