CIK: 0001373442
申告総資産額
$856.5億
上位200銘柄を表示中（全3524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 | NVDA | Nvidia CORP | 株式-IT | 5.66% | -0.33% | +20.52% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.59% | -0.35% | +5.20% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.43% | -0.26% | +5.61% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.10% | -0.60% | +10.18% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.45% | +0.21% | +3.97% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.72% | -0.10% | +7.66% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.65% | — | +5.27% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 1.59% | -0.31% | -0.40% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.43% | +0.16% | +11.50% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.23% | — | +5.69% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.18% | +0.09% | +4.77% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.16% | -0.10% | -8.35% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.15% | -0.20% | +7.17% | |
| 14 | VTV | Vanguard Value ETF | ETF-その他 | 1.15% | — | +7.10% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.06% | -0.09% | +2.42% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.04% | — | +5.13% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 0.98% | -0.16% | +4.37% | |
| 18 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.89% | +0.13% | +15.10% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | — | +4.78% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.85% | -0.11% | +2.87% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.83% | +0.05% | -0.56% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.79% | — | +2.61% | |
| 23 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.78% | -0.11% | +12.49% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | — | +7.35% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.71% | — | -0.55% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.69% | — | +9.28% | |
| 27 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.67% | — | +9.91% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | +2.90% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.62% | +0.09% | +7.79% | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.60% | +0.08% | +7.81% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.54% | — | +1.70% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | -3.74% | |
| 33 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.48% | -0.08% | +0.36% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | +0.08% | +2.99% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | -0.67% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 0.44% | -0.07% | +7.42% | |
| 37 | APO | Apollo Global Management INC | 株式-金融 | 0.42% | +0.18% | +15.91% | |
| 38 | V | Visa Inc-class A Shares | 株式-金融 | 0.42% | — | -1.13% | |
| 39 | AMGN | Amgen INC | 株式-ヘルスケア | 0.42% | — | +1.73% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.41% | +0.10% | -0.89% | |
| 41 | GEV | GE Vernova INC | 株式-資本財 | 0.39% | +0.17% | +7.76% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.37% | — | +17.68% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.37% | — | +2.29% | |
| 44 | GLW | Corning INC | 株式-IT | 0.37% | +0.20% | -8.22% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.37% | +0.14% | +5.02% | |
| 46 | NOW | Servicenow INC | 株式-IT | 0.36% | -0.25% | +440.61% | |
| 47 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.36% | — | +0.51% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.35% | — | +8.91% | |
| 49 | PNC | Pnc Financial Services Group | 株式-金融 | 0.34% | — | +27.69% | |
| 50 | NDAQ | Nasdaq INC | 株式-金融 | 0.33% | — | +2.54% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +0.6% | +20.52% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | +5.27% | 増加 |
| 3 | LLY | Eli Lilly & Co | +0.2% | +2.87% | 増加 |
| 4 | AAPL | Apple INC | +0.2% | +5.20% | 増加 |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | +4.78% | 増加 |
| 6 | MRK | Merck & Co. INC. | +0.1% | +8.91% | 増加 |
| 7 | DASH | Doordash INC - A | +0.1% | +225.75% | 増加 |
| 8 | AMZN | Amazon.com INC | +0.1% | +7.66% | 増加 |
| 9 | REGN | Regeneron Pharmaceuticals | +0.1% | +198.11% | 増加 |
| 10 | APO | Apollo Global Management INC | +0.1% | +15.91% | 増加 |
| 11 | PNC | Pnc Financial Services Group | +0.1% | +27.69% | 増加 |
| 12 | AXP | American Express Co | +0.1% | +75.64% | 増加 |
| 13 | MU | Micron Technology INC | +0.1% | +19.61% | 増加 |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | 0% | +15.10% | 増加 |
| 15 | SCHG | Schwab US Large-cap Growth | 0% | +12.49% | 増加 |
| 16 | WMT | Walmart INC | 0% | +7.79% | 増加 |
| 17 | AMGN | Amgen INC | 0% | +1.73% | 増加 |
| 18 | EXPE | Expedia Group INC | 0% | +10.91% | 増加 |
| 19 | ACN | Accenture plc | 0% | +42.78% | 増加 |
| 20 | AGG | Ishares Core U.s. Aggregate | 0% | +11.50% | 増加 |
| 21 | EFA | Ishares Msci Eafe ETF | 0% | +17.68% | 増加 |
| 22 | JNJ | Johnson & Johnson | 0% | +2.99% | 増加 |
| 23 | TJX | Tjx Companies INC | 0% | +18.25% | 増加 |
| 24 | CAT | Caterpillar INC | 0% | +5.18% | 増加 |
| 25 | IEMG | Ishares Core Msci Emerging | 0% | +9.91% | 増加 |
| 26 | GEV | GE Vernova INC | 0% | +7.76% | 増加 |
| 27 | VTV | Vanguard Value ETF | 0% | +7.10% | 増加 |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +5.69% | 増加 |
| 29 | IEFA | Ishares Core Msci Eafe ETF | — | +5.13% | 増加 |
| 30 | VB | Vanguard Small-cap ETF | — | +7.81% | 増加 |
| 31 | VEA | Vanguard Ftse Developed ETF | 0% | +3.97% | 増加 |
| 32 | VO | Vanguard Mid-cap ETF | 0% | +9.28% | 増加 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +7.35% | 増加 |
| 34 | IVV | Ishares Core S&p 500 ETF | 0% | +5.61% | 増加 |
| 35 | TSLA | Tesla INC | 0% | +4.37% | 増加 |
| 36 | IJH | Ishares Core S&p Midcap ETF | 0% | +4.77% | 増加 |
| 37 | SNPS | Synopsys INC | -0.1% | -75.17% | 減少 |
| 38 | EEM | Ishares Msci Emerging Market | -0.1% | -36.18% | 減少 |
| 39 | FISV | Fiserv INC | -0.1% | -58.12% | 減少 |
| 40 | ACM | Aecom | -0.1% | +2.59% | 増加 |
| 41 | AVGO | Broadcom INC | -0.1% | -0.40% | 減少 |
| 42 | P | Everpure Inc-a | -0.1% | +3.08% | 増加 |
| 43 | PG | Procter & Gamble Co/the | -0.1% | -3.74% | 減少 |
| 44 | TMUS | T-mobile US INC | -0.1% | -15.72% | 減少 |
| 45 | HD | Home Depot INC | -0.1% | -0.67% | 減少 |
| 46 | MSFT | Microsoft CORP | -0.2% | +10.18% | 増加 |
| 47 | ORCL | Oracle CORP | -0.2% | -5.28% | 減少 |
| 48 | WMB | Williams Cos INC | -0.2% | -79.85% | 減少 |
| 49 | JPM | Jpmorgan Chase & Co | -0.2% | -8.35% | 減少 |
| 50 | FLXS | Flexsteel Inds | — | NEW | 新規購入 |