CIK: 0001386935
申告総資産額
$16.6億
上位200銘柄を表示中（全252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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.49% | +0.76% | +9.51% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 10.06% | -0.26% | -5.03% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.51% | — | +16.19% | |
| 4 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 3.97% | — | +8.01% | |
| 5 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 3.22% | — | +2.19% | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 2.65% | +0.03% | +6.35% | |
| 7 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.54% | +0.11% | +4.50% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.37% | — | +4.85% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.33% | +0.26% | +8.15% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.10% | +0.12% | -0.36% | |
| 11 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.90% | — | +2.55% | |
| 12 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.73% | +0.24% | -31.78% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 1.62% | -0.17% | -0.49% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.56% | +0.03% | +4.46% | |
| 15 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.28% | — | +0.78% | |
| 16 | AAPL | Apple INC | 株式-IT | 1.22% | +0.26% | -0.92% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.19% | — | -6.01% | |
| 18 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.07% | — | +17.20% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.93% | +0.18% | +1.04% | |
| 20 | BLES | Inspire Global Hope ETF | ETF-その他 | 0.89% | — | +1.32% | |
| 21 | BBEU | Jpmorgan Betabuilders Europe | ETF-その他 | 0.84% | — | — | |
| 22 | ACN | Accenture plc | 株式-IT | 0.82% | — | +1.27% | |
| 23 | MGC | Vanguard Mega Cap ETF | ETF-その他 | 0.78% | — | +1.88% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | +0.44% | |
| 25 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.75% | — | +0.13% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.73% | — | +0.39% | |
| 27 | DHR | Danaher CORP | 株式-ヘルスケア | 0.71% | — | +0.89% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.69% | +0.04% | NEW | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.67% | — | +0.41% | |
| 30 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.67% | +0.03% | +0.61% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.65% | — | +1.56% | |
| 32 | SYK | Stryker CORP | 株式-ヘルスケア | 0.62% | — | +1.09% | |
| 33 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.62% | — | -11.43% | |
| 34 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.61% | +0.29% | +32.19% | |
| 35 | APH | Amphenol Corp-cl A | 株式-IT | 0.61% | -0.05% | +0.39% | |
| 36 | FISV | Fiserv INC | 株式-その他 | 0.61% | -0.25% | EXIT | |
| 37 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.60% | — | +17.15% | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 0.59% | — | +1.09% | |
| 39 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 0.58% | — | +1.08% | |
| 40 | FAST | Fastenal Co | 株式-資本財 | 0.58% | -0.08% | +1.32% | |
| 41 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.58% | — | +1.34% | |
| 42 | ITW | Illinois Tool Works | 株式-資本財 | 0.57% | — | +1.40% | |
| 43 | ROP | Roper Technologies INC | 株式-IT | 0.57% | — | +1.12% | |
| 44 | ECL | Ecolab INC | 株式-素材 | 0.56% | — | +3.24% | |
| 45 | ICE | Intercontinental Exchange In | 株式-金融 | 0.55% | — | +1.31% | |
| 46 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.53% | — | +2.06% | |
| 47 | SFBS | Servisfirst Bancshares INC | 株式-金融 | 0.52% | — | +376.36% | |
| 48 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.51% | — | -15.57% | |
| 49 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.50% | — | +1.94% | |
| 50 | FDX | Fedex CORP | 株式-資本財 | 0.50% | — | +27.16% |