CIK: 0001050743
申告総資産額
$78.2億
上位200銘柄を表示中（全673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 | 4.03% | -0.36% | -4.04% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.48% | -0.59% | -0.64% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.62% | -0.16% | -0.39% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.40% | -0.18% | -2.83% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.05% | -0.32% | -0.02% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.86% | -0.08% | +3.00% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.76% | -0.09% | -0.19% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | -0.11% | +3.51% | |
| 9 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.45% | — | +4.06% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.29% | — | +0.75% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.25% | -0.12% | -0.15% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.25% | -0.17% | -1.30% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.22% | -0.14% | -1.07% | |
| 14 | BIV | Vanguard Intermediate-term B | ETF-その他 | 1.15% | — | -0.35% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.15% | +0.14% | -3.63% | |
| 16 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.12% | — | -4.36% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.11% | +0.47% | -1.15% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.03% | — | +3.94% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.01% | — | -0.34% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.01% | — | -1.46% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.98% | — | -2.46% | |
| 22 | BLK | Blackrock INC | 株式-金融 | 0.94% | -0.08% | -0.91% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | +0.19% | -2.09% | |
| 24 | FNF | Fidelity National Financial | 株式-金融 | 0.92% | -0.11% | -0.27% | |
| 25 | ORCL | Oracle CORP | 株式-IT | 0.91% | -0.18% | -1.48% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.89% | — | +1.94% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.88% | -0.16% | +4.49% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.83% | — | -5.93% | |
| 29 | UNP | Union Pacific CORP | 株式-資本財 | 0.80% | — | -2.86% | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.78% | — | -2.05% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.78% | -0.05% | +0.35% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.73% | — | +0.89% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | +0.23% | -0.00% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.70% | — | -9.79% | |
| 35 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.67% | +0.12% | -4.08% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | -1.31% | |
| 37 | ADP | Automatic Data Processing | 株式-IT | 0.66% | -0.11% | -2.67% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.66% | — | -2.39% | |
| 39 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.65% | — | +0.47% | |
| 40 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.64% | — | +3.53% | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.64% | -0.06% | -0.26% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.61% | -0.10% | -3.98% | |
| 43 | RTX | Rtx CORP | 株式-資本財 | 0.60% | — | -1.69% | |
| 44 | AMAT | Applied Materials INC | 株式-IT | 0.60% | +0.24% | -5.54% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.59% | — | -7.58% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.59% | -0.07% | +4.76% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | +9.95% | |
| 48 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.58% | — | -0.33% | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.58% | +0.10% | +2.85% | |
| 50 | TT | Trane Technologies plc | 株式-資本財 | 0.55% | — | -3.99% |