CIK: 0001281761
申告総資産額
$154.0億
上位200銘柄を表示中（全824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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.67% | — | -4.22% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.04% | -0.91% | -3.62% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.27% | +0.24% | -1.20% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.89% | +0.16% | -0.19% | |
| 5 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 2.76% | +0.29% | +1.11% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.62% | -0.09% | -1.45% | |
| 7 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.52% | -0.57% | -2.55% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.48% | -0.25% | +876.82% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.17% | +0.18% | -1.16% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.09% | -0.15% | -1.80% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.82% | -0.32% | +1.44% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.62% | +0.53% | +0.66% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.51% | — | -0.62% | |
| 14 | SNA | Snap-on INC | 株式-資本財 | 1.44% | +0.10% | -0.05% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.38% | -0.13% | +0.56% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.33% | -0.26% | +292.71% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.31% | +0.17% | -2.05% | |
| 18 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.26% | -0.06% | -2.81% | |
| 19 | WMT | Walmart INC | 株式-生活必需品 | 1.18% | +0.18% | -2.25% | |
| 20 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.18% | -0.11% | +1.99% | |
| 21 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.08% | — | +1.37% | |
| 22 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.02% | +0.86% | -1.70% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.00% | +0.28% | +0.10% | |
| 24 | NEE | Nextera Energy INC | 株式-公益事業 | 0.88% | +0.12% | -1.66% | |
| 25 | WM | Waste Management INC | 株式-資本財 | 0.87% | — | -5.15% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.84% | — | -1.77% | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.83% | — | +4.10% | |
| 28 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.81% | -0.10% | -1.25% | |
| 29 | SYK | Stryker CORP | 株式-ヘルスケア | 0.78% | — | -0.97% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.76% | — | -19.40% | |
| 31 | QCOM | Qualcomm INC | 株式-IT | 0.73% | -0.08% | -1.91% | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.72% | — | -3.09% | |
| 33 | CB | Chubb Limited | 株式-金融 | 0.72% | — | -1.23% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.71% | +0.13% | -1.71% | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 0.70% | — | -1.91% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.69% | — | +0.22% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.65% | — | -31.94% | |
| 38 | RY | Royal Bank Of Canada | 株式-金融 | 0.64% | — | -0.12% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.63% | +0.07% | -1.49% | |
| 40 | ETN | Eaton Corporation plc | 株式-資本財 | 0.61% | -0.19% | -1.14% | |
| 41 | GL | Globe Life INC | 株式-金融 | 0.61% | — | -17.07% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.60% | -0.09% | -1.03% | |
| 43 | BLKCHF | Blackrock INC | 株式-その他 | 0.59% | — | -18.44% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.57% | — | -8.41% | |
| 45 | TMUS | T-mobile US INC | 株式-通信サービス | 0.55% | — | +1.02% | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.54% | — | -0.04% | |
| 47 | HSY | Hershey Co/the | 株式-生活必需品 | 0.54% | — | +6.30% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | — | +97.94% | |
| 49 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.53% | -0.09% | +1.55% | |
| 50 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.52% | — | -1.87% |