CIK: 0001422508
申告総資産額
$6.7億
上位200銘柄を表示中（全266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 | 5.16% | +0.15% | -0.96% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 4.83% | -0.08% | -4.16% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.92% | -0.03% | +1.43% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-その他 | 2.53% | — | +5.68% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.50% | — | -3.92% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.42% | — | +4.46% | |
| 7 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 2.29% | -0.14% | +2.79% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.10% | +0.03% | -0.30% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.09% | -0.02% | +6.23% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.99% | +0.21% | -3.94% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.92% | +0.01% | -5.21% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.80% | -0.03% | +0.37% | |
| 13 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.80% | — | -4.34% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.70% | -0.01% | -1.18% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.37% | +0.06% | -2.31% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.36% | +0.26% | -2.82% | |
| 17 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.32% | -0.04% | -1.88% | |
| 18 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.30% | -0.23% | -5.47% | |
| 19 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 1.27% | — | -4.83% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.24% | +0.03% | -1.94% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.18% | — | -2.52% | |
| 22 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 1.18% | — | +2.69% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.12% | -0.01% | -1.68% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.05% | -0.30% | -0.38% | |
| 25 | TFLO | Ishares Treasury Floating Ra | ETF-政府公債 | 1.03% | -0.02% | +3.77% | |
| 26 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.99% | — | -3.35% | |
| 27 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.99% | -0.17% | +15.08% | |
| 28 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 0.93% | — | -2.34% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.91% | +0.22% | -2.81% | |
| 30 | AVGO | Broadcom INC | 株式-IT | 0.84% | +0.09% | -6.91% | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.82% | +0.11% | -3.81% | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.82% | +0.21% | -0.08% | |
| 33 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 0.79% | — | +4.60% | |
| 34 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.76% | -0.20% | +0.72% | |
| 35 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 0.73% | — | +2.24% | |
| 36 | JPIE | Jpmorgan Income ETF | ETF-その他 | 0.69% | — | +29.19% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | +0.07% | -6.01% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.68% | — | -2.65% | |
| 39 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.68% | +0.01% | -8.36% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.67% | +0.06% | +0.53% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | — | -10.25% | |
| 42 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 0.62% | — | -4.29% | |
| 43 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.61% | +0.06% | -0.25% | |
| 44 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.61% | — | -5.42% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.54% | +0.14% | -4.91% | |
| 46 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.51% | — | -7.09% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.51% | +0.07% | -13.12% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.49% | +0.18% | -3.06% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.49% | — | -2.70% | |
| 50 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.47% | +0.04% | -1.11% |