CIK: 0001513189
申告総資産額
$19.8億
上位200銘柄を表示中（全204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 | 56.81% | -6.11% | -0.07% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.31% | -0.47% | -8.68% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 4.54% | +0.05% | -1.19% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.97% | +2.56% | -0.34% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.43% | +0.11% | +4.37% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.72% | +0.94% | -0.01% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.72% | +2.16% | — | |
| 8 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.36% | +0.19% | — | |
| 9 | AAPL | Apple INC | 株式-IT | 1.21% | -0.05% | -2.24% | |
| 10 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-その他 | 1.13% | — | -22.58% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.13% | -0.29% | -6.93% | |
| 12 | ORCL | Oracle CORP | 株式-IT | 0.65% | -0.10% | -10.01% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.60% | -0.07% | -10.45% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.59% | +0.09% | -5.44% | |
| 15 | WWD | Woodward INC | 株式-資本財 | 0.54% | +0.13% | +359.59% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | +0.07% | -6.85% | |
| 17 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.45% | — | -6.75% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | -0.05% | -5.43% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.42% | -0.07% | -10.33% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.41% | — | -10.50% | |
| 21 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.40% | -0.03% | -10.06% | |
| 22 | TXN | Texas Instruments INC | 株式-IT | 0.37% | +0.04% | -9.89% | |
| 23 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.33% | -0.03% | -10.23% | |
| 24 | ACN | Accenture plc | 株式-IT | 0.33% | -0.04% | -14.75% | |
| 25 | DHR | Danaher CORP | 株式-ヘルスケア | 0.31% | -0.04% | -9.08% | |
| 26 | SLB | Slb LTD | 株式-エネルギー | 0.31% | +0.08% | -9.03% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.31% | -0.03% | -3.45% | |
| 28 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.30% | +0.07% | -3.41% | |
| 29 | KDP | Keurig Dr Pepper INC | 株式-生活必需品 | 0.28% | — | -12.27% | |
| 30 | ECL | Ecolab INC | 株式-素材 | 0.28% | — | -8.63% | |
| 31 | FISV | Fiserv INC | 株式-その他 | 0.28% | — | -8.17% | |
| 32 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.27% | +0.04% | -1.61% | |
| 33 | ROP | Roper Technologies INC | 株式-IT | 0.26% | -0.15% | -13.55% | |
| 34 | INTU | Intuit INC | 株式-IT | 0.26% | -0.09% | -10.74% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.25% | -0.04% | -11.52% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.22% | +0.03% | -10.69% | |
| 37 | SPGI | S&p Global INC | 株式-金融 | 0.22% | -0.04% | -11.86% | |
| 38 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.21% | +0.05% | -8.34% | |
| 39 | AMT | American Tower CORP | 株式-不動産 | 0.20% | — | -12.34% | |
| 40 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.20% | — | -10.88% | |
| 41 | BLKCHF | Blackrock INC | 株式-その他 | 0.20% | — | -8.83% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.18% | — | -15.65% | |
| 43 | ICE | Intercontinental Exchange In | 株式-金融 | 0.18% | — | -8.97% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.18% | — | -9.58% | |
| 45 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.18% | — | -6.30% | |
| 46 | EZM | Wisdomtree US Midcap Fund | ETF-その他 | 0.17% | — | — | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.17% | — | -15.16% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.17% | +0.19% | — | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.17% | — | -4.73% | |
| 50 | EES | Wisdomtree US Smallcap Fund | ETF-その他 | 0.17% | — | — |