CIK: 0001541399
申告総資産額
$5.1億
| # | 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 | MSFT | Microsoft CORP | 株式-IT | 8.98% | -1.86% | -1.43% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.96% | -0.57% | -1.92% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.35% | -0.10% | -1.71% | |
| 4 | ✓ | NVIDIA Corporation | 株式-その他 | 3.85% | +0.36% | -9.51% | |
| 5 | ✓ | Alphabet Inc. | 株式-その他 | 3.57% | -0.57% | -1.98% | |
| 6 | DHR | Danaher CORP | 株式-ヘルスケア | 3.54% | -0.37% | -2.05% | |
| 7 | SYK | Stryker CORP | 株式-ヘルスケア | 3.37% | -0.20% | -2.05% | |
| 8 | ADP | Automatic Data Processing | 株式-IT | 2.99% | -0.46% | -2.90% | |
| 9 | ✓ | Visa Inc. | 株式-その他 | 2.83% | -0.27% | -0.55% | |
| 10 | FISV | Fiserv INC | 株式-その他 | 2.80% | — | -1.11% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.59% | +0.12% | -1.28% | |
| 12 | ITW | Illinois Tool Works | 株式-資本財 | 2.46% | +0.11% | -1.42% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 2.40% | — | -3.38% | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.39% | -0.09% | +2.38% | |
| 15 | ✓ | Costco Wholesale Corporation | 株式-その他 | 2.35% | +0.49% | -2.87% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.27% | +0.55% | -3.67% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.22% | -0.42% | -1.86% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.15% | +0.15% | -1.86% | |
| 19 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.00% | +0.31% | -3.11% | |
| 20 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.76% | +0.21% | -3.54% | |
| 21 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.74% | -0.21% | -10.62% | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.73% | -0.07% | +0.09% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.64% | — | -2.70% | |
| 24 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 1.61% | — | -7.11% | |
| 25 | ✓ | Linde plc | 株式-その他 | 1.59% | +0.36% | -2.61% | |
| 26 | EMR | Emerson Electric Co | 株式-資本財 | 1.51% | — | -2.22% | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.33% | +0.15% | -6.08% | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.26% | -0.11% | -1.66% | |
| 29 | ✓ | Alphabet Inc. | 株式-その他 | 1.18% | -0.09% | +0.08% | |
| 30 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.14% | — | -3.57% | |
| 31 | ✓ | Adobe Inc. | 株式-その他 | 1.10% | -0.24% | — | |
| 32 | ✓ | Diageo plc | 株式-その他 | 1.09% | -0.05% | EXIT | |
| 33 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.98% | -0.09% | -17.82% | |
| 34 | AMAT | Applied Materials INC | 株式-IT | 0.95% | +0.50% | -0.08% | |
| 35 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.94% | -0.14% | -2.86% | |
| 36 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.93% | +0.10% | -4.92% | |
| 37 | ✓ | Cisco Systems, Inc. | 株式-その他 | 0.93% | — | -24.37% | |
| 38 | PANW | Palo Alto Networks INC | 株式-IT | 0.92% | -0.04% | — | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | +0.40% | -6.25% | |
| 40 | APD | Air Products & Chemicals INC | 株式-素材 | 0.84% | +0.21% | -8.84% | |
| 41 | ✓ | FedEx Corporation | 株式-その他 | 0.82% | — | -3.05% | |
| 42 | ✓ | Tesla, Inc. | 株式-その他 | 0.68% | -0.09% | -12.65% | |
| 43 | ✓ | Merck & Co., Inc. | 株式-その他 | 0.63% | — | -8.14% | |
| 44 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型株・グロース | 0.62% | — | +1.84% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.27% | -0.04% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.42% | — | -0.07% | |
| 47 | ✓ | IDEXX Laboratories, Inc. | 株式-その他 | 0.39% | -0.04% | — | |
| 48 | ✓ | J P Morgan Chase And Co | 株式-その他 | 0.38% | — | — | |
| 49 | ✓ | Vanguard Scottsdale Fds | 株式-その他 | 0.37% | — | -7.83% | |
| 50 | PNC | Pnc Financial Services Group | 株式-金融 | 0.34% | — | — |