CIK: 0001352547
申告総資産額
$18.1億
上位200銘柄を表示中（全257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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 13.28% | +0.25% | -0.75% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 9.62% | +0.03% | -1.51% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.42% | +0.03% | -1.90% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 4.31% | -1.16% | -0.76% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.06% | -0.03% | +1.86% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.71% | -0.02% | -3.37% | |
| 7 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.13% | +0.10% | -2.79% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.07% | +0.16% | -2.95% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.98% | +0.03% | -3.79% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 1.75% | +0.07% | +1.00% | |
| 11 | BND | Vanguard Total Bond Market | ETF-その他 | 1.68% | +1.54% | +1.37% | |
| 12 | BOND | Pimco Active Bond Exchange-t | ETF-その他 | 1.67% | +0.02% | -0.09% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.64% | — | -0.13% | |
| 14 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 1.60% | — | +5.56% | |
| 15 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.53% | — | +3.11% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.38% | -0.02% | -1.79% | |
| 17 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.38% | -0.36% | -2.20% | |
| 18 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.32% | — | -12.49% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | +0.01% | -2.27% | |
| 20 | WFC | Wells Fargo & Co | 株式-金融 | 1.08% | — | +3.23% | |
| 21 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.97% | -0.02% | -6.20% | |
| 22 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.81% | +0.79% | +32.70% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.77% | -0.15% | -10.77% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | — | -4.54% | |
| 25 | IBTI | Ishares Ibonds Dec 2028 Term | ETF-その他 | 0.75% | — | -0.04% | |
| 26 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 0.74% | — | -11.58% | |
| 27 | IBTJ | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.72% | — | +2.46% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.70% | +0.04% | -0.28% | |
| 29 | IBTK | Ishares Ibonds Dec 2030 Trea | ETF-その他 | 0.66% | — | -6.40% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.64% | — | -7.27% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.60% | — | +1.00% | |
| 32 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.59% | -0.14% | -5.36% | |
| 33 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.58% | +0.04% | +32.13% | |
| 34 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.58% | — | -4.37% | |
| 35 | BSCR | Invesco Bulletshares 2027 Cb | ETF-その他 | 0.57% | — | +8.94% | |
| 36 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.57% | +0.02% | +2.48% | |
| 37 | SPHQ | Invesco S&p 500 Quality ETF | ETF-大型株・グロース | 0.57% | +0.02% | -1.82% | |
| 38 | GS | Goldman Sachs Group INC | 株式-金融 | 0.57% | +0.02% | -0.83% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | — | -8.53% | |
| 40 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.54% | — | -0.61% | |
| 41 | IBTL | Ishares Ibonds Dec 2031 Term | ETF-その他 | 0.54% | — | +14.37% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.53% | — | -3.75% | |
| 43 | CVX | Chevron CORP | 株式-エネルギー | 0.53% | -0.16% | -14.08% | |
| 44 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.52% | — | -4.92% | |
| 45 | IBTM | Ishares Ibnds Dec 2032 Tt | ETF-その他 | 0.48% | — | +12.56% | |
| 46 | GE | General Electric | 株式-資本財 | 0.48% | +0.08% | -5.11% | |
| 47 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.47% | — | -5.27% | |
| 48 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.43% | — | -2.84% | |
| 49 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.43% | +0.02% | +24.73% | |
| 50 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.42% | +0.04% | +1.19% |