CIK: 0001323119
申告総資産額
$23.2億
上位200銘柄を表示中（全1016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 | HTO | H2o America | 株式-その他 | 6.69% | — | +40.51% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.57% | — | -1.82% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.08% | — | -1.47% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.36% | — | -1.10% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.67% | — | +0.46% | |
| 6 | ACN | Accenture plc | 株式-IT | 1.55% | — | -0.57% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.47% | — | -2.78% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.46% | — | +0.30% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.39% | — | -0.87% | |
| 10 | SYK | Stryker CORP | 株式-ヘルスケア | 1.32% | — | +1.05% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.32% | — | -0.98% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.29% | — | +2.51% | |
| 13 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.23% | — | +1.95% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.19% | — | +5.98% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.19% | — | -0.94% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.17% | — | -2.38% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.16% | — | +3.17% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.15% | — | -0.78% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.11% | — | -0.88% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.09% | — | +2.49% | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.09% | — | +1.52% | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.08% | — | +1.89% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.04% | — | -0.60% | |
| 24 | NEE | Nextera Energy INC | 株式-公益事業 | 1.04% | — | +0.33% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 1.03% | — | +3.18% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 1.02% | — | +1.20% | |
| 27 | INTU | Intuit INC | 株式-IT | 0.99% | — | -1.33% | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.96% | — | -1.64% | |
| 29 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.95% | — | +23.92% | |
| 30 | PYPL | Paypal Holdings INC | 株式-金融 | 0.92% | — | -0.24% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.91% | — | -0.37% | |
| 32 | BLKCHF | Blackrock INC | 株式-その他 | 0.82% | — | -0.32% | |
| 33 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.81% | — | +28.01% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.79% | — | +1.00% | |
| 35 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.77% | — | -0.15% | |
| 36 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.76% | — | +4.07% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | — | +1.40% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | -1.32% | |
| 39 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.73% | — | +2.62% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | — | +0.19% | |
| 41 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.68% | — | -2.87% | |
| 42 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.68% | — | +2.19% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.66% | — | -1.75% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.66% | — | -0.76% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.65% | — | -11.92% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.64% | — | -0.11% | |
| 47 | ICE | Intercontinental Exchange In | 株式-金融 | 0.58% | — | +1.54% | |
| 48 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.58% | — | +3.35% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | -0.06% | |
| 50 | TSCO | Tractor Supply Company | 株式-一般消費財 | 0.57% | — | +8.28% |