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 | 9.71% | — | +0.04% | |
| 2 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 6.13% | — | -0.51% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.31% | — | -0.19% | |
| 4 | UNP | Union Pacific CORP | 株式-資本財 | 3.47% | — | +0.80% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.42% | — | +2.32% | |
| 6 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 3.26% | — | -0.33% | |
| 7 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.22% | — | +1.29% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.01% | — | +2.65% | |
| 9 | ACN | Accenture plc | 株式-IT | 2.90% | — | +1.00% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 2.82% | — | +1.79% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.79% | — | -1.13% | |
| 12 | UTXZ | United Tech CORP | 株式-その他 | 2.50% | — | +2.11% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.47% | — | +170.79% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 2.28% | — | +3.00% | |
| 15 | CNK | Cinemark Holdings INC | 株式-その他 | 2.22% | — | +1.83% | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 2.15% | — | +1.04% | |
| 17 | MDT | Medtronic plc | 株式-ヘルスケア | 2.01% | — | +2.86% | |
| 18 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 1.83% | — | +2.23% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.83% | — | -0.90% | |
| 20 | LIN | Linde plc | 株式-素材 | 1.76% | — | +2.30% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.76% | — | -0.10% | |
| 22 | CAT | Caterpillar INC | 株式-資本財 | 1.74% | — | +2.24% | |
| 23 | CRM | Salesforce INC | 株式-IT | 1.74% | — | +4.19% | |
| 24 | FDX | Fedex CORP | 株式-資本財 | 1.70% | — | +3.27% | |
| 25 | C | Citigroup INC | 株式-金融 | 1.58% | — | +2.53% | |
| 26 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.51% | — | -4.85% | |
| 27 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.45% | — | -0.37% | |
| 28 | AXP | American Express Co | 株式-金融 | 1.37% | — | -5.67% | |
| 29 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.17% | — | -5.40% | |
| 30 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.03% | — | -4.06% | |
| 31 | FXI | Ishares China Large-cap ETF | ETF-新興国市場 | 0.99% | — | +5.02% | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 0.98% | — | -4.66% | |
| 33 | HP | Helmerich & Payne | 株式-エネルギー | 0.86% | — | +1.26% | |
| 34 | APH | Amphenol Corp-cl A | 株式-IT | 0.85% | — | -4.66% | |
| 35 | XLE | Ss Energy Select Sector | ETF-その他 | 0.83% | — | -1.60% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.82% | — | -4.68% | |
| 37 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.78% | — | -1.77% | |
| 38 | AMG | Affiliated Managers Group | 株式-金融 | 0.74% | — | -2.28% | |
| 39 | AMT | American Tower CORP | 株式-不動産 | 0.67% | — | -7.57% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.65% | — | +68.97% | |
| 41 | ITW | Illinois Tool Works | 株式-資本財 | 0.64% | — | -0.40% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.63% | — | -1.17% | |
| 43 | TEL | TE Connectivity plc | 株式-IT | 0.57% | — | -6.09% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.52% | — | — | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.52% | — | — | |
| 46 | FTV | Fortive CORP | 株式-IT | 0.45% | — | -3.61% | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.45% | — | +0.37% | |
| 48 | TIFEUR | Tiffany & Co | 株式-その他 | 0.44% | — | -9.13% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | -0.57% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | -0.56% |