CIK: 0001105467
申告総資産額
$6.6億
| # | 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 | 6.54% | -0.60% | -2.99% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.74% | +0.50% | -3.33% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.63% | +0.25% | +19.98% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.30% | +0.62% | -3.27% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.54% | +0.42% | +643.57% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 3.25% | +0.18% | +1154.24% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.99% | -2.76% | +4.01% | |
| 8 | ORCL | Oracle CORP | 株式-IT | 2.39% | -0.04% | +12.97% | |
| 9 | AMAT | Applied Materials INC | 株式-IT | 2.07% | +0.60% | +19.04% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.95% | — | -18.51% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.87% | -0.39% | -3.36% | |
| 12 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.79% | — | -4.09% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.76% | — | -18.64% | |
| 14 | CSCO | Cisco Systems INC | 株式-IT | 1.74% | -0.64% | +5.62% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.65% | — | -3.83% | |
| 16 | ADBE | Adobe INC | 株式-IT | 1.60% | — | +58.31% | |
| 17 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.59% | — | -2.77% | |
| 18 | MA | Mastercard INC - A | 株式-金融 | 1.59% | +0.04% | -4.06% | |
| 19 | NOW | Servicenow INC | 株式-IT | 1.55% | -0.87% | -4.21% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.51% | +1.25% | -3.50% | |
| 21 | AKAM | Akamai Technologies INC | 株式-IT | 1.50% | — | +72.56% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.49% | +0.05% | +323.42% | |
| 23 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.44% | +0.41% | -23.33% | |
| 24 | AZO | Autozone INC | 株式-一般消費財 | 1.42% | — | -3.70% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.42% | — | -22.72% | |
| 26 | VONE | Vanguard Russell 1000 | ETF-その他 | 1.36% | -1.90% | EXIT | |
| 27 | AME | Ametek INC | 株式-資本財 | 1.34% | — | +36.53% | |
| 28 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.33% | — | -3.60% | |
| 29 | ADSK | Autodesk INC | 株式-IT | 1.33% | +1.01% | NEW | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.20% | — | -3.81% | |
| 31 | UNP | Union Pacific CORP | 株式-資本財 | 1.19% | — | -4.06% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.15% | -0.07% | -3.54% | |
| 33 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | — | -2.90% | |
| 34 | SPGI | S&p Global INC | 株式-金融 | 1.10% | -0.02% | -4.15% | |
| 35 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 1.03% | — | -4.07% | |
| 36 | HEI | Heico CORP | 株式-資本財 | 1.02% | — | -4.11% | |
| 37 | LDOS | Leidos Holdings INC | 株式-IT | 1.00% | — | -4.17% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.99% | — | -3.83% | |
| 39 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.94% | — | +40.90% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.93% | -1.26% | +2.32% | |
| 41 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.91% | — | -3.96% | |
| 42 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.85% | -1.01% | -3.52% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.84% | — | -32.08% | |
| 44 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.83% | -1.14% | EXIT | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.80% | -0.35% | -2.34% | |
| 46 | CPRT | Copart INC | 株式-資本財 | 0.79% | -0.01% | -4.14% | |
| 47 | RSG | Republic Services INC | 株式-資本財 | 0.75% | — | -33.14% | |
| 48 | CBOE | Cboe Global Markets INC | 株式-金融 | 0.73% | +0.42% | -4.59% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.71% | -0.52% | -8.28% | |
| 50 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.62% | -0.90% | EXIT |