CIK: 0001480916
申告総資産額
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上位200銘柄を表示中（全236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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 21.26% | — | +0.53% | |
| 2 | AAPL | Apple INC | 株式-IT | 8.28% | — | -3.96% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 5.82% | — | +23.96% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.74% | — | -2.16% | |
| 5 | AXSM | Axsome Therapeutics INC | 株式-ヘルスケア | 3.51% | — | — | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.86% | — | -2.40% | |
| 7 | TROW | T Rowe Price Group INC | 株式-金融 | 2.28% | — | +38.01% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.22% | — | +0.31% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.12% | — | -1.38% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.84% | — | -14.91% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.81% | — | -1.40% | |
| 12 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.64% | — | +0.33% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.48% | — | -0.99% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.29% | — | -0.06% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.27% | — | +0.48% | |
| 16 | PTON | Peloton Interactive Inc-a | 株式-一般消費財 | 1.21% | — | +391.32% | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.20% | — | -3.65% | |
| 18 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.15% | — | +95.82% | |
| 19 | MKC-V | Mccormick & Co INC Vtg Com | 株式-その他 | 1.07% | — | +100.00% | |
| 20 | ALGN | Align Technology INC | 株式-ヘルスケア | 1.04% | — | +0.13% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.98% | — | +2.25% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.92% | — | -0.53% | |
| 23 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.91% | — | +0.90% | |
| 24 | UBER | Uber Technologies INC | 株式-資本財 | 0.87% | — | -16.56% | |
| 25 | INTC | Intel CORP | 株式-IT | 0.86% | — | -1.87% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.85% | — | +0.11% | |
| 27 | DHR | Danaher CORP | 株式-ヘルスケア | 0.73% | — | -2.25% | |
| 28 | MA | Mastercard INC - A | 株式-金融 | 0.72% | — | -1.07% | |
| 29 | PYPL | Paypal Holdings INC | 株式-金融 | 0.69% | — | -2.61% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | -4.56% | |
| 31 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.57% | — | +266.38% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.54% | — | — | |
| 33 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.48% | — | — | |
| 34 | PWR | Quanta Services INC | 株式-資本財 | 0.47% | — | -2.40% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.46% | — | -3.44% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.43% | — | -16.37% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | — | -0.45% | |
| 38 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.43% | — | -0.82% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.39% | — | -1.47% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.38% | — | -2.39% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.34% | — | -7.61% | |
| 42 | GRMN | Garmin Ltd. | 株式-IT | 0.34% | — | +2.14% | |
| 43 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.32% | — | -0.56% | |
| 44 | NVDA | Nvidia CORP | 株式-IT | 0.32% | — | +137.02% | |
| 45 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.32% | — | +2.74% | |
| 46 | WMT | Walmart INC | 株式-生活必需品 | 0.31% | — | -0.31% | |
| 47 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.30% | — | — | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.29% | — | -2.66% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.28% | — | +2.53% | |
| 50 | PBW | Invesco Wilderhill Clean Ene | ETF-その他 | 0.27% | — | — |