CIK: 0001457833
申告総資産額
$23.8億
上位200銘柄を表示中（全1162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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 6.40% | +6.09% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.25% | +5.70% | NEW | |
| 3 | AAPL | Apple INC | 株式-IT | 4.58% | +4.37% | NEW | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.77% | +3.17% | NEW | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.24% | +3.06% | NEW | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.74% | +2.51% | NEW | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.61% | +2.06% | NEW | |
| 8 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.86% | +1.41% | NEW | |
| 9 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.59% | +1.24% | NEW | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.46% | +2.09% | NEW | |
| 11 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 1.33% | +0.90% | NEW | |
| 12 | NVDA | Nvidia CORP | 株式-IT | 1.33% | +3.26% | NEW | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | +1.64% | NEW | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.23% | +1.35% | NEW | |
| 15 | DHR | Danaher CORP | 株式-ヘルスケア | 1.20% | +0.58% | NEW | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.09% | +0.68% | NEW | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.07% | +0.79% | NEW | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.07% | +1.08% | NEW | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 1.07% | +1.00% | NEW | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.97% | +2.17% | NEW | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.91% | +0.58% | NEW | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.89% | +0.61% | NEW | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.88% | +0.70% | NEW | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | +0.89% | NEW | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.84% | — | -2.50% | |
| 26 | RTX | Rtx CORP | 株式-資本財 | 0.84% | +0.92% | NEW | |
| 27 | WMT | Walmart INC | 株式-生活必需品 | 0.80% | +0.90% | NEW | |
| 28 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.78% | +1.85% | NEW | |
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.70% | +0.54% | NEW | |
| 30 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.68% | — | -6.61% | |
| 31 | ACN | Accenture plc | 株式-IT | 0.67% | +0.57% | NEW | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.66% | +0.60% | NEW | |
| 33 | PANW | Palo Alto Networks INC | 株式-IT | 0.66% | +1.01% | NEW | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.64% | — | -5.43% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | +0.55% | NEW | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.62% | — | -4.77% | |
| 37 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.61% | — | +2.22% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.61% | +0.86% | NEW | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.58% | +0.62% | NEW | |
| 40 | BLKCHF | Blackrock INC | 株式-その他 | 0.58% | — | -4.16% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | — | -0.54% | |
| 42 | AXP | American Express Co | 株式-金融 | 0.55% | +0.56% | NEW | |
| 43 | MCHP | Microchip Technology INC | 株式-IT | 0.55% | — | -3.01% | |
| 44 | GS | Goldman Sachs Group INC | 株式-金融 | 0.55% | +0.63% | NEW | |
| 45 | ADBE | Adobe INC | 株式-IT | 0.53% | — | -1.31% | |
| 46 | BX | Blackstone INC | 株式-金融 | 0.51% | +0.58% | NEW | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.51% | — | -5.78% | |
| 48 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.50% | — | +0.57% | |
| 49 | CRM | Salesforce INC | 株式-IT | 0.49% | — | -4.40% | |
| 50 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.48% | — | -1.37% |