CIK: 0001386935
申告総資産額
$16.6億
上位200銘柄を表示中（全526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 | 16.98% | +0.76% | +10.87% | |
| 2 | NFLX | Netflix INC | 株式-通信サービス | 4.89% | -1.18% | +0.00% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.83% | -0.26% | -11.60% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.55% | +0.26% | +6.67% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.84% | +0.12% | +9.52% | |
| 6 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.81% | — | +0.52% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.27% | — | -0.64% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.12% | — | +17.11% | |
| 9 | AAPL | Apple INC | 株式-IT | 2.07% | +0.26% | +1.49% | |
| 10 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.98% | +0.24% | +6.83% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.84% | -0.17% | +0.25% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.57% | +0.01% | +0.94% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 1.50% | +0.01% | +1.14% | |
| 14 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.49% | — | +0.16% | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.20% | +0.29% | +1.16% | |
| 16 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.20% | — | +2.29% | |
| 17 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.07% | — | +0.72% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.07% | +0.18% | -5.56% | |
| 19 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.04% | +0.11% | -1.23% | |
| 20 | VXF | Vanguard Extended Market ETF | ETF-その他 | 0.98% | +0.02% | +3.01% | |
| 21 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 0.90% | — | +0.05% | |
| 22 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.80% | +0.20% | -1.06% | |
| 23 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.74% | — | -0.26% | |
| 24 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.70% | — | -0.23% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | -0.10% | -1.78% | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.64% | +0.03% | +2.31% | |
| 27 | SO | Southern Co/the | 株式-公益事業 | 0.62% | — | +1.17% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.60% | — | — | |
| 29 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | — | +0.41% | |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.58% | +0.03% | +2.46% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.57% | — | +42.74% | |
| 32 | AVGO | Broadcom INC | 株式-IT | 0.56% | +0.03% | +2.78% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.55% | -0.09% | -1.41% | |
| 34 | XLF | Ss Financial Select Sector | ETF-その他 | 0.53% | — | -20.38% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.50% | — | -11.72% | |
| 36 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.49% | +0.15% | +1.73% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.47% | — | +1.43% | |
| 38 | BBJP | Jpmorgan Betabuilders Japan | ETF-その他 | 0.46% | — | +18.53% | |
| 39 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.43% | +0.19% | +7.24% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.41% | — | -4.34% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | — | -0.50% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.39% | — | +1.93% | |
| 43 | APH | Amphenol Corp-cl A | 株式-IT | 0.37% | -0.05% | -8.40% | |
| 44 | SYK | Stryker CORP | 株式-ヘルスケア | 0.37% | — | -0.69% | |
| 45 | ACN | Accenture plc | 株式-IT | 0.35% | — | +7.44% | |
| 46 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.34% | -0.13% | +6.40% | |
| 47 | BBCA | Jpmorgan Betabuilders Canada | ETF-その他 | 0.34% | — | -14.27% | |
| 48 | UCON | First Trust Smith Unconstrai | ETF-その他 | 0.34% | — | +8.36% | |
| 49 | QCOM | Qualcomm INC | 株式-IT | 0.32% | — | -0.46% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.32% | +0.07% | +13.89% |