CIK: 0001386935
申告総資産額
$16.6億
上位200銘柄を表示中（全315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 | 11.60% | +0.76% | +7.04% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.91% | -0.26% | +16.74% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.20% | — | -1.86% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.00% | — | +13.14% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.83% | — | — | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.80% | +0.12% | +2.41% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.41% | +0.11% | -6.45% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.35% | +0.03% | +19.73% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.30% | +0.26% | +8.99% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.92% | -0.17% | -4.19% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.64% | +0.26% | +0.39% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.52% | +0.24% | +6.71% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.35% | +0.03% | +4.25% | |
| 14 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.32% | — | +0.29% | |
| 15 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.28% | — | +49.25% | |
| 16 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.26% | — | +5.28% | |
| 17 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.17% | — | +3.19% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.91% | +0.18% | -5.87% | |
| 19 | SO | Southern Co/the | 株式-公益事業 | 0.84% | — | +1.07% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.83% | — | — | |
| 21 | ACN | Accenture plc | 株式-IT | 0.79% | — | -0.51% | |
| 22 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.77% | — | +80.30% | |
| 23 | BLES | Inspire Global Hope ETF | ETF-その他 | 0.71% | — | -4.13% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | — | -6.08% | |
| 25 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.68% | — | +10.78% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.68% | — | +5.49% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | — | +5.87% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.60% | — | -5.36% | |
| 29 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.58% | +0.29% | +6.81% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.57% | — | +4.97% | |
| 31 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.56% | — | +5.98% | |
| 32 | ROP | Roper Technologies INC | 株式-IT | 0.55% | — | -6.36% | |
| 33 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | +0.01% | +10.58% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.54% | — | -4.56% | |
| 35 | BAND | Bandwidth Inc-class A | 株式-その他 | 0.54% | — | — | |
| 36 | SYK | Stryker CORP | 株式-ヘルスケア | 0.53% | — | -7.56% | |
| 37 | FDX | Fedex CORP | 株式-資本財 | 0.53% | — | -7.33% | |
| 38 | APH | Amphenol Corp-cl A | 株式-IT | 0.53% | -0.05% | -7.06% | |
| 39 | FAST | Fastenal Co | 株式-資本財 | 0.52% | -0.08% | -7.71% | |
| 40 | FISV | Fiserv INC | 株式-その他 | 0.52% | -0.25% | EXIT | |
| 41 | ITW | Illinois Tool Works | 株式-資本財 | 0.52% | — | -6.22% | |
| 42 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.51% | — | +4.81% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.50% | — | +0.71% | |
| 44 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.50% | +0.03% | -4.55% | |
| 45 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.50% | — | -17.30% | |
| 46 | DHR | Danaher CORP | 株式-ヘルスケア | 0.49% | — | +4.74% | |
| 47 | ICE | Intercontinental Exchange In | 株式-金融 | 0.49% | — | -6.72% | |
| 48 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.49% | — | -18.44% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.46% | — | -5.51% | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.45% | — | +2.59% |