CIK: 0001398103
申告総資産額
$11.9億
上位200銘柄を表示中（全242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 | 5.09% | — | -0.96% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.78% | — | -1.30% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 2.81% | — | -0.94% | |
| 4 | ALGN | Align Technology INC | 株式-ヘルスケア | 2.64% | — | +0.01% | |
| 5 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.24% | — | +16.83% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.21% | — | -0.58% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 1.91% | — | -1.94% | |
| 8 | INTC | Intel CORP | 株式-IT | 1.90% | — | -1.56% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 1.81% | — | -0.59% | |
| 10 | UNP | Union Pacific CORP | 株式-資本財 | 1.79% | — | +0.46% | |
| 11 | ADBE | Adobe INC | 株式-IT | 1.68% | — | -1.86% | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.67% | — | +0.05% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.65% | — | -1.15% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 1.61% | — | -0.26% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.58% | — | -0.34% | |
| 16 | DHR | Danaher CORP | 株式-ヘルスケア | 1.56% | — | -1.13% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.50% | — | +1.94% | |
| 18 | ACN | Accenture plc | 株式-IT | 1.43% | — | -0.97% | |
| 19 | VFC | Vf CORP | 株式-一般消費財 | 1.43% | — | -1.57% | |
| 20 | ILMN | Illumina INC | 株式-ヘルスケア | 1.42% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.40% | — | -0.45% | |
| 22 | CCI | Crown Castle INC | 株式-不動産 | 1.38% | — | -0.72% | |
| 23 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.37% | — | +0.45% | |
| 24 | ADI | Analog Devices INC | 株式-IT | 1.32% | — | -1.16% | |
| 25 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.24% | — | -0.14% | |
| 26 | CAT | Caterpillar INC | 株式-資本財 | 1.21% | — | -2.94% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.17% | — | +38.04% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.16% | — | -0.05% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 1.16% | — | -2.10% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 1.11% | — | +6.57% | |
| 31 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.07% | — | +52.74% | |
| 32 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.99% | — | -0.25% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.95% | — | +0.06% | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.91% | — | -0.66% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.91% | — | -6.19% | |
| 36 | MMM | 3m Co | 株式-資本財 | 0.89% | — | -2.32% | |
| 37 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.80% | — | -6.13% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.79% | — | -5.25% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.79% | — | +1.97% | |
| 40 | BLKCHF | Blackrock INC | 株式-その他 | 0.76% | — | +0.27% | |
| 41 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.75% | — | +3.06% | |
| 42 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.73% | — | -0.33% | |
| 43 | PANW | Palo Alto Networks INC | 株式-IT | 0.70% | — | +12.26% | |
| 44 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.63% | — | -1.91% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | — | -2.32% | |
| 46 | BA | Boeing Co/the | 株式-資本財 | 0.60% | — | -35.39% | |
| 47 | INTU | Intuit INC | 株式-IT | 0.59% | — | -0.96% | |
| 48 | SSNC | Ss&c Technologies Holdings | 株式-IT | 0.58% | — | -2.72% | |
| 49 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.57% | — | +21.50% | |
| 50 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.54% | — | -2.28% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +0.7% | +16.83% | 増加 |
| 2 | LMT | Lockheed Martin CORP | +0.5% | +52.74% | 増加 |
| 3 | META | Meta Platforms Inc-class A | +0.4% | +38.04% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.4% | -1.30% | 減少 |
| 5 | V | Visa Inc-class A Shares | +0.2% | -0.94% | 減少 |
| 6 | ILMN | Illumina INC | +0.2% | — | 変化なし |
| 7 | HON | Honeywell International INC | +0.1% | +6.57% | 増加 |
| 8 | GSEW | Goldman Sachs Eql Wght Large | +0.1% | +39.21% | 増加 |
| 9 | COST | Costco Wholesale CORP | +0.1% | +1.94% | 増加 |
| 10 | VXUS | Vanguard Total Intl Stock | +0.1% | +21.50% | 増加 |
| 11 | ADBE | Adobe INC | +0.1% | -1.86% | 減少 |
| 12 | HD | Home Depot INC | +0.1% | -0.59% | 減少 |
| 13 | WMT | Walmart INC | +0.1% | -0.66% | 減少 |
| 14 | VEEV | Veeva Systems Inc-class A | +0.1% | — | 変化なし |
| 15 | EL | Estee Lauder Companies-cl A | +0.1% | +3.06% | 増加 |
| 16 | AMZN | Amazon.com INC | +0.1% | -0.58% | 減少 |
| 17 | DHR | Danaher CORP | +0.1% | -1.13% | 減少 |
| 18 | TMO | Thermo Fisher Scientific INC | +0.1% | +0.45% | 増加 |
| 19 | MCD | Mcdonald's CORP | +0.1% | -0.25% | 減少 |
| 20 | BFAM | Bright Horizons Family Solut | +0.1% | +5.72% | 増加 |
| 21 | BLKCHF | Blackrock INC | +0.1% | +0.27% | 増加 |
| 22 | ADI | Analog Devices INC | 0% | -1.16% | 減少 |
| 23 | AXP | American Express Co | 0% | +0.78% | 増加 |
| 24 | AWK | American Water Works Co INC | 0% | +0.04% | 増加 |
| 25 | SBUX | Starbucks CORP | 0% | -2.28% | 減少 |
| 26 | PYPL | Paypal Holdings INC | 0% | +1.09% | 増加 |
| 27 | PG | Procter & Gamble Co/the | 0% | -0.05% | 減少 |
| 28 | AAPL | Apple INC | 0% | -0.96% | 減少 |
| 29 | ACN | Accenture plc | 0% | -0.97% | 減少 |
| 30 | WBA | Walgreens Boots Alliance INC | -0.1% | -23.63% | 減少 |
| 31 | CVETUSD | Covetrus INC | -0.1% | -58.49% | 減少 |
| 32 | XOM | Exxon Mobil CORP | -0.1% | -2.32% | 減少 |
| 33 | NVDA | Nvidia CORP | -0.1% | +1.97% | 増加 |
| 34 | HEDJ | Wisdomtree Europe Hedged Equ | -0.1% | -24.47% | 減少 |
| 35 | AMGN | Amgen INC | -0.1% | -2.10% | 減少 |
| 36 | SSNC | Ss&c Technologies Holdings | -0.1% | -2.72% | 減少 |
| 37 | RHT1EUR | Red Hat INC | -0.1% | -28.32% | 減少 |
| 38 | BKNG | Booking Holdings INC | -0.1% | -37.81% | 減少 |
| 39 | ABBV | Abbvie INC | -0.2% | -6.13% | 減少 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.2% | -0.45% | 減少 |
| 41 | ALGN | Align Technology INC | -0.2% | +0.01% | 増加 |
| 42 | GOOG | Alphabet Inc-cl C | -0.2% | -1.15% | 減少 |
| 43 | MMM | 3m Co | -0.2% | -2.32% | 減少 |
| 44 | INTC | Intel CORP | -0.3% | -1.56% | 減少 |
| 45 | FDX | Fedex CORP | -0.4% | -90.00% | 減少 |
| 46 | BA | Boeing Co/the | -0.4% | -35.39% | 減少 |
| 47 | TTEK | Tetra Tech INC | — | NEW | 新規購入 |
| 48 | DD | DuPont de Nemours, Inc. | — | EXIT | 全売却 |
| 49 | LIT | Global X Lithium & Battery T | — | EXIT | 全売却 |
| 50 | 6D8 | Dupont De Nemours INC | — | NEW | 新規購入 |