CIK: 0001055290
申告総資産額
$16.3億
上位200銘柄を表示中（全302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 | 6.85% | -0.11% | -2.51% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.48% | — | -0.16% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.09% | — | -1.54% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.82% | — | +8.28% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.78% | -0.02% | +0.31% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.74% | +0.06% | +102.18% | |
| 7 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.28% | — | -3.54% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.11% | -0.02% | -1.38% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 2.07% | — | -0.52% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.97% | -0.10% | +3.89% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.82% | +0.21% | +0.04% | |
| 12 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.48% | — | -2.64% | |
| 13 | BAC | Bank Of America CORP | 株式-金融 | 1.37% | — | -0.14% | |
| 14 | INTU | Intuit INC | 株式-IT | 1.33% | -0.12% | -2.52% | |
| 15 | AMT | American Tower CORP | 株式-不動産 | 1.28% | — | -1.56% | |
| 16 | ICE | Intercontinental Exchange In | 株式-金融 | 1.24% | -0.32% | -1.26% | |
| 17 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.21% | +0.01% | +2.46% | |
| 18 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 1.20% | -0.05% | +0.77% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.16% | +0.25% | -1.70% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.16% | — | -4.99% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.15% | -0.01% | +0.94% | |
| 22 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.12% | — | +0.35% | |
| 23 | ADBE | Adobe INC | 株式-IT | 1.02% | — | -1.76% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.93% | — | -0.04% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.93% | — | -3.21% | |
| 26 | SIVBEUR | Svb Financial Group | 株式-その他 | 0.91% | — | +1.07% | |
| 27 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.91% | — | -12.50% | |
| 28 | RTX | Rtx CORP | 株式-資本財 | 0.90% | — | +1.08% | |
| 29 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.89% | — | +0.82% | |
| 30 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.89% | — | -8.19% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.88% | — | -2.33% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.86% | — | +0.08% | |
| 33 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.84% | — | -12.44% | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.84% | +0.05% | +2.79% | |
| 35 | XLE | Ss Energy Select Sector | ETF-その他 | 0.84% | -0.44% | +54.20% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.81% | +0.06% | -1.03% | |
| 37 | PANW | Palo Alto Networks INC | 株式-IT | 0.79% | +0.30% | -1.80% | |
| 38 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.78% | +0.05% | +7.18% | |
| 39 | MS | Morgan Stanley | 株式-金融 | 0.75% | +0.06% | +10.02% | |
| 40 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.72% | +0.04% | +103.04% | |
| 41 | MDT | Medtronic plc | 株式-ヘルスケア | 0.70% | — | -2.33% | |
| 42 | RSG | Republic Services INC | 株式-資本財 | 0.69% | — | +4.97% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.69% | — | +4.37% | |
| 44 | ROP | Roper Technologies INC | 株式-IT | 0.67% | — | -5.34% | |
| 45 | JPME | JPM Diver Ret US Mc Equity | ETF-その他 | 0.67% | -0.59% | +2.41% | |
| 46 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.67% | — | -1.32% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.67% | — | -5.74% | |
| 48 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.65% | +0.01% | -1.98% | |
| 49 | XYL | Xylem INC | 株式-資本財 | 0.63% | — | -0.61% | |
| 50 | ARE | Alexandria Real Estate Equit | 株式-不動産 | 0.62% | — | +3.83% |