CIK: 0001120927
申告総資産額
$132.9億
上位200銘柄を表示中（全527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 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.03% | — | -47.72% | |
| 2 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.03% | — | +6.02% | |
| 3 | VOTE | Tcw Transform 500 ETF | ETF-その他 | 0.03% | — | +56.49% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.03% | — | +7.81% | |
| 5 | DE | Deere & Co | 株式-資本財 | 0.03% | — | +1.00% | |
| 6 | T | At&t INC | 株式-通信サービス | 0.03% | — | -24.31% | |
| 7 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.03% | — | +7.82% | |
| 8 | DFAT | Dimensional US Target Value | ETF-その他 | 0.03% | — | — | |
| 9 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.03% | — | +0.14% | |
| 10 | PGR | Progressive CORP | 株式-金融 | 0.02% | — | +47.76% | |
| 11 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.02% | — | -18.63% | |
| 12 | RTX | Rtx CORP | 株式-資本財 | 0.02% | — | -6.30% | |
| 13 | APH | Amphenol Corp-cl A | 株式-IT | 0.02% | — | -4.81% | |
| 14 | BTT | Blackrock 2030 Muni Trgt Trm | 株式-その他 | 0.02% | — | -34.07% | |
| 15 | WING | Wingstop INC | 株式-一般消費財 | 0.02% | — | — | |
| 16 | COP | Conocophillips | 株式-エネルギー | 0.02% | — | -0.51% | |
| 17 | BSVO | EA Bridgeway Omni Sm-Cp Val | ETF-その他 | 0.02% | — | -4.06% | |
| 18 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.02% | — | +4.20% | |
| 19 | SPH | Suburban Propane Partners LP | 株式-その他 | 0.02% | — | — | |
| 20 | INTU | Intuit INC | 株式-IT | 0.02% | — | -4.20% | |
| 21 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.02% | — | +0.68% | |
| 22 | CNP | Centerpoint Energy INC | 株式-公益事業 | 0.02% | — | +0.15% | |
| 23 | BX | Blackstone INC | 株式-金融 | 0.02% | — | -23.80% | |
| 24 | PSA | Public Storage | 株式-不動産 | 0.02% | — | -0.19% | |
| 25 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.02% | — | +2.11% | |
| 26 | TEL | TE Connectivity plc | 株式-IT | 0.02% | — | +2.69% | |
| 27 | WFC | Wells Fargo & Co | 株式-金融 | 0.02% | — | -2.82% | |
| 28 | PYPL | Paypal Holdings INC | 株式-金融 | 0.02% | — | +0.46% | |
| 29 | VOOG | Vanguard S&p 500 Growth ETF | ETF-大型株・グロース | 0.02% | — | +6.02% | |
| 30 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.02% | — | -27.70% | |
| 31 | ADI | Analog Devices INC | 株式-IT | 0.02% | — | +24.58% | |
| 32 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.02% | — | -38.36% | |
| 33 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.02% | — | -8.33% | |
| 34 | MO | Altria Group INC | 株式-生活必需品 | 0.02% | — | -7.17% | |
| 35 | ROP | Roper Technologies INC | 株式-IT | 0.02% | — | -6.47% | |
| 36 | SUSA | Ishares Esg Optimized Msci U | ETF-その他 | 0.02% | — | +11.91% | |
| 37 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.02% | — | +31.84% | |
| 38 | CAL | Caleres INC | 株式-その他 | 0.02% | — | -0.01% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.02% | — | -9.76% | |
| 40 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.02% | — | +23.36% | |
| 41 | MS | Morgan Stanley | 株式-金融 | 0.02% | — | +0.12% | |
| 42 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 0.02% | — | +2.76% | |
| 43 | BAM | Brookfield Asset Mgmt-a | 株式-金融 | 0.02% | — | +30.70% | |
| 44 | FTNT | Fortinet INC | 株式-IT | 0.02% | — | +0.10% | |
| 45 | PPG | Ppg Industries INC | 株式-素材 | 0.02% | — | +9.48% | |
| 46 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.02% | — | -1.87% | |
| 47 | ESGE | Ishares INC Ishares Esg Awar | ETF-その他 | 0.02% | — | +212.09% | |
| 48 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.02% | — | +8.96% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 0.02% | — | -4.08% | |
| 50 | AON | Aon plc | 株式-金融 | 0.02% | — | -3.61% |