CIK: 0001079112
申告総資産額
$27.7億
上位200銘柄を表示中（全202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 | MSFT | Microsoft CORP | 株式-IT | 4.66% | — | -0.89% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.33% | +0.23% | +4432.61% | |
| 3 | AMT | American Tower CORP | 株式-不動産 | 4.05% | -0.31% | -1.62% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 3.31% | +0.04% | -0.11% | |
| 5 | DIM | Wisdomtree Intl M/c Dvd Fund | ETF-その他 | 3.18% | — | +102.61% | |
| 6 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 2.57% | -0.16% | -11.34% | |
| 7 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.48% | — | -0.07% | |
| 8 | DHR | Danaher CORP | 株式-ヘルスケア | 2.45% | — | -2.48% | |
| 9 | ECL | Ecolab INC | 株式-素材 | 2.38% | — | -0.34% | |
| 10 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.15% | -0.44% | +14.34% | |
| 11 | UGI | Ugi CORP | 株式-公益事業 | 2.14% | — | +1.85% | |
| 12 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 2.02% | — | -1.11% | |
| 13 | KMX | Carmax INC | 株式-一般消費財 | 1.97% | — | +20.65% | |
| 14 | CB | Chubb Limited | 株式-金融 | 1.91% | — | +0.48% | |
| 15 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 1.86% | — | -0.19% | |
| 16 | MMM | 3m Co | 株式-資本財 | 1.80% | — | +1.50% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.72% | — | -7.04% | |
| 18 | MDT | Medtronic plc | 株式-ヘルスケア | 1.71% | — | +4.24% | |
| 19 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 1.65% | — | +0.56% | |
| 20 | WSO | Watsco INC | 株式-資本財 | 1.60% | +0.01% | -1.01% | |
| 21 | TEL | TE Connectivity plc | 株式-IT | 1.51% | — | +0.88% | |
| 22 | CELG | Celgene CORP | 株式-その他 | 1.44% | — | +0.48% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.39% | — | +13.04% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.37% | -0.29% | -2.02% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.37% | +0.39% | +5.78% | |
| 26 | PAYX | Paychex INC | 株式-IT | 1.29% | — | +0.64% | |
| 27 | FRCB | First Republic Bank/ca | 株式-金融 | 1.26% | — | +2.67% | |
| 28 | ADP | Automatic Data Processing | 株式-IT | 1.21% | — | +5.79% | |
| 29 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.19% | — | -4.06% | |
| 30 | ES | Eversource Energy | 株式-公益事業 | 1.18% | — | +8.82% | |
| 31 | AZPNUSD | Aspen Technology INC | 株式-その他 | 1.15% | — | -2.42% | |
| 32 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.13% | — | -1.83% | |
| 33 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.13% | — | -20.78% | |
| 34 | AWK | American Water Works Co INC | 株式-公益事業 | 1.11% | — | +5.59% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.08% | — | -2.22% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.05% | +0.06% | +1.02% | |
| 37 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.04% | — | -1.29% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.01% | — | +1154.70% | |
| 39 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.00% | — | -33.93% | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.97% | — | +4.76% | |
| 41 | DOC | Healthpeak Properties, Inc. | 株式-不動産 | 0.90% | — | -4.30% | |
| 42 | APH | Amphenol Corp-cl A | 株式-IT | 0.89% | +0.54% | -9.40% | |
| 43 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.86% | -0.27% | -5.57% | |
| 44 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.86% | — | +0.83% | |
| 45 | CFR | Cullen/frost Bankers INC | 株式-金融 | 0.78% | — | -0.07% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | -0.44% | -1.44% | |
| 47 | POR | Portland General Electric Co | 株式-公益事業 | 0.75% | — | -11.54% | |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.75% | -0.23% | +0.68% | |
| 49 | KNSL | Kinsale Capital Group INC | 株式-金融 | 0.75% | -0.23% | +14.04% | |
| 50 | NBIS | Nebius Group NV | 株式-その他 | 0.72% | +0.38% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +4.2% | +4432.61% | 増加 |
| 2 | DIM | Wisdomtree Intl M/c Dvd Fund | +1.5% | +102.61% | 増加 |
| 3 | DIS | Walt Disney Co/the | +0.9% | +1154.70% | 増加 |
| 4 | TJX | Tjx Companies INC | +0.3% | +14.34% | 増加 |
| 5 | CELG | Celgene CORP | +0.3% | +0.48% | 増加 |
| 6 | KMX | Carmax INC | +0.3% | +20.65% | 増加 |
| 7 | MELI | Mercadolibre INC | +0.3% | -5.57% | 減少 |
| 8 | AMT | American Tower CORP | +0.2% | -1.62% | 減少 |
| 9 | DHR | Danaher CORP | +0.2% | -2.48% | 減少 |
| 10 | TMO | Thermo Fisher Scientific INC | +0.1% | -0.07% | 減少 |
| 11 | PG | Procter & Gamble Co/the | +0.1% | +13.04% | 増加 |
| 12 | KNSL | Kinsale Capital Group INC | +0.1% | +14.04% | 増加 |
| 13 | ADP | Automatic Data Processing | +0.1% | +5.79% | 増加 |
| 14 | V | Visa Inc-class A Shares | +0.1% | -0.11% | 減少 |
| 15 | ECL | Ecolab INC | +0.1% | -0.34% | 減少 |
| 16 | PAYX | Paychex INC | +0.1% | +0.64% | 増加 |
| 17 | AZPNUSD | Aspen Technology INC | +0.1% | -2.42% | 減少 |
| 18 | BNS | Bank Of Nova Scotia | +0.1% | +22.71% | 増加 |
| 19 | NBIS | Nebius Group NV | +0.1% | — | 変化なし |
| 20 | AEP | American Electric Power Company, Inc. | +0.1% | -0.81% | 減少 |
| 21 | AWK | American Water Works Co INC | +0.1% | +5.59% | 増加 |
| 22 | USB | US Bancorp | +0.1% | +19.20% | 増加 |
| 23 | SLB | Slb LTD | +0.1% | +5.92% | 増加 |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | +5.78% | 増加 |
| 25 | EOG | Eog Resources INC | 0% | +11.37% | 増加 |
| 26 | AEM | Agnico Eagle Mines LTD | 0% | +13.44% | 増加 |
| 27 | UNP | Union Pacific CORP | 0% | +8.45% | 増加 |
| 28 | FRCB | First Republic Bank/ca | 0% | +2.67% | 増加 |
| 29 | ES | Eversource Energy | 0% | +8.82% | 増加 |
| 30 | XOM | Exxon Mobil CORP | 0% | -2.02% | 減少 |
| 31 | MSFT | Microsoft CORP | 0% | -0.89% | 減少 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.02% | 増加 |
| 33 | 1JFD | Pimco Dynamic Credit And Mor | -0.1% | +0.56% | 増加 |
| 34 | MMM | 3m Co | -0.1% | +1.50% | 増加 |
| 35 | CB | Chubb Limited | -0.1% | +0.48% | 増加 |
| 36 | TEL | TE Connectivity plc | -0.1% | +0.88% | 増加 |
| 37 | UGI | Ugi CORP | -0.2% | +1.85% | 増加 |
| 38 | IDXX | Idexx Laboratories INC | -0.2% | -11.34% | 減少 |
| 39 | WBA | Walgreens Boots Alliance INC | -0.3% | -1.29% | 減少 |
| 40 | CVS | Cvs Health CORP | -0.3% | +4.76% | 増加 |
| 41 | VOD | Vodafone Group Plc-sp Adr | -0.4% | -64.55% | 減少 |
| 42 | MKC | Mccormick & Co-non Vtg Shrs | -0.4% | -20.78% | 減少 |
| 43 | LIN | Linde plc | -0.4% | -78.79% | 減少 |
| 44 | UPS | United Parcel Service-cl B | -0.5% | -56.55% | 減少 |
| 45 | NVS | Novartis Ag-sponsored Adr | -0.6% | -33.93% | 減少 |
| 46 | QCOM | Qualcomm INC | -0.9% | -88.40% | 減少 |
| 47 | VGK | Vanguard Ftse Europe ETF | — | EXIT | 全売却 |
| 48 | STZ | Constellation Brands Inc-a | — | NEW | 新規購入 |
| 49 | VWO | Vanguard Ftse Emerging Marke | — | NEW | 新規購入 |
| 50 | W | Wayfair Inc- Class A | — | NEW | 新規購入 |