CIK: 0001324022
申告総資産額
$205.6万
| # | 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 | 9.33% | — | +14.52% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.46% | — | -12.27% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 3.99% | — | +87.05% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.64% | — | +23.20% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 3.24% | — | — | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 3.14% | — | +1663.19% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.91% | — | +62.12% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.66% | — | +30.17% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.49% | — | -2.43% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 2.27% | — | +49.24% | |
| 11 | CRM | Salesforce INC | 株式-IT | 1.70% | — | -6.23% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.61% | — | -16.97% | |
| 13 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.59% | — | -32.80% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.55% | — | -20.68% | |
| 15 | SYK | Stryker CORP | 株式-ヘルスケア | 1.50% | — | -24.22% | |
| 16 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.50% | — | -8.14% | |
| 17 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.49% | — | +4.61% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.47% | — | -4.15% | |
| 19 | ROK | Rockwell Automation INC | 株式-資本財 | 1.45% | — | -7.18% | |
| 20 | NFLX | Netflix INC | 株式-通信サービス | 1.42% | — | — | |
| 21 | WM | Waste Management INC | 株式-資本財 | 1.42% | — | -8.18% | |
| 22 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.39% | — | -3.38% | |
| 23 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-その他 | 1.32% | — | — | |
| 24 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.31% | — | -12.36% | |
| 25 | URI | United Rentals INC | 株式-資本財 | 1.29% | — | — | |
| 26 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.20% | — | +0.32% | |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.19% | — | +4.56% | |
| 28 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.18% | — | -8.66% | |
| 29 | ICE | Intercontinental Exchange In | 株式-金融 | 1.16% | — | -7.52% | |
| 30 | LII | Lennox International INC | 株式-資本財 | 1.16% | — | +859.69% | |
| 31 | BLKCHF | Blackrock INC | 株式-その他 | 1.16% | — | -4.51% | |
| 32 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.15% | — | -13.15% | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.14% | — | -9.41% | |
| 34 | INTC | Intel CORP | 株式-IT | 1.13% | — | -24.86% | |
| 35 | DHI | Dr Horton INC | 株式-一般消費財 | 1.12% | — | — | |
| 36 | ADBE | Adobe INC | 株式-IT | 1.12% | — | -3.21% | |
| 37 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.12% | — | -17.31% | |
| 38 | DHR | Danaher CORP | 株式-ヘルスケア | 1.11% | — | -4.72% | |
| 39 | VTV | Vanguard Value ETF | ETF-その他 | 1.10% | — | — | |
| 40 | ROP | Roper Technologies INC | 株式-IT | 1.05% | — | -2.07% | |
| 41 | PANW | Palo Alto Networks INC | 株式-IT | 0.98% | — | -0.55% | |
| 42 | MDT | Medtronic plc | 株式-ヘルスケア | 0.97% | — | -5.69% | |
| 43 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.96% | — | — | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | — | -17.11% | |
| 45 | NEE | Nextera Energy INC | 株式-公益事業 | 0.94% | — | -20.36% | |
| 46 | BC | Brunswick CORP | 株式-一般消費財 | 0.91% | — | — | |
| 47 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.91% | — | -29.19% | |
| 48 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.88% | — | -10.39% | |
| 49 | AMT | American Tower CORP | 株式-不動産 | 0.88% | — | +0.12% | |
| 50 | DE | Deere & Co | 株式-資本財 | 0.86% | — | +9.62% |