CIK: 0001071061
申告総資産額
$65.6億
上位200銘柄を表示中（全1180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 | CAML | Congress Large Cap Growth | ETF-大型株・グロース | 4.07% | — | +17.67% | |
| 2 | USSE | Sb&h Select Equity ETF | ETF-その他 | 3.70% | +0.39% | +17.38% | |
| 3 | BUSA | Brandes US Value ETF | ETF-その他 | 3.11% | -0.24% | +17.63% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 3.10% | -0.86% | +14.03% | |
| 5 | CSMD | Congress Smid Growth ETF | ETF-その他 | 2.96% | -0.58% | +17.19% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.38% | -0.31% | -6.00% | |
| 7 | PCGG | Polen Capital Global Growth | ETF-その他 | 2.33% | -2.67% | +17.43% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.09% | -0.60% | -7.74% | |
| 9 | BINV | Brandes International ETF | ETF-その他 | 2.06% | -0.18% | +17.98% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.78% | +0.24% | +34.97% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.62% | +1.16% | +11.71% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.51% | +0.44% | +6.20% | |
| 13 | FLCO | Franklin Investment Grade Co | ETF-投資適格社債 | 1.47% | -0.21% | +19.83% | |
| 14 | FLIA | Franklin International Aggre | ETF-その他 | 1.31% | +0.44% | +8.89% | |
| 15 | BSMC | Brandes US Small-mid Cap Val | ETF-その他 | 1.25% | — | +17.52% | |
| 16 | RLY | Ss Multi-asset Real Ret ETF | ETF-その他 | 1.02% | +0.23% | +12.96% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | -0.23% | -0.02% | |
| 18 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 0.94% | +0.24% | -9.64% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.91% | — | +8.02% | |
| 20 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.84% | — | +1.38% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | -0.29% | -19.74% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.81% | — | +0.37% | |
| 23 | NOW | Servicenow INC | 株式-IT | 0.76% | -0.22% | -12.73% | |
| 24 | ✓ | Mastercard Incorporated | 株式-その他 | 0.75% | -0.34% | -4.89% | |
| 25 | FLBL | Franklin Senior Loan ETF | ETF-その他 | 0.75% | +0.50% | +19.91% | |
| 26 | ACN | Accenture plc | 株式-IT | 0.75% | -0.16% | -5.58% | |
| 27 | ✓ | Adobe Inc. | 株式-その他 | 0.72% | -0.13% | +13.76% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.70% | -0.36% | +178.20% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 0.69% | +0.33% | -1.56% | |
| 30 | ✓ | Netflix, Inc. | 株式-その他 | 0.69% | +0.21% | -4.00% | |
| 31 | IWY | Ishares Russell Top 200 Grow | ETF-その他 | 0.62% | — | +11.85% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.61% | +0.94% | +19.61% | |
| 33 | FLHY | Franklin High Yield Corporat | ETF-ハイイールド債 | 0.60% | +0.16% | +16.87% | |
| 34 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.59% | -0.11% | -3.16% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.59% | -0.12% | -2.37% | |
| 36 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.58% | — | -3.51% | |
| 37 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.58% | — | -2.87% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | — | +10.60% | |
| 39 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.55% | — | -4.33% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.50% | +0.14% | +0.04% | |
| 41 | FLCB | Franklin U.s. Core Bond ETF | ETF-その他 | 0.50% | +0.26% | -32.77% | |
| 42 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.49% | -0.19% | +4.39% | |
| 43 | SHOP | Shopify INC - Class A | 株式-IT | 0.48% | -0.41% | +30.38% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | — | -7.77% | |
| 45 | AVGO | Broadcom INC | 株式-IT | 0.46% | -0.26% | +917.49% | |
| 46 | OMFS | Invesco Rsl 2000 Dyn Mltfctr | ETF-その他 | 0.46% | — | -21.93% | |
| 47 | PH | Parker Hannifin CORP | 株式-資本財 | 0.45% | — | +3.24% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.44% | — | -4.00% | |
| 49 | SCHH | Schwab US Reit ETF | ETF-その他 | 0.44% | — | -10.34% | |
| 50 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.43% | — | -6.81% |