CIK: 0001157436
申告総資産額
$10.0億
上位200銘柄を表示中（全377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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 5.47% | -0.01% | +0.48% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.55% | +0.10% | +2.42% | |
| 3 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.52% | — | +0.00% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.38% | +0.24% | -15.94% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.31% | +0.03% | -30.94% | |
| 6 | PEP | Pepsico INC | 株式-生活必需品 | 2.26% | -0.21% | -4.67% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.07% | +0.04% | +1.97% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 1.82% | +0.01% | -2.42% | |
| 9 | CPRT | Copart INC | 株式-資本財 | 1.82% | -0.20% | -0.81% | |
| 10 | SUB | Ishares Short-term National | ETF-その他 | 1.68% | -0.43% | -11.21% | |
| 11 | AAPL | Apple INC | 株式-IT | 1.64% | +0.01% | -0.22% | |
| 12 | TSCO | Tractor Supply Company | 株式-一般消費財 | 1.61% | -0.41% | -21.82% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.41% | +0.23% | -44.68% | |
| 14 | NVDA | Nvidia CORP | 株式-IT | 1.33% | +0.01% | +842.42% | |
| 15 | ECL | Ecolab INC | 株式-素材 | 1.32% | — | -12.98% | |
| 16 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.26% | — | -17.88% | |
| 17 | INTU | Intuit INC | 株式-IT | 1.26% | -0.27% | -24.61% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.12% | — | -16.00% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.09% | -0.38% | -5.68% | |
| 20 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.07% | — | -9.02% | |
| 21 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.07% | — | +10.37% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.05% | — | -1.62% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.04% | +0.03% | +0.82% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 1.01% | +0.02% | +4.37% | |
| 25 | PSA | Public Storage | 株式-不動産 | 0.98% | +0.03% | -25.80% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.95% | +0.22% | +290.32% | |
| 27 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 0.93% | -0.25% | -0.46% | |
| 28 | MCHP | Microchip Technology INC | 株式-IT | 0.91% | — | — | |
| 29 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.85% | — | -9.28% | |
| 30 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-大型株・グロース | 0.77% | — | -3.95% | |
| 31 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.76% | — | -8.33% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.75% | +0.01% | -0.92% | |
| 33 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.74% | — | +9.74% | |
| 34 | ACN | Accenture plc | 株式-IT | 0.71% | — | -1.01% | |
| 35 | PAYX | Paychex INC | 株式-IT | 0.70% | — | -12.34% | |
| 36 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.70% | -0.12% | -11.30% | |
| 37 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.65% | — | -6.14% | |
| 38 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.62% | — | +0.05% | |
| 39 | GBIL | Goldman Sachs Access Treasur | ETF-コモディティ | 0.62% | — | +134.11% | |
| 40 | GWW | Ww Grainger INC | 株式-資本財 | 0.61% | +0.06% | -0.70% | |
| 41 | AMGN | Amgen INC | 株式-ヘルスケア | 0.60% | — | +22.67% | |
| 42 | SPG | Simon Property Group INC | 株式-不動産 | 0.59% | +0.03% | +14.40% | |
| 43 | WPC | Wp Carey INC | 株式-不動産 | 0.56% | — | -3.95% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.56% | — | -0.97% | |
| 45 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.55% | — | +3.83% | |
| 46 | CNI | Canadian Natl Railway Co | 株式-資本財 | 0.55% | — | -1.01% | |
| 47 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.54% | — | -0.02% | |
| 48 | IGM | Ishares Expanded Tech Sector | ETF-テック型 | 0.54% | — | +0.15% | |
| 49 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.54% | — | +0.11% | |
| 50 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.53% | — | -42.18% |