CIK: 0001079736
申告総資産額
$29.6億
上位200銘柄を表示中（全209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 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.34% | — | +2.08% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.15% | — | +1.80% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.91% | -0.13% | -2.77% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.58% | -0.15% | -3.42% | |
| 5 | V | Visa Inc-class A Shares | 株式-金融 | 2.52% | -0.29% | -4.43% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.52% | -0.11% | +6.70% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.21% | -0.20% | -3.39% | |
| 8 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.17% | -0.09% | -1.03% | |
| 9 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.01% | -0.23% | -4.34% | |
| 10 | OMC | Omnicom Group | 株式-通信サービス | 1.97% | — | -3.27% | |
| 11 | BAC | Bank Of America CORP | 株式-金融 | 1.87% | — | -3.07% | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.86% | +0.10% | -3.76% | |
| 13 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.68% | — | +1.41% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.64% | -0.26% | -2.44% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.61% | -0.18% | -2.40% | |
| 16 | BA | Boeing Co/the | 株式-資本財 | 1.58% | — | -3.12% | |
| 17 | WSO | Watsco INC | 株式-資本財 | 1.51% | — | -4.36% | |
| 18 | WFC | Wells Fargo & Co | 株式-金融 | 1.51% | — | -19.31% | |
| 19 | WASH | Washington Trust Bancorp | 株式-その他 | 1.49% | — | -0.16% | |
| 20 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.48% | — | +6.79% | |
| 21 | ACM | Aecom | 株式-資本財 | 1.44% | — | -3.60% | |
| 22 | STT | State Street CORP | 株式-金融 | 1.42% | — | -2.77% | |
| 23 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.38% | — | -23.93% | |
| 24 | AIG | American International Group | 株式-金融 | 1.36% | — | -3.10% | |
| 25 | HO1 | Hologic INC | 株式-その他 | 1.28% | — | -5.39% | |
| 26 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.27% | — | -3.39% | |
| 27 | CERNCHF | Cerner CORP | 株式-その他 | 1.26% | — | -3.62% | |
| 28 | MBLY | Mobileye Global Inc. | 株式-その他 | 1.25% | — | -1.34% | |
| 29 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.24% | — | +15.99% | |
| 30 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.21% | — | -2.44% | |
| 31 | HD | Home Depot INC | 株式-一般消費財 | 1.20% | — | +1.39% | |
| 32 | T | At&t INC | 株式-通信サービス | 1.18% | — | -0.48% | |
| 33 | ✓ | Delphi Automotive PLC | 株式-その他 | 1.18% | — | -0.50% | |
| 34 | PYPL | Paypal Holdings INC | 株式-金融 | 1.15% | — | -1.39% | |
| 35 | SLB | Slb LTD | 株式-エネルギー | 1.10% | — | -1.29% | |
| 36 | CELG | Celgene CORP | 株式-その他 | 1.07% | — | -3.31% | |
| 37 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.06% | -0.08% | -0.50% | |
| 38 | GVI | Ishares Intermediate Governm | ETF-その他 | 1.06% | — | +7.17% | |
| 39 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.05% | — | -3.20% | |
| 40 | MSFT | Microsoft CORP | 株式-IT | 1.03% | -0.63% | +11.28% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.95% | — | +0.00% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.93% | — | +1.73% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.91% | — | -0.51% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.90% | — | +0.22% | |
| 45 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | +0.14% | +2.26% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.84% | — | -0.85% | |
| 47 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | — | +3.97% | |
| 48 | BLKCHF | Blackrock INC | 株式-その他 | 0.75% | — | +15.91% | |
| 49 | ACN | Accenture plc | 株式-IT | 0.73% | -0.12% | +18.31% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.5% | -2.77% | 減少 |
| 2 | MBLY | Mobileye Global Inc. | +0.5% | -1.34% | 減少 |
| 3 | NEE | Nextera Energy INC | +0.4% | +198.58% | 増加 |
| 4 | META | Meta Platforms Inc-class A | +0.3% | -2.40% | 減少 |
| 5 | TJX | Tjx Companies INC | +0.3% | +238.85% | 増加 |
| 6 | AMZN | Amazon.com INC | +0.2% | -3.39% | 減少 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +6.70% | 増加 |
| 8 | COST | Costco Wholesale CORP | +0.2% | +319.37% | 増加 |
| 9 | AMT | American Tower CORP | +0.2% | +68.16% | 増加 |
| 10 | CERNCHF | Cerner CORP | +0.2% | -3.62% | 減少 |
| 11 | MDY | State Street Spdr S&p Midcap | +0.2% | +15.99% | 増加 |
| 12 | BABA | Alibaba Group Holding-sp Adr | +0.2% | -3.39% | 減少 |
| 13 | ✓ | Delphi Automotive PLC | +0.2% | -0.50% | 減少 |
| 14 | ZBH | Zimmer Biomet Holdings INC | +0.2% | +10.62% | 増加 |
| 15 | V | Visa Inc-class A Shares | +0.2% | -4.43% | 減少 |
| 16 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +1.80% | 増加 |
| 17 | MSFT | Microsoft CORP | +0.1% | +11.28% | 増加 |
| 18 | BA | Boeing Co/the | +0.1% | -3.12% | 減少 |
| 19 | ACN | Accenture plc | +0.1% | +18.31% | 増加 |
| 20 | BBTUSD | Bb&t CORP | +0.1% | +44.36% | 増加 |
| 21 | HD | Home Depot INC | +0.1% | +1.39% | 増加 |
| 22 | DIS | Walt Disney Co/the | +0.1% | +12.84% | 増加 |
| 23 | BLKCHF | Blackrock INC | +0.1% | +15.91% | 増加 |
| 24 | IEMG | Ishares Core Msci Emerging | +0.1% | +0.00% | 増加 |
| 25 | DOW | Dow Chem Co | +0.1% | +5.82% | 増加 |
| 26 | CLX | Clorox Company | +0.1% | +558.03% | 増加 |
| 27 | BDX | Becton Dickinson And Co | +0.1% | -0.50% | 減少 |
| 28 | EL | Estee Lauder Companies-cl A | +0.1% | -2.44% | 減少 |
| 29 | IWM | Ishares Russell 2000 ETF | +0.1% | +2.08% | 増加 |
| 30 | IWB | Ishares Russell 1000 ETF | +0.1% | -1.03% | 減少 |
| 31 | ACM | Aecom | -0.1% | -3.60% | 減少 |
| 32 | SLB | Slb LTD | -0.1% | -1.29% | 減少 |
| 33 | AIG | American International Group | -0.1% | -3.10% | 減少 |
| 34 | WSO | Watsco INC | -0.2% | -4.36% | 減少 |
| 35 | ABBV | Abbvie INC | -0.2% | -38.40% | 減少 |
| 36 | WASH | Washington Trust Bancorp | -0.2% | -0.16% | 減少 |
| 37 | XOM | Exxon Mobil CORP | -0.3% | -3.76% | 減少 |
| 38 | WBA | Walgreens Boots Alliance INC | -0.3% | -77.27% | 減少 |
| 39 | CTSH | Cognizant Tech Solutions-a | -0.4% | -23.93% | 減少 |
| 40 | PRGO | Perrigo Company plc | -0.4% | -82.14% | 減少 |
| 41 | WFC | Wells Fargo & Co | -0.4% | -19.31% | 減少 |
| 42 | CLB | Core Laboratories Inc. | -0.8% | -95.53% | 減少 |
| 43 | SNCREUR | Synchronoss Technologies INC | -1% | -97.58% | 減少 |
| 44 | VAREUR | Varian Medical Systems INC | -1.4% | -99.80% | 減少 |
| 45 | GE | GE Aerospace | — | EXIT | 全売却 |
| 46 | JNJ | Johnson & Johnson | — | NEW | 新規購入 |
| 47 | BKNG | Booking Hldgs INC | — | NEW | 新規購入 |
| 48 | EOG | Eog Resources INC | — | NEW | 新規購入 |
| 49 | USB | US Bancorp | — | NEW | 新規購入 |
| 50 | KLAC | Kla CORP | — | NEW | 新規購入 |