CIK: 0001259671
申告総資産額
$13.4億
上位200銘柄を表示中（全259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 | 6.79% | -0.65% | -2.37% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.45% | -0.15% | -1.63% | |
| 3 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.78% | — | -0.55% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.95% | — | -1.47% | |
| 5 | VHT | Vanguard Health Care ETF | ETF-その他 | 2.82% | -0.12% | -3.50% | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 2.48% | +0.18% | +3.50% | |
| 7 | VT | Vanguard Tot World Stk ETF | ETF-その他 | 2.11% | — | -3.78% | |
| 8 | VFH | Vanguard Financials ETF | ETF-その他 | 1.88% | -0.17% | -2.40% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.80% | -0.34% | +10.21% | |
| 10 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.78% | -0.07% | -0.38% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.77% | -0.09% | +13.34% | |
| 12 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.69% | -0.21% | +3.80% | |
| 13 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.67% | -0.09% | -0.21% | |
| 14 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.64% | -0.07% | +0.38% | |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.58% | — | +0.54% | |
| 16 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.52% | -0.07% | +4.07% | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.46% | +0.11% | +31.08% | |
| 18 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.40% | -0.07% | +0.73% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.32% | — | +1.51% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.24% | +0.07% | +16.91% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.14% | +0.14% | +5.53% | |
| 22 | BND | Vanguard Total Bond Market | ETF-その他 | 1.13% | -0.12% | +16.30% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.07% | — | -0.42% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.02% | — | -2.60% | |
| 25 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.99% | +0.10% | -3.40% | |
| 26 | XLF | Ss Financial Select Sector | ETF-その他 | 0.94% | -0.27% | +0.26% | |
| 27 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.93% | — | +7.57% | |
| 28 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.92% | +0.09% | +4.45% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.92% | -0.06% | +0.09% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.90% | +0.12% | +4.72% | |
| 31 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.87% | — | +7.76% | |
| 32 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.79% | — | +0.02% | |
| 33 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.78% | — | +1.34% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | — | +1.52% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.73% | — | -5.17% | |
| 36 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.73% | — | +33.89% | |
| 37 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.72% | — | +59.15% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.71% | — | -1.48% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.70% | — | -0.40% | |
| 40 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | — | -0.46% | |
| 41 | XLE | Ss Energy Select Sector | ETF-その他 | 0.65% | +0.15% | +2.89% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.61% | — | +52.36% | |
| 43 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.60% | — | +1.89% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.54% | -0.05% | +1060.77% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.53% | — | +76.67% | |
| 46 | V | Visa Inc-class A Shares | 株式-金融 | 0.53% | — | +67.71% | |
| 47 | VOX | Vanguard Communication Servi | ETF-その他 | 0.52% | — | -0.56% | |
| 48 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | — | +3.00% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | -0.06% | +38.47% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.48% | — | -1.82% |