CIK: 0001055290
申告総資産額
$16.3億
上位200銘柄を表示中（全279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 | AAPL | Apple INC | 株式-IT | 5.84% | -0.11% | -2.38% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.52% | — | +0.85% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.86% | -0.02% | +1.22% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.68% | — | -6.38% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.66% | — | +1.49% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.62% | +0.06% | +6.37% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.45% | — | -0.09% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.42% | -0.02% | -0.29% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.29% | -0.10% | -0.80% | |
| 10 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.18% | — | -1.29% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.50% | +0.21% | +2.95% | |
| 12 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.46% | — | +0.62% | |
| 13 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.44% | — | -0.63% | |
| 14 | AMT | American Tower CORP | 株式-不動産 | 1.41% | — | +1.17% | |
| 15 | BAC | Bank Of America CORP | 株式-金融 | 1.35% | — | +3.25% | |
| 16 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 1.35% | -0.05% | +3.03% | |
| 17 | INTU | Intuit INC | 株式-IT | 1.33% | -0.12% | +0.62% | |
| 18 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.32% | +0.01% | +4.51% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.28% | -0.01% | -1.96% | |
| 20 | ADBE | Adobe INC | 株式-IT | 1.28% | — | +0.58% | |
| 21 | ICE | Intercontinental Exchange In | 株式-金融 | 1.24% | -0.32% | +1.19% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.24% | — | +8.19% | |
| 23 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.15% | — | -0.93% | |
| 24 | PYPL | Paypal Holdings INC | 株式-金融 | 1.15% | — | -2.41% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.12% | +0.25% | -14.12% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.08% | — | -2.03% | |
| 27 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.07% | — | -0.74% | |
| 28 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.99% | — | -1.66% | |
| 29 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.99% | — | -1.77% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.96% | — | -3.81% | |
| 31 | SIVBEUR | Svb Financial Group | 株式-その他 | 0.93% | — | +0.40% | |
| 32 | MDT | Medtronic plc | 株式-ヘルスケア | 0.88% | — | -1.33% | |
| 33 | XYL | Xylem INC | 株式-資本財 | 0.82% | — | +5.76% | |
| 34 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.77% | +0.01% | +7.97% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | +0.06% | -3.19% | |
| 36 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.76% | — | +0.50% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.74% | +0.04% | +18.72% | |
| 38 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.72% | — | +13.93% | |
| 39 | ROP | Roper Technologies INC | 株式-IT | 0.70% | — | +0.70% | |
| 40 | ACN | Accenture plc | 株式-IT | 0.70% | — | -7.96% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.68% | +0.05% | -0.93% | |
| 42 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 0.67% | — | -15.29% | |
| 43 | DHI | Dr Horton INC | 株式-一般消費財 | 0.64% | — | +5.96% | |
| 44 | JPME | JPM Diver Ret US Mc Equity | ETF-その他 | 0.62% | -0.59% | +5.25% | |
| 45 | COLD | Americold Realty Trust INC | 株式-不動産 | 0.61% | — | +11.41% | |
| 46 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.61% | — | -3.83% | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.60% | — | +1.71% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.59% | — | -0.11% | |
| 49 | RTX | Rtx CORP | 株式-資本財 | 0.59% | — | +6.66% | |
| 50 | FISV | Fiserv INC | 株式-その他 | 0.59% | — | +3.03% |