CIK: 0001050743
申告総資産額
$78.2億
上位200銘柄を表示中（全689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 | 5.08% | -0.36% | -0.98% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.53% | -0.59% | +0.04% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.55% | -0.16% | -0.05% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.35% | -0.32% | -1.21% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.96% | -0.18% | -0.95% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.75% | -0.09% | -0.53% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.59% | -0.11% | +0.47% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.56% | -0.08% | -0.55% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.52% | -0.17% | +0.08% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.35% | +0.47% | -0.28% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.34% | +0.12% | -0.91% | |
| 12 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.26% | — | +3.71% | |
| 13 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.26% | +0.14% | -1.58% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.10% | — | +0.09% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.07% | -0.16% | -0.28% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.06% | — | -0.83% | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.04% | — | +10.90% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.03% | — | -1.20% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.02% | -0.12% | +0.45% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | +0.19% | -3.20% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.97% | -0.14% | -0.18% | |
| 22 | AMAT | Applied Materials INC | 株式-IT | 0.93% | +0.24% | -2.66% | |
| 23 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 0.93% | — | +10.81% | |
| 24 | FNF | Fidelity National Financial | 株式-金融 | 0.90% | -0.11% | — | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 0.90% | — | -0.73% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.87% | +0.23% | +0.15% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.85% | — | +4.97% | |
| 28 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.84% | — | +24.83% | |
| 29 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.81% | — | +1.60% | |
| 30 | BLKCHF | Blackrock INC | 株式-その他 | 0.81% | — | +0.34% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.78% | — | +15.00% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | — | -0.64% | |
| 33 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.77% | — | +0.83% | |
| 34 | QCOM | Qualcomm INC | 株式-IT | 0.74% | -0.11% | +0.59% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.74% | — | +8.16% | |
| 36 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.70% | — | -2.22% | |
| 37 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.70% | — | -0.12% | |
| 38 | ORCL | Oracle CORP | 株式-IT | 0.64% | -0.18% | -6.77% | |
| 39 | GD | General Dynamics CORP | 株式-資本財 | 0.61% | — | -0.20% | |
| 40 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.61% | -0.06% | -0.66% | |
| 41 | ADP | Automatic Data Processing | 株式-IT | 0.60% | -0.11% | +1.18% | |
| 42 | NVDA | Nvidia CORP | 株式-IT | 0.58% | -0.05% | +891.57% | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.56% | — | -7.27% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.56% | — | +1.97% | |
| 45 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.54% | — | -0.79% | |
| 46 | WM | Waste Management INC | 株式-資本財 | 0.54% | — | -1.50% | |
| 47 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.53% | -0.07% | -1.02% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | — | +0.16% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.52% | — | -3.25% | |
| 50 | PNC | Pnc Financial Services Group | 株式-金融 | 0.52% | — | +0.21% |