CIK: 0001080628
申告総資産額
$66.6億
上位200銘柄を表示中（全434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 | HAWX | Ishares Cur Hdg Msci Acwi-x | ETF-その他 | 3.89% | — | +61.07% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.73% | — | -0.62% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.52% | +0.03% | +0.48% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.02% | -0.13% | +12.40% | |
| 5 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.77% | — | +9.17% | |
| 6 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.63% | — | — | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.58% | — | -3.40% | |
| 8 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 1.56% | — | +30.04% | |
| 9 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.42% | — | +7.65% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.40% | -0.05% | +7.47% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.36% | +0.25% | +9.43% | |
| 12 | DOW | Dow Chem Co | 株式-素材 | 1.31% | — | +3.22% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.29% | — | +21.69% | |
| 14 | VXF | Vanguard Extended Market ETF | ETF-その他 | 1.27% | — | +477.68% | |
| 15 | AMGN | Amgen INC | 株式-ヘルスケア | 1.26% | — | +19.57% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.24% | — | +1572.38% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.20% | — | +4.68% | |
| 18 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.18% | -0.04% | +4.82% | |
| 19 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.15% | — | +23.21% | |
| 20 | ROST | Ross Stores INC | 株式-一般消費財 | 1.12% | — | +16.93% | |
| 21 | PNC | Pnc Financial Services Group | 株式-金融 | 1.08% | — | -22.55% | |
| 22 | ORCL | Oracle CORP | 株式-IT | 1.04% | — | +6.43% | |
| 23 | AIG | American International Group | 株式-金融 | 1.04% | — | -5.26% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.04% | — | +17.48% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.03% | — | +1.64% | |
| 26 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 1.02% | — | +2.61% | |
| 27 | EFX | Equifax INC | 株式-資本財 | 1.01% | — | +9.39% | |
| 28 | SU | Suncor Energy INC | 株式-エネルギー | 0.97% | +0.08% | +3.67% | |
| 29 | MDT | Medtronic plc | 株式-ヘルスケア | 0.97% | — | +19.09% | |
| 30 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.93% | — | +0.51% | |
| 31 | FISV | Fiserv INC | 株式-その他 | 0.90% | — | -4.16% | |
| 32 | ACN | Accenture plc | 株式-IT | 0.90% | — | -1.55% | |
| 33 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.87% | — | — | |
| 34 | INTU | Intuit INC | 株式-IT | 0.87% | +0.08% | +23.56% | |
| 35 | WYNEUR | Wyndham Destinations INC | 株式-その他 | 0.86% | — | +2.73% | |
| 36 | BA | Boeing Co/the | 株式-資本財 | 0.86% | — | +8.16% | |
| 37 | C | Citigroup INC | 株式-金融 | 0.86% | — | — | |
| 38 | CCI | Crown Castle INC | 株式-不動産 | 0.83% | — | +8.35% | |
| 39 | TWXCHF | Time Warner INC | 株式-その他 | 0.80% | — | +9.80% | |
| 40 | VRSN | Verisign INC | 株式-IT | 0.79% | — | +6.01% | |
| 41 | RHT1EUR | Red Hat INC | 株式-その他 | 0.77% | — | +1.44% | |
| 42 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.76% | — | +4.71% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | — | +6.13% | |
| 44 | SLB | Slb LTD | 株式-エネルギー | 0.73% | — | +9.13% | |
| 45 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.69% | — | — | |
| 46 | ✓ | 株式-その他 | 0.69% | — | +9.87% | ||
| 47 | USFD | US Foods Holding CORP | 株式-生活必需品 | 0.68% | — | — | |
| 48 | COF | Capital One Financial CORP | 株式-金融 | 0.65% | -0.05% | +5.08% | |
| 49 | BR | Broadridge Financial Solutio | 株式-IT | 0.64% | — | +13.40% | |
| 50 | UHS | Universal Health Services-b | 株式-ヘルスケア | 0.64% | — | +2.00% |