CIK: 0000809443
申告総資産額
$17.5億
上位200銘柄を表示中（全2332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 | AAPL | Apple INC | 株式-IT | 5.65% | +1.28% | +7.48% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.87% | -1.83% | -2.83% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.94% | -2.46% | +18.60% | |
| 4 | MUB | Ishares National Muni Bond E | ETF-その他 | 2.81% | — | +12.96% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.43% | — | +604.56% | |
| 6 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 2.28% | — | — | |
| 7 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.10% | — | +1.54% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.98% | — | -1.69% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.84% | — | +24.29% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.53% | -0.08% | +177.71% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.47% | +0.70% | +3.64% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.37% | — | -1.35% | |
| 13 | SUB | Ishares Short-term National | ETF-その他 | 1.31% | — | +26.96% | |
| 14 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 1.25% | — | +33.07% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.23% | -0.82% | -28.03% | |
| 16 | CPRT | Copart INC | 株式-資本財 | 1.09% | — | +284.49% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.09% | — | +1.01% | |
| 18 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 1.05% | — | +20.57% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.02% | +1.10% | +5.64% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.00% | +1.27% | +2.62% | |
| 21 | VTV | Vanguard Value ETF | ETF-その他 | 0.97% | — | +5.08% | |
| 22 | SPEM | State Street Sp Ptf Em ETF | ETF-その他 | 0.90% | — | +125.42% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.86% | — | +0.23% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.85% | — | +149.11% | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 0.85% | — | +10.23% | |
| 26 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.82% | — | -34.72% | |
| 27 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.75% | — | -0.12% | |
| 28 | TSLA | Tesla INC | 株式-一般消費財 | 0.75% | — | +317.27% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.72% | — | +0.10% | |
| 30 | WTW | Willis Towers Watson Public Limited Company | 株式-金融 | 0.72% | — | +61.14% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 0.71% | — | -2.96% | |
| 32 | TXN | Texas Instruments INC | 株式-IT | 0.68% | — | +466.15% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.67% | — | +0.98% | |
| 34 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.64% | — | +2.14% | |
| 35 | MANH | Manhattan Associates INC | 株式-IT | 0.61% | — | -24.76% | |
| 36 | BND | Vanguard Total Bond Market | ETF-その他 | 0.59% | — | +2.13% | |
| 37 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.59% | — | -4.50% | |
| 38 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.59% | — | +1.27% | |
| 39 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.54% | — | +157.55% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.52% | -0.74% | +13.80% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.51% | — | -1.08% | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.50% | — | +337.87% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.48% | — | -14.51% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.47% | — | -1.50% | |
| 45 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.46% | — | +93.18% | |
| 46 | NOC | Northrop Grumman CORP | 株式-資本財 | 0.45% | — | -35.88% | |
| 47 | INTU | Intuit INC | 株式-IT | 0.44% | — | +4.63% | |
| 48 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.43% | +0.40% | +1.42% | |
| 49 | AIG | American International Group | 株式-金融 | 0.43% | — | -3.31% | |
| 50 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.42% | — | +6.85% |