CIK: 0001079112
申告総資産額
$27.7億
上位200銘柄を表示中（全244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 | 8.05% | +0.23% | +2.04% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.15% | — | -2.98% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.19% | +0.39% | +15.54% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.75% | -0.23% | +0.77% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.57% | +0.13% | +9.89% | |
| 6 | WSO | Watsco INC | 株式-資本財 | 3.11% | +0.01% | -4.26% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 2.80% | +0.04% | -0.37% | |
| 8 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.56% | -0.44% | -0.18% | |
| 9 | DHR | Danaher CORP | 株式-ヘルスケア | 2.56% | — | +1.63% | |
| 10 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.26% | — | -0.05% | |
| 11 | KNSL | Kinsale Capital Group INC | 株式-金融 | 2.20% | -0.23% | -1.25% | |
| 12 | SPGI | S&p Global INC | 株式-金融 | 2.11% | -0.28% | +3.45% | |
| 13 | AMT | American Tower CORP | 株式-不動産 | 1.89% | -0.31% | +0.56% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 1.89% | -0.44% | +7.72% | |
| 15 | APH | Amphenol Corp-cl A | 株式-IT | 1.78% | +0.54% | +29.61% | |
| 16 | ECL | Ecolab INC | 株式-素材 | 1.72% | — | +1.21% | |
| 17 | CB | Chubb Limited | 株式-金融 | 1.72% | — | -4.35% | |
| 18 | TEL | TE Connectivity plc | 株式-IT | 1.60% | — | -0.35% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | +0.06% | -1.27% | |
| 20 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 1.31% | -0.16% | -5.97% | |
| 21 | ADP | Automatic Data Processing | 株式-IT | 1.30% | — | +0.21% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.27% | — | -16.27% | |
| 23 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 1.21% | — | +6.46% | |
| 24 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.20% | — | +4.75% | |
| 25 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.16% | -0.27% | -2.97% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.16% | -0.26% | +47.29% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 1.15% | — | +4.02% | |
| 28 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.12% | — | +10.52% | |
| 29 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.09% | — | -3.45% | |
| 30 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.02% | -0.29% | -0.07% | |
| 31 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.01% | — | -6.82% | |
| 32 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.00% | — | +2.03% | |
| 33 | AWK | American Water Works Co INC | 株式-公益事業 | 0.97% | — | +2.40% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.96% | — | -4.13% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.96% | — | +1.81% | |
| 36 | PHYS | Sprott Physical Gold Trust | 株式-その他 | 0.94% | — | +2.04% | |
| 37 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 0.90% | — | +4.33% | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.73% | — | -3.71% | |
| 39 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-その他 | 0.70% | — | +61.81% | |
| 40 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.68% | — | +0.13% | |
| 41 | IAU | Ishares Gold Trust | ETF-コモディティ | 0.66% | — | +7.86% | |
| 42 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 0.66% | — | -34.00% | |
| 43 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 0.64% | — | +79.94% | |
| 44 | KMX | Carmax INC | 株式-一般消費財 | 0.62% | — | -3.95% | |
| 45 | LDUR | Pimco Enhanced Low Duration | ETF-その他 | 0.62% | — | -12.26% | |
| 46 | AKX | Ansys INC | 株式-その他 | 0.60% | — | — | |
| 47 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.56% | — | +5.88% | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.53% | +0.11% | -1.53% | |
| 49 | SYK | Stryker CORP | 株式-ヘルスケア | 0.50% | — | -0.06% | |
| 50 | AZPN1USD | Aspen Technology INC | 株式-その他 | 0.46% | — | -45.58% |