CIK: 0001386935
申告総資産額
$16.6億
上位200銘柄を表示中（全438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 | 13.36% | +0.76% | +2.75% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.94% | -0.26% | -16.14% | |
| 3 | NFLX | Netflix INC | 株式-通信サービス | 4.06% | -1.18% | +807.53% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.41% | +0.12% | +5.59% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.34% | — | -4.82% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.80% | +0.26% | +9.44% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.72% | — | +3.17% | |
| 8 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.68% | — | -15.45% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.02% | +0.26% | +34.34% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.73% | -0.17% | +0.72% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.70% | +0.24% | +0.43% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.53% | — | -8.09% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.36% | +0.01% | +66.12% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.29% | +0.11% | +6.08% | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.27% | +0.03% | -4.04% | |
| 16 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.16% | +0.20% | +542.40% | |
| 17 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.11% | — | -4.40% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.09% | — | +1077.50% | |
| 19 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.02% | — | +1351.60% | |
| 20 | TSLA | Tesla INC | 株式-一般消費財 | 1.01% | +0.01% | +348.02% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | +0.18% | +5.08% | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.94% | +0.02% | +62.79% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.93% | — | -8.22% | |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.89% | +0.03% | -59.04% | |
| 25 | SO | Southern Co/the | 株式-公益事業 | 0.74% | — | +6.13% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.73% | +0.29% | +25.96% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.70% | — | — | |
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.63% | — | -2.70% | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | — | +8.87% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.57% | — | +381.50% | |
| 31 | ACN | Accenture plc | 株式-IT | 0.56% | — | +3.42% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.55% | -0.10% | +16.57% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.49% | — | -5.95% | |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.48% | — | -53.08% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | +5.72% | |
| 36 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.44% | +0.03% | -6.46% | |
| 37 | MSI | Motorola Solutions INC | 株式-IT | 0.43% | -0.08% | -5.77% | |
| 38 | ADP | Automatic Data Processing | 株式-IT | 0.43% | -0.08% | +854.73% | |
| 39 | BAND | Bandwidth Inc-class A | 株式-その他 | 0.43% | — | — | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 0.43% | — | -10.43% | |
| 41 | FISV | Fiserv INC | 株式-その他 | 0.42% | -0.25% | EXIT | |
| 42 | ICE | Intercontinental Exchange In | 株式-金融 | 0.42% | — | -6.30% | |
| 43 | DHR | Danaher CORP | 株式-ヘルスケア | 0.42% | — | -4.37% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.42% | +0.15% | +139.63% | |
| 45 | FDX | Fedex CORP | 株式-資本財 | 0.42% | — | +3.05% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | — | +2.32% | |
| 47 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.40% | — | -5.86% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | — | +52.11% | |
| 49 | ITW | Illinois Tool Works | 株式-資本財 | 0.39% | — | +15.47% | |
| 50 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.39% | — | +1.62% |