CIK: 0001373442
申告総資産額
$856.5億
上位200銘柄を表示中（全3127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 | 4.48% | -0.26% | +6.40% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.47% | -0.35% | +6.78% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.10% | -0.60% | +2.67% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.68% | +0.21% | +6.79% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 2.50% | -0.33% | +16.61% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.47% | +0.09% | +418.98% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.46% | -0.10% | +4.06% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.36% | — | -2.33% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.32% | +0.16% | +32.68% | |
| 10 | VTV | Vanguard Value ETF | ETF-その他 | 1.31% | — | +17.55% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.27% | — | +12.52% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.06% | — | +1.03% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 1.06% | -0.09% | +6.87% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.00% | +0.05% | +15.13% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | -0.10% | +2.82% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 0.89% | -0.31% | -4.20% | |
| 17 | APO | Apollo Global Management INC | 株式-金融 | 0.86% | +0.18% | +1.77% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.85% | — | -0.19% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | — | +6.42% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.83% | -0.11% | -5.98% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.81% | — | +0.16% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.73% | -0.11% | +4.02% | |
| 23 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.69% | — | +11.48% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | — | +8.04% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.66% | — | +3.20% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.65% | — | -0.44% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | -0.20% | +51.74% | |
| 28 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.61% | +0.13% | +40.25% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.61% | — | +10.29% | |
| 30 | TSLA | Tesla INC | 株式-一般消費財 | 0.60% | -0.16% | -19.91% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.56% | — | +13.29% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.55% | +0.08% | +7.51% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.54% | +0.10% | +1.03% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.51% | — | -1.72% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.11% | +2.62% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.50% | -0.07% | +5.35% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.50% | — | +8.42% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.50% | +0.08% | +4.32% | |
| 39 | AMD | Advanced Micro Devices | 株式-IT | 0.49% | — | +13.15% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.49% | — | -1.29% | |
| 41 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | — | +2.90% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.47% | — | -4.54% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.46% | — | +2.43% | |
| 44 | NOW | Servicenow INC | 株式-IT | 0.46% | -0.25% | +4.37% | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.44% | — | +1.42% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.44% | — | -6.39% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.44% | — | +2.80% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.43% | — | +5.15% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.43% | +0.09% | +216.49% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.40% | — | +3.20% |