CIK: 0001398103
申告総資産額
$11.9億
上位200銘柄を表示中（全244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 | AAPL | Apple INC | 株式-IT | 5.07% | — | +1.86% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.38% | — | +2.34% | |
| 3 | ALGN | Align Technology INC | 株式-ヘルスケア | 2.82% | — | +0.34% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 2.62% | — | +2.36% | |
| 5 | INTC | Intel CORP | 株式-IT | 2.22% | — | +2.23% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.15% | — | +2.89% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 1.98% | — | +0.70% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.86% | — | +3.23% | |
| 9 | UNP | Union Pacific CORP | 株式-資本財 | 1.81% | — | +3.95% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.74% | — | +2.34% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.73% | — | +3.56% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.64% | — | -0.41% | |
| 13 | CSCO | Cisco Systems INC | 株式-IT | 1.64% | — | +16.42% | |
| 14 | ADBE | Adobe INC | 株式-IT | 1.59% | — | +3.82% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.57% | — | +3.26% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.57% | — | +29.47% | |
| 17 | DHR | Danaher CORP | 株式-ヘルスケア | 1.50% | — | +3.07% | |
| 18 | VFC | Vf CORP | 株式-一般消費財 | 1.49% | — | +2.72% | |
| 19 | ACN | Accenture plc | 株式-IT | 1.42% | — | -4.59% | |
| 20 | CCI | Crown Castle INC | 株式-不動産 | 1.40% | — | +9.19% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.39% | — | +4.94% | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.31% | — | +2.33% | |
| 23 | ADI | Analog Devices INC | 株式-IT | 1.28% | — | +1.96% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 1.28% | — | +6.07% | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 1.25% | — | +1.08% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.25% | — | +3.41% | |
| 27 | ILMN | Illumina INC | 株式-ヘルスケア | 1.23% | — | +0.03% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.13% | — | +0.04% | |
| 29 | MMM | 3m Co | 株式-資本財 | 1.13% | — | — | |
| 30 | BA | Boeing Co/the | 株式-資本財 | 1.00% | — | +23.75% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.97% | — | +4.34% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.97% | — | -5.92% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.95% | — | -0.25% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.93% | — | +1.56% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.93% | — | +4.46% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.87% | — | +0.82% | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.86% | — | +66.04% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.83% | — | +6.48% | |
| 39 | PANW | Palo Alto Networks INC | 株式-IT | 0.76% | — | +6.72% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.75% | — | +5.24% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | — | +0.45% | |
| 42 | BLKCHF | Blackrock INC | 株式-その他 | 0.71% | — | +11.57% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | — | +0.35% | |
| 44 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.68% | — | +4.82% | |
| 45 | SSNC | Ss&c Technologies Holdings | 株式-IT | 0.68% | — | — | |
| 46 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.62% | — | +4.85% | |
| 47 | INTU | Intuit INC | 株式-IT | 0.62% | — | +4.35% | |
| 48 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.60% | — | +19.64% | |
| 49 | LIN | Linde plc | 株式-素材 | 0.56% | — | -2.23% | |
| 50 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.55% | — | +1.95% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ALGN | Align Technology INC | +0.4% | +0.34% | 増加 |
| 2 | NKE | Nike INC -cl B | +0.3% | +66.04% | 増加 |
| 3 | CSCO | Cisco Systems INC | +0.3% | +16.42% | 増加 |
| 4 | FISV | Fiserv INC | +0.2% | +72.44% | 増加 |
| 5 | BA | Boeing Co/the | +0.2% | +23.75% | 増加 |
| 6 | AAPL | Apple INC | +0.2% | +1.86% | 増加 |
| 7 | DIS | Walt Disney Co/the | +0.2% | +29.47% | 増加 |
| 8 | DHR | Danaher CORP | +0.2% | +3.07% | 増加 |
| 9 | MRCC | Monroe Capital CORP | +0.1% | +817.31% | 増加 |
| 10 | CCI | Crown Castle INC | +0.1% | +9.19% | 増加 |
| 11 | NVDA | Nvidia CORP | +0.1% | +0.82% | 増加 |
| 12 | CELG | Celgene CORP | +0.1% | +5.93% | 増加 |
| 13 | UNP | Union Pacific CORP | +0.1% | +3.95% | 増加 |
| 14 | PANW | Palo Alto Networks INC | +0.1% | +6.72% | 増加 |
| 15 | INTU | Intuit INC | +0.1% | +4.35% | 増加 |
| 16 | VFC | Vf CORP | +0.1% | +2.72% | 増加 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +5.24% | 増加 |
| 18 | LMT | Lockheed Martin CORP | +0.1% | +19.64% | 増加 |
| 19 | ETRA | E*trade Financial CORP | +0.1% | +40.89% | 増加 |
| 20 | COST | Costco Wholesale CORP | +0.1% | +4.94% | 増加 |
| 21 | TMO | Thermo Fisher Scientific INC | +0.1% | +2.33% | 増加 |
| 22 | EL | Estee Lauder Companies-cl A | +0.1% | +4.82% | 増加 |
| 23 | FDX | Fedex CORP | +0.1% | +26.63% | 増加 |
| 24 | AMZN | Amazon.com INC | +0.1% | +2.89% | 増加 |
| 25 | ADI | Analog Devices INC | +0.1% | +1.96% | 増加 |
| 26 | V | Visa Inc-class A Shares | +0.1% | +2.36% | 増加 |
| 27 | HON | Honeywell International INC | +0.1% | +4.34% | 増加 |
| 28 | ADBE | Adobe INC | 0% | +3.82% | 増加 |
| 29 | ACN | Accenture plc | 0% | -4.59% | 減少 |
| 30 | BLKCHF | Blackrock INC | 0% | +11.57% | 増加 |
| 31 | MSFT | Microsoft CORP | — | +2.34% | 増加 |
| 32 | XOM | Exxon Mobil CORP | — | +0.35% | 増加 |
| 33 | VIG | Vanguard Dividend Apprec ETF | 0% | +4.46% | 増加 |
| 34 | GOOG | Alphabet Inc-cl C | 0% | +3.23% | 増加 |
| 35 | GOOGL | Alphabet Inc-cl A | 0% | +3.26% | 増加 |
| 36 | INTC | Intel CORP | 0% | +2.23% | 増加 |
| 37 | HD | Home Depot INC | 0% | +3.56% | 増加 |
| 38 | VYM | Vanguard High Dvd Yield ETF | -0.1% | +3.41% | 増加 |
| 39 | CAT | Caterpillar INC | -0.1% | +6.07% | 増加 |
| 40 | PG | Procter & Gamble Co/the | -0.1% | +0.04% | 増加 |
| 41 | CVX | Chevron CORP | -0.1% | +0.70% | 増加 |
| 42 | JNJ | Johnson & Johnson | -0.2% | -0.41% | 減少 |
| 43 | IWF | Ishares Russell 1000 Growth | -0.2% | -86.04% | 減少 |
| 44 | MTD | Mettler-toledo International | -0.2% | -85.46% | 減少 |
| 45 | CERNCHF | Cerner CORP | -0.2% | -46.52% | 減少 |
| 46 | HSIC | Henry Schein INC | -0.2% | +3.34% | 増加 |
| 47 | CRI | Carter's INC | -0.2% | -70.22% | 減少 |
| 48 | ABBV | Abbvie INC | -0.4% | -5.92% | 減少 |
| 49 | SSNC | Ss&c Technologies Holdings | — | NEW | 新規購入 |
| 50 | TREX | Trex Company INC | — | NEW | 新規購入 |