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 | 20.69% | +0.07% | +7.40% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 9.58% | -1.13% | +8.19% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 8.47% | -2.37% | +245.72% | |
| 4 | AAPL | Apple INC | 株式-IT | 5.69% | -2.05% | — | |
| 5 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 4.38% | +0.05% | -3.37% | |
| 6 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 3.84% | — | +3.42% | |
| 7 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 3.69% | -0.31% | -1.08% | |
| 8 | XLK | Ss Technology Select Sector | ETF-テック型 | 3.67% | — | — | |
| 9 | SBUX | Starbucks CORP | 株式-一般消費財 | 3.57% | -1.64% | — | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 3.08% | +0.73% | — | |
| 11 | DE | Deere & Co | 株式-資本財 | 2.11% | -0.81% | — | |
| 12 | GEL | Genesis Energy L.p. | 株式-その他 | 2.09% | — | — | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.08% | +0.13% | -0.49% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.29% | — | -0.05% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.20% | -0.21% | -0.29% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.18% | -0.23% | -1.17% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.16% | -0.19% | -1.74% | |
| 18 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.07% | — | — | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.86% | -1.89% | +35.81% | |
| 20 | USB | US Bancorp | 株式-金融 | 0.76% | — | -0.02% | |
| 21 | INTU | Intuit INC | 株式-IT | 0.65% | — | — | |
| 22 | LRCXEUR | Lam Research CORP | 株式-IT | 0.64% | — | — | |
| 23 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.59% | — | — | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | — | -0.52% | |
| 25 | AMGN | Amgen INC | 株式-ヘルスケア | 0.56% | — | — | |
| 26 | ETN | Eaton Corporation plc | 株式-資本財 | 0.55% | — | — | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.54% | -0.20% | — | |
| 28 | TXN | Texas Instruments INC | 株式-IT | 0.53% | — | — | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.52% | -0.38% | — | |
| 30 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.51% | -0.32% | — | |
| 31 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.49% | -0.26% | — | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.48% | — | — | |
| 33 | DG | Dollar General CORP | 株式-生活必需品 | 0.48% | — | — | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.47% | -0.16% | — | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.47% | -0.19% | — | |
| 36 | CAT | Caterpillar INC | 株式-資本財 | 0.47% | — | — | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.46% | -0.12% | -0.13% | |
| 38 | ECL | Ecolab INC | 株式-素材 | 0.44% | — | — | |
| 39 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.44% | — | — | |
| 40 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.43% | — | — | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.42% | -0.35% | — | |
| 42 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.41% | -0.17% | -0.59% | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.38% | -0.14% | -0.07% | |
| 44 | XLE | Ss Energy Select Sector | ETF-その他 | 0.37% | — | -20.56% | |
| 45 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.35% | — | -2.92% | |
| 46 | MCHP | Microchip Technology INC | 株式-IT | 0.34% | — | -0.09% | |
| 47 | AJG | Arthur J Gallagher & Co | 株式-金融 | 0.34% | -0.17% | -0.06% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.33% | -0.14% | -0.20% | |
| 49 | XLRE | Ss Real Estate Select Sector | ETF-その他 | 0.33% | — | -23.11% | |
| 50 | ADI | Analog Devices INC | 株式-IT | 0.32% | — | -0.26% |