CIK: 0001050743
申告総資産額
$78.2億
上位200銘柄を表示中（全701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 | 5.76% | -0.36% | +4.45% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.17% | -0.59% | -1.07% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.31% | -0.16% | +32.52% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.80% | -0.32% | -0.02% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.69% | -0.18% | +0.26% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.61% | -0.09% | +0.24% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.53% | +0.47% | -5.38% | |
| 8 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.45% | +0.12% | -2.50% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.43% | -0.08% | -6.05% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.40% | +0.19% | +0.32% | |
| 11 | PEP | Pepsico INC | 株式-生活必需品 | 1.35% | — | -0.01% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.28% | — | -2.43% | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.18% | -0.17% | +0.22% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.17% | — | +3.15% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.12% | -0.11% | +5.81% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.05% | — | -0.86% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.03% | +0.23% | -2.57% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | -0.14% | +2.13% | |
| 19 | UNP | Union Pacific CORP | 株式-資本財 | 0.96% | — | -0.34% | |
| 20 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.92% | +0.14% | -0.29% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.88% | — | +13.56% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.86% | — | -1.43% | |
| 23 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.82% | — | +5.08% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.82% | — | +0.79% | |
| 25 | BLKCHF | Blackrock INC | 株式-その他 | 0.81% | — | -0.66% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.81% | — | +1.08% | |
| 27 | FNF | Fidelity National Financial | 株式-金融 | 0.77% | -0.11% | — | |
| 28 | APD | Air Products & Chemicals INC | 株式-素材 | 0.76% | — | +14.33% | |
| 29 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.75% | — | +3.59% | |
| 30 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.73% | — | -1.52% | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.69% | — | -0.27% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.69% | -0.16% | -6.41% | |
| 33 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.68% | — | -4.12% | |
| 34 | AMAT | Applied Materials INC | 株式-IT | 0.68% | +0.24% | +27.88% | |
| 35 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.67% | -0.06% | +2.36% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | -0.12% | +16.67% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.66% | -0.18% | -0.97% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.64% | +0.10% | -1.29% | |
| 39 | ADP | Automatic Data Processing | 株式-IT | 0.63% | -0.11% | -5.05% | |
| 40 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.62% | — | -3.46% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | — | -1.16% | |
| 42 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.61% | -0.05% | +0.40% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.61% | — | +7.58% | |
| 44 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.58% | -0.07% | -4.53% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.56% | — | -5.14% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.54% | — | -2.26% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | — | +62.83% | |
| 48 | WM | Waste Management INC | 株式-資本財 | 0.53% | — | -0.74% | |
| 49 | GD | General Dynamics CORP | 株式-資本財 | 0.52% | — | +1.77% | |
| 50 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.52% | — | +22.28% |