CIK: 0001422508
申告総資産額
$6.7億
上位200銘柄を表示中（全280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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 4.95% | +0.15% | -1.82% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 4.59% | -0.08% | +0.56% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.76% | — | +10.56% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.66% | — | — | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.53% | — | — | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.44% | -0.03% | -0.02% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.17% | +0.03% | -0.36% | |
| 8 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 2.11% | — | +15.08% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.00% | +0.01% | -0.53% | |
| 10 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 1.99% | -0.14% | +3.59% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.68% | -0.03% | +2.92% | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.62% | +0.26% | +7.69% | |
| 13 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.61% | -0.01% | -0.22% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.56% | — | -3.94% | |
| 15 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.55% | -0.02% | +3.49% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.47% | +0.21% | +22.76% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.39% | -0.23% | +6.88% | |
| 18 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.33% | — | -2.28% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.32% | -0.04% | -2.39% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.14% | — | -0.06% | |
| 21 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.11% | -0.01% | +25.11% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | +0.03% | +7.89% | |
| 23 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 1.02% | — | -8.84% | |
| 24 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.98% | -0.17% | +65.06% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.92% | — | +25.32% | |
| 26 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 0.90% | -0.02% | -0.63% | |
| 27 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.83% | +0.11% | +0.68% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.79% | -0.30% | +35.12% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.79% | — | — | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.78% | +0.22% | +6.55% | |
| 31 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.78% | — | +1.05% | |
| 32 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.74% | — | +5.79% | |
| 33 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.72% | +0.21% | +0.02% | |
| 34 | ESGU | Ishares Esg Aware Msci USA | ETF-その他 | 0.67% | — | -10.97% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.65% | +0.01% | -3.80% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.64% | — | -8.72% | |
| 37 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.64% | +0.06% | -2.18% | |
| 38 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.63% | — | -8.32% | |
| 39 | AVGO | Broadcom INC | 株式-IT | 0.61% | +0.09% | +1134.14% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | -0.20% | -5.31% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | — | +0.41% | |
| 42 | UNP | Union Pacific CORP | 株式-資本財 | 0.58% | — | +15.80% | |
| 43 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.56% | — | -0.41% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | +0.06% | +2.64% | |
| 45 | TT | Trane Technologies plc | 株式-資本財 | 0.53% | +0.02% | +25.16% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | — | +24.21% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | +0.07% | -0.58% | |
| 48 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.47% | — | +2.43% | |
| 49 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.43% | — | -1.24% | |
| 50 | CSL | Carlisle Cos INC | 株式-資本財 | 0.43% | — | — |