CIK: 0001398103
申告総資産額
$11.9億
上位200銘柄を表示中（全233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 | 11.08% | — | +16.43% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.09% | — | +1.80% | |
| 3 | ALGN | Align Technology INC | 株式-ヘルスケア | 3.30% | — | — | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.10% | — | +0.38% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 2.39% | — | -0.82% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.18% | — | +8.80% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.15% | — | +2.64% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.94% | — | +0.60% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.93% | — | +1.20% | |
| 10 | ADBE | Adobe INC | 株式-IT | 1.89% | — | -0.69% | |
| 11 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.76% | — | +0.26% | |
| 12 | UNP | Union Pacific CORP | 株式-資本財 | 1.74% | — | +10.06% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.73% | — | -0.12% | |
| 14 | DHR | Danaher CORP | 株式-ヘルスケア | 1.72% | — | +0.50% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.66% | — | -2.39% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.53% | — | +0.67% | |
| 17 | ACN | Accenture plc | 株式-IT | 1.47% | — | -0.65% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.32% | — | +1.05% | |
| 19 | ADI | Analog Devices INC | 株式-IT | 1.30% | — | -0.18% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.26% | — | -0.13% | |
| 21 | BLKCHF | Blackrock INC | 株式-その他 | 1.21% | — | +0.95% | |
| 22 | CCI | Crown Castle INC | 株式-不動産 | 1.19% | — | +0.21% | |
| 23 | AMGN | Amgen INC | 株式-ヘルスケア | 1.12% | — | +0.62% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | — | -0.12% | |
| 25 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.02% | — | +4.23% | |
| 26 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.98% | — | +0.06% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 0.95% | — | +24.22% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 0.93% | — | -0.92% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 0.92% | — | +2.51% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.91% | — | -0.08% | |
| 31 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.89% | — | -0.51% | |
| 32 | INTU | Intuit INC | 株式-IT | 0.89% | — | +4.07% | |
| 33 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.85% | — | +2.26% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.81% | — | -38.51% | |
| 35 | VFC | Vf CORP | 株式-一般消費財 | 0.78% | — | -0.50% | |
| 36 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.77% | — | +1.42% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | — | -4.19% | |
| 38 | PYPL | Paypal Holdings INC | 株式-金融 | 0.75% | — | +2.07% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.73% | — | -0.10% | |
| 40 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.72% | — | +2.01% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.71% | — | +4.47% | |
| 42 | FTNT | Fortinet INC | 株式-IT | 0.70% | — | +90.62% | |
| 43 | BFAM | Bright Horizons Family Solut | 株式-一般消費財 | 0.65% | — | +2.20% | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.63% | — | -0.02% | |
| 45 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.63% | — | +9.74% | |
| 46 | FISV | Fiserv INC | 株式-その他 | 0.62% | — | -0.45% | |
| 47 | VEEV | Veeva Systems Inc-class A | 株式-ヘルスケア | 0.57% | — | +0.68% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.56% | — | -0.85% | |
| 49 | EHTH | Ehealth INC | 株式-その他 | 0.55% | — | -31.43% | |
| 50 | TDOC | Teladoc Health INC | 株式-ヘルスケア | 0.54% | — | +20.80% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1.8% | +16.43% | 増加 |
| 2 | ALGN | Align Technology INC | +1% | — | 変化なし |
| 3 | DIS | Walt Disney Co/the | +0.5% | +1.20% | 増加 |
| 4 | FTNT | Fortinet INC | +0.4% | +90.62% | 増加 |
| 5 | CAT | Caterpillar INC | +0.3% | +24.22% | 増加 |
| 6 | GOOG | Alphabet Inc-cl C | +0.2% | +2.64% | 増加 |
| 7 | BLKCHF | Blackrock INC | +0.2% | +0.95% | 増加 |
| 8 | ADI | Analog Devices INC | +0.2% | -0.18% | 減少 |
| 9 | HON | Honeywell International INC | +0.1% | -0.92% | 減少 |
| 10 | TSLA | Tesla INC | +0.1% | -3.18% | 減少 |
| 11 | TJX | Tjx Companies INC | +0.1% | +17.46% | 増加 |
| 12 | ABBV | Abbvie INC | +0.1% | +2.26% | 増加 |
| 13 | UNP | Union Pacific CORP | +0.1% | +10.06% | 増加 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.39% | 減少 |
| 15 | INTU | Intuit INC | +0.1% | +4.07% | 増加 |
| 16 | EL | Estee Lauder Companies-cl A | +0.1% | +1.42% | 増加 |
| 17 | VFC | Vf CORP | +0.1% | -0.50% | 減少 |
| 18 | PYPL | Paypal Holdings INC | +0.1% | +2.07% | 増加 |
| 19 | QCOM | Qualcomm INC | +0.1% | +11.40% | 増加 |
| 20 | NKE | Nike INC -cl B | +0.1% | +4.23% | 増加 |
| 21 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +4.47% | 増加 |
| 22 | SBUX | Starbucks CORP | +0.1% | -1.01% | 減少 |
| 23 | ACN | Accenture plc | 0% | -0.65% | 減少 |
| 24 | ADP | Automatic Data Processing | 0% | -0.75% | 減少 |
| 25 | BFAM | Bright Horizons Family Solut | 0% | +2.20% | 増加 |
| 26 | TREX | Trex Company INC | 0% | +6.76% | 増加 |
| 27 | UNH | Unitedhealth Group INC | 0% | +0.60% | 増加 |
| 28 | VYM | Vanguard High Dvd Yield ETF | 0% | +0.06% | 増加 |
| 29 | CVX | Chevron CORP | — | -4.19% | 減少 |
| 30 | VIG | Vanguard Dividend Apprec ETF | 0% | -0.51% | 減少 |
| 31 | V | Visa Inc-class A Shares | -0.1% | -0.82% | 減少 |
| 32 | COST | Costco Wholesale CORP | -0.1% | +0.67% | 増加 |
| 33 | META | Meta Platforms Inc-class A | -0.1% | +1.05% | 増加 |
| 34 | JNJ | Johnson & Johnson | -0.1% | -0.13% | 減少 |
| 35 | TMO | Thermo Fisher Scientific INC | -0.1% | +0.26% | 増加 |
| 36 | NVDA | Nvidia CORP | -0.2% | +8.80% | 増加 |
| 37 | LMT | Lockheed Martin CORP | -0.2% | -8.98% | 減少 |
| 38 | BABA | Alibaba Group Holding-sp Adr | -0.2% | +9.74% | 増加 |
| 39 | MSFT | Microsoft CORP | -0.2% | +1.80% | 増加 |
| 40 | AMZN | Amazon.com INC | -0.2% | +0.38% | 増加 |
| 41 | AMGN | Amgen INC | -0.3% | +0.62% | 増加 |
| 42 | HD | Home Depot INC | -0.3% | -0.12% | 減少 |
| 43 | EHTH | Ehealth INC | -0.5% | -31.43% | 減少 |
| 44 | PANW | Palo Alto Networks INC | -0.7% | -71.95% | 減少 |
| 45 | INTC | Intel CORP | -0.7% | -38.51% | 減少 |
| 46 | ILMN | Illumina INC | -0.8% | -86.17% | 減少 |
| 47 | TER | Teradyne INC | — | NEW | 新規購入 |
| 48 | LRCXEUR | Lam Research CORP | — | NEW | 新規購入 |
| 49 | USXF | Ishares Esg Advance Msci USA | — | NEW | 新規購入 |
| 50 | BSCK | Invesco Bulletshares 2020 Co | — | EXIT | 全売却 |