CIK: 0001343916
申告総資産額
$2.2億
| # | 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 | JELD | Jeld-wen Holding INC | 株式-その他 | 25.23% | +1.42% | NEW | |
| 2 | AAPL | Apple INC | 株式-IT | 6.00% | +6.37% | NEW | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 3.70% | +5.66% | NEW | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.69% | +0.61% | NEW | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.74% | +4.77% | NEW | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.51% | +4.73% | NEW | |
| 7 | INTC | Intel CORP | 株式-IT | 1.88% | — | +17.22% | |
| 8 | PYPL | Paypal Holdings INC | 株式-金融 | 1.59% | — | -0.43% | |
| 9 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.54% | +1.82% | NEW | |
| 10 | SPGI | S&p Global INC | 株式-金融 | 1.44% | +0.94% | NEW | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.31% | +1.62% | NEW | |
| 12 | DHR | Danaher CORP | 株式-ヘルスケア | 1.23% | +0.92% | NEW | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.21% | +1.03% | NEW | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.14% | +3.76% | NEW | |
| 15 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.07% | — | -2.08% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.06% | — | -1.34% | |
| 17 | CME | Cme Group INC | 株式-金融 | 1.03% | — | +0.21% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.97% | +1.05% | NEW | |
| 19 | QCOM | Qualcomm INC | 株式-IT | 0.94% | +0.65% | NEW | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.93% | +0.83% | NEW | |
| 21 | NVDA | Nvidia CORP | 株式-IT | 0.89% | +4.73% | NEW | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.89% | +1.32% | NEW | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.88% | +0.71% | NEW | |
| 24 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.86% | — | -6.95% | |
| 25 | BAC | Bank Of America CORP | 株式-金融 | 0.83% | +1.00% | NEW | |
| 26 | BLKCHF | Blackrock INC | 株式-その他 | 0.81% | — | +8.88% | |
| 27 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.81% | — | -1.80% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.81% | — | — | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.80% | — | +3.14% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.80% | — | -16.73% | |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.77% | +2.16% | NEW | |
| 32 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 0.76% | — | -0.08% | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.74% | — | -10.94% | |
| 34 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.73% | +1.16% | NEW | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | +1.02% | NEW | |
| 36 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.72% | +1.22% | NEW | |
| 37 | BA | Boeing Co/the | 株式-資本財 | 0.72% | +0.67% | NEW | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | +2.92% | NEW | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | — | -14.39% | |
| 40 | DLTR | Dollar Tree INC | 株式-生活必需品 | 0.71% | — | -0.94% | |
| 41 | PAYX | Paychex INC | 株式-IT | 0.70% | +0.96% | NEW | |
| 42 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.68% | — | -0.51% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.67% | +1.65% | NEW | |
| 44 | PEP | Pepsico INC | 株式-生活必需品 | 0.65% | — | +22.98% | |
| 45 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.65% | — | +5.32% | |
| 46 | CVX | Chevron CORP | 株式-エネルギー | 0.64% | — | +28.74% | |
| 47 | SCI | Service CORP International | 株式-一般消費財 | 0.63% | — | -2.00% | |
| 48 | NVR | Nvr INC | 株式-一般消費財 | 0.62% | +1.05% | NEW | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.60% | — | — | |
| 50 | ADP | Automatic Data Processing | 株式-IT | 0.59% | +1.29% | NEW |