CIK: 0001456048
申告総資産額
$65.3億
上位200銘柄を表示中（全3116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 | 12.32% | -1.13% | +3.37% | |
| 2 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 7.65% | +0.11% | +0.66% | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 7.06% | — | +1.45% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 6.38% | +3.56% | +0.73% | |
| 5 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 5.88% | -4.78% | +1.46% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 4.43% | +0.23% | +1.97% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 3.71% | +2.39% | +5.66% | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.23% | +0.15% | +3.34% | |
| 9 | MUB | Ishares National Muni Bond E | ETF-その他 | 3.03% | -0.07% | +2.74% | |
| 10 | AAPL | Apple INC | 株式-IT | 2.29% | -0.12% | +13.88% | |
| 11 | VV | Vanguard Large-cap ETF | ETF-その他 | 2.28% | -1.03% | -3.79% | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.97% | -0.10% | +1279.48% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.86% | -0.37% | +15.84% | |
| 14 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.80% | +0.45% | +2.71% | |
| 15 | VUG | Vanguard Growth ETF | ETF-その他 | 1.24% | -0.07% | -5.26% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.18% | — | -1.10% | |
| 17 | VTV | Vanguard Value ETF | ETF-その他 | 1.16% | — | -1.34% | |
| 18 | BND | Vanguard Total Bond Market | ETF-その他 | 1.09% | — | +1.77% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.03% | -0.08% | +0.63% | |
| 20 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.93% | -0.08% | -0.69% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.80% | -0.06% | +4.06% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | -0.04% | +5.88% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.75% | — | -5.01% | |
| 24 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.71% | — | +0.51% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.58% | -0.12% | +0.70% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.58% | — | +2.75% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | -0.07% | +4.82% | |
| 28 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.48% | -0.06% | +1.18% | |
| 29 | TSLA | Tesla INC | 株式-一般消費財 | 0.42% | -0.13% | +108.52% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | +3.57% | |
| 31 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 0.32% | -0.04% | -37.79% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.31% | — | +3.50% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.31% | — | +4.06% | |
| 34 | EFX | Equifax INC | 株式-資本財 | 0.30% | — | -5.01% | |
| 35 | AVGO | Broadcom INC | 株式-IT | 0.25% | -0.04% | +5.49% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.24% | +0.09% | +26.93% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.23% | — | -0.53% | |
| 38 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.23% | — | +2.30% | |
| 39 | W | Wayfair Inc- Class A | 株式-一般消費財 | 0.22% | — | -0.57% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.22% | +0.04% | +6.10% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.21% | +0.04% | +1.90% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.21% | — | +2.04% | |
| 43 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.21% | — | +0.63% | |
| 44 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.21% | — | +0.49% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.20% | +0.04% | +4.61% | |
| 46 | MA | Mastercard INC - A | 株式-金融 | 0.19% | — | -0.74% | |
| 47 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 0.17% | — | -1.41% | |
| 48 | NFLX | Netflix INC | 株式-通信サービス | 0.17% | — | +1.07% | |
| 49 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.17% | — | +1.30% | |
| 50 | DAL | Delta Air Lines INC | 株式-資本財 | 0.16% | — | -0.26% |