CIK: 0001548784
申告総資産額
$2.9億
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 | MUB | Ishares National Muni Bond E | ETF-その他 | 12.92% | +0.06% | +10.27% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.85% | +0.50% | +2.27% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 6.07% | +0.28% | +6.96% | |
| 4 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.29% | +0.14% | +3.97% | |
| 5 | AAPL | Apple INC | 株式-IT | 4.10% | -4.10% | EXIT | |
| 6 | GIGB | Goldman Sachs Inv Grd CORP | ETF-コモディティ | 3.88% | +0.05% | +9.80% | |
| 7 | DFAE | Dimensional Emerging Core Eq | ETF-新興国市場 | 3.51% | -3.51% | EXIT | |
| 8 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 3.36% | +0.02% | +10.69% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.92% | — | +5.07% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.87% | +0.43% | +2.64% | |
| 11 | DFAU | Dimensional US Core Equity M | ETF-その他 | 2.76% | -2.76% | EXIT | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.67% | +0.40% | -3.48% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.18% | +0.12% | +1.99% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.96% | +0.20% | +2.39% | |
| 15 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.87% | — | — | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 0.84% | — | +1.91% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.80% | +0.09% | +1.37% | |
| 18 | AON | Aon plc | 株式-金融 | 0.78% | — | -0.04% | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | +2.20% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.69% | +0.16% | +2.49% | |
| 21 | SMFG | Sumitomo Mitsui-spons Adr | 株式-金融 | 0.65% | +0.10% | +0.17% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.62% | — | +1.34% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.61% | — | +2.45% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.59% | — | — | |
| 25 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 0.57% | — | — | |
| 26 | IEUR | Ishares Core Msci Europe ETF | ETF-その他 | 0.57% | +0.08% | +0.22% | |
| 27 | NVDA | Nvidia CORP | 株式-IT | 0.55% | — | -3.11% | |
| 28 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.55% | — | -0.69% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | — | |
| 30 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.48% | -0.23% | -1.29% | |
| 31 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.44% | — | -0.04% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 0.42% | — | +3.59% | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.41% | — | +2.85% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.40% | — | -0.03% | |
| 35 | PYPL | Paypal Holdings INC | 株式-金融 | 0.40% | — | +3.02% | |
| 36 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.40% | — | +9.30% | |
| 37 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.39% | — | +0.15% | |
| 38 | IPAC | Ishares Core Msci Pacific Et | ETF-その他 | 0.37% | — | -0.08% | |
| 39 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.36% | — | -1.22% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.34% | — | +0.07% | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 0.34% | — | -4.31% | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.33% | +0.16% | +7.24% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.32% | — | +2.64% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.32% | — | +13.98% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.32% | — | — | |
| 46 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.31% | — | +4.50% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.31% | — | +3.83% | |
| 48 | DFAI | Dimensional International Co | ETF-その他 | 0.31% | -0.31% | EXIT | |
| 49 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.30% | — | +3.48% | |
| 50 | TFC | Truist Financial CORP | 株式-金融 | 0.30% | +0.41% | +193.04% |