CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全379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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 35.86% | +0.10% | +21.20% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 5.81% | — | -40.32% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-その他 | 4.12% | -0.96% | +3.34% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 3.77% | +3.80% | +0.92% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.56% | -0.23% | +42.97% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.54% | -0.74% | +52.83% | |
| 7 | SPYX | Ss Spdr S&p 500 Foss Fl ETF | ETF-大型株・グロース | 3.33% | -0.16% | +0.13% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.78% | -0.22% | +97.09% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.51% | -0.17% | +229.56% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.41% | -0.17% | +115.73% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.23% | -0.15% | +81.96% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.20% | — | +11.33% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.19% | -0.07% | -0.40% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.07% | — | +123.86% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | +0.11% | +107.08% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 0.82% | -0.11% | +319.19% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | -0.14% | +30.38% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | +201.27% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | +6.94% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | +0.05% | +5.76% | |
| 21 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.59% | — | +843.84% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.54% | -0.14% | +26.08% | |
| 23 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.48% | — | +274.67% | |
| 24 | BILS | Ss Spdrb B 3-12m T-bill ETF | ETF-その他 | 0.47% | — | +55.19% | |
| 25 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.45% | — | — | |
| 26 | ATR | Aptargroup INC | 株式-ヘルスケア | 0.44% | — | +1790.85% | |
| 27 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.39% | — | +78.39% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.38% | — | +12.52% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.37% | -0.04% | +7.75% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 0.37% | — | +152.07% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.36% | — | +2.10% | |
| 32 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.36% | -0.05% | +22.84% | |
| 33 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.36% | — | +1971.63% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.35% | -0.11% | +7.96% | |
| 35 | AXP | American Express Co | 株式-金融 | 0.35% | -0.06% | +0.16% | |
| 36 | ALC | Alcon Inc. | 株式-ヘルスケア | 0.31% | -0.04% | +1250.37% | |
| 37 | KDP | Keurig Dr Pepper INC | 株式-生活必需品 | 0.31% | — | +3202.33% | |
| 38 | EMR | Emerson Electric Co | 株式-資本財 | 0.30% | — | +341.06% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.30% | -0.08% | +36.39% | |
| 40 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.29% | — | +354.77% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.29% | -0.03% | +70.85% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.29% | +0.13% | +5.40% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.27% | — | -15.42% | |
| 44 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.27% | +0.04% | +4.26% | |
| 45 | ADP | Automatic Data Processing | 株式-IT | 0.27% | -0.05% | +0.18% | |
| 46 | DHR | Danaher CORP | 株式-ヘルスケア | 0.26% | — | +64.53% | |
| 47 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.26% | — | -9.93% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.25% | +0.07% | +56.26% | |
| 49 | AMAT | Applied Materials INC | 株式-IT | 0.25% | +0.04% | +0.71% | |
| 50 | PAR | Par Technology Corp/del | 株式-その他 | 0.24% | — | +2830.53% |