CIK: 0001079112
申告総資産額
$27.7億
上位200銘柄を表示中（全283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 | 6.43% | +0.23% | -0.06% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.58% | — | -1.41% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.72% | +0.39% | +0.55% | |
| 4 | AAPL | Apple INC | 株式-IT | 4.54% | +0.13% | +0.28% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.77% | -0.23% | -2.06% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.64% | +0.76% | +4.42% | |
| 7 | V | Visa Inc-class A Shares | 株式-金融 | 2.54% | +0.04% | -1.24% | |
| 8 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.48% | -0.44% | -2.35% | |
| 9 | WSO | Watsco INC | 株式-資本財 | 2.47% | +0.01% | -1.13% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.45% | -0.26% | +0.91% | |
| 11 | SPGI | S&p Global INC | 株式-金融 | 2.29% | -0.28% | -0.62% | |
| 12 | APH | Amphenol Corp-cl A | 株式-IT | 2.09% | +0.54% | -3.63% | |
| 13 | DHR | Danaher CORP | 株式-ヘルスケア | 1.91% | — | +2.42% | |
| 14 | KNSL | Kinsale Capital Group INC | 株式-金融 | 1.86% | -0.23% | -2.13% | |
| 15 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.82% | — | +2.70% | |
| 16 | ECL | Ecolab INC | 株式-素材 | 1.72% | — | -1.45% | |
| 17 | AMT | American Tower CORP | 株式-不動産 | 1.65% | -0.31% | -1.15% | |
| 18 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.45% | — | +1.40% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.40% | +0.06% | -0.37% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.39% | -0.36% | -0.21% | |
| 21 | SYK | Stryker CORP | 株式-ヘルスケア | 1.38% | — | +9.53% | |
| 22 | TEL | TE Connectivity plc | 株式-IT | 1.37% | -0.25% | +3.33% | |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-その他 | 1.26% | +0.04% | +13.75% | |
| 24 | MELI | Mercadolibre INC | 株式-一般消費財 | 1.23% | -0.27% | +0.35% | |
| 25 | ADP | Automatic Data Processing | 株式-IT | 1.20% | — | -0.63% | |
| 26 | CB | Chubb Limited | 株式-金融 | 1.19% | — | -3.03% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 1.16% | — | +2.99% | |
| 28 | NOW | Servicenow INC | 株式-IT | 1.06% | — | +1.14% | |
| 29 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-その他 | 1.06% | — | +6.74% | |
| 30 | AWK | American Water Works Co INC | 株式-公益事業 | 1.04% | — | +0.10% | |
| 31 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 1.01% | — | +0.36% | |
| 32 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 1.01% | — | +19.50% | |
| 33 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-その他 | 1.01% | — | +28.50% | |
| 34 | ESGD | Ishares Trust Ishares Esg Aw | ETF-その他 | 0.92% | — | -1.86% | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | -0.44% | -14.39% | |
| 36 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.90% | -0.16% | +0.22% | |
| 37 | TDG | Transdigm Group INC | 株式-資本財 | 0.89% | +0.06% | +6.55% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | — | +6.90% | |
| 39 | SNPS | Synopsys INC | 株式-IT | 0.84% | — | -1.13% | |
| 40 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.83% | +0.44% | +9.86% | |
| 41 | TPL | Texas Pacific Land CORP | 株式-エネルギー | 0.80% | — | -8.51% | |
| 42 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.71% | +0.11% | +2.80% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.66% | -0.29% | -0.18% | |
| 44 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | — | -22.48% | |
| 45 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.63% | — | -7.90% | |
| 46 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.61% | — | -18.39% | |
| 47 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.60% | — | +30.80% | |
| 48 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 0.57% | — | -1.06% | |
| 49 | UBER | Uber Technologies INC | 株式-資本財 | 0.54% | — | -11.28% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.51% | — | -5.56% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.7% | +0.55% | 増加 |
| 2 | REGN | Regeneron Pharmaceuticals | +0.4% | +1127.11% | 増加 |
| 3 | NVDA | Nvidia CORP | +0.4% | +4.42% | 増加 |
| 4 | AAPL | Apple INC | +0.4% | +0.28% | 増加 |
| 5 | V | Visa Inc-class A Shares | +0.3% | -1.24% | 減少 |
| 6 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.2% | +28.50% | 増加 |
| 7 | NOW | Servicenow INC | +0.2% | +1.14% | 増加 |
| 8 | XLE | Ss Energy Select Sector | +0.2% | +71.24% | 増加 |
| 9 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.2% | +19.50% | 増加 |
| 10 | WMT | Walmart INC | +0.2% | -0.21% | 減少 |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +13.75% | 増加 |
| 12 | IBMQ | Ishares Ibonds Dec 2028 Muni | +0.1% | +75.70% | 増加 |
| 13 | NBIS | Nebius Group NV | +0.1% | +2.77% | 増加 |
| 14 | IBDU | Ishares Ibonds Dec 2029 Term | +0.1% | +30.80% | 増加 |
| 15 | AMZN | Amazon.com INC | +0.1% | +2.80% | 増加 |
| 16 | SYK | Stryker CORP | +0.1% | +9.53% | 増加 |
| 17 | TPL | Texas Pacific Land CORP | +0.1% | -8.51% | 減少 |
| 18 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.1% | +42.50% | 増加 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +0.91% | 増加 |
| 20 | VOO | Vanguard S&p 500 ETF | +0.1% | +9.86% | 増加 |
| 21 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.1% | +6.74% | 増加 |
| 22 | ORLY | O'reilly Automotive INC | +0.1% | +1.40% | 増加 |
| 23 | CTAS | Cintas CORP | +0.1% | NEW | 新規購入 |
| 24 | HYXF | Ishares Esg Adv High Yield | +0.1% | +106.49% | 増加 |
| 25 | IXUS | Ishares Core Intl Stock ETF | -0.1% | -1.06% | 減少 |
| 26 | XOM | Exxon Mobil CORP | -0.1% | -0.18% | 減少 |
| 27 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | +0.36% | 増加 |
| 28 | GE | General Electric | -0.1% | -0.29% | 減少 |
| 29 | CB | Chubb Limited | -0.1% | -3.03% | 減少 |
| 30 | YUM | Yum! Brands INC | -0.1% | -7.90% | 減少 |
| 31 | IBTE | Ishares Ibonds Dec 2024 Term | -0.1% | EXIT | 全売却 |
| 32 | SPGI | S&p Global INC | -0.1% | -0.62% | 減少 |
| 33 | WSO | Watsco INC | -0.1% | -1.13% | 減少 |
| 34 | MINT | Pimco Enhanced Short Maturit | -0.1% | -17.84% | 減少 |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -2.06% | 減少 |
| 36 | ESGD | Ishares Trust Ishares Esg Aw | -0.1% | -1.86% | 減少 |
| 37 | MSFT | Microsoft CORP | -0.1% | -1.41% | 減少 |
| 38 | AWK | American Water Works Co INC | -0.2% | +0.10% | 増加 |
| 39 | CVX | Chevron CORP | -0.2% | -14.39% | 減少 |
| 40 | ECL | Ecolab INC | -0.2% | -1.45% | 減少 |
| 41 | IDXX | Idexx Laboratories INC | -0.2% | +0.22% | 増加 |
| 42 | UBER | Uber Technologies INC | -0.2% | -11.28% | 減少 |
| 43 | MELI | Mercadolibre INC | -0.2% | +0.35% | 増加 |
| 44 | STZ | Constellation Brands Inc-a | -0.3% | -18.39% | 減少 |
| 45 | TMO | Thermo Fisher Scientific INC | -0.3% | +2.70% | 増加 |
| 46 | JNJ | Johnson & Johnson | -0.3% | -22.48% | 減少 |
| 47 | DHR | Danaher CORP | -0.3% | +2.42% | 増加 |
| 48 | AMT | American Tower CORP | -0.4% | -1.15% | 減少 |
| 49 | VEU | Vanguard Ftse All-world Ex-u | -0.6% | -0.06% | 減少 |
| 50 | IBDP | Ishares Ibonds Dec 2024 Term | -0.6% | EXIT | 全売却 |