CIK: 0001480916
申告総資産額
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上位200銘柄を表示中（全278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 | 19.90% | — | -0.90% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.96% | — | -2.15% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 6.61% | — | +5.72% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.58% | — | -1.55% | |
| 5 | DFAC | Dimensional US Core Equity 2 | ETF-その他 | 4.50% | — | -5.31% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 2.47% | — | -4.05% | |
| 7 | TROW | T Rowe Price Group INC | 株式-金融 | 2.46% | — | -0.79% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.23% | — | -1.09% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.87% | — | +1.14% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.84% | — | -0.65% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.78% | — | -1.50% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.57% | — | -4.39% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.47% | — | +29.34% | |
| 14 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.43% | — | -0.98% | |
| 15 | AXSM | Axsome Therapeutics INC | 株式-ヘルスケア | 1.21% | — | — | |
| 16 | ALGN | Align Technology INC | 株式-ヘルスケア | 1.10% | — | — | |
| 17 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.09% | — | -3.49% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.02% | — | -2.39% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.98% | — | -1.53% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.95% | — | -3.68% | |
| 21 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.86% | — | -1.95% | |
| 22 | DHR | Danaher CORP | 株式-ヘルスケア | 0.85% | — | +5.08% | |
| 23 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.81% | — | -0.87% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | — | -3.34% | |
| 25 | MKC-V | Mccormick & Co INC Vtg Com | 株式-その他 | 0.71% | — | -0.68% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.70% | — | -2.74% | |
| 27 | INTC | Intel CORP | 株式-IT | 0.67% | — | -3.63% | |
| 28 | PYPL | Paypal Holdings INC | 株式-金融 | 0.62% | — | -1.75% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.60% | — | +1.11% | |
| 30 | PWR | Quanta Services INC | 株式-資本財 | 0.59% | — | -1.79% | |
| 31 | UBER | Uber Technologies INC | 株式-資本財 | 0.59% | — | +0.04% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.52% | — | — | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | — | +8.28% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.48% | — | -3.26% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.47% | — | -4.43% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.45% | — | -11.03% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.39% | — | +6.49% | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.39% | — | -7.42% | |
| 39 | HBMD | Howard Bancorp INC | 株式-その他 | 0.39% | — | — | |
| 40 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.37% | — | +20.59% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.37% | — | -14.58% | |
| 42 | GRMN | Garmin Ltd. | 株式-IT | 0.36% | — | -2.19% | |
| 43 | SD2 | Sandy Spring Bancorp INC | 株式-その他 | 0.35% | — | +675.75% | |
| 44 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.34% | — | -5.46% | |
| 45 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.34% | — | +127.58% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.31% | — | +298.53% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.31% | — | -15.59% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.31% | — | -3.64% | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.28% | — | +17.37% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.27% | — | -5.24% |