CIK: 0001079112
申告総資産額
$27.7億
上位200銘柄を表示中（全224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 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 6.23% | +0.23% | +11.33% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.95% | — | -6.43% | |
| 3 | AMT | American Tower CORP | 株式-不動産 | 3.75% | -0.31% | -5.67% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 3.32% | +0.04% | -1.52% | |
| 5 | DIM | Wisdomtree Intl M/c Dvd Fund | ETF-その他 | 2.97% | — | -1.39% | |
| 6 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.44% | — | -5.37% | |
| 7 | DHR | Danaher CORP | 株式-ヘルスケア | 2.34% | — | -4.57% | |
| 8 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 2.33% | -0.16% | +0.52% | |
| 9 | KMX | Carmax INC | 株式-一般消費財 | 2.15% | — | -0.45% | |
| 10 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.14% | -0.44% | +0.13% | |
| 11 | ECL | Ecolab INC | 株式-素材 | 2.00% | — | -5.67% | |
| 12 | WSO | Watsco INC | 株式-資本財 | 1.95% | +0.01% | +7.13% | |
| 13 | CB | Chubb Limited | 株式-金融 | 1.87% | — | +1.77% | |
| 14 | UGI | Ugi CORP | 株式-公益事業 | 1.87% | — | +18.45% | |
| 15 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 1.86% | — | +22.41% | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.84% | — | +27.58% | |
| 17 | MDT | Medtronic plc | 株式-ヘルスケア | 1.80% | — | +0.13% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.73% | — | +6.92% | |
| 19 | TEL | TE Connectivity plc | 株式-IT | 1.59% | — | +1.49% | |
| 20 | 1JFD | Pimco Dynamic Credit And Mor | 株式-その他 | 1.59% | — | +4.42% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.57% | +0.39% | +7.09% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.51% | — | +2.43% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.48% | — | -0.15% | |
| 24 | MMM | 3m Co | 株式-資本財 | 1.47% | — | +11.12% | |
| 25 | FRCB | First Republic Bank/ca | 株式-金融 | 1.34% | — | +1.81% | |
| 26 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.32% | — | +2.11% | |
| 27 | ADP | Automatic Data Processing | 株式-IT | 1.21% | — | +5.04% | |
| 28 | PAYX | Paychex INC | 株式-IT | 1.18% | — | +0.29% | |
| 29 | AZPNUSD | Aspen Technology INC | 株式-その他 | 1.14% | — | +0.63% | |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.13% | — | +1.60% | |
| 31 | AWK | American Water Works Co INC | 株式-公益事業 | 1.13% | — | -0.43% | |
| 32 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 1.12% | — | +5.63% | |
| 33 | ES | Eversource Energy | 株式-公益事業 | 1.12% | — | -9.65% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.08% | — | +4.65% | |
| 35 | KNSL | Kinsale Capital Group INC | 株式-金融 | 1.06% | -0.23% | +3.72% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.04% | +0.06% | +0.12% | |
| 37 | BNS | Bank Of Nova Scotia | 株式-金融 | 0.93% | — | +28.10% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | -0.29% | -6.80% | |
| 39 | APH | Amphenol Corp-cl A | 株式-IT | 0.92% | +0.54% | +0.37% | |
| 40 | USB | US Bancorp | 株式-金融 | 0.85% | — | +18.45% | |
| 41 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.81% | — | -2.10% | |
| 42 | MELI | Mercadolibre INC | 株式-一般消費財 | 0.81% | -0.27% | -2.96% | |
| 43 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.81% | — | +3.07% | |
| 44 | NBIS | Nebius Group NV | 株式-その他 | 0.78% | +0.38% | +0.20% | |
| 45 | AAPL | Apple INC | 株式-IT | 0.78% | +0.13% | -0.18% | |
| 46 | VNLA | Janus Henderson Short Durati | ETF-その他 | 0.75% | — | +3.88% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | -0.23% | -3.68% | |
| 48 | DOC | Healthpeak Properties INC | 株式-不動産 | 0.74% | — | — | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | -0.44% | +3.91% | |
| 50 | CFR | Cullen/frost Bankers INC | 株式-金融 | 0.68% | — | +0.05% |