CIK: 0001427202
申告総資産額
$36.8億
上位200銘柄を表示中（全362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 | 8.07% | -0.23% | -2.16% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.12% | -1.22% | -4.31% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.33% | +0.27% | +6.43% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.06% | -0.57% | -1.26% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.97% | -0.22% | -3.17% | |
| 6 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.57% | +0.13% | +4.69% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.08% | -0.02% | +0.57% | |
| 8 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 1.77% | — | -0.70% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.70% | +0.34% | -1.65% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.58% | +0.09% | -2.15% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.56% | -0.03% | -2.13% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.49% | -0.23% | -2.51% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.48% | -0.09% | -2.54% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.42% | — | -2.95% | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 1.42% | +0.07% | -2.19% | |
| 16 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.35% | -0.08% | -2.60% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.31% | — | -1.83% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.24% | -0.11% | -2.68% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.18% | — | -4.86% | |
| 20 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.18% | — | -5.94% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.14% | -0.12% | -0.67% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.13% | — | -1.47% | |
| 23 | AMAT | Applied Materials INC | 株式-IT | 1.11% | +0.43% | -19.52% | |
| 24 | ACN | Accenture plc | 株式-IT | 1.09% | -0.11% | -2.45% | |
| 25 | QCOM | Qualcomm INC | 株式-IT | 1.03% | -0.15% | -3.77% | |
| 26 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.02% | — | -2.13% | |
| 27 | DHR | Danaher CORP | 株式-ヘルスケア | 1.00% | -0.08% | -3.21% | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.99% | — | -3.78% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.86% | +0.26% | +0.42% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.82% | -0.23% | -2.96% | |
| 31 | TGT | Target CORP | 株式-一般消費財 | 0.78% | — | -5.10% | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 0.78% | +0.35% | -0.31% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.73% | -0.19% | +1072.64% | |
| 34 | MSBI | Midland States Bancorp INC | 株式-その他 | 0.71% | — | — | |
| 35 | TXN | Texas Instruments INC | 株式-IT | 0.67% | — | -0.04% | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.66% | — | +12.95% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.64% | — | -0.39% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.63% | — | -20.35% | |
| 39 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.61% | -0.05% | +0.49% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.61% | -0.07% | -4.39% | |
| 41 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.60% | — | -0.76% | |
| 42 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.59% | — | -3.42% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.59% | +0.30% | -2.06% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.58% | +0.08% | -7.91% | |
| 45 | CCI | Crown Castle INC | 株式-不動産 | 0.58% | — | -2.73% | |
| 46 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.57% | — | -1.55% | |
| 47 | CBRE | Cbre Group INC - A | 株式-不動産 | 0.57% | -0.09% | -5.11% | |
| 48 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | +0.08% | -2.34% | |
| 49 | EXC | Exelon CORP | 株式-公益事業 | 0.56% | +0.08% | -4.35% | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.55% | — | -4.88% |