CIK: 0001386935
申告総資産額
$16.6億
上位200銘柄を表示中（全384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 | 14.37% | +0.76% | +15.09% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.38% | -0.26% | +3.39% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.90% | — | +1.52% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.62% | +0.12% | +25.10% | |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.50% | — | — | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 3.07% | — | +1.05% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.95% | +0.26% | +11.98% | |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.44% | +0.03% | +15.30% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.99% | -0.17% | +6.52% | |
| 10 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.81% | — | +1.90% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.75% | +0.24% | +2.98% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.46% | +0.03% | +12.10% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.39% | +0.11% | +2.79% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.34% | +0.26% | +14.18% | |
| 15 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.27% | — | -2.36% | |
| 16 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 1.14% | — | +9.89% | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.11% | — | +33.32% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.99% | +0.01% | +52.36% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | +0.18% | +8.50% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 0.82% | — | +20.43% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.79% | — | — | |
| 22 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.72% | — | +7.54% | |
| 23 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.68% | +0.02% | +55.04% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | — | +9.74% | |
| 25 | ACN | Accenture plc | 株式-IT | 0.67% | — | -0.41% | |
| 26 | SO | Southern Co/the | 株式-公益事業 | 0.66% | — | +0.77% | |
| 27 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.64% | +0.29% | +29.32% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.64% | — | +37.08% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.59% | — | +21.97% | |
| 30 | BAND | Bandwidth Inc-class A | 株式-その他 | 0.55% | — | — | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 0.54% | — | -11.02% | |
| 32 | APH | Amphenol Corp-cl A | 株式-IT | 0.54% | -0.05% | +0.54% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | — | +3.63% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | — | +222.06% | |
| 35 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.52% | +0.03% | +4.01% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.51% | — | +12.90% | |
| 37 | FISV | Fiserv INC | 株式-その他 | 0.51% | -0.25% | EXIT | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.49% | -0.10% | +21.64% | |
| 39 | BLES | Inspire Global Hope ETF | ETF-その他 | 0.49% | — | -21.58% | |
| 40 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.49% | — | -10.15% | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 0.48% | -1.18% | +398.24% | |
| 42 | SYK | Stryker CORP | 株式-ヘルスケア | 0.48% | — | +1.23% | |
| 43 | FDX | Fedex CORP | 株式-資本財 | 0.47% | — | +1.87% | |
| 44 | DHR | Danaher CORP | 株式-ヘルスケア | 0.47% | — | +5.12% | |
| 45 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.47% | — | +17.83% | |
| 46 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.46% | — | +1.09% | |
| 47 | FAST | Fastenal Co | 株式-資本財 | 0.46% | -0.08% | -9.75% | |
| 48 | ICE | Intercontinental Exchange In | 株式-金融 | 0.46% | — | +1.37% | |
| 49 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.45% | — | +8.34% | |
| 50 | MSI | Motorola Solutions INC | 株式-IT | 0.45% | -0.08% | — |