CIK: 0001598011
申告総資産額
$2.1億
| # | 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 | 6.53% | — | -0.45% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 6.22% | — | -3.13% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 4.93% | — | +0.01% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.53% | — | -0.02% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.83% | — | -1.15% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.57% | — | -0.08% | |
| 7 | SYK | Stryker CORP | 株式-ヘルスケア | 2.56% | — | -0.07% | |
| 8 | INTC | Intel CORP | 株式-IT | 2.55% | — | -0.16% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.54% | — | -0.06% | |
| 10 | DHR | Danaher CORP | 株式-ヘルスケア | 2.43% | — | -0.11% | |
| 11 | ROK | Rockwell Automation INC | 株式-資本財 | 2.36% | — | +0.07% | |
| 12 | BKNG | Booking Holdings INC | 株式-一般消費財 | 2.31% | — | -0.10% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.29% | — | -0.06% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 2.29% | — | -0.06% | |
| 15 | CRM | Salesforce INC | 株式-IT | 2.20% | — | -0.07% | |
| 16 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.13% | — | -0.07% | |
| 17 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.13% | — | -0.09% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.99% | — | -0.87% | |
| 19 | MDT | Medtronic plc | 株式-ヘルスケア | 1.99% | — | -0.04% | |
| 20 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.96% | — | -0.00% | |
| 21 | WM | Waste Management INC | 株式-資本財 | 1.94% | — | -0.00% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 1.89% | — | +0.40% | |
| 23 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.88% | — | +0.34% | |
| 24 | ICE | Intercontinental Exchange In | 株式-金融 | 1.77% | — | +0.11% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.72% | — | +0.30% | |
| 26 | PYPL | Paypal Holdings INC | 株式-金融 | 1.72% | — | +0.29% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 1.71% | — | -0.21% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.70% | — | -0.06% | |
| 29 | TROW | T Rowe Price Group INC | 株式-金融 | 1.65% | — | -2.50% | |
| 30 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.61% | — | +0.21% | |
| 31 | USB | US Bancorp | 株式-金融 | 1.61% | — | -0.14% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.59% | — | +0.29% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.59% | — | +0.40% | |
| 34 | TRV | Travelers Cos Inc/the | 株式-金融 | 1.53% | — | -0.11% | |
| 35 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.51% | — | -0.32% | |
| 36 | HD | Home Depot INC | 株式-一般消費財 | 1.49% | — | -0.07% | |
| 37 | PODD | Insulet CORP | 株式-ヘルスケア | 1.40% | — | — | |
| 38 | NVDA | Nvidia CORP | 株式-IT | 1.27% | — | +0.04% | |
| 39 | ROP | Roper Technologies INC | 株式-IT | 1.21% | — | +0.52% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 1.18% | — | +0.08% | |
| 41 | ADBE | Adobe INC | 株式-IT | 1.11% | — | +0.95% | |
| 42 | AMT | American Tower CORP | 株式-不動産 | 1.07% | — | +0.67% | |
| 43 | APD | Air Products & Chemicals INC | 株式-素材 | 1.01% | — | -1.09% | |
| 44 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.90% | — | -0.10% | |
| 45 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.78% | — | -12.13% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | -0.25% | |
| 47 | GD | General Dynamics CORP | 株式-資本財 | 0.73% | — | +0.27% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.68% | — | — | |
| 49 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.62% | — | -0.04% | |
| 50 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.56% | — | -3.41% |