CIK: 0001593600
申告総資産額
$8119.8万
上位200銘柄を表示中（全624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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 10.76% | +0.62% | -0.10% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.10% | -0.06% | -26.69% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.32% | -0.59% | -27.12% | |
| 4 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.18% | -0.19% | +16.74% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.38% | — | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.26% | +0.18% | — | |
| 7 | NVDA | Nvidia CORP | 株式-IT | 2.12% | -0.07% | +934.31% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.93% | -0.14% | -45.48% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.80% | -0.10% | -41.89% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.71% | — | -44.50% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.69% | — | -52.23% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.59% | — | -55.42% | |
| 13 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.47% | -0.05% | -0.83% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.44% | -0.18% | -58.28% | |
| 15 | KLAC | Kla CORP | 株式-IT | 1.36% | +0.52% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.34% | — | — | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.27% | -0.08% | — | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.24% | -0.16% | — | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.19% | -0.02% | -4.69% | |
| 20 | INTC | Intel CORP | 株式-IT | 0.93% | — | -33.16% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.92% | -0.04% | +212.27% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | +0.15% | -9.83% | |
| 23 | DE | Deere & Co | 株式-資本財 | 0.84% | +0.27% | — | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.82% | — | -4.59% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.80% | +0.16% | +1.94% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.79% | — | — | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.74% | — | — | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | -0.03% | — | |
| 29 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.69% | — | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.68% | — | +4.83% | |
| 31 | ITW | Illinois Tool Works | 株式-資本財 | 0.60% | — | — | |
| 32 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.58% | — | — | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.58% | — | +24.40% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.54% | — | — | |
| 35 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.54% | — | -75.48% | |
| 36 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.53% | — | -51.64% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.53% | -0.04% | -59.62% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | — | — | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.49% | -0.04% | -1.68% | |
| 40 | BLKCHF | Blackrock INC | 株式-その他 | 0.49% | — | -43.69% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | — | |
| 42 | QCOM | Qualcomm INC | 株式-IT | 0.43% | -0.10% | — | |
| 43 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.43% | — | — | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.42% | — | -62.63% | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.40% | +0.10% | — | |
| 46 | COP | Conocophillips | 株式-エネルギー | 0.40% | +0.12% | -21.11% | |
| 47 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.39% | — | — | |
| 48 | PAYX | Paychex INC | 株式-IT | 0.38% | -0.07% | — | |
| 49 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.38% | — | — | |
| 50 | STX | Seagate Technology Holdings plc | 株式-IT | 0.37% | +0.58% | — |