CIK: 0001373442
申告総資産額
$856.5億
上位200銘柄を表示中(全3429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 | 5.34% | -0.35% | +2.14% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.46% | -0.26% | +5.19% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.42% | -0.33% | +4.28% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.70% | -0.60% | +3.85% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.51% | +0.21% | +3.36% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.56% | -0.10% | +8.23% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.52% | +0.16% | +15.93% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.33% | +0.09% | +6.66% | |
| 9 | VTV | Vanguard Value ETF | ETF-その他 | 1.29% | — | +10.41% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.24% | — | +3.72% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.13% | -0.10% | +3.54% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.09% | — | -1.44% | |
| 13 | VUG | Vanguard Growth ETF | ETF-その他 | 1.08% | -0.09% | +5.72% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.02% | — | +6.00% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.00% | -0.31% | +2.71% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.98% | +0.05% | +2.39% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | -0.20% | +6.82% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.96% | — | +2.45% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.88% | +0.13% | +17.66% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | +6.46% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.81% | -0.11% | +4.92% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.79% | — | +3.33% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.75% | — | +2.65% | |
| 24 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.72% | -0.11% | +0.58% | |
| 25 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.67% | — | +3.36% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.67% | — | +10.68% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | +4.80% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.61% | -0.16% | -34.51% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.58% | — | +5.04% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.58% | +0.09% | +6.44% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.58% | +0.08% | +11.25% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.57% | — | -0.16% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.56% | +0.10% | +0.27% | |
| 34 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.56% | -0.08% | +6.01% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | +4.83% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.53% | -0.07% | +0.57% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.53% | — | +11.00% | |
| 38 | TMUS | T-mobile US INC | 株式-通信サービス | 0.50% | -0.19% | +2.74% | |
| 39 | APO | Apollo Global Management INC | 株式-金融 | 0.48% | +0.18% | +487.06% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.47% | +0.11% | -0.30% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | +0.08% | +4.77% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.46% | — | +7.87% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.46% | — | -0.17% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | +0.14% | +22.80% | |
| 45 | NOW | Servicenow INC | 株式-IT | 0.43% | -0.25% | +5.82% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | — | +52.54% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.40% | — | -0.88% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.39% | — | +1.59% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.39% | — | +2.55% | |
| 50 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.38% | — | +0.31% |