CIK: 0001034771
申告総資産額
$12.3億
上位200銘柄を表示中（全380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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 12.99% | +3.73% | -0.33% | |
| 2 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 6.26% | +0.04% | +2.31% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.77% | -2.05% | +7.43% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.17% | -0.80% | -0.42% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.16% | — | -0.54% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.00% | — | -3.21% | |
| 7 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 2.42% | +0.08% | -0.01% | |
| 8 | VLUE | Ishares Msci USA Value Facto | ETF-その他 | 2.40% | -0.74% | +4.09% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 2.37% | — | -2.60% | |
| 10 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.63% | -1.07% | -1.04% | |
| 11 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.51% | — | -1.23% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.45% | -1.03% | +0.67% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.45% | -0.12% | -3.09% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.24% | -0.09% | -1.14% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.22% | -0.19% | -0.40% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.18% | -0.15% | -0.29% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.03% | — | +0.46% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.02% | -0.13% | +902.27% | |
| 19 | PWR | Quanta Services INC | 株式-資本財 | 1.01% | +0.30% | -1.88% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | -0.12% | +0.42% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | -0.13% | +0.38% | |
| 22 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 0.89% | -1.00% | +143.17% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | -0.09% | -1.57% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.79% | — | -0.96% | |
| 25 | GD | General Dynamics CORP | 株式-資本財 | 0.76% | — | +0.65% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | -0.13% | +0.37% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | — | +1.31% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 0.68% | — | +0.28% | |
| 29 | OBDC | Blue Owl Capital CORP | 株式-金融 | 0.61% | +0.10% | — | |
| 30 | COP | Conocophillips | 株式-エネルギー | 0.60% | +0.12% | -3.11% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | +0.23% | -1.13% | |
| 32 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.57% | — | +0.54% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | +1.82% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | +0.19% | -2.99% | |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.48% | — | — | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.46% | -0.10% | +0.83% | |
| 37 | HD | Home Depot INC | 株式-一般消費財 | 0.45% | — | +0.17% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.45% | — | -0.10% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.44% | +0.09% | +0.89% | |
| 40 | LRCXEUR | Lam Research CORP | 株式-IT | 0.38% | — | +0.13% | |
| 41 | UNP | Union Pacific CORP | 株式-資本財 | 0.38% | — | +0.88% | |
| 42 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.37% | — | -3.21% | |
| 43 | CEG | Constellation Energy | 株式-公益事業 | 0.37% | -0.07% | -0.91% | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.37% | — | +0.25% | |
| 45 | BR | Broadridge Financial Solutio | 株式-IT | 0.37% | -0.09% | -0.28% | |
| 46 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.37% | — | -0.39% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.36% | +0.07% | -5.36% | |
| 48 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.36% | — | +1.37% | |
| 49 | WMT | Walmart INC | 株式-生活必需品 | 0.35% | — | +2.55% | |
| 50 | SNPS | Synopsys INC | 株式-IT | 0.33% | — | -3.88% |