CIK: 0001127508
申告総資産額
$90.2億
上位200銘柄を表示中（全417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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 22.96% | -2.16% | +5.46% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.61% | -0.54% | -0.18% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.15% | -0.51% | -7.29% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.69% | -0.52% | +1.95% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.64% | -0.37% | -0.97% | |
| 6 | NEM | Newmont CORP | 株式-素材 | 2.33% | -0.15% | +2.97% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.93% | -0.35% | +0.81% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.73% | — | +29.11% | |
| 9 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.72% | +0.03% | +4.22% | |
| 10 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.65% | — | -0.53% | |
| 11 | ALTI | Alti Global INC | 株式-その他 | 1.57% | -0.38% | — | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.46% | -0.44% | +64.81% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.38% | -0.25% | -15.39% | |
| 14 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.33% | — | +0.88% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.23% | — | -19.91% | |
| 16 | ABX | Barrick Gold CORP | 株式-金融 | 1.14% | — | +1.37% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.01% | -0.21% | -8.38% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 0.96% | -0.17% | -19.41% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.96% | -0.25% | -4.62% | |
| 20 | AXP | American Express Co | 株式-金融 | 0.94% | -0.17% | -33.97% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.86% | -0.28% | +3.50% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.83% | -0.19% | +14.79% | |
| 23 | LIN | Linde plc | 株式-素材 | 0.82% | — | +0.18% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.81% | -0.13% | +14.21% | |
| 25 | AVGO | Broadcom INC | 株式-IT | 0.80% | -0.24% | +0.76% | |
| 26 | VFH | Vanguard Financials ETF | ETF-その他 | 0.73% | +0.36% | +25.60% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.71% | -0.29% | -2.13% | |
| 28 | PM | Philip Morris International | 株式-生活必需品 | 0.70% | — | -34.54% | |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.68% | — | +1.92% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | +6.50% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | +1.97% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.54% | — | -4.24% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.53% | — | -6.43% | |
| 34 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 0.53% | — | — | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | — | +3.00% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | -1.32% | |
| 37 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.50% | +0.08% | NEW | |
| 38 | NFLX | Netflix INC | 株式-通信サービス | 0.50% | — | +1.78% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.50% | +0.03% | — | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.48% | — | +8.46% | |
| 41 | CTAS | Cintas CORP | 株式-資本財 | 0.46% | — | — | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.43% | — | -6.07% | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.42% | — | +3.10% | |
| 44 | FDX | Fedex CORP | 株式-資本財 | 0.42% | — | — | |
| 45 | CAT | Caterpillar INC | 株式-資本財 | 0.42% | — | — | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.42% | — | +1.35% | |
| 47 | CRM | Salesforce INC | 株式-IT | 0.41% | — | +2.56% | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.41% | — | +22.61% | |
| 49 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.39% | — | -0.94% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.39% | — | +0.08% |