CIK: 0001157436
申告総資産額
$10.0億
上位200銘柄を表示中（全309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 | SUB | Ishares Short-term National | ETF-その他 | 4.26% | -0.43% | +0.13% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.54% | +0.10% | +1.29% | |
| 3 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 3.40% | — | — | |
| 4 | KO | Coca-cola Co/the | 株式-生活必需品 | 3.30% | — | +0.00% | |
| 5 | PEP | Pepsico INC | 株式-生活必需品 | 3.27% | -0.21% | -1.42% | |
| 6 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.16% | +0.04% | +4.18% | |
| 7 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.97% | — | -2.32% | |
| 8 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.95% | -0.38% | +83.39% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 1.86% | +0.01% | -2.51% | |
| 10 | TSCO | Tractor Supply Company | 株式-一般消費財 | 1.76% | -0.41% | -4.14% | |
| 11 | CPRT | Copart INC | 株式-資本財 | 1.68% | -0.20% | +96.78% | |
| 12 | AAPL | Apple INC | 株式-IT | 1.65% | +0.01% | -0.68% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.58% | +0.24% | -0.95% | |
| 14 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.44% | -0.12% | +0.32% | |
| 15 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.40% | — | +0.23% | |
| 16 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.35% | -0.25% | — | |
| 17 | PSA | Public Storage | 株式-不動産 | 1.30% | +0.03% | -2.72% | |
| 18 | INTU | Intuit INC | 株式-IT | 1.28% | -0.27% | +0.72% | |
| 19 | IBRX | Immunitybio INC | 株式-ヘルスケア | 1.23% | — | +642.60% | |
| 20 | ECL | Ecolab INC | 株式-素材 | 1.07% | — | -3.57% | |
| 21 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-大型株・グロース | 1.03% | — | +3.74% | |
| 22 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.02% | — | -4.45% | |
| 23 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.01% | — | -37.06% | |
| 24 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.99% | +0.23% | -0.18% | |
| 25 | WPC | Wp Carey INC | 株式-不動産 | 0.98% | — | -4.08% | |
| 26 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | +0.03% | -21.25% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.92% | +0.02% | +0.80% | |
| 28 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 0.92% | +0.03% | -0.59% | |
| 29 | MCHP | Microchip Technology INC | 株式-IT | 0.92% | — | — | |
| 30 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.91% | — | +2.98% | |
| 31 | PAYX | Paychex INC | 株式-IT | 0.89% | — | -2.66% | |
| 32 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.87% | — | -24.65% | |
| 33 | MSFT | Microsoft CORP | 株式-IT | 0.85% | — | -2.58% | |
| 34 | ACN | Accenture plc | 株式-IT | 0.84% | — | +2.91% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.83% | +0.01% | — | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.76% | — | +1.37% | |
| 37 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.73% | — | — | |
| 38 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.73% | — | -0.53% | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.69% | — | +0.42% | |
| 40 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.69% | — | -1.75% | |
| 41 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.68% | — | — | |
| 42 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.64% | — | +0.26% | |
| 43 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.61% | — | +1.37% | |
| 44 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.60% | — | +42.32% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.59% | — | -2.67% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.59% | — | +0.28% | |
| 47 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.58% | — | +3.90% | |
| 48 | GIS | General Mills INC | 株式-生活必需品 | 0.57% | — | -4.37% | |
| 49 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | — | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.55% | — | -0.02% |