CIK: 0001126395
申告総資産額
$65.3億
上位200銘柄を表示中（全938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 | 5.35% | — | -0.23% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.31% | +0.30% | -0.69% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.34% | +0.19% | +0.26% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.05% | +0.32% | -0.75% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.01% | -0.06% | -1.09% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 2.89% | +0.32% | -1.19% | |
| 7 | GVI | Ishares Intermediate Governm | ETF-その他 | 2.73% | -2.41% | +14.28% | |
| 8 | WMT | Walmart INC | 株式-生活必需品 | 2.26% | — | -0.22% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.09% | +0.01% | -1.64% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.03% | +0.04% | -0.22% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.96% | +0.01% | +1.85% | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.77% | +0.16% | -3.66% | |
| 13 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.71% | — | +0.22% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.51% | — | +0.10% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.41% | +0.23% | +7.11% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.39% | -0.52% | -1.21% | |
| 17 | AXP | American Express Co | 株式-金融 | 1.37% | — | +0.90% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.30% | +0.16% | +0.25% | |
| 19 | ETN | Eaton Corporation plc | 株式-資本財 | 1.24% | +0.09% | -0.47% | |
| 20 | NEE | Nextera Energy INC | 株式-公益事業 | 1.23% | — | +0.59% | |
| 21 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 1.17% | — | -4.26% | |
| 22 | NOW | Servicenow INC | 株式-IT | 1.07% | — | -0.30% | |
| 23 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.01% | — | — | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.00% | — | +0.03% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.96% | — | +36.69% | |
| 26 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.95% | — | +0.96% | |
| 27 | PNC | Pnc Financial Services Group | 株式-金融 | 0.94% | — | +5.13% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.93% | +0.10% | +11.75% | |
| 29 | PANW | Palo Alto Networks INC | 株式-IT | 0.92% | +0.39% | +99.10% | |
| 30 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.89% | +0.81% | +1.66% | |
| 31 | HON | Honeywell International INC | 株式-資本財 | 0.89% | — | -1.52% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.89% | — | -0.03% | |
| 33 | EMR | Emerson Electric Co | 株式-資本財 | 0.88% | — | +18.58% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.87% | — | -2.74% | |
| 35 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 0.87% | — | -0.39% | |
| 36 | VIGI | Vanguard Int Div App Indx Fd | ETF-その他 | 0.86% | — | +0.29% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.84% | — | -20.26% | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 0.80% | — | +7.94% | |
| 39 | HD | Home Depot INC | 株式-一般消費財 | 0.77% | — | -4.91% | |
| 40 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 0.77% | — | +1.64% | |
| 41 | LIN | Linde plc | 株式-素材 | 0.74% | — | +0.42% | |
| 42 | ADI | Analog Devices INC | 株式-IT | 0.73% | +0.17% | +30.81% | |
| 43 | PLD | Prologis INC | 株式-不動産 | 0.72% | — | -1.17% | |
| 44 | ECL | Ecolab INC | 株式-素材 | 0.72% | — | +1.75% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | — | -4.17% | |
| 46 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.66% | +0.08% | +1.64% | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.64% | — | +1.59% | |
| 48 | WM | Waste Management INC | 株式-資本財 | 0.63% | — | +2.82% | |
| 49 | IQLT | Ishares Msci International Q | ETF-その他 | 0.59% | — | +0.69% | |
| 50 | PH | Parker Hannifin CORP | 株式-資本財 | 0.57% | — | +11.09% |