CIK: 0001162170
申告総資産額
$103.9億
上位200銘柄を表示中（全624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 | 67.79% | -5.30% | -0.53% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.26% | +0.72% | +2.71% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.01% | +0.01% | +4.05% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.40% | +0.06% | -8.40% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.08% | +0.15% | +7.25% | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.96% | +0.06% | -7.29% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.67% | +0.11% | +11.35% | |
| 8 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 0.64% | — | +3.18% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 0.64% | — | +5.82% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | +0.09% | +10.38% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | +0.12% | +1.96% | |
| 12 | PYPL | Paypal Holdings INC | 株式-金融 | 0.43% | — | -3.01% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.41% | +0.09% | -2.93% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.40% | +0.02% | +9.70% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.40% | +0.07% | +291.04% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.36% | — | +9.88% | |
| 17 | AMT | American Tower CORP | 株式-不動産 | 0.36% | — | +53.12% | |
| 18 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.33% | — | +9.34% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.33% | — | +2.51% | |
| 20 | HON | Honeywell International INC | 株式-資本財 | 0.28% | -0.25% | EXIT | |
| 21 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.27% | — | +2.47% | |
| 22 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.25% | — | -0.84% | |
| 23 | DHR | Danaher CORP | 株式-ヘルスケア | 0.25% | — | +2.36% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.25% | — | +4.66% | |
| 25 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.24% | — | +8.40% | |
| 26 | CP | Canadian Pacific Kansa F | 株式-資本財 | 0.24% | — | -0.37% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | +0.18% | +22.24% | |
| 28 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.23% | — | +4.83% | |
| 29 | CRM | Salesforce INC | 株式-IT | 0.23% | -0.04% | +2.36% | |
| 30 | ROP | Roper Technologies INC | 株式-IT | 0.23% | — | +5.97% | |
| 31 | AGZ | Ishares Agency Bond ETF | ETF-その他 | 0.22% | — | +11.98% | |
| 32 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.22% | — | +11.24% | |
| 33 | DG | Dollar General CORP | 株式-生活必需品 | 0.22% | — | +4.03% | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.21% | — | -1.85% | |
| 35 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.19% | — | -47.14% | |
| 36 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.18% | — | +10.94% | |
| 37 | SPGI | S&p Global INC | 株式-金融 | 0.18% | — | +8.09% | |
| 38 | ADBE | Adobe INC | 株式-IT | 0.17% | — | +1.00% | |
| 39 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.15% | — | +12.35% | |
| 40 | PFE | Pfizer INC | 株式-ヘルスケア | 0.13% | — | +8.02% | |
| 41 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.12% | — | +385.77% | |
| 42 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.12% | — | -2.98% | |
| 43 | MA | Mastercard INC - A | 株式-金融 | 0.11% | — | +1.38% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.10% | — | -4.13% | |
| 45 | USB | US Bancorp | 株式-金融 | 0.10% | — | -1.38% | |
| 46 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.09% | +0.02% | +9.78% | |
| 47 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.09% | — | +10.87% | |
| 48 | TCF | Tcf Financial CORP | 株式-その他 | 0.09% | — | +1.05% | |
| 49 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.09% | — | +3.58% | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.09% | — | +343.15% |