CIK: 0001352467
申告総資産額
$17.9億
上位200銘柄を表示中（全227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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 36.95% | +0.48% | -0.52% | |
| 2 | UPS | United Parcel Service-cl B | 株式-資本財 | 14.45% | — | -0.12% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.13% | -0.51% | +3.16% | |
| 4 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.35% | — | +2.23% | |
| 5 | ✓ | Invesco S&p 500 Equal Weight E | 株式-その他 | 2.21% | — | — | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.00% | -0.67% | -4.13% | |
| 7 | ✓ | KKR & Co. Inc. | 株式-その他 | 1.66% | -0.35% | — | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.36% | -0.03% | +1980.36% | |
| 9 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 1.29% | — | +0.05% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.29% | -0.11% | -0.55% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.12% | -0.79% | +2.17% | |
| 12 | ✓ | Vanguard S&P 500 ETF | ETF-大型株・グロース | 1.11% | -0.04% | — | |
| 13 | ✓ | Ishares Core Dividend Growth | 株式-その他 | 1.03% | -0.52% | EXIT | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.98% | — | -0.91% | |
| 15 | UNP | Union Pacific CORP | 株式-資本財 | 0.87% | — | — | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.78% | — | -16.15% | |
| 17 | ✓ | Lux Health Tech Acquisition | 株式-その他 | 0.74% | — | — | |
| 18 | VTV | Vanguard Value ETF | ETF-その他 | 0.70% | — | -58.26% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.65% | -0.11% | +2.33% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.65% | -0.05% | -5.59% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | — | -0.85% | |
| 22 | KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | 株式-その他 | 0.56% | — | — | |
| 23 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.55% | -0.06% | +47.50% | |
| 24 | ✓ | Lux Health Tech Acquisition | 株式-その他 | 0.52% | — | — | |
| 25 | ✓ | Mastercard Incorporated | 株式-その他 | 0.50% | — | +2.58% | |
| 26 | DCGO | Docgo INC | 株式-その他 | 0.47% | — | — | |
| 27 | ✓ | SPDR Gold Shares | 株式-その他 | 0.46% | +0.14% | — | |
| 28 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.46% | -0.07% | EXIT | |
| 29 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | +5.01% | |
| 30 | IQLT | Ishares Msci International Q | ETF-その他 | 0.42% | -0.21% | EXIT | |
| 31 | VXUS | Vanguard Total Intl Stock | ETF-その他 | 0.41% | -0.20% | EXIT | |
| 32 | PM | Philip Morris International | 株式-生活必需品 | 0.40% | -0.01% | +0.34% | |
| 33 | ✓ | Visa Inc. | 株式-その他 | 0.37% | — | -0.18% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.36% | — | +4.16% | |
| 35 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.35% | -0.05% | +4.45% | |
| 36 | ✓ | Unity Software INC | 株式-その他 | 0.35% | — | -0.11% | |
| 37 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.32% | — | — | |
| 38 | ✓ | The Goldman Sachs Group, Inc. | 株式-その他 | 0.32% | — | +12.35% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.31% | — | +3.01% | |
| 40 | KMI | Kinder Morgan INC | 株式-エネルギー | 0.30% | — | -6.03% | |
| 41 | DOV | Dover CORP | 株式-資本財 | 0.30% | — | — | |
| 42 | ✓ | Exxon Mobil Corporation | 株式-その他 | 0.29% | +0.22% | -52.56% | |
| 43 | ✓ | Merck & Co., Inc. | 株式-その他 | 0.29% | — | — | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.28% | — | +5.47% | |
| 45 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.27% | — | — | |
| 46 | OEF | Ishares S&p 100 ETF | ETF-その他 | 0.27% | — | +0.32% | |
| 47 | ARCC | Ares Capital CORP | 株式-金融 | 0.25% | — | -13.90% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.24% | — | — | |
| 49 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.24% | -0.21% | -0.96% | |
| 50 | AXP | American Express Co | 株式-金融 | 0.22% | — | — |