CIK: 0001427202
申告総資産額
$36.8億
上位200銘柄を表示中（全318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 | 7.73% | -0.23% | -0.81% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.90% | -1.22% | +0.39% | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.71% | +0.27% | -0.37% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 2.99% | — | +8.83% | |
| 5 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 2.75% | +0.13% | +0.96% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.58% | -0.57% | +1.01% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.11% | -0.22% | +2.94% | |
| 8 | TPYP | Tortoise North American Pipeline Fund | 株式-その他 | 2.07% | — | +0.66% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.86% | -0.02% | -1.82% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.80% | +0.09% | +1.10% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.78% | -0.03% | +2.28% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.76% | +0.34% | +2.75% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.51% | +0.26% | +6.50% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 1.34% | -0.11% | +1.75% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.34% | -0.23% | +4.73% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.32% | -0.09% | +0.92% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.23% | — | +0.94% | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.18% | — | -6.11% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.14% | +0.07% | +3.71% | |
| 20 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.10% | — | +1.72% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.09% | — | +0.87% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.07% | -0.08% | -1.89% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.06% | — | +2.94% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.98% | — | +1.59% | |
| 25 | AMAT | Applied Materials INC | 株式-IT | 0.96% | +0.43% | +0.12% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.95% | — | +1.62% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.90% | -0.19% | +1.60% | |
| 28 | ORCL | Oracle CORP | 株式-IT | 0.89% | -0.23% | +0.23% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | +0.30% | -0.62% | |
| 30 | CAT | Caterpillar INC | 株式-資本財 | 0.86% | +0.35% | +1.26% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.85% | -0.12% | +1.47% | |
| 32 | ACN | Accenture plc | 株式-IT | 0.85% | -0.11% | +1.35% | |
| 33 | DHR | Danaher CORP | 株式-ヘルスケア | 0.85% | -0.08% | +0.36% | |
| 34 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-その他 | 0.84% | — | -5.22% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.84% | -0.15% | +0.74% | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.80% | — | +4.11% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.77% | +0.08% | +4.10% | |
| 38 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.74% | -0.05% | +3.34% | |
| 39 | RTX | Rtx CORP | 株式-資本財 | 0.73% | — | -0.36% | |
| 40 | TXN | Texas Instruments INC | 株式-IT | 0.73% | — | +1.45% | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.72% | -0.07% | +3.05% | |
| 42 | MSBI | Midland States Bancorp INC | 株式-その他 | 0.69% | — | — | |
| 43 | NUE | Nucor CORP | 株式-素材 | 0.67% | — | +0.10% | |
| 44 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.66% | — | +3.80% | |
| 45 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.64% | — | +3.82% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.62% | -0.08% | +4.13% | |
| 47 | TGT | Target CORP | 株式-一般消費財 | 0.61% | — | +1.73% | |
| 48 | LIN | Linde plc | 株式-素材 | 0.61% | +0.11% | — | |
| 49 | CMI | Cummins INC | 株式-資本財 | 0.61% | — | -0.11% | |
| 50 | GD | General Dynamics CORP | 株式-資本財 | 0.61% | — | +7.30% |