CIK: 0001034886
申告総資産額
$25.1億
上位200銘柄を表示中（全378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 | FISV | Fiserv INC | 株式-その他 | 21.66% | -1.05% | -0.03% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.71% | -0.11% | +0.06% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.82% | -0.14% | +0.55% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.64% | — | +3.10% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.45% | -0.06% | +3.25% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.33% | -0.22% | +1.52% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.30% | — | +1.60% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.28% | — | +5.11% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.27% | -0.13% | +0.09% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.19% | -0.45% | -1.11% | |
| 11 | ACN | Accenture plc | 株式-IT | 1.12% | — | +0.64% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.11% | -0.14% | -1.96% | |
| 13 | CRM | Salesforce INC | 株式-IT | 1.10% | -0.57% | +0.02% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.04% | — | +4.24% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.00% | +0.74% | +1.65% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.99% | — | — | |
| 17 | HON | Honeywell International INC | 株式-資本財 | 0.95% | — | +0.40% | |
| 18 | AMT | American Tower CORP | 株式-不動産 | 0.94% | — | +1.66% | |
| 19 | AAPL | Apple INC | 株式-IT | 0.94% | -0.07% | +2.09% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 0.92% | -0.11% | +5.06% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.87% | +0.36% | +0.55% | |
| 22 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.86% | — | +8.51% | |
| 23 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.85% | — | -0.27% | |
| 24 | UNP | Union Pacific CORP | 株式-資本財 | 0.84% | — | -0.02% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.83% | -0.15% | +1.98% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.81% | — | +0.72% | |
| 27 | PYPL | Paypal Holdings INC | 株式-金融 | 0.80% | — | +3.35% | |
| 28 | CME | Cme Group INC | 株式-金融 | 0.79% | — | +0.74% | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.77% | — | +6.22% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.77% | — | +7.38% | |
| 31 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | -0.08% | +3.14% | |
| 32 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.72% | — | +1.19% | |
| 33 | CB | Chubb Limited | 株式-金融 | 0.71% | — | -0.85% | |
| 34 | WM | Waste Management INC | 株式-資本財 | 0.69% | — | +5.86% | |
| 35 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.68% | — | +0.13% | |
| 36 | BLKCHF | Blackrock INC | 株式-その他 | 0.68% | — | +2.82% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.66% | +0.12% | +4.63% | |
| 38 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.64% | — | -0.53% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.64% | — | +2.57% | |
| 40 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.60% | — | +4.08% | |
| 41 | CLX | Clorox Company | 株式-生活必需品 | 0.60% | — | +0.86% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | +0.18% | — | |
| 43 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.59% | — | -5.78% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | — | +2.86% | |
| 45 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.59% | — | -0.89% | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.58% | — | +2.98% | |
| 47 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.58% | — | +2.57% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.56% | — | +2.65% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | — | +0.28% | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.55% | +0.15% | +6.88% |