CIK: 0001162170
申告総資産額
$103.9億
上位200銘柄を表示中（全555銘柄）
| # | 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 | 72.40% | -5.30% | -2.74% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 7.46% | +0.72% | +1.21% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.33% | +0.06% | +1.72% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.30% | — | +0.05% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.89% | +0.06% | +2.78% | |
| 6 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 0.70% | — | +1.48% | |
| 7 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.64% | +0.09% | -3.03% | |
| 8 | AAPL | Apple INC | 株式-IT | 0.51% | +0.15% | +3.40% | |
| 9 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.49% | — | -1.12% | |
| 10 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.42% | — | -23.70% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.40% | +0.07% | -1.60% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 0.37% | +0.09% | +1.46% | |
| 13 | MSFT | Microsoft CORP | 株式-IT | 0.36% | — | +6.62% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.33% | +0.12% | +0.71% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.29% | +0.02% | +3.82% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 0.25% | — | +3.07% | |
| 17 | AMT | American Tower CORP | 株式-不動産 | 0.23% | — | +1.29% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.23% | +0.11% | +5.15% | |
| 19 | PYPL | Paypal Holdings INC | 株式-金融 | 0.23% | — | +1.79% | |
| 20 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.23% | — | +1.75% | |
| 21 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.22% | — | -2.69% | |
| 22 | HON | Honeywell International INC | 株式-資本財 | 0.22% | -0.25% | EXIT | |
| 23 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.20% | — | +3.58% | |
| 24 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.20% | — | -0.94% | |
| 25 | ROP | Roper Technologies INC | 株式-IT | 0.20% | — | -1.00% | |
| 26 | DG | Dollar General CORP | 株式-生活必需品 | 0.19% | — | -0.72% | |
| 27 | DHR | Danaher CORP | 株式-ヘルスケア | 0.18% | — | +0.24% | |
| 28 | C | Citigroup INC | 株式-金融 | 0.18% | — | +4.99% | |
| 29 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.18% | — | +3.79% | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.16% | — | +6.14% | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.16% | -0.04% | +1.15% | |
| 32 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.16% | — | -3.54% | |
| 33 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.16% | — | +2.72% | |
| 34 | CP | Canadian Pacific Kansa F | 株式-資本財 | 0.16% | — | +1.04% | |
| 35 | USB | US Bancorp | 株式-金融 | 0.14% | — | -0.54% | |
| 36 | ALLY | Ally Financial INC | 株式-金融 | 0.14% | — | -0.11% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.13% | — | -0.28% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.13% | — | -6.46% | |
| 39 | GJB | Steelcase Inc-cl A | 株式-その他 | 0.13% | — | -29.24% | |
| 40 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.13% | — | +0.04% | |
| 41 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.12% | — | +1.05% | |
| 42 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.12% | +0.18% | +13.94% | |
| 43 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.12% | — | +6.33% | |
| 44 | MMM | 3m Co | 株式-資本財 | 0.11% | — | +2.45% | |
| 45 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.11% | — | +3.13% | |
| 46 | GWPH | Gw Pharmaceuticals LTD | 株式-その他 | 0.10% | — | — | |
| 47 | WEN | Wendy's Co/the | 株式-一般消費財 | 0.10% | — | -47.76% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.10% | +0.02% | +5.10% | |
| 49 | TCF | Tcf Financial CORP | 株式-その他 | 0.10% | — | — | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.09% | — | +4.72% |