CIK: 0001259671
申告総資産額
$13.4億
上位200銘柄を表示中（全254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 | 7.44% | -0.65% | -2.71% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.74% | -0.15% | +1.21% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.93% | — | -0.97% | |
| 4 | VHT | Vanguard Health Care ETF | ETF-その他 | 3.20% | -0.12% | -3.24% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.11% | — | +2.90% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.56% | +0.18% | +7.60% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.30% | — | -4.81% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.88% | -0.07% | +2.72% | |
| 9 | VFH | Vanguard Financials ETF | ETF-その他 | 1.86% | -0.17% | -2.40% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.80% | -0.09% | -1.11% | |
| 11 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.75% | -0.21% | +8.85% | |
| 12 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.69% | -0.07% | -1.70% | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.67% | -0.09% | +0.19% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.65% | -0.34% | -3.71% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.62% | — | +4.83% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.51% | -0.07% | +6.70% | |
| 17 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.50% | -0.07% | +1.75% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.34% | — | -2.93% | |
| 19 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.20% | +0.11% | +31.94% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.16% | — | +5.69% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.14% | +0.14% | +22.64% | |
| 22 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 1.11% | +0.10% | +0.69% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | +0.07% | +0.82% | |
| 24 | BND | Vanguard Total Bond Market | ETF-その他 | 1.06% | -0.12% | +33.46% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.05% | — | -2.35% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.96% | +0.12% | +9.07% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.95% | -0.06% | -1.21% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.93% | +0.09% | +7.48% | |
| 29 | XLF | Ss Financial Select Sector | ETF-その他 | 0.90% | -0.27% | +5.73% | |
| 30 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.85% | — | +9.90% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.84% | — | -2.34% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.83% | — | -2.41% | |
| 33 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.81% | — | +14.05% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.78% | — | +0.16% | |
| 35 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.74% | — | -0.84% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | +0.25% | |
| 37 | PEP | Pepsico INC | 株式-生活必需品 | 0.73% | — | -3.10% | |
| 38 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.71% | — | -1.83% | |
| 39 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.63% | — | +2.85% | |
| 40 | XLE | Ss Energy Select Sector | ETF-その他 | 0.60% | +0.15% | -8.82% | |
| 41 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.58% | — | +54.64% | |
| 42 | VOX | Vanguard Communication Servi | ETF-その他 | 0.53% | — | +7.93% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.49% | -0.08% | -0.09% | |
| 44 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.49% | — | +124.36% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.49% | — | +10.82% | |
| 46 | INTC | Intel CORP | 株式-IT | 0.47% | — | -9.25% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.47% | — | -0.66% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.46% | — | -4.67% | |
| 49 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.45% | — | +0.63% | |
| 50 | CMI | Cummins INC | 株式-資本財 | 0.45% | — | +0.19% |