CIK: 0001386935
申告総資産額
$16.6億
上位200銘柄を表示中（全443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 | 14.96% | +0.76% | +14.54% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 5.78% | -0.26% | -0.35% | |
| 3 | NFLX | Netflix INC | 株式-通信サービス | 4.02% | -1.18% | -1.80% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 3.22% | — | -1.11% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.18% | +0.12% | -0.16% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.90% | +0.26% | +5.88% | |
| 7 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 2.62% | — | +0.06% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.52% | — | -5.56% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.06% | +0.26% | +4.86% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.71% | +0.24% | +2.45% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.70% | -0.17% | +2.95% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.38% | +0.01% | +0.74% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.33% | — | -11.31% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.27% | +0.11% | +0.36% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.16% | +0.02% | +24.54% | |
| 16 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 1.14% | — | — | |
| 17 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.12% | +0.20% | -0.11% | |
| 18 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.11% | — | -0.19% | |
| 19 | TSLA | Tesla INC | 株式-一般消費財 | 1.10% | +0.01% | -5.83% | |
| 20 | NVDA | Nvidia CORP | 株式-IT | 1.05% | — | +0.00% | |
| 21 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 1.05% | — | -3.57% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.89% | +0.18% | +0.24% | |
| 23 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.88% | +0.03% | -30.40% | |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.85% | +0.03% | +2.65% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.72% | — | +31.15% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.71% | +0.29% | +5.74% | |
| 27 | SO | Southern Co/the | 株式-公益事業 | 0.71% | — | +0.85% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.69% | — | — | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.10% | +8.29% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.57% | — | -0.89% | |
| 31 | ACN | Accenture plc | 株式-IT | 0.56% | — | -1.46% | |
| 32 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.56% | — | -9.45% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.53% | — | +0.10% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.45% | — | +0.78% | |
| 35 | BAND | Bandwidth Inc-class A | 株式-その他 | 0.44% | — | +2.44% | |
| 36 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.43% | +0.03% | +2.25% | |
| 37 | FISV | Fiserv INC | 株式-その他 | 0.41% | -0.25% | EXIT | |
| 38 | ADP | Automatic Data Processing | 株式-IT | 0.41% | -0.08% | -1.32% | |
| 39 | LIN | Linde plc | 株式-素材 | 0.41% | -0.08% | +409.08% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.41% | — | -54.91% | |
| 41 | DHR | Danaher CORP | 株式-ヘルスケア | 0.41% | — | +0.74% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.41% | +0.15% | +4.55% | |
| 43 | MSI | Motorola Solutions INC | 株式-IT | 0.40% | -0.08% | -7.58% | |
| 44 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.40% | — | -1.63% | |
| 45 | ITW | Illinois Tool Works | 株式-資本財 | 0.39% | — | -1.41% | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.39% | — | -0.37% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.39% | — | +4.09% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.39% | — | -1.31% | |
| 49 | SYK | Stryker CORP | 株式-ヘルスケア | 0.38% | — | +3.97% | |
| 50 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.38% | — | +6.25% |