CIK: 0001513189
申告総資産額
$19.8億
上位200銘柄を表示中（全209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 | SYK | Stryker CORP | 株式-ヘルスケア | 57.11% | -6.11% | -6.98% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.73% | -0.47% | +2.18% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 4.55% | +0.05% | -0.05% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.80% | +2.56% | -0.39% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.27% | +0.11% | -2.68% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.70% | +0.94% | -0.99% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.60% | +2.16% | — | |
| 8 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.34% | — | — | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.33% | -0.29% | -6.17% | |
| 10 | AAPL | Apple INC | 株式-IT | 0.73% | -0.05% | -19.28% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.71% | +0.09% | +330.10% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.71% | -0.07% | -3.41% | |
| 13 | ORCL | Oracle CORP | 株式-IT | 0.63% | -0.10% | -4.57% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 0.55% | -0.07% | -5.12% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.53% | +0.07% | -27.28% | |
| 16 | SLB | Slb LTD | 株式-エネルギー | 0.53% | +0.08% | -7.24% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | -0.05% | -4.00% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | — | -3.83% | |
| 19 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.49% | — | -3.20% | |
| 20 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.49% | -0.03% | -2.87% | |
| 21 | ACN | Accenture plc | 株式-IT | 0.45% | -0.04% | -8.90% | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.40% | -0.03% | -3.92% | |
| 23 | TXN | Texas Instruments INC | 株式-IT | 0.40% | +0.04% | -4.52% | |
| 24 | DHR | Danaher CORP | 株式-ヘルスケア | 0.37% | -0.04% | -4.29% | |
| 25 | ROP | Roper Technologies INC | 株式-IT | 0.36% | -0.15% | -5.20% | |
| 26 | INTU | Intuit INC | 株式-IT | 0.36% | -0.09% | -4.86% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.34% | -0.04% | -4.08% | |
| 28 | ECL | Ecolab INC | 株式-素材 | 0.33% | — | -4.38% | |
| 29 | FISV | Fiserv INC | 株式-その他 | 0.32% | — | -3.24% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.32% | +0.07% | -7.90% | |
| 31 | KDP | Keurig Dr Pepper INC | 株式-生活必需品 | 0.31% | — | +110.77% | |
| 32 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.29% | -0.03% | -1.74% | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.29% | +0.03% | -7.41% | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.28% | — | -7.93% | |
| 35 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.27% | +0.04% | -3.95% | |
| 36 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.27% | — | -4.82% | |
| 37 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.26% | — | -0.93% | |
| 38 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.25% | +0.05% | -6.93% | |
| 39 | SPGI | S&p Global INC | 株式-金融 | 0.25% | -0.04% | -4.36% | |
| 40 | FTV | Fortive CORP | 株式-IT | 0.24% | — | -5.77% | |
| 41 | AMT | American Tower CORP | 株式-不動産 | 0.24% | — | -6.75% | |
| 42 | ADBE | Adobe INC | 株式-IT | 0.23% | — | -3.85% | |
| 43 | BLKCHF | Blackrock INC | 株式-その他 | 0.22% | — | -3.57% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.20% | — | -8.44% | |
| 45 | ICE | Intercontinental Exchange In | 株式-金融 | 0.20% | — | -5.20% | |
| 46 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.19% | — | -12.03% | |
| 47 | LHX | L3harris Technologies INC | 株式-資本財 | 0.18% | +0.03% | +3.42% | |
| 48 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.17% | — | -2.93% | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.17% | — | -6.51% | |
| 50 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 0.17% | — | — |