CIK: 0001427202
申告総資産額
$36.8億
上位200銘柄を表示中（全340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 | 7.49% | -0.23% | -1.97% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.62% | -1.22% | -1.38% | |
| 3 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 4.54% | — | +51.63% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.06% | -0.57% | -1.69% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.93% | -0.22% | +7.67% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.00% | -0.02% | +2.38% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.89% | +0.27% | -43.30% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.80% | -0.23% | -0.24% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.57% | -0.03% | -14.69% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.57% | +0.34% | -2.29% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.54% | -0.09% | -0.99% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.46% | +0.09% | -1.24% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.44% | -0.11% | -0.34% | |
| 14 | AVGO | Broadcom INC | 株式-IT | 1.41% | -0.19% | -0.46% | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.40% | +0.13% | -44.56% | |
| 16 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.23% | — | — | |
| 17 | SCHO | Schwab Short-term US Treas | ETF-その他 | 1.19% | — | — | |
| 18 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.17% | — | -2.10% | |
| 19 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.14% | — | — | |
| 20 | AMAT | Applied Materials INC | 株式-IT | 1.10% | +0.43% | -2.47% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.07% | — | -2.08% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.07% | +0.26% | -15.67% | |
| 23 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.06% | -0.08% | -1.91% | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.05% | — | -3.57% | |
| 25 | ACN | Accenture plc | 株式-IT | 0.96% | -0.11% | +1.20% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 0.95% | -0.08% | -2.94% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | -0.12% | -5.01% | |
| 28 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.94% | — | -0.80% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.90% | — | -2.16% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.89% | -0.23% | -0.87% | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 0.89% | +0.35% | -4.60% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.88% | — | -0.82% | |
| 33 | DHR | Danaher CORP | 株式-ヘルスケア | 0.85% | -0.08% | +0.68% | |
| 34 | ADBE | Adobe INC | 株式-IT | 0.85% | -0.35% | +0.30% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.84% | +0.08% | -0.98% | |
| 36 | QCOM | Qualcomm INC | 株式-IT | 0.84% | -0.15% | -2.04% | |
| 37 | MSBI | Midland States Bancorp INC | 株式-その他 | 0.81% | — | — | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.78% | — | -2.90% | |
| 39 | NVT | nVent Electric plc | 株式-資本財 | 0.73% | +0.09% | -0.52% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | +0.07% | -2.92% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.72% | +0.30% | -0.89% | |
| 42 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.68% | -0.07% | +21.80% | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.68% | — | -3.60% | |
| 44 | LIN | Linde plc | 株式-素材 | 0.65% | +0.11% | -0.50% | |
| 45 | GD | General Dynamics CORP | 株式-資本財 | 0.64% | — | -0.60% | |
| 46 | RTX | Rtx CORP | 株式-資本財 | 0.59% | — | -0.12% | |
| 47 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.58% | — | +0.03% | |
| 48 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.58% | -0.05% | -9.04% | |
| 49 | CI | THE Cigna Group | 株式-ヘルスケア | 0.56% | — | -8.19% | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.55% | — | -3.59% |