CIK: 0001456048
申告総資産額
$65.3億
上位200銘柄を表示中（全3191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 | 10.52% | -1.13% | -1.62% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 7.82% | +0.11% | +2.42% | |
| 3 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 7.29% | -0.04% | +4.87% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.24% | — | +3.72% | |
| 5 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.89% | +0.23% | -28.73% | |
| 6 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 4.75% | -4.78% | +2302419.67% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.77% | +3.56% | +1.44% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.58% | +0.15% | -26.60% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.11% | -0.07% | -1.93% | |
| 10 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.48% | -1.03% | -2.19% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.31% | +0.45% | +2.54% | |
| 12 | AAPL | Apple INC | 株式-IT | 2.00% | -0.12% | +2.13% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.59% | — | -16.50% | |
| 14 | BND | Vanguard Total Bond Market | ETF-その他 | 1.44% | — | -3.48% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.32% | -0.37% | +2.07% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 1.31% | — | -1.76% | |
| 17 | VUG | Vanguard Growth ETF | ETF-その他 | 1.24% | -0.07% | -3.34% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.05% | — | -19.95% | |
| 19 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.95% | -0.08% | -2.46% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.84% | +2.39% | -33.30% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.82% | — | +1.83% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.78% | -0.08% | +2.71% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | -0.04% | -4.70% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | -0.06% | +4.72% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.64% | -0.12% | -5.70% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.62% | -0.10% | +2.36% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | +0.48% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.38% | — | +1.24% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.37% | -0.07% | +3.26% | |
| 30 | EFX | Equifax INC | 株式-資本財 | 0.37% | — | +4.59% | |
| 31 | TSLA | Tesla INC | 株式-一般消費財 | 0.35% | -0.13% | +12.88% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.33% | -0.06% | +1.99% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.30% | — | +12.88% | |
| 34 | W | Wayfair Inc- Class A | 株式-一般消費財 | 0.29% | — | -0.01% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.28% | +0.09% | +21.15% | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.27% | +0.06% | +1.05% | |
| 37 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.26% | — | -3.09% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.24% | +0.04% | +8.28% | |
| 39 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.24% | — | -0.65% | |
| 40 | V | Visa Inc-class A Shares | 株式-金融 | 0.22% | — | +7.07% | |
| 41 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.22% | — | -3.80% | |
| 42 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.20% | — | +2.98% | |
| 43 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.20% | — | -1.60% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.20% | +0.04% | +3.35% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.18% | — | +7.45% | |
| 46 | ROL | Rollins INC | 株式-一般消費財 | 0.18% | -0.04% | -7.22% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.18% | — | +5.99% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.17% | +0.04% | +3.43% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.17% | — | +5.20% | |
| 50 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.17% | — | +117.46% |