CIK: 0001119254
申告総資産額
$15.3億
| # | 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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.63% | +0.72% | +1.61% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.05% | -1.14% | +0.25% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.76% | -0.86% | +3.27% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.22% | -1.05% | -0.36% | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 3.35% | -0.47% | -2.00% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.16% | -0.82% | -0.47% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.93% | +0.69% | +623.06% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.91% | -0.44% | -0.54% | |
| 9 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.76% | +1.20% | -0.50% | |
| 10 | NVDA | Nvidia CORP | 株式-IT | 2.67% | — | +24.39% | |
| 11 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.53% | — | -0.02% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 2.48% | -0.62% | -0.80% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.46% | +1.00% | -2.84% | |
| 14 | USIG | Ishares Broad Usd Investment | ETF-その他 | 2.17% | — | -1.18% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.13% | -0.24% | -0.35% | |
| 16 | PGR | Progressive CORP | 株式-金融 | 2.06% | -0.16% | -1.00% | |
| 17 | NEE | Nextera Energy INC | 株式-公益事業 | 1.75% | -0.05% | -1.44% | |
| 18 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.67% | -0.45% | -2.30% | |
| 19 | HWM | Howmet Aerospace INC | 株式-資本財 | 1.65% | +0.24% | -26.39% | |
| 20 | NFLX | Netflix INC | 株式-通信サービス | 1.48% | — | +0.98% | |
| 21 | LIN | Linde plc | 株式-素材 | 1.47% | +0.24% | -0.89% | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.44% | — | +0.40% | |
| 23 | APO | Apollo Global Management INC | 株式-金融 | 1.22% | -0.25% | -0.20% | |
| 24 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.18% | — | -0.88% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.16% | -0.19% | -4.84% | |
| 26 | ROP | Roper Technologies INC | 株式-IT | 1.13% | -0.07% | -2.47% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.09% | -0.04% | +0.33% | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.09% | -0.06% | +3.27% | |
| 29 | CRM | Salesforce INC | 株式-IT | 1.04% | — | -1.74% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 1.02% | -0.82% | -2.86% | |
| 31 | AXP | American Express Co | 株式-金融 | 1.01% | -0.17% | +0.47% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.01% | -0.02% | +0.22% | |
| 33 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.99% | -0.06% | -1.13% | |
| 34 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.97% | — | -0.71% | |
| 35 | DHR | Danaher CORP | 株式-ヘルスケア | 0.96% | -0.13% | -1.68% | |
| 36 | SYK | Stryker CORP | 株式-ヘルスケア | 0.95% | -0.06% | -0.97% | |
| 37 | SPGI | S&p Global INC | 株式-金融 | 0.89% | -0.14% | -1.14% | |
| 38 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.85% | — | -12.97% | |
| 39 | ASML | ASML Holding N.V. | 株式-IT | 0.85% | +0.24% | -1.73% | |
| 40 | EOG | Eog Resources INC | 株式-エネルギー | 0.85% | +0.27% | — | |
| 41 | WCN | Waste Connections INC | 株式-資本財 | 0.85% | -0.04% | +2.58% | |
| 42 | GD | General Dynamics CORP | 株式-資本財 | 0.82% | — | -0.18% | |
| 43 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-その他 | 0.78% | — | -5.13% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.76% | — | +3.48% | |
| 45 | ADP | Automatic Data Processing | 株式-IT | 0.72% | -0.08% | EXIT | |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 0.71% | — | -4.21% | |
| 47 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.62% | — | -4.47% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.62% | — | -2.69% | |
| 49 | ADBE | Adobe INC | 株式-IT | 0.61% | — | -6.70% | |
| 50 | GWW | Ww Grainger INC | 株式-資本財 | 0.56% | — | +0.95% |