CIK: 0001482689
申告総資産額
$63.6億
上位200銘柄を表示中（全421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 | AAPL | Apple INC | 株式-IT | 6.04% | -0.28% | -1.08% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.36% | -1.19% | -1.15% | |
| 3 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.56% | -0.27% | -0.76% | |
| 4 | BX | Blackstone INC | 株式-金融 | 3.32% | -0.55% | -2.24% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.26% | -0.19% | -0.20% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 3.16% | +0.02% | -0.63% | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.11% | -0.16% | -0.90% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 2.68% | -0.26% | +0.59% | |
| 9 | ACN | Accenture plc | 株式-IT | 2.68% | -0.22% | -0.47% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.59% | -0.38% | -1.49% | |
| 11 | CBRE | Cbre Group INC - A | 株式-不動産 | 2.21% | -0.25% | -1.58% | |
| 12 | AZO | Autozone INC | 株式-一般消費財 | 2.20% | — | -1.27% | |
| 13 | AMT | American Tower CORP | 株式-不動産 | 2.20% | — | +1.12% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.06% | -0.22% | -0.75% | |
| 15 | MS | Morgan Stanley | 株式-金融 | 2.05% | -0.11% | +0.99% | |
| 16 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.92% | -0.04% | +0.46% | |
| 17 | ADBE | Adobe INC | 株式-IT | 1.83% | -0.30% | -0.71% | |
| 18 | CE | Celanese CORP | 株式-素材 | 1.74% | — | +0.23% | |
| 19 | CDW | Cdw Corp/de | 株式-IT | 1.71% | -0.89% | +0.84% | |
| 20 | BLKCHF | Blackrock INC | 株式-その他 | 1.64% | — | -0.12% | |
| 21 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.60% | — | +0.08% | |
| 22 | ROP | Roper Technologies INC | 株式-IT | 1.55% | -0.05% | -0.18% | |
| 23 | ✓ | SS&C Technologies Hldgs Inc. | 株式-その他 | 1.53% | — | +0.79% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.48% | — | +9.26% | |
| 25 | TXN | Texas Instruments INC | 株式-IT | 1.47% | — | +1.34% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.44% | -0.02% | -0.08% | |
| 27 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.40% | -0.31% | +1.76% | |
| 28 | CB | Chubb Limited | 株式-金融 | 1.38% | — | +0.56% | |
| 29 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.35% | — | +2.63% | |
| 30 | ✓ | Builders Firstsource INC | 株式-その他 | 1.33% | — | +1.34% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.25% | +0.29% | -0.94% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.18% | — | +1.28% | |
| 33 | AKX | Ansys INC | 株式-その他 | 1.14% | — | -0.16% | |
| 34 | WMB | Williams Cos INC | 株式-エネルギー | 1.08% | +0.54% | +2.13% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.05% | +0.02% | -2.77% | |
| 36 | BBY | Best Buy Co INC | 株式-一般消費財 | 1.04% | — | +4.56% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.03% | -0.01% | +6.37% | |
| 38 | ✓ | WisdomTree Large Cap Dividend | 株式-その他 | 0.92% | — | +92.71% | |
| 39 | BWA | Borgwarner INC | 株式-一般消費財 | 0.89% | — | -1.37% | |
| 40 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | — | -0.99% | |
| 41 | ✓ | FedEx Corporation | 株式-その他 | 0.74% | — | -7.10% | |
| 42 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.72% | — | +0.67% | |
| 43 | IPGP | Ipg Photonics CORP | 株式-IT | 0.66% | — | -0.45% | |
| 44 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.63% | — | +8.41% | |
| 45 | FIS | Fidelity National Info Serv | 株式-IT | 0.46% | — | -47.11% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.40% | — | +1.46% | |
| 47 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.38% | +0.12% | -3.08% | |
| 48 | NET | Cloudflare INC - Class A | 株式-IT | 0.38% | — | -19.45% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.37% | — | +1.28% | |
| 50 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.36% | -0.03% | -0.26% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.6% | -1.08% | 減少 |
| 2 | ✓ | Builders Firstsource INC | +0.5% | +1.34% | 増加 |
| 3 | UNH | Unitedhealth Group INC | +0.4% | -0.90% | 減少 |
| 4 | ACN | Accenture plc | +0.4% | -0.47% | 減少 |
| 5 | HD | Home Depot INC | +0.4% | -0.63% | 減少 |
| 6 | MSFT | Microsoft CORP | +0.3% | -1.15% | 減少 |
| 7 | AZO | Autozone INC | +0.2% | -1.27% | 減少 |
| 8 | TMO | Thermo Fisher Scientific INC | +0.1% | -0.76% | 減少 |
| 9 | COST | Costco Wholesale CORP | +0.1% | -0.94% | 減少 |
| 10 | ABT | Abbott Laboratories | +0.1% | +0.46% | 増加 |
| 11 | MCD | Mcdonald's CORP | +0.1% | +9.26% | 増加 |
| 12 | STZ | Constellation Brands Inc-a | +0.1% | +2.63% | 増加 |
| 13 | ✓ | SS&C Technologies Hldgs Inc. | +0.1% | +0.79% | 増加 |
| 14 | TJX | Tjx Companies INC | +0.1% | +6.37% | 増加 |
| 15 | SHW | Sherwin-williams Co/the | +0.1% | +0.67% | 増加 |
| 16 | AKX | Ansys INC | +0.1% | -0.16% | 減少 |
| 17 | NKE | Nike INC -cl B | +0.1% | +0.08% | 増加 |
| 18 | IVV | Ishares Core S&p 500 ETF | +0.1% | +8.41% | 増加 |
| 19 | CDW | Cdw Corp/de | 0% | +0.84% | 増加 |
| 20 | PFE | Pfizer INC | 0% | -2.11% | 減少 |
| 21 | ADP | Automatic Data Processing | 0% | -0.11% | 減少 |
| 22 | ✓ | Tesla, Inc. | 0% | -4.35% | 減少 |
| 23 | PEP | Pepsico INC | 0% | +1.46% | 増加 |
| 24 | CSCO | Cisco Systems INC | 0% | +1.28% | 増加 |
| 25 | ABBV | Abbvie INC | 0% | -1.31% | 減少 |
| 26 | LOW | Lowe's Cos INC | 0% | -3.09% | 減少 |
| 27 | AMT | American Tower CORP | 0% | +1.12% | 増加 |
| 28 | CB | Chubb Limited | 0% | +0.56% | 増加 |
| 29 | SCHW | Schwab (charles) CORP | 0% | -1.22% | 減少 |
| 30 | PG | Procter & Gamble Co/the | 0% | +0.83% | 増加 |
| 31 | CE | Celanese CORP | — | +0.23% | 増加 |
| 32 | ✓ | FedEx Corporation | 0% | -7.10% | 減少 |
| 33 | ROP | Roper Technologies INC | 0% | -0.18% | 減少 |
| 34 | IPGP | Ipg Photonics CORP | 0% | -0.45% | 減少 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.08% | 減少 |
| 36 | CBRE | Cbre Group INC - A | 0% | -1.58% | 減少 |
| 37 | BLKCHF | Blackrock INC | 0% | -0.12% | 減少 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.77% | 減少 |
| 39 | ✓ | WisdomTree Large Cap Dividend | 0% | +92.71% | 増加 |
| 40 | JNJ | Johnson & Johnson | -0.1% | -0.99% | 減少 |
| 41 | GOOGL | Alphabet Inc-cl A | -0.1% | -0.75% | 減少 |
| 42 | XLRN | Acceleron Pharma INC | -0.1% | EXIT | 全売却 |
| 43 | BX | Blackstone INC | -0.1% | -2.24% | 減少 |
| 44 | GOOG | Alphabet Inc-cl C | -0.1% | -1.49% | 減少 |
| 45 | MA | Mastercard INC - A | -0.2% | +0.59% | 増加 |
| 46 | MS | Morgan Stanley | -0.2% | +0.99% | 増加 |
| 47 | DIS | Walt Disney Co/the | -0.2% | +1.28% | 増加 |
| 48 | ADBE | Adobe INC | -0.3% | -0.71% | 減少 |
| 49 | AMZN | Amazon.com INC | -0.3% | -0.20% | 減少 |
| 50 | FIS | Fidelity National Info Serv | -0.6% | -47.11% | 減少 |