CIK: 0001164632
申告総資産額
$25.7億
上位200銘柄を表示中（全253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 | MSFT | Microsoft CORP | 株式-IT | 4.00% | -0.53% | -0.31% | |
| 2 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.79% | — | +38.71% | |
| 3 | SYK | Stryker CORP | 株式-ヘルスケア | 2.72% | -0.21% | +0.16% | |
| 4 | PEP | Pepsico INC | 株式-生活必需品 | 2.65% | -0.23% | +0.10% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.61% | +0.23% | -3.40% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.59% | +0.65% | +0.06% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.45% | +0.20% | +12.29% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.19% | — | -0.01% | |
| 9 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.13% | — | -0.25% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.10% | -0.39% | -0.62% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.10% | +0.03% | +25.84% | |
| 12 | HON | Honeywell International INC | 株式-資本財 | 2.06% | -0.94% | EXIT | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.95% | +0.09% | +0.65% | |
| 14 | AAPL | Apple INC | 株式-IT | 1.86% | +0.18% | +2.44% | |
| 15 | DHR | Danaher CORP | 株式-ヘルスケア | 1.75% | — | -2.26% | |
| 16 | BBTUSD | Bb&t CORP | 株式-その他 | 1.72% | — | +4.03% | |
| 17 | ACN | Accenture plc | 株式-IT | 1.71% | -0.37% | -0.49% | |
| 18 | ECL | Ecolab INC | 株式-素材 | 1.50% | — | -1.21% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.48% | +0.12% | +0.33% | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.41% | +0.09% | -7.21% | |
| 21 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.34% | +0.11% | +0.25% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 1.33% | — | -1.86% | |
| 23 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 1.29% | — | +0.27% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.28% | — | +0.48% | |
| 25 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.22% | +0.04% | +1.65% | |
| 26 | UTXZ | United Tech CORP | 株式-その他 | 1.20% | — | +1.38% | |
| 27 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.20% | — | +0.53% | |
| 28 | APD | Air Products & Chemicals INC | 株式-素材 | 1.17% | — | +4.27% | |
| 29 | ITW | Illinois Tool Works | 株式-資本財 | 1.15% | — | +0.61% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.13% | — | -0.90% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | -0.26% | +0.82% | |
| 32 | INTC | Intel CORP | 株式-IT | 1.03% | +0.11% | -1.83% | |
| 33 | AXP | American Express Co | 株式-金融 | 0.97% | +0.03% | +0.59% | |
| 34 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.96% | — | +57.30% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.94% | — | +2.39% | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.90% | -0.15% | +0.46% | |
| 37 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.87% | -0.38% | +576.38% | |
| 38 | MMM | 3m Co | 株式-資本財 | 0.85% | — | -0.40% | |
| 39 | RTN1USD | Raytheon Company | 株式-その他 | 0.82% | — | +10.49% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.82% | — | +0.28% | |
| 41 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.76% | — | -1.12% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | +0.15% | +0.66% | |
| 43 | C | Citigroup INC | 株式-金融 | 0.69% | +0.12% | +3.78% | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.69% | +0.18% | +0.04% | |
| 45 | UNP | Union Pacific CORP | 株式-資本財 | 0.68% | — | +12.24% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.67% | — | -0.41% | |
| 47 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.66% | — | -7.19% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | -0.11% | +2.53% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | — | +0.61% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | — | -12.32% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +1.1% | +38.71% | 増加 |
| 2 | GLD | Spdr Gold Shares | +0.7% | +576.38% | 増加 |
| 3 | JPM | Jpmorgan Chase & Co | +0.5% | +25.84% | 増加 |
| 4 | BKNG | Booking Holdings INC | +0.4% | +57.30% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.3% | +12.29% | 増加 |
| 6 | MSFT | Microsoft CORP | +0.2% | -0.31% | 減少 |
| 7 | APD | Air Products & Chemicals INC | +0.2% | +4.27% | 増加 |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | +67.85% | 増加 |
| 9 | AON | Aon plc | +0.1% | +523.68% | 増加 |
| 10 | AGG | Ishares Core U.s. Aggregate | +0.1% | +39.01% | 増加 |
| 11 | CCI | Crown Castle INC | +0.1% | +45.69% | 増加 |
| 12 | V | Visa Inc-class A Shares | +0.1% | +0.65% | 増加 |
| 13 | CSCO | Cisco Systems INC | +0.1% | +40.04% | 増加 |
| 14 | HSY | Hershey Co/the | +0.1% | +46.90% | 増加 |
| 15 | AXP | American Express Co | +0.1% | +0.59% | 増加 |
| 16 | C | Citigroup INC | +0.1% | +3.78% | 増加 |
| 17 | WM | Waste Management INC | +0.1% | +62.70% | 増加 |
| 18 | HON | Honeywell International INC | +0.1% | -0.33% | 減少 |
| 19 | BBTUSD | Bb&t CORP | +0.1% | +4.03% | 増加 |
| 20 | ECL | Ecolab INC | +0.1% | -1.21% | 減少 |
| 21 | MA | Mastercard INC - A | +0.1% | -1.86% | 減少 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +0.61% | 増加 |
| 23 | KO | Coca-cola Co/the | 0% | +2.39% | 増加 |
| 24 | UNP | Union Pacific CORP | 0% | +12.24% | 増加 |
| 25 | SBUX | Starbucks CORP | 0% | +1.16% | 増加 |
| 26 | COST | Costco Wholesale CORP | 0% | -0.62% | 減少 |
| 27 | NSRGY | Nestle Sa-spons Adr | 0% | +0.27% | 増加 |
| 28 | ADBE | Adobe INC | 0% | +0.46% | 増加 |
| 29 | PEP | Pepsico INC | 0% | +0.10% | 増加 |
| 30 | TMO | Thermo Fisher Scientific INC | 0% | +0.53% | 増加 |
| 31 | AAPL | Apple INC | — | +2.44% | 増加 |
| 32 | DHR | Danaher CORP | 0% | -2.26% | 減少 |
| 33 | ABT | Abbott Laboratories | 0% | -0.25% | 減少 |
| 34 | ACN | Accenture plc | 0% | -0.49% | 減少 |
| 35 | SYK | Stryker CORP | -0.1% | +0.16% | 増加 |
| 36 | REGN | Regeneron Pharmaceuticals | -0.1% | -66.50% | 減少 |
| 37 | PFE | Pfizer INC | -0.1% | -12.32% | 減少 |
| 38 | WBA | Walgreens Boots Alliance INC | -0.2% | -7.19% | 減少 |
| 39 | INTC | Intel CORP | -0.2% | -1.83% | 減少 |
| 40 | MMM | 3m Co | -0.2% | -0.40% | 減少 |
| 41 | FTV | Fortive CORP | -0.4% | -38.65% | 減少 |
| 42 | GOOG | Alphabet Inc-cl C | -0.4% | +0.06% | 増加 |
| 43 | MPC | Marathon Petroleum CORP | — | EXIT | 全売却 |
| 44 | ALC | Alcon Inc. | — | NEW | 新規購入 |
| 45 | DE | Deere & Co | — | EXIT | 全売却 |
| 46 | BX | Blackstone INC | — | NEW | 新規購入 |
| 47 | BXUSD | Blackstone Group Lp/the | — | EXIT | 全売却 |
| 48 | ELV | Elevance Health INC | — | NEW | 新規購入 |
| 49 | DD | DuPont de Nemours, Inc. | — | EXIT | 全売却 |
| 50 | MDT | Medtronic plc | — | EXIT | 全売却 |