CIK: 0001050743
申告総資産額
$78.2億
上位200銘柄を表示中（全684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 | AAPL | Apple INC | 株式-IT | 4.95% | -0.36% | +28.08% | |
| 2 | YUSD | Alleghany CORP | 株式-その他 | 3.04% | — | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.55% | -0.59% | +23.88% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.65% | +0.19% | +22.07% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.59% | -0.32% | +2059.90% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.52% | -0.16% | -2.80% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.49% | -0.09% | +71.26% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.44% | -0.08% | -2.80% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.43% | -0.18% | +16.46% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.38% | +0.47% | +13.64% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.30% | +0.12% | +6.79% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.27% | — | +12.82% | |
| 13 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.22% | — | +6.21% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.18% | — | +28.46% | |
| 15 | UNP | Union Pacific CORP | 株式-資本財 | 1.12% | — | +10.06% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.11% | +0.23% | +14.35% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.09% | -0.17% | +2352.95% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.05% | — | +26.22% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.98% | +0.14% | +3.41% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.97% | -0.11% | +67.76% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.94% | — | +41.59% | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.92% | — | +6.29% | |
| 23 | FNF | Fidelity National Financial | 株式-金融 | 0.89% | -0.11% | +0.05% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | — | +29.73% | |
| 25 | ADP | Automatic Data Processing | 株式-IT | 0.86% | -0.11% | -0.45% | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 0.84% | +0.10% | +7.52% | |
| 27 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.82% | — | -0.96% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | -0.14% | +41.45% | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.79% | — | +1.01% | |
| 30 | BLKCHF | Blackrock INC | 株式-その他 | 0.78% | — | +9.80% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.75% | — | +34.17% | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 0.74% | — | +2.99% | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.72% | -0.07% | +5.05% | |
| 34 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.71% | — | +2.79% | |
| 35 | APD | Air Products & Chemicals INC | 株式-素材 | 0.67% | — | +10.06% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.67% | — | +7.25% | |
| 37 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.66% | — | +52.50% | |
| 38 | PGC | Peapack Gladstone Finl CORP | 株式-その他 | 0.66% | — | +1.60% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.65% | — | +33.38% | |
| 40 | PNC | Pnc Financial Services Group | 株式-金融 | 0.64% | — | +0.53% | |
| 41 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.64% | -0.06% | +263.50% | |
| 42 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.62% | — | -0.25% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.62% | -0.16% | +23.03% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.61% | -0.07% | +26.79% | |
| 45 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.59% | — | +5.72% | |
| 46 | VZ | Verizon Communications INC | 株式-通信サービス | 0.59% | — | +24.71% | |
| 47 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.59% | -0.05% | +11.09% | |
| 48 | DG | Dollar General CORP | 株式-生活必需品 | 0.58% | — | -1.59% | |
| 49 | GD | General Dynamics CORP | 株式-資本財 | 0.58% | — | +9.65% | |
| 50 | WM | Waste Management INC | 株式-資本財 | 0.57% | — | -1.26% |