CIK: 0001476804
申告総資産額
$16.1億
上位200銘柄を表示中（全233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 | 4.52% | -0.29% | +1.24% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.50% | -0.59% | -7.24% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.98% | — | +123.32% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.88% | -0.67% | +0.28% | |
| 5 | SCHO | Schwab Short-term US Treas | ETF-その他 | 3.22% | — | +3.30% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.59% | -0.35% | +2.56% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.12% | -0.23% | +0.94% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.12% | -0.08% | +5.77% | |
| 9 | BND | Vanguard Total Bond Market | ETF-その他 | 1.79% | — | +32.82% | |
| 10 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.53% | — | -2.58% | |
| 11 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.45% | +0.09% | +300.47% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.44% | — | +16.04% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.41% | -0.20% | -2.00% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.37% | +0.18% | +4.55% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.35% | -0.09% | +155.21% | |
| 16 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.28% | — | +2.97% | |
| 17 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.28% | -0.10% | +2.30% | |
| 18 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.26% | — | -9.89% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.24% | — | +37.70% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.23% | — | +36.92% | |
| 21 | AYXEUR | Alteryx INC - Class A | 株式-その他 | 1.19% | — | -8.48% | |
| 22 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.16% | — | -0.02% | |
| 23 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.13% | — | -7.51% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.08% | — | -6.51% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.92% | +0.09% | +0.92% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.89% | — | +17.22% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.83% | -0.18% | +11.89% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.79% | -0.15% | +3.29% | |
| 29 | PYPL | Paypal Holdings INC | 株式-金融 | 0.79% | — | +0.09% | |
| 30 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.76% | — | +0.42% | |
| 31 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.76% | — | +549.01% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.75% | -0.10% | -9.35% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.74% | -0.06% | +13.31% | |
| 34 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.73% | — | +131.49% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.73% | — | -6.87% | |
| 36 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.73% | — | +0.25% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.72% | — | +706.79% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.70% | — | — | |
| 39 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.69% | — | +8.13% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.69% | — | -0.27% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.69% | — | +2.25% | |
| 42 | DHR | Danaher CORP | 株式-ヘルスケア | 0.68% | — | +4.67% | |
| 43 | APPN | Appian Corp-a | 株式-その他 | 0.66% | — | -0.34% | |
| 44 | SUB | Ishares Short-term National | ETF-その他 | 0.63% | — | +6.09% | |
| 45 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.57% | +0.16% | +0.72% | |
| 46 | FAST | Fastenal Co | 株式-資本財 | 0.53% | +0.11% | +1.09% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.50% | -0.11% | +15.54% | |
| 48 | BATRAUSD | Liberty Media Corp-braves A | 株式-その他 | 0.48% | — | +3.35% | |
| 49 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.48% | — | +0.65% | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.48% | — | -11.57% |