CIK: 0001566601
申告総資産額
$3.1億
上位200銘柄を表示中（全598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 | MSFT | Microsoft CORP | 株式-IT | 4.36% | -1.19% | -8.65% | |
| 2 | META | Meta Platforms Inc-class A | 株式-通信サービス | 3.65% | +0.54% | NEW | |
| 3 | ADBE | Adobe INC | 株式-IT | 3.07% | — | +6.76% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.56% | +0.38% | NEW | |
| 5 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.51% | — | +10.60% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 2.31% | — | +6.06% | |
| 7 | CRM | Salesforce INC | 株式-IT | 2.14% | — | +7.19% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 2.13% | — | +7.46% | |
| 9 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.94% | — | +8.60% | |
| 10 | ACN | Accenture plc | 株式-IT | 1.72% | — | +5.29% | |
| 11 | PYPL | Paypal Holdings INC | 株式-金融 | 1.68% | — | -10.69% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.62% | — | -12.30% | |
| 13 | NOW | Servicenow INC | 株式-IT | 1.60% | — | -0.72% | |
| 14 | ADSK | Autodesk INC | 株式-IT | 1.54% | — | +7.54% | |
| 15 | IDEV | Ishares Core Msci Dev Mkts | ETF-その他 | 1.51% | +4.76% | NEW | |
| 16 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.42% | — | +15.26% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.39% | — | +247.87% | |
| 18 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.27% | +4.33% | NEW | |
| 19 | DG | Dollar General CORP | 株式-生活必需品 | 1.23% | — | +8.43% | |
| 20 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.22% | +1.53% | NEW | |
| 21 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.21% | — | -5.66% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.20% | -3.30% | -5.92% | |
| 23 | BND | Vanguard Total Bond Market | ETF-その他 | 1.18% | -3.97% | -7.04% | |
| 24 | REGN | Regeneron Pharmaceuticals | 株式-ヘルスケア | 1.16% | — | +7.99% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.04% | +0.33% | NEW | |
| 26 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.02% | — | +5.67% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.02% | — | -9.23% | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.99% | — | +6.09% | |
| 29 | AAPL | Apple INC | 株式-IT | 0.80% | — | +219.63% | |
| 30 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.79% | — | -16.20% | |
| 31 | IT | Gartner INC | 株式-IT | 0.77% | — | +8.89% | |
| 32 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | — | -5.74% | |
| 33 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.76% | — | +2924.50% | |
| 34 | MSCI | Msci INC | 株式-金融 | 0.73% | — | -18.12% | |
| 35 | VTV | Vanguard Value ETF | ETF-その他 | 0.71% | — | +43.05% | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 0.64% | — | +48.56% | |
| 37 | MBB | Ishares Mbs ETF | ETF-その他 | 0.62% | — | -8.10% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.62% | — | +8.07% | |
| 39 | TXN | Texas Instruments INC | 株式-IT | 0.61% | — | +31.32% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.59% | +1.14% | NEW | |
| 41 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.59% | — | -7.04% | |
| 42 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.58% | — | -7.47% | |
| 43 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 0.58% | — | +18.68% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | — | +21.15% | |
| 45 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | +0.23% | NEW | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.50% | +0.21% | NEW | |
| 47 | IHDG | Wisdomtree International Hed | ETF-その他 | 0.50% | — | +11.94% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.49% | +0.20% | NEW | |
| 49 | APD | Air Products & Chemicals INC | 株式-素材 | 0.48% | — | +47.34% | |
| 50 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.48% | — | -29.13% |