CIK: 0001054677
申告総資産額
$17.3億
上位200銘柄を表示中（全486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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.45% | +0.65% | +1.05% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 5.97% | -2.06% | +0.74% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.86% | +0.16% | +0.35% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.03% | — | +0.72% | |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.46% | -0.13% | -1.51% | |
| 6 | LVHD | Franklin U.s. Low Volatility | ETF-その他 | 3.35% | — | +48.18% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.08% | +0.13% | +0.60% | |
| 8 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.25% | +0.02% | +0.61% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.25% | +0.43% | +1.15% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.10% | +0.05% | -0.24% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.07% | — | +0.55% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 2.07% | +0.03% | -0.80% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 2.05% | -0.01% | +0.85% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.98% | — | +0.27% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.73% | — | +1.03% | |
| 16 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.73% | — | -3.51% | |
| 17 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.68% | — | +5.75% | |
| 18 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.63% | +0.01% | +0.03% | |
| 19 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.51% | -0.27% | +0.16% | |
| 20 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.48% | — | +0.31% | |
| 21 | FISV | Fiserv INC | 株式-その他 | 1.40% | — | -0.74% | |
| 22 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.39% | +0.03% | +3.12% | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.39% | +0.05% | -2.25% | |
| 24 | HON | Honeywell International INC | 株式-資本財 | 1.31% | -0.85% | EXIT | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.30% | -0.22% | +4.35% | |
| 26 | ACN | Accenture plc | 株式-IT | 1.27% | -0.52% | +0.42% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 1.25% | — | +2.09% | |
| 28 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 1.23% | — | +0.74% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.99% | +0.16% | +23.27% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.74% | -0.12% | -1.47% | |
| 31 | BLKCHF | Blackrock INC | 株式-その他 | 0.72% | — | -1.20% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.72% | +0.32% | -0.60% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.67% | — | +1.42% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.65% | — | -3.48% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.64% | -0.58% | -0.33% | |
| 36 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.64% | — | +0.21% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.64% | — | +0.10% | |
| 38 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 0.64% | — | +2.59% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.63% | +0.11% | -0.83% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.58% | — | +12.07% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.56% | -0.12% | +2.07% | |
| 42 | TGT | Target CORP | 株式-一般消費財 | 0.54% | — | +1.11% | |
| 43 | PAYX | Paychex INC | 株式-IT | 0.53% | — | +0.70% | |
| 44 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.52% | — | -0.09% | |
| 45 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.52% | +0.07% | -2.71% | |
| 46 | SO | Southern Co/the | 株式-公益事業 | 0.50% | — | +0.94% | |
| 47 | GE | General Electric | 株式-資本財 | 0.48% | +0.18% | -0.11% | |
| 48 | SRLN | Ss Blackstone Sr Loan ETF | ETF-その他 | 0.47% | — | -10.85% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.47% | — | -2.27% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.46% | — | +4.56% |