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 | 11.13% | — | -11.89% | |
| 2 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 6.20% | — | -0.52% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.12% | — | +0.53% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.96% | — | +0.74% | |
| 5 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.87% | — | +0.47% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.70% | — | -0.20% | |
| 7 | UNP | Union Pacific CORP | 株式-資本財 | 3.22% | — | +0.82% | |
| 8 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 3.19% | — | +0.75% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.98% | — | -1.66% | |
| 10 | ACN | Accenture plc | 株式-IT | 2.86% | — | +0.23% | |
| 11 | FDX | Fedex CORP | 株式-資本財 | 2.67% | — | +2.39% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.65% | — | +0.48% | |
| 13 | TEL | TE Connectivity plc | 株式-IT | 2.49% | — | +1.29% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.47% | — | +50.57% | |
| 15 | CAT | Caterpillar INC | 株式-資本財 | 2.34% | — | +0.99% | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 2.09% | — | +0.78% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 2.04% | — | +1.29% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 2.01% | — | -0.38% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.99% | — | +111.69% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.98% | — | +7.50% | |
| 21 | LIN | Linde plc | 株式-素材 | 1.98% | — | +4.58% | |
| 22 | CRM | Salesforce INC | 株式-IT | 1.95% | — | +3.54% | |
| 23 | RTX | Rtx CORP | 株式-資本財 | 1.81% | — | +12.30% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.79% | — | +7.72% | |
| 25 | MDT | Medtronic plc | 株式-ヘルスケア | 1.72% | — | +7.73% | |
| 26 | GPN | Global Payments INC | 株式-資本財 | 1.72% | — | +7.36% | |
| 27 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.45% | — | — | |
| 28 | C | Citigroup INC | 株式-金融 | 1.37% | — | +8.50% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.28% | — | +7.34% | |
| 30 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 1.26% | — | -2.10% | |
| 31 | CNK | Cinemark Holdings INC | 株式-その他 | 0.98% | — | +0.39% | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 0.94% | — | -1.48% | |
| 33 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.92% | — | — | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.88% | — | +3.54% | |
| 35 | APH | Amphenol Corp-cl A | 株式-IT | 0.76% | — | +100.00% | |
| 36 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.73% | — | -1.66% | |
| 37 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.55% | — | +2.23% | |
| 38 | ITW | Illinois Tool Works | 株式-資本財 | 0.52% | — | -7.95% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.49% | — | -9.81% | |
| 40 | AMT | American Tower CORP | 株式-不動産 | 0.49% | — | — | |
| 41 | AXP | American Express Co | 株式-金融 | 0.48% | — | -9.61% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.44% | — | -7.53% | |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | — | -3.27% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | — | — | |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.39% | — | +9.35% | |
| 46 | HD | Home Depot INC | 株式-一般消費財 | 0.33% | — | -0.78% | |
| 47 | QLD | Proshares Ultra Qqq | ETF-その他 | 0.31% | — | — | |
| 48 | FTV | Fortive CORP | 株式-IT | 0.31% | — | +1.80% | |
| 49 | FISV | Fiserv INC | 株式-その他 | 0.24% | — | -4.56% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.24% | — | +1.31% |