CIK: 0001259671
申告総資産額
$13.4億
上位200銘柄を表示中（全243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 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 7.75% | -0.65% | -1.78% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.63% | -0.15% | +0.47% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.94% | — | +1.12% | |
| 4 | VHT | Vanguard Health Care ETF | ETF-その他 | 3.35% | -0.12% | -1.30% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.61% | — | +3.52% | |
| 6 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.38% | — | -1.05% | |
| 7 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.31% | +0.18% | +4.82% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.90% | -0.07% | +14.20% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.88% | -0.34% | -1.41% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.87% | -0.09% | +284.79% | |
| 11 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.71% | -0.07% | +0.69% | |
| 12 | VFH | Vanguard Financials ETF | ETF-その他 | 1.70% | -0.17% | -1.19% | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.69% | -0.09% | +3.26% | |
| 14 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.64% | -0.21% | +7.97% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.58% | — | +3.04% | |
| 16 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.54% | -0.07% | +9.44% | |
| 17 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.43% | -0.07% | +23.10% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.42% | — | -3.28% | |
| 19 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.32% | +0.10% | +1.34% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | -0.06% | +0.48% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.18% | +0.07% | -1.62% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.10% | — | +1.44% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.06% | +0.11% | +30.55% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.94% | — | -1.67% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 0.94% | -0.12% | +28.40% | |
| 26 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.92% | +0.14% | +4.29% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.90% | — | -4.12% | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.88% | — | -1.85% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.86% | — | -2.62% | |
| 30 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.86% | +0.09% | +11.01% | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.84% | — | +5.38% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.83% | — | -0.91% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.81% | +0.12% | +8.44% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | — | — | |
| 35 | XLF | Ss Financial Select Sector | ETF-その他 | 0.78% | -0.27% | +10.26% | |
| 36 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.76% | — | +7.79% | |
| 37 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.71% | — | — | |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.63% | — | +2.33% | |
| 39 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.63% | — | +6.41% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.59% | — | +1.14% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.54% | — | -2.34% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.54% | — | -3.79% | |
| 43 | XLE | Ss Energy Select Sector | ETF-その他 | 0.53% | +0.15% | +33.39% | |
| 44 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.51% | — | +0.63% | |
| 45 | VPU | Vanguard Utilities ETF | ETF-その他 | 0.51% | — | +6.46% | |
| 46 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.49% | — | +3.68% | |
| 47 | VOX | Vanguard Communication Servi | ETF-その他 | 0.47% | — | -1.75% | |
| 48 | CMI | Cummins INC | 株式-資本財 | 0.47% | — | -4.36% | |
| 49 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.46% | — | -0.55% | |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.46% | — | -0.08% |