CIK: 0001373442
申告総資産額
$856.5億
上位200銘柄を表示中（全1379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 | 5.03% | -0.26% | +4.84% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.95% | -0.35% | +18.85% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.04% | +0.21% | +20.34% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.45% | -0.60% | +15.19% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.59% | +0.09% | +11.57% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.53% | — | +15.97% | |
| 7 | VTV | Vanguard Value ETF | ETF-その他 | 1.43% | — | +10.23% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.41% | — | +12.22% | |
| 9 | APO | Apollo Global Management INC | 株式-金融 | 1.33% | +0.18% | — | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.26% | +0.05% | +21.55% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.21% | -0.10% | +38.14% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.15% | — | +6.10% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.13% | — | +16.06% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.01% | +0.16% | +5.34% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.00% | — | +118.77% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.00% | — | -4.90% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.97% | — | +4.14% | |
| 18 | VUG | Vanguard Growth ETF | ETF-その他 | 0.97% | -0.09% | +16.40% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.93% | — | +6.99% | |
| 20 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.87% | -0.11% | +95.73% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | — | +90.40% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.82% | — | +15.28% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.81% | — | +103.43% | |
| 24 | TSLA | Tesla INC | 株式-一般消費財 | 0.77% | -0.16% | +48.00% | |
| 25 | NVDA | Nvidia CORP | 株式-IT | 0.74% | -0.33% | +5.36% | |
| 26 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.71% | — | +3.99% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.67% | -0.10% | +15.86% | |
| 28 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.65% | — | +17.14% | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | +0.08% | +2.59% | |
| 30 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.59% | — | +10.43% | |
| 31 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.58% | — | +45.73% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.58% | +0.11% | +17.83% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.56% | — | +9.76% | |
| 34 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.55% | +0.10% | +11.49% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | — | +29.40% | |
| 36 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.54% | — | +8.60% | |
| 37 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.53% | — | -3.60% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.52% | — | +7.87% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | — | +10.59% | |
| 40 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.52% | — | +0.02% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.49% | — | +32.01% | |
| 42 | AVGO | Broadcom INC | 株式-IT | 0.49% | -0.31% | +56.73% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.48% | -0.07% | +34.56% | |
| 44 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.48% | — | +8.77% | |
| 45 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.47% | +0.08% | +16.87% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.46% | — | +23.76% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.46% | +0.09% | +18.77% | |
| 48 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.46% | — | -0.71% | |
| 49 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.45% | — | +2.86% | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.44% | -0.18% | +14.97% |