CIK: 0001071061
申告総資産額
$65.6億
上位200銘柄を表示中（全1116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 | 2.78% | -0.60% | +6.80% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.71% | -0.31% | +2711.49% | |
| 3 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.72% | -0.29% | -0.57% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 1.71% | -0.23% | +4.53% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.70% | +0.24% | +0.06% | |
| 6 | ✓ | Mastercard Incorporated | 株式-その他 | 1.67% | -0.34% | +1.78% | |
| 7 | ✓ | Adobe Inc. | 株式-その他 | 1.53% | -0.13% | +17.40% | |
| 8 | ACN | Accenture plc | 株式-IT | 1.48% | -0.16% | +1.18% | |
| 9 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.42% | +0.94% | -5.13% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.40% | — | -9.89% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.40% | +0.18% | -5.35% | |
| 12 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.22% | — | -1.38% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.06% | — | +8.04% | |
| 14 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.98% | — | -3.06% | |
| 15 | CHTH | Cnl Healthcare Properties In | 株式-その他 | 0.97% | -0.36% | EXIT | |
| 16 | CRM | Salesforce INC | 株式-IT | 0.97% | — | +0.52% | |
| 17 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.91% | -0.19% | +1.43% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.89% | — | -0.35% | |
| 19 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.89% | -0.12% | -29.90% | |
| 20 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.88% | — | -0.85% | |
| 21 | ADSK | Autodesk INC | 株式-IT | 0.85% | — | +2.08% | |
| 22 | NOW | Servicenow INC | 株式-IT | 0.84% | -0.22% | +1.78% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.78% | — | +23.25% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.73% | — | +2.81% | |
| 25 | RTX | Rtx CORP | 株式-資本財 | 0.72% | — | +3.36% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.72% | — | +3.00% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | +3.71% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.65% | -0.86% | +180.50% | |
| 29 | HD | Home Depot INC | 株式-一般消費財 | 0.64% | — | +3.36% | |
| 30 | PYPL | Paypal Holdings INC | 株式-金融 | 0.62% | — | +0.20% | |
| 31 | STE | STERIS plc | 株式-ヘルスケア | 0.61% | — | +0.19% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.61% | — | +3.34% | |
| 33 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.60% | — | +1.13% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.60% | — | +4.42% | |
| 35 | FIXD | First Trust Smith Opportunis | ETF-その他 | 0.58% | — | +172.83% | |
| 36 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | — | +3.95% | |
| 37 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.56% | — | -0.15% | |
| 38 | CPRT | Copart INC | 株式-資本財 | 0.56% | — | +2.08% | |
| 39 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.55% | — | +2.80% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.53% | +0.44% | +157.48% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.52% | — | +3.13% | |
| 42 | NBIX | Neurocrine Biosciences INC | 株式-ヘルスケア | 0.51% | — | +2.66% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.51% | — | +1.56% | |
| 44 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.50% | -0.11% | +6.95% | |
| 45 | ✓ | Netflix, Inc. | 株式-その他 | 0.49% | +0.21% | +4.80% | |
| 46 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.49% | — | +3.38% | |
| 47 | TTWO | Take-two Interactive Softwre | 株式-通信サービス | 0.48% | — | +25.97% | |
| 48 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 0.48% | — | +2.35% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | — | +9.48% | |
| 50 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.48% | — | -1.82% |