CIK: 0001278573
申告総資産額
$38.5億
上位200銘柄を表示中（全252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 | 5.08% | -0.49% | +5.08% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 4.25% | +0.19% | +0.96% | |
| 3 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 2.78% | — | -0.54% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.66% | +0.07% | +4.19% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.56% | -0.47% | +22.48% | |
| 6 | TLH | Ishares 10-20 Year Treasury | ETF-政府公債 | 2.36% | +0.15% | +1.53% | |
| 7 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.25% | +0.29% | +0.62% | |
| 8 | STIP | Ishares 0-5 Year Tips Bond E | ETF-その他 | 2.24% | +0.08% | +0.32% | |
| 9 | LQDH | Ishares Int Hedg CORP Bd ETF | ETF-その他 | 2.23% | +0.05% | +0.93% | |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.19% | — | +0.41% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.15% | -0.22% | -6.10% | |
| 12 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 2.11% | -0.20% | -0.71% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.07% | +0.26% | -2.59% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.03% | -0.18% | +0.17% | |
| 15 | PYLD | Pimco Multisector Bond Actv | ETF-その他 | 1.99% | +0.06% | — | |
| 16 | VUG | Vanguard Growth ETF | ETF-その他 | 1.91% | -0.25% | -1.01% | |
| 17 | IDU | Ishares US Utilities ETF | ETF-その他 | 1.88% | +0.11% | -0.76% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.87% | +0.06% | +2.11% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.83% | -0.19% | -2.02% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.83% | -0.14% | -2.60% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.68% | -0.29% | +1.17% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.68% | -0.17% | -1.54% | |
| 23 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-その他 | 1.61% | — | — | |
| 24 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.36% | +0.11% | +0.94% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.28% | +0.22% | +1.96% | |
| 26 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.26% | — | +0.60% | |
| 27 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.15% | -0.24% | +69.20% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.10% | +0.61% | -2.91% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.06% | — | -1.17% | |
| 30 | DHR | Danaher CORP | 株式-ヘルスケア | 1.06% | -0.06% | +4.49% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.05% | -0.14% | -1.50% | |
| 32 | AXP | American Express Co | 株式-金融 | 1.01% | -0.18% | -2.03% | |
| 33 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.00% | -0.25% | -13.32% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.96% | -0.11% | -0.25% | |
| 35 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.93% | — | -1.94% | |
| 36 | WM | Waste Management INC | 株式-資本財 | 0.89% | — | -0.94% | |
| 37 | ICE | Intercontinental Exchange In | 株式-金融 | 0.89% | — | -1.19% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.88% | +0.08% | -2.61% | |
| 39 | ADI | Analog Devices INC | 株式-IT | 0.86% | +0.12% | +1.00% | |
| 40 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.86% | — | +2.50% | |
| 41 | QCOM | Qualcomm INC | 株式-IT | 0.83% | -0.18% | +2.26% | |
| 42 | COF | Capital One Financial CORP | 株式-金融 | 0.82% | -0.21% | -4.53% | |
| 43 | BX | Blackstone INC | 株式-金融 | 0.82% | -0.16% | +1.66% | |
| 44 | PAVE | Global X US Infrastructure | ETF-その他 | 0.82% | — | +0.09% | |
| 45 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.81% | — | +1.94% | |
| 46 | SYK | Stryker CORP | 株式-ヘルスケア | 0.80% | — | -0.49% | |
| 47 | ECL | Ecolab INC | 株式-素材 | 0.80% | — | -0.19% | |
| 48 | HACK | Amplify Cybersecurity ETF | ETF-その他 | 0.78% | — | -2.52% | |
| 49 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.77% | — | +3.23% | |
| 50 | AKX | Ansys INC | 株式-その他 | 0.73% | — | +0.56% |