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 | 56.21% | -6.11% | -0.01% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 7.28% | -0.47% | -4.17% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 5.06% | +0.05% | -1.66% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 3.14% | +0.19% | -3.98% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.87% | +0.11% | -1.35% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.07% | +0.94% | -9.15% | |
| 7 | AAPL | Apple INC | 株式-IT | 1.57% | -0.05% | +2.25% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.53% | +2.56% | -63.11% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.22% | -0.29% | +2.02% | |
| 10 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.07% | +0.63% | +10298.15% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | -0.07% | +2.55% | |
| 12 | WWD | Woodward INC | 株式-資本財 | 0.94% | +0.13% | +0.05% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.66% | -0.05% | -1.21% | |
| 14 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.63% | +0.09% | -2.49% | |
| 15 | NVDA | Nvidia CORP | 株式-IT | 0.55% | -0.03% | +0.87% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | -0.07% | +2.83% | |
| 17 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.46% | +0.07% | -2.21% | |
| 18 | VTWO | Vanguard Russell 2000 ETF | ETF-中小型株 | 0.43% | +0.04% | +1.74% | |
| 19 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.40% | -0.03% | +2.03% | |
| 20 | ORCL | Oracle CORP | 株式-IT | 0.36% | -0.10% | -1.09% | |
| 21 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.34% | — | -37.21% | |
| 22 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.33% | -0.03% | -6.39% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.33% | — | +1.55% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.32% | +0.07% | -7.02% | |
| 25 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.29% | +0.05% | -1.53% | |
| 26 | TXN | Texas Instruments INC | 株式-IT | 0.26% | +0.04% | -4.30% | |
| 27 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.25% | -0.03% | -0.50% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.25% | -0.04% | +3.99% | |
| 29 | INTU | Intuit INC | 株式-IT | 0.25% | -0.09% | -1.42% | |
| 30 | ECL | Ecolab INC | 株式-素材 | 0.24% | — | -2.17% | |
| 31 | SLB | Slb LTD | 株式-エネルギー | 0.24% | +0.08% | -1.47% | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 0.23% | -0.04% | +4.96% | |
| 33 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.22% | — | -0.73% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.21% | — | +20.70% | |
| 35 | BLK | Blackrock INC | 株式-金融 | 0.21% | — | -0.81% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.20% | — | +221.44% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.20% | — | +7.86% | |
| 38 | SPGI | S&p Global INC | 株式-金融 | 0.20% | -0.04% | -0.32% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.18% | +0.03% | -3.52% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.18% | — | -0.14% | |
| 41 | ACN | Accenture plc | 株式-IT | 0.18% | -0.04% | -9.68% | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.18% | — | -0.08% | |
| 43 | DFAS | Dimensional US Small Cap ETF | ETF-中小型株 | 0.18% | — | -6.84% | |
| 44 | ICE | Intercontinental Exchange In | 株式-金融 | 0.17% | — | -1.40% | |
| 45 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.17% | -0.05% | — | |
| 46 | ROP | Roper Technologies INC | 株式-IT | 0.17% | -0.15% | -5.60% | |
| 47 | VENU | Venu Holding CORP | 株式-その他 | 0.17% | -0.17% | EXIT | |
| 48 | LHX | L3harris Technologies INC | 株式-資本財 | 0.16% | +0.03% | +0.64% | |
| 49 | GE | General Electric | 株式-資本財 | 0.15% | — | +0.57% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.14% | +0.09% | — |