CIK: 0001162170
申告総資産額
$103.9億
上位200銘柄を表示中（全744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 | 60.79% | -5.30% | -0.87% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.46% | +0.72% | +2.01% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.92% | +0.01% | -3.60% | |
| 4 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.38% | +0.09% | +150.09% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.36% | +0.06% | +0.90% | |
| 6 | AAPL | Apple INC | 株式-IT | 1.18% | +0.15% | +1.54% | |
| 7 | MNA | Nyli Merger Arbitrage ETF | ETF-その他 | 1.05% | — | +0.86% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 0.93% | — | -10.99% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.89% | +0.06% | +1.78% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 0.61% | +0.09% | -0.98% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.56% | +0.02% | +0.64% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.49% | +0.11% | -0.47% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.47% | +0.12% | +2.36% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.46% | +0.03% | +15.84% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.45% | — | +62.38% | |
| 16 | AMT | American Tower CORP | 株式-不動産 | 0.40% | — | -0.26% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.36% | +0.07% | +17.18% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 0.36% | — | +2.40% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.33% | — | +3.59% | |
| 20 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公債 | 0.33% | — | — | |
| 21 | DHR | Danaher CORP | 株式-ヘルスケア | 0.32% | — | -1.04% | |
| 22 | HON | Honeywell International INC | 株式-資本財 | 0.30% | -0.25% | EXIT | |
| 23 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.29% | — | -2.07% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.29% | +0.18% | +0.12% | |
| 25 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.28% | — | +0.71% | |
| 26 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.27% | — | -1.20% | |
| 27 | DG | Dollar General CORP | 株式-生活必需品 | 0.25% | — | -2.56% | |
| 28 | CP | Canadian Pacific Kansa F | 株式-資本財 | 0.24% | — | -1.98% | |
| 29 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.24% | — | +19.38% | |
| 30 | ROP | Roper Technologies INC | 株式-IT | 0.22% | — | -0.76% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.21% | — | +5.26% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.20% | — | +5.03% | |
| 33 | SPGI | S&p Global INC | 株式-金融 | 0.20% | — | -1.51% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.20% | — | +3.62% | |
| 35 | ADBE | Adobe INC | 株式-IT | 0.19% | — | +7.62% | |
| 36 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.18% | +0.02% | +9.29% | |
| 37 | PYPL | Paypal Holdings INC | 株式-金融 | 0.18% | — | +1.07% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.18% | -0.04% | +0.76% | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.18% | — | +1.83% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.17% | — | -30.96% | |
| 41 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.17% | — | -0.22% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.17% | +0.12% | +12.69% | |
| 43 | GSY | Invesco Ultra Short Duration | ETF-その他 | 0.16% | — | +74.65% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.16% | +0.03% | +2.83% | |
| 45 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.16% | — | +124.73% | |
| 46 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.16% | — | -33.87% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.16% | — | +16.49% | |
| 48 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 0.16% | — | — | |
| 49 | GUNR | Flexshares Global Upstream N | ETF-その他 | 0.15% | — | +15.16% | |
| 50 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.15% | — | +25.09% |