CIK: 0001373442
申告総資産額
$856.5億
上位200銘柄を表示中（全2827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 | AAPL | Apple INC | 株式-IT | 6.03% | -0.35% | +0.48% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.23% | -0.26% | +2.05% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.85% | -0.60% | +4.45% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.63% | +0.21% | +4.39% | |
| 5 | TSLA | Tesla INC | 株式-一般消費財 | 1.53% | -0.16% | +28.25% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.50% | — | +2.89% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.44% | +0.09% | +3.69% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.43% | — | +22.04% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 1.22% | — | +1.53% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 1.18% | -0.33% | +1.03% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | -0.10% | +2.91% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.14% | +0.16% | -5.83% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.01% | +0.05% | +5.43% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.97% | — | +1.88% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 0.95% | -0.09% | +8.90% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | — | +3.52% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | — | +2.31% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.83% | — | +1.44% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | -0.10% | +0.63% | |
| 20 | APO | Apollo Global Management INC | 株式-金融 | 0.75% | +0.18% | +0.10% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.72% | — | -2.54% | |
| 22 | AVGO | Broadcom INC | 株式-IT | 0.71% | -0.31% | +2.21% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.70% | -0.11% | -2.19% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.68% | — | +5.39% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.67% | — | -5.50% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.64% | +0.08% | +3.98% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.63% | -0.11% | -1.95% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.63% | — | -1.09% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | — | +4.74% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | — | -0.36% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.56% | — | -1.68% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.52% | +0.11% | +1.86% | |
| 33 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.50% | — | +8.27% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.50% | +0.08% | +3.13% | |
| 35 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.50% | — | -7.80% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.49% | — | +4.21% | |
| 37 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.49% | — | +2.09% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | — | -4.89% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | — | +1.90% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.49% | +0.10% | +3.38% | |
| 41 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.48% | — | +1.21% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | +1.86% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.46% | — | +7.58% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.46% | — | -4.76% | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.45% | -0.07% | +4.41% | |
| 46 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.43% | — | -0.98% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.43% | — | +4.25% | |
| 48 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.42% | — | -0.33% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.42% | +0.09% | +0.44% | |
| 50 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.41% | — | +0.05% |