CIK: 0001513189
申告総資産額
$19.8億
| # | 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 | SYK | Stryker CORP | 株式-ヘルスケア | 56.83% | -6.11% | +0.03% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.57% | -0.47% | +10.20% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 4.45% | +0.05% | +3.06% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.71% | +0.11% | -9.48% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.57% | +0.94% | -7.95% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.38% | +2.56% | -2.04% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.27% | +0.09% | +6.11% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.04% | -0.29% | -0.17% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.01% | -0.05% | +20.88% | |
| 10 | SLB | Slb LTD | 株式-エネルギー | 0.75% | +0.08% | +2.97% | |
| 11 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.61% | -0.03% | +3.31% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.60% | +0.07% | +1.96% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 0.59% | — | +1.81% | |
| 14 | DHR | Danaher CORP | 株式-ヘルスケア | 0.56% | -0.04% | +3.52% | |
| 15 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.56% | -0.03% | +2.61% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 0.56% | -0.07% | +0.32% | |
| 17 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.55% | -0.07% | -0.62% | |
| 18 | ORCL | Oracle CORP | 株式-IT | 0.54% | -0.10% | +5.53% | |
| 19 | TXN | Texas Instruments INC | 株式-IT | 0.52% | +0.04% | +0.15% | |
| 20 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.52% | — | +4.40% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.50% | +0.07% | +16.69% | |
| 22 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.50% | — | -0.11% | |
| 23 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.49% | — | -2.30% | |
| 24 | ACN | Accenture plc | 株式-IT | 0.49% | -0.04% | +0.72% | |
| 25 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.48% | — | +4.86% | |
| 26 | HON | Honeywell International INC | 株式-資本財 | 0.45% | +0.03% | +5.05% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.45% | -0.04% | +1.67% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.44% | -0.05% | +3.19% | |
| 29 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.41% | +0.04% | +5.76% | |
| 30 | NEE | Nextera Energy INC | 株式-公益事業 | 0.38% | — | +3.92% | |
| 31 | AMT | American Tower CORP | 株式-不動産 | 0.37% | — | -4.55% | |
| 32 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.37% | +0.05% | +9.14% | |
| 33 | ROP | Roper Technologies INC | 株式-IT | 0.37% | -0.15% | +0.62% | |
| 34 | DG | Dollar General CORP | 株式-生活必需品 | 0.37% | — | +4.55% | |
| 35 | INTU | Intuit INC | 株式-IT | 0.30% | -0.09% | -1.37% | |
| 36 | ECL | Ecolab INC | 株式-素材 | 0.28% | — | +5.83% | |
| 37 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.28% | -0.03% | -8.51% | |
| 38 | SPGI | S&p Global INC | 株式-金融 | 0.28% | -0.04% | -3.16% | |
| 39 | LHX | L3harris Technologies INC | 株式-資本財 | 0.26% | +0.03% | +0.11% | |
| 40 | BLKCHF | Blackrock INC | 株式-その他 | 0.26% | — | +0.44% | |
| 41 | FISV | Fiserv INC | 株式-その他 | 0.26% | — | +0.11% | |
| 42 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.26% | — | +3.63% | |
| 43 | FRCB | First Republic Bank/ca | 株式-金融 | 0.25% | — | +0.74% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.25% | — | +0.70% | |
| 45 | FTV | Fortive CORP | 株式-IT | 0.24% | — | +0.19% | |
| 46 | KDP | Keurig Dr Pepper INC | 株式-生活必需品 | 0.24% | — | — | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.23% | — | +3.51% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.22% | — | +1.63% | |
| 49 | SSRM | Ssr Mining INC | 株式-素材 | 0.21% | — | -0.34% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.21% | +0.09% | -0.24% |