CIK: 0001071061
申告総資産額
$65.6億
上位200銘柄を表示中（全1209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 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.99% | -0.31% | +27.89% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.67% | -0.60% | +1.35% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.79% | +0.44% | +27.87% | |
| 4 | AAPL | Apple INC | 株式-IT | 1.68% | +0.24% | +0.93% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.49% | +1.16% | +29.47% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 1.35% | -0.23% | +0.89% | |
| 7 | ✓ | Mastercard Incorporated | 株式-その他 | 1.26% | -0.34% | -1.01% | |
| 8 | FIXD | First Trust Smith Opportunis | ETF-その他 | 1.26% | — | +18.17% | |
| 9 | ✓ | Netflix, Inc. | 株式-その他 | 1.22% | +0.21% | +1.95% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.20% | — | +10.01% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.17% | -0.29% | -16.35% | |
| 12 | ✓ | Adobe Inc. | 株式-その他 | 1.16% | -0.13% | -12.09% | |
| 13 | ACN | Accenture plc | 株式-IT | 1.15% | -0.16% | -3.21% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.09% | +0.94% | +2.10% | |
| 15 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 1.06% | — | +3.38% | |
| 16 | CRM | Salesforce INC | 株式-IT | 1.04% | — | +4.35% | |
| 17 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 1.00% | +0.24% | +64.20% | |
| 18 | NOW | Servicenow INC | 株式-IT | 0.95% | -0.22% | +1.49% | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.94% | — | +1.21% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.86% | — | -16.81% | |
| 21 | ADSK | Autodesk INC | 株式-IT | 0.86% | — | +1.94% | |
| 22 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.83% | — | +1.87% | |
| 23 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 0.80% | +0.23% | +21.55% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.79% | -0.86% | -0.01% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.77% | -0.12% | +2.38% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | — | -5.78% | |
| 27 | CHTH | Cnl Healthcare Properties In | 株式-その他 | 0.74% | -0.36% | EXIT | |
| 28 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.73% | — | -3.74% | |
| 29 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.72% | — | +3.78% | |
| 30 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-その他 | 0.71% | — | +30.04% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.69% | — | +22.40% | |
| 32 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.68% | — | +0.19% | |
| 33 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.66% | -0.11% | +4.69% | |
| 34 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | +1.83% | |
| 35 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.64% | -0.19% | +2.12% | |
| 36 | CPRT | Copart INC | 株式-資本財 | 0.63% | — | -0.38% | |
| 37 | RTX | Rtx CORP | 株式-資本財 | 0.62% | — | +1.47% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | — | -10.66% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | — | +2.11% | |
| 40 | PYPL | Paypal Holdings INC | 株式-金融 | 0.59% | — | +3.58% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.59% | — | +0.64% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | — | +0.90% | |
| 43 | ILMN | Illumina INC | 株式-ヘルスケア | 0.56% | — | +1.89% | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.55% | — | +3.75% | |
| 45 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.55% | — | +28.99% | |
| 46 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.51% | — | +0.43% | |
| 47 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.50% | — | +31.76% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.49% | +0.14% | +0.09% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | — | +1.17% | |
| 50 | IT | Gartner INC | 株式-IT | 0.47% | — | +0.18% |