CIK: 0000820123
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 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 11.21% | +1.08% | -0.22% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 7.18% | +1.12% | -1.62% | |
| 3 | LIN | Linde plc | 株式-素材 | 4.02% | -0.32% | -2.17% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.96% | +1.12% | -2.36% | |
| 5 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.78% | -1.21% | -1.14% | |
| 6 | ADBE | Adobe INC | 株式-IT | 3.63% | -0.31% | -2.80% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.62% | +0.35% | -0.07% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 3.59% | -0.31% | -2.75% | |
| 9 | SYK | Stryker CORP | 株式-ヘルスケア | 3.50% | -0.40% | -1.38% | |
| 10 | DHR | Danaher CORP | 株式-ヘルスケア | 3.44% | -0.24% | -1.54% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 3.31% | +0.01% | -1.71% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 3.04% | -0.26% | -1.17% | |
| 13 | CCK | Crown Holdings INC | 株式-一般消費財 | 3.03% | -0.02% | -0.84% | |
| 14 | FISV | Fiserv INC | 株式-その他 | 3.01% | -1.97% | -1.81% | |
| 15 | BKNG | Booking Holdings INC | 株式-一般消費財 | 2.94% | +0.02% | -2.73% | |
| 16 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 2.87% | -0.49% | -1.07% | |
| 17 | MNST | Monster Beverage CORP | 株式-生活必需品 | 2.78% | +0.12% | -1.38% | |
| 18 | AAPL | Apple INC | 株式-IT | 2.74% | -0.26% | -0.73% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.73% | +0.09% | -0.96% | |
| 20 | LRCXEUR | Lam Research CORP | 株式-IT | 2.72% | — | -1.20% | |
| 21 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.64% | -0.18% | -0.71% | |
| 22 | FTV | Fortive CORP | 株式-IT | 2.62% | -0.77% | -1.13% | |
| 23 | SCHW | Schwab (charles) CORP | 株式-金融 | 2.53% | +0.25% | -0.57% | |
| 24 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.52% | +0.14% | -0.89% | |
| 25 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.51% | -0.92% | — | |
| 26 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.04% | +0.38% | +3.16% | |
| 27 | RTX | Rtx CORP | 株式-資本財 | 1.65% | +0.39% | -0.66% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.54% | +0.34% | +6.59% | |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.17% | +0.09% | -4.60% | |
| 30 | PYPL | Paypal Holdings INC | 株式-金融 | 0.91% | +0.03% | -0.31% | |
| 31 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.64% | — | — | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.58% | -0.37% | -0.39% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.44% | -0.07% | +0.30% | |
| 34 | GBCI | Glacier Bancorp INC | 株式-金融 | 0.44% | — | — | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.24% | +0.05% | — | |
| 36 | ROK | Rockwell Automation INC | 株式-資本財 | 0.16% | — | — | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.15% | -0.11% | EXIT | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.13% | -0.01% | — |