CIK: 0001593600
申告総資産額
$8119.8万
上位200銘柄を表示中（全594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 | 11.66% | +0.62% | -0.07% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.14% | -0.06% | -22.98% | |
| 3 | VV | Vanguard Large-cap ETF | ETF-その他 | 4.48% | -0.19% | — | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.79% | -0.59% | -1.35% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.52% | — | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.43% | +0.18% | — | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.90% | -0.10% | -14.95% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.85% | -0.07% | -3.51% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.61% | — | -11.09% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.50% | -0.18% | -12.53% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.39% | -0.05% | — | |
| 12 | AVGO | Broadcom INC | 株式-IT | 1.30% | -0.16% | -1.05% | |
| 13 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.29% | -0.04% | +57.89% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.28% | -0.02% | -14.97% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.20% | -0.14% | -26.88% | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.19% | -0.08% | -24.67% | |
| 17 | KLAC | Kla CORP | 株式-IT | 1.14% | +0.52% | -0.35% | |
| 18 | DE | Deere & Co | 株式-資本財 | 1.09% | +0.27% | -0.38% | |
| 19 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.09% | — | -39.00% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | — | -16.25% | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.94% | — | -27.24% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.93% | +0.16% | -0.89% | |
| 23 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.92% | — | — | |
| 24 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.90% | — | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.88% | -0.03% | -2.09% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.87% | — | -0.26% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.83% | +0.15% | -15.34% | |
| 28 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.79% | — | — | |
| 29 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.76% | — | — | |
| 30 | ITW | Illinois Tool Works | 株式-資本財 | 0.65% | — | -0.19% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | -0.04% | -12.76% | |
| 32 | BLK | Blackrock INC | 株式-金融 | 0.61% | -0.08% | -0.61% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | -1.50% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.56% | — | -1.62% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.53% | — | -1.77% | |
| 36 | PAYX | Paychex INC | 株式-IT | 0.52% | -0.07% | -0.23% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.51% | — | -2.20% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.46% | — | -27.57% | |
| 39 | TSLA | Tesla INC | 株式-一般消費財 | 0.46% | — | -2.82% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | -0.04% | -21.86% | |
| 41 | COF | Capital One Financial CORP | 株式-金融 | 0.45% | -0.15% | -0.24% | |
| 42 | PEG | Public Service Enterprise Gp | 株式-公益事業 | 0.45% | — | -0.24% | |
| 43 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 0.44% | -0.03% | — | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.44% | -0.04% | -0.88% | |
| 45 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.44% | — | -2.48% | |
| 46 | MNST | Monster Beverage CORP | 株式-生活必需品 | 0.41% | — | -36.64% | |
| 47 | WMT | Walmart INC | 株式-生活必需品 | 0.41% | — | -1.86% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.41% | — | -24.50% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.41% | — | -2.07% | |
| 50 | COP | Conocophillips | 株式-エネルギー | 0.40% | +0.12% | — |