CIK: 0001034886
申告総資産額
$25.1億
上位200銘柄を表示中（全370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 | 24.32% | -1.05% | -0.08% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.74% | -0.11% | -0.33% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.81% | -0.14% | +1.55% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.58% | — | +0.87% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.38% | -0.06% | +0.83% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.37% | -0.22% | +2.19% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.33% | -0.45% | +1.24% | |
| 8 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.31% | — | +2.68% | |
| 9 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.29% | — | +1.18% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.21% | -0.07% | -2.03% | |
| 11 | ACN | Accenture plc | 株式-IT | 1.14% | — | +0.02% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.12% | -0.14% | -0.68% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.12% | -0.13% | +0.14% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.03% | — | +0.77% | |
| 15 | MA | Mastercard INC - A | 株式-金融 | 1.00% | -0.11% | +1.60% | |
| 16 | CRM | Salesforce INC | 株式-IT | 0.98% | -0.57% | +0.58% | |
| 17 | AMT | American Tower CORP | 株式-不動産 | 0.97% | — | +0.88% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.91% | +0.74% | -0.77% | |
| 19 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.91% | — | -0.30% | |
| 20 | HON | Honeywell International INC | 株式-資本財 | 0.90% | — | +0.10% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.90% | — | +0.68% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | -0.15% | +0.79% | |
| 23 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.88% | +0.36% | -0.97% | |
| 24 | CME | Cme Group INC | 株式-金融 | 0.81% | — | +0.57% | |
| 25 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.80% | — | +0.56% | |
| 26 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.80% | — | +1.22% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 0.79% | — | +1.87% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.78% | -0.08% | +2.80% | |
| 29 | PYPL | Paypal Holdings INC | 株式-金融 | 0.75% | — | +3.66% | |
| 30 | BLKCHF | Blackrock INC | 株式-その他 | 0.72% | — | +1.89% | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.72% | — | +0.07% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.71% | — | -1.29% | |
| 33 | CB | Chubb Limited | 株式-金融 | 0.70% | — | -0.43% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | -0.09% | +2.19% | |
| 35 | WM | Waste Management INC | 株式-資本財 | 0.65% | — | +0.70% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.64% | +0.12% | +1.78% | |
| 37 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.63% | +0.15% | -9.44% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | — | -1.20% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.61% | — | — | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.59% | — | +0.57% | |
| 41 | SPGI | S&p Global INC | 株式-金融 | 0.59% | -0.12% | +5.69% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.58% | — | +4.81% | |
| 43 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.58% | — | +1.78% | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.57% | — | +0.18% | |
| 45 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.56% | — | -0.14% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.55% | — | -0.34% | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.55% | — | +2.06% | |
| 48 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.54% | — | -0.84% | |
| 49 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.53% | — | -0.37% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | +0.18% | -0.65% |