CIK: 0001373442
申告総資産額
$856.5億
上位200銘柄を表示中（全3468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 | 4.66% | -0.35% | +8.94% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.44% | -0.26% | +3.92% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.33% | -0.33% | +0.29% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.38% | -0.60% | +9.02% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.52% | +0.21% | +3.47% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.67% | -0.10% | +7.20% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 1.53% | -0.31% | +6.70% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.41% | +0.16% | +6.27% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | -0.10% | +12.82% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.25% | +0.09% | +2.07% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.23% | — | +3.94% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.20% | -0.20% | +11.34% | |
| 13 | VTV | Vanguard Value ETF | ETF-その他 | 1.19% | — | +3.95% | |
| 14 | VUG | Vanguard Growth ETF | ETF-その他 | 1.13% | -0.09% | +2.34% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.08% | — | +3.88% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.04% | — | +3.23% | |
| 17 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.94% | +0.05% | +1.29% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.84% | — | +4.50% | |
| 19 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.84% | +0.13% | +9.81% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.78% | — | +8.72% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | — | +1.47% | |
| 22 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.75% | -0.11% | +3.09% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.70% | -0.11% | +5.40% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.69% | — | +10.38% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | +2.13% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.67% | -0.16% | +3.03% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.66% | — | +3.59% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.61% | — | +9.32% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.59% | +0.09% | +5.48% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.58% | +0.08% | +8.88% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | +7.59% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.57% | — | -1.24% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.56% | +0.10% | +10.32% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | — | +14.53% | |
| 35 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.53% | -0.08% | -5.71% | |
| 36 | NOW | Servicenow INC | 株式-IT | 0.53% | -0.25% | +9.20% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.53% | — | +14.71% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.49% | -0.07% | +3.63% | |
| 39 | APO | Apollo Global Management INC | 株式-金融 | 0.44% | +0.18% | +0.97% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.42% | — | +2.19% | |
| 41 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.42% | — | -1.40% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.40% | +0.08% | +5.98% | |
| 43 | TMUS | T-mobile US INC | 株式-通信サービス | 0.40% | -0.19% | +2.51% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.39% | — | +4.10% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.38% | +0.11% | +8.98% | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.37% | -0.08% | +3.55% | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.14% | +5.53% | |
| 48 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.36% | — | +2.84% | |
| 49 | SCHV | Schwab US Large-cap Value | ETF-その他 | 0.35% | — | +5.33% | |
| 50 | NDAQ | Nasdaq INC | 株式-金融 | 0.34% | — | +4.66% |