CIK: 0000936698
申告総資産額
$8.3億
| # | 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 | AAPL | Apple INC | 株式-IT | 11.42% | — | -0.73% | |
| 2 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 6.16% | — | -0.36% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.58% | — | -0.76% | |
| 4 | UNP | Union Pacific CORP | 株式-資本財 | 3.48% | — | -0.54% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.46% | — | +1.83% | |
| 6 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.16% | — | -0.14% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.99% | — | +3.17% | |
| 8 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 2.90% | — | +0.24% | |
| 9 | ACN | Accenture plc | 株式-IT | 2.87% | — | +0.04% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.75% | — | -0.51% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 2.56% | — | +0.66% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.52% | — | +1.70% | |
| 13 | UTXZ | United Tech CORP | 株式-その他 | 2.50% | — | +0.82% | |
| 14 | BAC | Bank Of America CORP | 株式-金融 | 2.40% | — | +2.03% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 2.35% | — | +12.42% | |
| 16 | MDT | Medtronic plc | 株式-ヘルスケア | 1.91% | — | +0.80% | |
| 17 | CAT | Caterpillar INC | 株式-資本財 | 1.88% | — | +2.34% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.83% | — | +1.20% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.83% | — | +0.67% | |
| 20 | CNK | Cinemark Holdings INC | 株式-その他 | 1.80% | — | +2.37% | |
| 21 | CRM | Salesforce INC | 株式-IT | 1.80% | — | +4.45% | |
| 22 | LIN | Linde plc | 株式-素材 | 1.76% | — | +0.40% | |
| 23 | FDX | Fedex CORP | 株式-資本財 | 1.69% | — | +5.53% | |
| 24 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 1.68% | — | +0.07% | |
| 25 | C | Citigroup INC | 株式-金融 | 1.64% | — | -0.97% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.43% | — | +2.44% | |
| 27 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.40% | — | -0.70% | |
| 28 | AXP | American Express Co | 株式-金融 | 1.26% | — | -2.71% | |
| 29 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.06% | — | -5.37% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.01% | — | -0.70% | |
| 31 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.99% | — | +1.23% | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 0.94% | — | — | |
| 33 | APH | Amphenol Corp-cl A | 株式-IT | 0.85% | — | -0.75% | |
| 34 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.79% | — | -1.33% | |
| 35 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.79% | — | — | |
| 36 | XLE | Ss Energy Select Sector | ETF-その他 | 0.75% | — | -0.46% | |
| 37 | ITW | Illinois Tool Works | 株式-資本財 | 0.66% | — | -1.21% | |
| 38 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.64% | — | +1.72% | |
| 39 | AMT | American Tower CORP | 株式-不動産 | 0.63% | — | — | |
| 40 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.62% | — | -0.13% | |
| 41 | HP | Helmerich & Payne | 株式-エネルギー | 0.60% | — | -31.91% | |
| 42 | TEL | TE Connectivity plc | 株式-IT | 0.53% | — | — | |
| 43 | AMG | Affiliated Managers Group | 株式-金融 | 0.53% | — | -22.63% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.51% | — | — | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.51% | — | -1.01% | |
| 46 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.46% | — | +6.61% | |
| 47 | FTV | Fortive CORP | 株式-IT | 0.46% | — | — | |
| 48 | TIFEUR | Tiffany & Co | 株式-その他 | 0.46% | — | -20.91% | |
| 49 | FISV | Fiserv INC | 株式-その他 | 0.34% | — | -0.41% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.33% | — | -0.00% |