CIK: 0001373442
申告総資産額
$856.5億
上位200銘柄を表示中（全712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 | 6.42% | -0.26% | -5.66% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.97% | -0.35% | +287.46% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.35% | -0.60% | +2.04% | |
| 4 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.17% | +0.16% | +23.23% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.05% | — | -1.38% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.81% | — | -5.39% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 1.62% | -0.11% | +1.33% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.61% | — | +3.37% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.50% | — | -1.62% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.44% | — | -3.09% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | -0.10% | +2.90% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.40% | +0.21% | -0.78% | |
| 13 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.35% | — | +1.96% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.20% | -0.09% | +0.68% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.03% | — | -18.26% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.02% | — | +0.10% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.00% | — | +6.79% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.95% | — | -2.60% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.94% | +0.08% | +0.04% | |
| 20 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.82% | — | -1.26% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.80% | — | -1.09% | |
| 22 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.79% | — | -0.61% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.76% | — | -4.14% | |
| 24 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.74% | — | -0.09% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.72% | — | +4.63% | |
| 26 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.69% | — | +1.72% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | — | -1.22% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | — | +1.24% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.68% | — | -0.39% | |
| 30 | APD | Air Products & Chemicals INC | 株式-素材 | 0.68% | — | -5.45% | |
| 31 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.68% | — | -1.79% | |
| 32 | ACWV | Ishares Msci Global Min Vol | ETF-その他 | 0.65% | — | -0.76% | |
| 33 | CRM | Salesforce INC | 株式-IT | 0.63% | — | -11.78% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.62% | — | -3.67% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.59% | +0.09% | +5.29% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.59% | -0.20% | -0.59% | |
| 37 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.57% | — | -0.38% | |
| 38 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.57% | — | -14.24% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.56% | — | +3.68% | |
| 40 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | -0.10% | +6.79% | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.54% | — | +1.93% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.54% | -0.33% | +4.66% | |
| 43 | TGT | Target CORP | 株式-一般消費財 | 0.54% | +0.07% | +0.88% | |
| 44 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 0.53% | — | +6.15% | |
| 45 | MCHP | Microchip Technology INC | 株式-IT | 0.52% | — | -4.82% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | -3.40% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.50% | — | -8.76% | |
| 48 | MA | Mastercard INC - A | 株式-金融 | 0.49% | -0.07% | +7.27% | |
| 49 | SYK | Stryker CORP | 株式-ヘルスケア | 0.49% | — | +4.33% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.49% | -0.18% | +2.21% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.5% | +287.46% | 増加 |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.3% | +23.23% | 増加 |
| 3 | LYB | LyondellBasell Industries N.V. | +0.2% | +2729.77% | 増加 |
| 4 | NVDA | Nvidia CORP | +0.2% | +4.66% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.1% | +2.90% | 増加 |
| 6 | SCHG | Schwab US Large-cap Growth | +0.1% | +1.33% | 増加 |
| 7 | T | At&t INC | +0.1% | +79.12% | 増加 |
| 8 | TGT | Target CORP | +0.1% | +0.88% | 増加 |
| 9 | UPS | United Parcel Service-cl B | +0.1% | +0.05% | 増加 |
| 10 | TSLA | Tesla INC | +0.1% | +360.40% | 増加 |
| 11 | PG | Procter & Gamble Co/the | +0.1% | -1.62% | 減少 |
| 12 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +6.79% | 増加 |
| 13 | MCD | Mcdonald's CORP | +0.1% | +4.63% | 増加 |
| 14 | QCOM | Qualcomm INC | +0.1% | +1.93% | 増加 |
| 15 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +4.83% | 増加 |
| 16 | NEE | Nextera Energy INC | +0.1% | +50.14% | 増加 |
| 17 | FDX | Fedex CORP | +0.1% | -25.68% | 減少 |
| 18 | TMO | Thermo Fisher Scientific INC | +0.1% | +7.26% | 増加 |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | +28.64% | 増加 |
| 20 | VUG | Vanguard Growth ETF | +0.1% | +0.68% | 増加 |
| 21 | SBUX | Starbucks CORP | +0.1% | +3.68% | 増加 |
| 22 | LULU | Lululemon Athletica INC | +0.1% | +22.39% | 増加 |
| 23 | NKE | Nike INC -cl B | +0.1% | +9.51% | 増加 |
| 24 | ABT | Abbott Laboratories | +0.1% | +2.21% | 増加 |
| 25 | DHR | Danaher CORP | +0.1% | +7.80% | 増加 |
| 26 | CRM | Salesforce INC | +0.1% | -11.78% | 減少 |
| 27 | APD | Air Products & Chemicals INC | +0.1% | -5.45% | 減少 |
| 28 | MA | Mastercard INC - A | +0.1% | +7.27% | 増加 |
| 29 | WMT | Walmart INC | +0.1% | +5.38% | 増加 |
| 30 | SYK | Stryker CORP | +0.1% | +4.33% | 増加 |
| 31 | EFA | Ishares Msci Eafe ETF | 0% | +3.37% | 増加 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.38% | 減少 |
| 33 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1.96% | 増加 |
| 34 | MSFT | Microsoft CORP | 0% | +2.04% | 増加 |
| 35 | MDY | State Street Spdr S&p Midcap | -0.1% | -25.43% | 減少 |
| 36 | VOO | Vanguard S&p 500 ETF | -0.1% | -33.83% | 減少 |
| 37 | INTC | Intel CORP | -0.1% | -30.71% | 減少 |
| 38 | IJR | Ishares Core S&p Small-cap E | -0.2% | -36.52% | 減少 |
| 39 | BDX | Becton Dickinson And Co | -0.2% | -50.69% | 減少 |
| 40 | CSCO | Cisco Systems INC | -0.3% | -44.64% | 減少 |
| 41 | VTV | Vanguard Value ETF | -0.3% | -18.26% | 減少 |
| 42 | IVV | Ishares Core S&p 500 ETF | -0.3% | -5.66% | 減少 |
| 43 | ABBV | Abbvie INC | -0.3% | -51.99% | 減少 |
| 44 | IVOG | Vanguard S&p Mid-cap 400 Gro | — | EXIT | 全売却 |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | — | EXIT | 全売却 |
| 46 | IVOV | Vanguard S&p Mid-cap 400 Val | — | EXIT | 全売却 |
| 47 | ANETEUR | Arista Networks INC | — | NEW | 新規購入 |
| 48 | XLNXEUR | Xilinx INC | — | NEW | 新規購入 |
| 49 | ELV | Elevance Health INC | — | NEW | 新規購入 |
| 50 | TDOC | Teladoc Health INC | — | NEW | 新規購入 |