CIK: 0001388443
申告総資産額
$2.6億
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 21.05% | -0.43% | +0.11% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 15.94% | -0.24% | -8.10% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 8.81% | +0.18% | -1.45% | |
| 4 | ACWI | iShares MSCI ACWI ETF | ETF-その他 | 7.74% | — | +1.37% | |
| 5 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 7.25% | +0.47% | +2.63% | |
| 6 | CL | Colgate-palmolive Co | 株式-生活必需品 | 5.94% | — | — | |
| 7 | EWA | Ishares Msci Australia ETF | ETF-その他 | 3.33% | +0.14% | +3.97% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.75% | -0.13% | +4.03% | |
| 9 | IEV | Ishares Europe ETF | ETF-その他 | 1.72% | — | — | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | +0.09% | NEW | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.83% | -0.05% | +75.69% | |
| 12 | BA | Boeing Co/the | 株式-資本財 | 0.70% | — | — | |
| 13 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | — | — | |
| 14 | BIIB | Biogen INC | 株式-ヘルスケア | 0.61% | — | — | |
| 15 | TWXCHF | Time Warner INC | 株式-その他 | 0.59% | — | +20.30% | |
| 16 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.48% | — | — | |
| 17 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.48% | — | — | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 0.47% | -0.38% | — | |
| 19 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.47% | — | — | |
| 20 | CHRW | C.h. Robinson Worldwide INC | 株式-資本財 | 0.46% | — | — | |
| 21 | ✓ | Google INC Class C | 株式-その他 | 0.46% | — | — | |
| 22 | GOOG | Alphabet A | 株式-通信サービス | 0.45% | — | — | |
| 23 | GS | Goldman Sachs Group INC | 株式-金融 | 0.44% | — | — | |
| 24 | ADBE | Adobe INC | 株式-IT | 0.44% | -0.05% | -1.92% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.44% | — | +3.01% | |
| 26 | PNC | Pnc Financial Services Group | 株式-金融 | 0.43% | — | — | |
| 27 | GNR | State Street Spdr S&p Global | ETF-その他 | 0.42% | +0.19% | -62.63% | |
| 28 | ✓ | 株式-その他 | 0.42% | — | — | ||
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.42% | -0.09% | +44.78% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.40% | — | — | |
| 31 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.40% | — | +11.18% | |
| 32 | IBM | Intl Business Machines CORP | 株式-IT | 0.38% | — | — | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.37% | +0.06% | — | |
| 34 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.37% | — | — | |
| 35 | LEG | Leggett & Platt INC | 株式-一般消費財 | 0.37% | — | — | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.37% | — | +0.37% | |
| 37 | WFC | Wells Fargo & Co | 株式-金融 | 0.36% | — | +10.43% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.34% | — | +2.43% | |
| 39 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.33% | — | — | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.33% | — | — | |
| 41 | ✓ | Altera CORP | 株式-その他 | 0.32% | — | — | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.31% | +0.08% | NEW | |
| 43 | HD | Home Depot INC | 株式-一般消費財 | 0.30% | — | — | |
| 44 | JNP | Juniper Networks INC | 株式-その他 | 0.30% | — | — | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.30% | -0.04% | — | |
| 46 | MSTR | Strategy INC | 株式-IT | 0.29% | — | — | |
| 47 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.29% | — | — | |
| 48 | INTC | Intel CORP | 株式-IT | 0.29% | — | — | |
| 49 | EBAY | Ebay INC | 株式-一般消費財 | 0.28% | — | — | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.28% | — | — |