CIK: 0001080628
申告総資産額
$66.6億
上位200銘柄を表示中（全481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 | 4.53% | — | +8.16% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.54% | — | -3.73% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.33% | +0.03% | -2.84% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.15% | -0.13% | -0.60% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-その他 | 2.10% | — | +16.78% | |
| 6 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.77% | — | -0.71% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.61% | — | -0.26% | |
| 8 | LRGF | Ishares US Equity Factor ETF | ETF-その他 | 1.59% | — | -0.44% | |
| 9 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.45% | — | -5.81% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.36% | +0.25% | -0.20% | |
| 11 | ROST | Ross Stores INC | 株式-一般消費財 | 1.36% | — | -1.56% | |
| 12 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.31% | — | -0.78% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.29% | — | -5.52% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.27% | -0.05% | +1.20% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.26% | — | +5.73% | |
| 16 | DD | DuPont de Nemours, Inc. | 株式-その他 | 1.26% | — | -1.05% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.25% | — | -1.69% | |
| 18 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.24% | -0.04% | +1.37% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 1.10% | — | +1.10% | |
| 20 | ITB | Ishares U.s. Home Constructi | ETF-その他 | 1.10% | — | -2.65% | |
| 21 | SU | Suncor Energy INC | 株式-エネルギー | 1.06% | +0.08% | -0.64% | |
| 22 | PNC | Pnc Financial Services Group | 株式-金融 | 1.04% | — | -1.75% | |
| 23 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.00% | — | -3.65% | |
| 24 | BA | Boeing Co/the | 株式-資本財 | 0.94% | — | -11.25% | |
| 25 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.93% | — | -4.29% | |
| 26 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.90% | — | -6.73% | |
| 27 | ACN | Accenture plc | 株式-IT | 0.90% | — | -4.55% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.88% | — | -0.07% | |
| 29 | INTU | Intuit INC | 株式-IT | 0.87% | +0.08% | -1.75% | |
| 30 | C | Citigroup INC | 株式-金融 | 0.84% | — | -0.24% | |
| 31 | FBND | Fidelity Total Bond ETF | ETF-その他 | 0.84% | — | +585.38% | |
| 32 | AIG | American International Group | 株式-金融 | 0.84% | — | -1.36% | |
| 33 | WYNEUR | Wyndham Destinations INC | 株式-その他 | 0.84% | — | +0.05% | |
| 34 | FISV | Fiserv INC | 株式-その他 | 0.81% | — | -1.81% | |
| 35 | RHT1EUR | Red Hat INC | 株式-その他 | 0.80% | — | -4.51% | |
| 36 | VRSN | Verisign INC | 株式-IT | 0.79% | — | -2.83% | |
| 37 | MDT | Medtronic plc | 株式-ヘルスケア | 0.78% | — | +2.32% | |
| 38 | CCI | Crown Castle INC | 株式-不動産 | 0.78% | — | -1.11% | |
| 39 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.78% | — | -1.40% | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.78% | — | -13.09% | |
| 41 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.73% | — | -0.36% | |
| 42 | CAT | Caterpillar INC | 株式-資本財 | 0.72% | -0.20% | +1898.56% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.71% | — | -1.87% | |
| 44 | USFD | US Foods Holding CORP | 株式-生活必需品 | 0.70% | — | -0.57% | |
| 45 | COF | Capital One Financial CORP | 株式-金融 | 0.67% | -0.05% | -0.46% | |
| 46 | CXOEUR | Concho Resources INC | 株式-その他 | 0.64% | — | -2.67% | |
| 47 | TWXCHF | Time Warner INC | 株式-その他 | 0.62% | — | -1.38% | |
| 48 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.59% | — | -2.48% | |
| 49 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.56% | — | +3.52% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.54% | — | +19.18% |