CIK: 0001456048
申告総資産額
$65.3億
上位200銘柄を表示中（全3272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 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 10.20% | -1.13% | -0.43% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 7.61% | +0.11% | +3.64% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.20% | +0.23% | +5.82% | |
| 4 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 7.19% | -0.04% | +1.13% | |
| 5 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.08% | — | +0.16% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 4.92% | +0.15% | +8.64% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.91% | +3.56% | +0.68% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.56% | -0.07% | -4.75% | |
| 9 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.57% | -1.03% | -0.64% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.47% | +0.45% | -18.64% | |
| 11 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.06% | — | -0.76% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.94% | -0.12% | +3.96% | |
| 13 | BND | Vanguard Total Bond Market | ETF-その他 | 1.64% | — | -2.80% | |
| 14 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 1.46% | +2.39% | -14.63% | |
| 15 | VTV | Vanguard Value ETF | ETF-その他 | 1.46% | — | -1.36% | |
| 16 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.36% | — | +2.17% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.26% | -0.07% | +3.36% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.19% | -0.37% | +9.81% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.03% | — | +1.00% | |
| 20 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.97% | -0.08% | -2.75% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.72% | -0.12% | +2.30% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | -0.04% | +3.64% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.62% | -0.08% | +7.75% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | — | +2.81% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.49% | -0.06% | +3.18% | |
| 26 | EFX | Equifax INC | 株式-資本財 | 0.41% | — | +0.05% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.40% | -0.10% | +6.92% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.37% | — | -9.07% | |
| 29 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.27% | — | -3.09% | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.27% | — | +0.72% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.27% | -0.13% | +16.03% | |
| 32 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.26% | — | -37.39% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | +0.06% | -7.35% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.26% | -0.07% | +5.28% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.24% | +0.04% | +3.29% | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.23% | — | +5.97% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.22% | +0.09% | +2.41% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.22% | — | +5.26% | |
| 39 | ROL | Rollins INC | 株式-一般消費財 | 0.22% | -0.04% | -3.28% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.21% | — | +2.01% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.21% | -0.06% | -1.49% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.21% | — | +9.53% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.20% | — | +126.03% | |
| 44 | DAL | Delta Air Lines INC | 株式-資本財 | 0.20% | — | +3.88% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.18% | +0.04% | +0.97% | |
| 46 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 0.18% | -0.04% | +20.22% | |
| 47 | LKQ | Lkq CORP | 株式-一般消費財 | 0.18% | — | +0.38% | |
| 48 | W | Wayfair Inc- Class A | 株式-一般消費財 | 0.18% | — | +68.30% | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.17% | — | +6.47% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.16% | — | +16.02% |