CIK: 0002008171
申告総資産額
$9.3億
上位200銘柄を表示中（全326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 | AAPL | Apple INC | 株式-IT | 8.12% | -0.63% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.76% | -0.02% | — | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.04% | -0.65% | — | |
| 4 | BNL | Broadstone Net Lease INC | 株式-不動産 | 2.89% | — | — | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.75% | -0.27% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.23% | -0.29% | — | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.17% | -0.33% | — | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 1.98% | -0.12% | — | |
| 9 | DHR | Danaher CORP | 株式-ヘルスケア | 1.84% | -0.26% | — | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.67% | -0.16% | — | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.59% | -0.21% | — | |
| 12 | ACN | Accenture plc | 株式-IT | 1.49% | — | — | |
| 13 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.42% | — | — | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 1.38% | -0.12% | — | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.36% | +0.35% | — | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.29% | -0.11% | — | |
| 17 | XPO | Xpo INC | 株式-資本財 | 1.25% | +0.64% | — | |
| 18 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.18% | -0.16% | — | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.13% | — | — | |
| 20 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.11% | -0.25% | — | |
| 21 | DOV | Dover CORP | 株式-資本財 | 1.11% | +0.14% | — | |
| 22 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.10% | +0.22% | NEW | |
| 23 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.09% | +0.14% | — | |
| 24 | XLF | Ss Financial Select Sector | ETF-その他 | 1.02% | -0.06% | — | |
| 25 | BA | Boeing Co/the | 株式-資本財 | 0.98% | -0.04% | — | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.96% | — | — | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.88% | — | — | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.86% | — | — | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.82% | — | — | |
| 30 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.80% | +0.52% | NEW | |
| 31 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.79% | — | — | |
| 32 | CB | Chubb Limited | 株式-金融 | 0.79% | — | — | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.72% | +0.20% | — | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.70% | -0.11% | — | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.69% | +0.29% | — | |
| 36 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.69% | — | — | |
| 37 | EOG | Eog Resources INC | 株式-エネルギー | 0.68% | +0.24% | — | |
| 38 | XLI | Ss Industrial Select Sector | ETF-その他 | 0.68% | — | — | |
| 39 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.68% | — | — | |
| 40 | COF | Capital One Financial CORP | 株式-金融 | 0.67% | -0.14% | — | |
| 41 | WFC | Wells Fargo & Co | 株式-金融 | 0.66% | -0.12% | — | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | -0.04% | — | |
| 43 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.65% | -0.04% | — | |
| 44 | GXO | Gxo Logistics INC | 株式-資本財 | 0.63% | — | — | |
| 45 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.61% | — | — | |
| 46 | LRCXEUR | Lam Research CORP | 株式-IT | 0.61% | — | — | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.60% | -0.02% | — | |
| 48 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.59% | — | — | |
| 49 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.58% | — | — | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.58% | — | — |