CIK: 0000914933
申告総資産額
$10.2億
上位200銘柄を表示中（全228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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 18.23% | -0.42% | -0.46% | |
| 2 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 10.34% | +0.25% | -0.16% | |
| 3 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 7.81% | — | -9.83% | |
| 4 | GUNR | Flexshares Global Upstream N | ETF-その他 | 5.59% | +1.30% | +7.22% | |
| 5 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 3.12% | — | +279.47% | |
| 6 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 2.38% | — | +2.93% | |
| 7 | KBA | Kraneshares Bosera Msci Chin | ETF-その他 | 1.95% | — | -3.31% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.80% | -0.08% | +1.56% | |
| 9 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-その他 | 1.74% | — | — | |
| 10 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.73% | — | +1.75% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.39% | -0.27% | -1.49% | |
| 12 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.38% | — | — | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | — | +2.64% | |
| 14 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.15% | -0.06% | +3.14% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.08% | — | +1.86% | |
| 16 | ICLN | Ishares Global Clean Energy | ETF-その他 | 0.92% | — | — | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 0.79% | -0.04% | -0.57% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.79% | -0.05% | — | |
| 19 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.77% | — | +3.04% | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 0.75% | — | +2.04% | |
| 21 | PYPL | Paypal Holdings INC | 株式-金融 | 0.73% | — | -4.53% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 0.62% | — | — | |
| 23 | ENTG | Entegris INC | 株式-IT | 0.62% | — | -11.89% | |
| 24 | SYK | Stryker CORP | 株式-ヘルスケア | 0.61% | -2.90% | +7.14% | |
| 25 | HON | Honeywell International INC | 株式-資本財 | 0.60% | — | — | |
| 26 | CCI | Crown Castle INC | 株式-不動産 | 0.60% | — | — | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | — | |
| 28 | ADBE | Adobe INC | 株式-IT | 0.59% | — | +4.17% | |
| 29 | C | Citigroup INC | 株式-金融 | 0.58% | — | — | |
| 30 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.58% | — | +0.92% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.58% | -0.04% | — | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.56% | — | — | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.54% | — | — | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.52% | — | — | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.50% | — | -1.37% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | — | |
| 37 | TXN | Texas Instruments INC | 株式-IT | 0.49% | — | — | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.47% | — | +6.58% | |
| 39 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.46% | — | +5.11% | |
| 40 | GPN | Global Payments INC | 株式-資本財 | 0.45% | — | +17.95% | |
| 41 | AXP | American Express Co | 株式-金融 | 0.45% | — | +29.98% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.44% | — | — | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.44% | -0.04% | +4.72% | |
| 44 | MTCH | Match Group INC | 株式-通信サービス | 0.42% | — | — | |
| 45 | D | Dominion Energy INC | 株式-公益事業 | 0.40% | — | +17.07% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.40% | — | +11.34% | |
| 47 | CDNS | Cadence Design Sys INC | 株式-IT | 0.40% | — | +18.81% | |
| 48 | FTV | Fortive CORP | 株式-IT | 0.40% | — | — | |
| 49 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.40% | — | — | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.39% | — | +300.00% |