CIK: 0001162170
申告総資産額
$103.9億
上位200銘柄を表示中（全804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 | 51.45% | -5.30% | -3.78% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.97% | +0.72% | -5.12% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 4.81% | +1.12% | +17.06% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.90% | +0.01% | -5.37% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.59% | +0.15% | -0.34% | |
| 6 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.11% | +0.11% | +21.68% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 1.06% | — | +0.07% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.04% | +0.06% | -4.80% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 0.97% | +0.12% | -1.36% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.95% | +0.11% | +0.56% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.90% | +0.07% | +24.74% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | +0.12% | -3.19% | |
| 13 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.82% | +0.09% | -3.70% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | +0.18% | -0.66% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 0.70% | +0.09% | +0.76% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | +0.02% | +1.51% | |
| 17 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.64% | +0.06% | -5.13% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.63% | +0.14% | +26.67% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.62% | +0.10% | +1.35% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.60% | — | -0.79% | |
| 21 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-その他 | 0.52% | +0.12% | +12.51% | |
| 22 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.46% | +0.06% | -0.40% | |
| 23 | ICVT | Ishares Convertible Bond ETF | ETF-その他 | 0.45% | +0.07% | -0.63% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.41% | — | -0.57% | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.39% | +0.12% | -5.91% | |
| 26 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.37% | — | +3.46% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.35% | +0.07% | +1.52% | |
| 28 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.34% | +0.07% | -2.74% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.32% | — | -3.19% | |
| 30 | SPGI | S&p Global INC | 株式-金融 | 0.32% | — | +1.38% | |
| 31 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.29% | +0.08% | +13.59% | |
| 32 | CP | Canadian Pacific Kansas City | 株式-資本財 | 0.27% | +0.02% | +1.90% | |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.27% | +0.03% | +1.42% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.26% | +0.02% | -3.89% | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 0.25% | -0.25% | EXIT | |
| 36 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.20% | — | +2.45% | |
| 37 | TSLA | Tesla INC | 株式-一般消費財 | 0.19% | — | -1.45% | |
| 38 | CRM | Salesforce INC | 株式-IT | 0.19% | -0.04% | +4.64% | |
| 39 | AMT | American Tower CORP | 株式-不動産 | 0.19% | — | -2.67% | |
| 40 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.19% | +0.05% | -0.93% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.18% | -0.04% | +8.97% | |
| 42 | EFV | Ishares Msci Eafe Value ETF | ETF-その他 | 0.17% | — | -2.57% | |
| 43 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.17% | — | -0.33% | |
| 44 | DHR | Danaher CORP | 株式-ヘルスケア | 0.15% | — | +0.49% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.15% | -0.02% | -5.30% | |
| 46 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.15% | — | -30.51% | |
| 47 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.15% | — | -0.40% | |
| 48 | HD | Home Depot INC | 株式-一般消費財 | 0.14% | — | +7.28% | |
| 49 | ROP | Roper Technologies INC | 株式-IT | 0.14% | — | +5.44% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.14% | — | -3.51% |