CIK: 0001071061
申告総資産額
$65.6億
上位200銘柄を表示中（全1214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 | 3.02% | -0.31% | -8.58% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.40% | -0.60% | -0.04% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.02% | +0.44% | +17.59% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.88% | +1.16% | +4.40% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.50% | +0.24% | -5.15% | |
| 6 | ✓ | Adobe Inc. | 株式-その他 | 1.38% | -0.13% | -1.10% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.34% | -0.29% | +1.27% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 1.27% | -0.23% | -0.50% | |
| 9 | ✓ | Netflix, Inc. | 株式-その他 | 1.24% | +0.21% | -0.32% | |
| 10 | ✓ | Mastercard Incorporated | 株式-その他 | 1.23% | -0.34% | -1.44% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.22% | — | +1.61% | |
| 12 | ACN | Accenture plc | 株式-IT | 1.14% | -0.16% | -0.81% | |
| 13 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 1.08% | +0.24% | +19.59% | |
| 14 | NOW | Servicenow INC | 株式-IT | 1.04% | -0.22% | -0.80% | |
| 15 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.01% | +0.94% | +3.85% | |
| 16 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-その他 | 0.95% | — | +19.17% | |
| 17 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 0.93% | +0.23% | +11.85% | |
| 18 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.92% | -0.17% | +171.21% | |
| 19 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.91% | — | +4.40% | |
| 20 | FLCB | Franklin U.s. Core Bond ETF | ETF-その他 | 0.90% | +0.26% | — | |
| 21 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.83% | +0.57% | +81.13% | |
| 22 | CRM | Salesforce INC | 株式-IT | 0.82% | — | -2.27% | |
| 23 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.81% | — | -15.06% | |
| 24 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.79% | -0.86% | +11.47% | |
| 25 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.76% | — | +1.48% | |
| 26 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.74% | — | -1.96% | |
| 27 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.73% | — | +18.19% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.73% | — | +5.44% | |
| 29 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.72% | — | -0.78% | |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.72% | — | +0.54% | |
| 31 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.71% | — | -0.46% | |
| 32 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.71% | -0.11% | +2.54% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.69% | — | +1.19% | |
| 34 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.69% | — | +4.71% | |
| 35 | PYPL | Paypal Holdings INC | 株式-金融 | 0.68% | — | -1.00% | |
| 36 | CHTH | Cnl Healthcare Properties In | 株式-その他 | 0.67% | -0.36% | EXIT | |
| 37 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.67% | — | +63.27% | |
| 38 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.65% | — | +20.15% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | -0.12% | -5.77% | |
| 40 | ADSK | Autodesk INC | 株式-IT | 0.64% | — | -2.53% | |
| 41 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.61% | — | +1.19% | |
| 42 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.60% | -0.19% | -2.63% | |
| 43 | NVDA | Nvidia CORP | 株式-IT | 0.59% | +0.33% | -3.13% | |
| 44 | HD | Home Depot INC | 株式-一般消費財 | 0.58% | — | +0.53% | |
| 45 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.55% | +0.15% | +9.64% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.54% | — | +1.31% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.53% | — | +5.89% | |
| 48 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.52% | — | +66.74% | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.51% | — | -2.84% | |
| 50 | CPRT | Copart INC | 株式-資本財 | 0.50% | — | +61.82% |