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 | AAPL | Apple INC | 株式-IT | 6.52% | +6.37% | NEW | |
| 2 | JELD | Jeld-wen Holding INC | 株式-その他 | 6.10% | +1.42% | NEW | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 5.22% | +5.66% | NEW | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 4.50% | +4.73% | NEW | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.40% | +4.73% | NEW | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.91% | +4.77% | NEW | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.66% | +3.76% | NEW | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.27% | +2.92% | NEW | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.98% | +2.16% | NEW | |
| 10 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.73% | +1.82% | NEW | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.61% | +0.83% | NEW | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.55% | +1.05% | NEW | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.55% | +1.65% | NEW | |
| 14 | PFE | Pfizer INC | 株式-ヘルスケア | 1.41% | +0.91% | NEW | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.36% | +1.62% | NEW | |
| 16 | DHR | Danaher CORP | 株式-ヘルスケア | 1.33% | +0.92% | NEW | |
| 17 | BA | Boeing Co/the | 株式-資本財 | 1.29% | +0.67% | NEW | |
| 18 | WFC | Wells Fargo & Co | 株式-金融 | 1.29% | +1.87% | NEW | |
| 19 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.28% | +2.00% | NEW | |
| 20 | GE | General Electric | 株式-資本財 | 1.25% | +0.90% | NEW | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 1.17% | — | -1.92% | |
| 22 | DVY | Ishares Select Dividend ETF | ETF-その他 | 1.16% | +1.16% | NEW | |
| 23 | ADP | Automatic Data Processing | 株式-IT | 1.15% | +1.29% | NEW | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.15% | +1.03% | NEW | |
| 25 | NVR | Nvr INC | 株式-一般消費財 | 1.12% | +1.05% | NEW | |
| 26 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.10% | +1.22% | NEW | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.06% | +1.48% | NEW | |
| 28 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.04% | +1.32% | NEW | |
| 29 | PAYX | Paychex INC | 株式-IT | 0.99% | +0.96% | NEW | |
| 30 | SPGI | S&p Global INC | 株式-金融 | 0.99% | +0.94% | NEW | |
| 31 | USB | US Bancorp | 株式-金融 | 0.98% | +0.68% | NEW | |
| 32 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.97% | +1.16% | NEW | |
| 33 | MCO | Moody's CORP | 株式-金融 | 0.95% | +0.96% | NEW | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.88% | +0.82% | NEW | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.87% | — | -1.22% | |
| 36 | AMGN | Amgen INC | 株式-ヘルスケア | 0.82% | — | -10.09% | |
| 37 | BAC | Bank Of America CORP | 株式-金融 | 0.80% | +1.00% | NEW | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.75% | — | -11.71% | |
| 39 | ADBE | Adobe INC | 株式-IT | 0.74% | — | +0.28% | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 0.74% | +0.65% | NEW | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.73% | +1.02% | NEW | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.71% | +0.61% | NEW | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.67% | — | -2.69% | |
| 44 | WMT | Walmart INC | 株式-生活必需品 | 0.65% | +0.71% | NEW | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.61% | — | +0.68% | |
| 46 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.61% | — | -7.58% | |
| 47 | BLKCHF | Blackrock INC | 株式-その他 | 0.57% | — | -12.18% | |
| 48 | AMD | Advanced Micro Devices | 株式-IT | 0.55% | — | +5.63% | |
| 49 | BROS | Dutch Bros Inc-class A | 株式-一般消費財 | 0.55% | +1.01% | NEW | |
| 50 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.52% | — | -4.37% |