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 | 55.23% | -6.11% | -0.03% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 6.93% | -0.47% | -6.93% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 4.82% | +0.05% | -5.72% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.78% | +2.56% | -1.46% | |
| 5 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.02% | +0.19% | +6.27% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.67% | +0.11% | +0.69% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.04% | +0.94% | +17.65% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.04% | +2.16% | +0.23% | |
| 9 | AAPL | Apple INC | 株式-IT | 1.34% | -0.05% | -1.01% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.20% | -0.29% | +0.81% | |
| 11 | WWD | Woodward INC | 株式-資本財 | 0.73% | +0.13% | -1.17% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.72% | -0.07% | -3.69% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.61% | -0.05% | -3.39% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.59% | +0.09% | -5.01% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.51% | -0.03% | +0.25% | |
| 16 | ORCL | Oracle CORP | 株式-IT | 0.49% | -0.10% | -4.16% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 0.48% | -0.07% | -1.60% | |
| 18 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.47% | — | -3.98% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.47% | +0.07% | -4.20% | |
| 20 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.38% | +0.04% | -5.55% | |
| 21 | VENU | Venu Holding CORP | 株式-その他 | 0.38% | -0.17% | EXIT | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.36% | -0.03% | -2.58% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | -3.24% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.32% | -0.03% | -6.16% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.32% | +0.07% | -2.10% | |
| 26 | TXN | Texas Instruments INC | 株式-IT | 0.27% | +0.04% | -2.28% | |
| 27 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.25% | +0.05% | -2.24% | |
| 28 | INTU | Intuit INC | 株式-IT | 0.24% | -0.09% | -4.23% | |
| 29 | ECL | Ecolab INC | 株式-素材 | 0.24% | — | -6.45% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.24% | -0.04% | -4.77% | |
| 31 | BLK | Blackrock INC | 株式-金融 | 0.21% | — | -3.51% | |
| 32 | SLB | Slb LTD | 株式-エネルギー | 0.20% | +0.08% | -5.16% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.20% | +0.19% | +3.03% | |
| 34 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.20% | -0.03% | -5.55% | |
| 35 | ROP | Roper Technologies INC | 株式-IT | 0.19% | -0.15% | -3.95% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.19% | +0.03% | -3.12% | |
| 37 | DHR | Danaher CORP | 株式-ヘルスケア | 0.18% | -0.04% | -4.21% | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.18% | — | -5.49% | |
| 39 | SPGI | S&p Global INC | 株式-金融 | 0.17% | -0.04% | -3.64% | |
| 40 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.17% | — | -4.67% | |
| 41 | ACN | Accenture plc | 株式-IT | 0.17% | -0.04% | -11.00% | |
| 42 | ICE | Intercontinental Exchange In | 株式-金融 | 0.17% | — | -5.31% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.17% | — | +3.23% | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.17% | — | -5.46% | |
| 45 | FISV | Fiserv INC | 株式-その他 | 0.16% | — | -10.04% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.16% | -0.05% | -1.51% | |
| 47 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.16% | — | -3.16% | |
| 48 | LHX | L3harris Technologies INC | 株式-資本財 | 0.15% | +0.03% | -0.83% | |
| 49 | KDP | Keurig Dr Pepper INC | 株式-生活必需品 | 0.14% | — | -8.49% | |
| 50 | AMT | American Tower CORP | 株式-不動産 | 0.14% | — | -4.25% |