CIK: 0001077428
申告総資産額
$2.5億
| # | 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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 19.98% | +0.07% | -0.67% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 9.67% | -1.13% | +0.43% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 7.26% | -2.37% | — | |
| 4 | AAPL | Apple INC | 株式-IT | 5.65% | -2.05% | +1944.72% | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 5.33% | +0.05% | -7.49% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.36% | -0.31% | -9.40% | |
| 7 | SBUX | Starbucks CORP | 株式-一般消費財 | 4.07% | -1.64% | — | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.10% | — | — | |
| 9 | DE | Deere & Co | 株式-資本財 | 2.71% | -0.81% | — | |
| 10 | GEL | Genesis Energy L.p. | 株式-その他 | 2.25% | — | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.22% | +0.13% | -4.02% | |
| 12 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.06% | +0.73% | -47.84% | |
| 13 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.97% | — | — | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.32% | -0.19% | +131.89% | |
| 15 | XLF | Ss Financial Select Sector | ETF-その他 | 1.31% | — | — | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | -0.21% | +90.78% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.29% | -0.23% | +69.42% | |
| 18 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.26% | — | — | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.24% | — | +62.94% | |
| 20 | USB | US Bancorp | 株式-金融 | 0.82% | — | +224.38% | |
| 21 | LRCXEUR | Lam Research CORP | 株式-IT | 0.77% | — | — | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 0.75% | — | +162.50% | |
| 23 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | -1.47% | |
| 24 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.69% | — | -6.32% | |
| 25 | CAT | Caterpillar INC | 株式-資本財 | 0.65% | — | — | |
| 26 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.60% | — | — | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.60% | -0.38% | — | |
| 28 | TXN | Texas Instruments INC | 株式-IT | 0.59% | — | — | |
| 29 | ETN | Eaton Corporation plc | 株式-資本財 | 0.59% | — | — | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.56% | -0.32% | — | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.56% | -0.16% | — | |
| 32 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.55% | -1.89% | +4.04% | |
| 33 | INTU | Intuit INC | 株式-IT | 0.53% | — | — | |
| 34 | DG | Dollar General CORP | 株式-生活必需品 | 0.52% | — | — | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.52% | — | — | |
| 36 | ECL | Ecolab INC | 株式-素材 | 0.51% | — | — | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.50% | -0.12% | -0.87% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.50% | -0.19% | — | |
| 39 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.49% | — | — | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.49% | -0.20% | — | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.47% | -0.35% | — | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.46% | -0.17% | -0.59% | |
| 43 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.46% | -0.26% | — | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.45% | -0.14% | -0.24% | |
| 45 | MCHP | Microchip Technology INC | 株式-IT | 0.40% | — | -0.40% | |
| 46 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.39% | — | — | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.36% | -0.14% | — | |
| 48 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | — | -12.82% | |
| 49 | ADI | Analog Devices INC | 株式-IT | 0.34% | — | -0.26% | |
| 50 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.33% | -0.17% | -0.18% |