CIK: 0001079736
申告総資産額
$29.6億
上位200銘柄を表示中（全227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 | 3.64% | — | -2.98% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.09% | — | +0.53% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.91% | -0.13% | -4.52% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.89% | -0.20% | -8.65% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.75% | -0.15% | -5.63% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 2.74% | -0.29% | -7.00% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.47% | -0.11% | -0.47% | |
| 8 | BA | Boeing Co/the | 株式-資本財 | 2.36% | — | -8.44% | |
| 9 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.23% | -0.23% | -6.66% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 2.14% | — | -4.91% | |
| 11 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.08% | -0.09% | +0.13% | |
| 12 | WSO | Watsco INC | 株式-資本財 | 1.79% | — | -3.04% | |
| 13 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.74% | — | -8.24% | |
| 14 | PYPL | Paypal Holdings INC | 株式-金融 | 1.73% | — | -6.63% | |
| 15 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.73% | — | -11.19% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.72% | -0.26% | -6.29% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.61% | — | +7.68% | |
| 18 | STT | State Street CORP | 株式-金融 | 1.52% | — | -6.29% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.52% | -0.63% | +3.84% | |
| 20 | RHT1EUR | Red Hat INC | 株式-その他 | 1.46% | — | -6.95% | |
| 21 | WASH | Washington Trust Bancorp | 株式-その他 | 1.46% | — | -2.67% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.45% | +0.10% | -5.77% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.44% | — | +0.47% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 1.44% | — | -1.12% | |
| 25 | ACM | Aecom | 株式-資本財 | 1.25% | — | -5.41% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.23% | — | -1.01% | |
| 27 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.16% | -0.08% | -4.02% | |
| 28 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.09% | -0.18% | -33.24% | |
| 29 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 1.08% | — | -14.26% | |
| 30 | APTV | Aptiv PLC | 株式-一般消費財 | 1.07% | — | +1435.53% | |
| 31 | BLKCHF | Blackrock INC | 株式-その他 | 1.06% | — | -3.32% | |
| 32 | CERNCHF | Cerner CORP | 株式-その他 | 1.04% | — | -6.82% | |
| 33 | AIG | American International Group | 株式-金融 | 1.02% | — | -5.07% | |
| 34 | ACN | Accenture plc | 株式-IT | 0.98% | -0.12% | -4.97% | |
| 35 | T | At&t INC | 株式-通信サービス | 0.93% | — | -1.84% | |
| 36 | WFC | Wells Fargo & Co | 株式-金融 | 0.91% | — | -11.93% | |
| 37 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | +0.14% | -0.25% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.83% | — | -2.77% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.82% | — | -2.13% | |
| 40 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.82% | — | -0.67% | |
| 41 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.81% | — | +2.00% | |
| 42 | OPLN | Openlane INC | 株式-その他 | 0.81% | — | -1.27% | |
| 43 | PNC | Pnc Financial Services Group | 株式-金融 | 0.80% | — | +4.17% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.75% | +0.24% | +1.89% | |
| 45 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.75% | — | -4.77% | |
| 46 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | -1.55% | |
| 47 | MCHP | Microchip Technology INC | 株式-IT | 0.74% | — | -3.84% | |
| 48 | HON | Honeywell International INC | 株式-資本財 | 0.74% | +0.09% | +40.76% | |
| 49 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.73% | — | -23.54% | |
| 50 | MMM | 3m Co | 株式-資本財 | 0.72% | — | -2.12% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | APTV | Aptiv PLC | +1% | +1435.53% | 増加 |
| 2 | IQV | Iqvia Holdings INC | +0.6% | +1548.20% | 増加 |
| 3 | AMZN | Amazon.com INC | +0.4% | -8.65% | 減少 |
| 4 | RHT1EUR | Red Hat INC | +0.3% | -6.95% | 減少 |
| 5 | MSFT | Microsoft CORP | +0.2% | +3.84% | 増加 |
| 6 | HON | Honeywell International INC | +0.2% | +40.76% | 増加 |
| 7 | IBM | Intl Business Machines CORP | +0.2% | +40.33% | 増加 |
| 8 | EFA | Ishares Msci Eafe ETF | +0.2% | +7.68% | 増加 |
| 9 | EL | Estee Lauder Companies-cl A | +0.1% | -11.19% | 減少 |
| 10 | BR | Broadridge Financial Solutio | +0.1% | -2.35% | 減少 |
| 11 | PNC | Pnc Financial Services Group | +0.1% | +4.17% | 増加 |
| 12 | USB | US Bancorp | +0.1% | +25.26% | 増加 |
| 13 | V | Visa Inc-class A Shares | 0% | -7.00% | 減少 |
| 14 | IWM | Ishares Russell 2000 ETF | 0% | -2.98% | 減少 |
| 15 | JPM | Jpmorgan Chase & Co | 0% | -5.63% | 減少 |
| 16 | BAC | Bank Of America CORP | 0% | -4.91% | 減少 |
| 17 | PYPL | Paypal Holdings INC | — | -6.63% | 減少 |
| 18 | STT | State Street CORP | 0% | -6.29% | 減少 |
| 19 | MMM | 3m Co | 0% | -2.12% | 減少 |
| 20 | JNJ | Johnson & Johnson | 0% | -0.25% | 減少 |
| 21 | DD | DuPont de Nemours, Inc. | 0% | +2.00% | 増加 |
| 22 | AAPL | Apple INC | -0.1% | -4.52% | 減少 |
| 23 | HD | Home Depot INC | -0.1% | -1.12% | 減少 |
| 24 | PEP | Pepsico INC | -0.1% | -1.55% | 減少 |
| 25 | CMCSA | Comcast Corp-class A | -0.1% | +0.25% | 増加 |
| 26 | VNQ | Vanguard Real Estate ETF | -0.1% | -8.63% | 減少 |
| 27 | PG | Procter & Gamble Co/the | -0.1% | -17.46% | 減少 |
| 28 | GOOGL | Alphabet Inc-cl A | -0.1% | -6.29% | 減少 |
| 29 | ACM | Aecom | -0.1% | -5.41% | 減少 |
| 30 | VZ | Verizon Communications INC | -0.1% | -2.77% | 減少 |
| 31 | T | At&t INC | -0.1% | -1.84% | 減少 |
| 32 | CVX | Chevron CORP | -0.1% | -2.13% | 減少 |
| 33 | D | Dominion Energy INC | -0.1% | -1.29% | 減少 |
| 34 | ZBH | Zimmer Biomet Holdings INC | -0.1% | -7.52% | 減少 |
| 35 | UNP | Union Pacific CORP | -0.1% | -43.49% | 減少 |
| 36 | KHC | Kraft Heinz Co/the | -0.1% | -6.60% | 減少 |
| 37 | BGS | B&g Foods INC | -0.1% | -0.16% | 減少 |
| 38 | AIG | American International Group | -0.1% | -5.07% | 減少 |
| 39 | HO1 | Hologic INC | -0.1% | -5.93% | 減少 |
| 40 | CELG | Celgene CORP | -0.1% | -5.37% | 減少 |
| 41 | CVS | Cvs Health CORP | -0.1% | -4.77% | 減少 |
| 42 | AGG | Ishares Core U.s. Aggregate | -0.2% | -23.54% | 減少 |
| 43 | XOM | Exxon Mobil CORP | -0.2% | -5.77% | 減少 |
| 44 | CERNCHF | Cerner CORP | -0.2% | -6.82% | 減少 |
| 45 | WFC | Wells Fargo & Co | -0.2% | -11.93% | 減少 |
| 46 | GVI | Ishares Intermediate Governm | -0.3% | -28.76% | 減少 |
| 47 | OLED | Universal Display CORP | -0.3% | +0.91% | 増加 |
| 48 | META | Meta Platforms Inc-class A | -0.6% | -33.24% | 減少 |
| 49 | BKNG | Booking Hldgs INC | — | EXIT | 全売却 |
| 50 | NWL | Newell Brands INC | — | EXIT | 全売却 |