CIK: 0001079736
申告総資産額
$29.6億
上位200銘柄を表示中（全237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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.02% | -0.11% | +4.30% | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 3.22% | -0.29% | -0.74% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.05% | -0.13% | -0.75% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.98% | — | +0.27% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.97% | -0.20% | -1.50% | |
| 6 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.76% | — | +1.21% | |
| 7 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.60% | -0.23% | -0.14% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.48% | -0.15% | -0.26% | |
| 9 | WASH | Washington Trust Bancorp | 株式-その他 | 2.34% | — | -1.34% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 2.16% | -0.63% | +2.95% | |
| 11 | BA | Boeing Co/the | 株式-資本財 | 2.11% | — | -0.78% | |
| 12 | PYPL | Paypal Holdings INC | 株式-金融 | 2.11% | — | -0.81% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.09% | -0.09% | +0.89% | |
| 14 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.76% | — | -0.62% | |
| 15 | BAC | Bank Of America CORP | 株式-金融 | 1.75% | — | -1.86% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.62% | -0.26% | +0.13% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.58% | — | +0.32% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.47% | +0.10% | +1.04% | |
| 19 | WSO | Watsco INC | 株式-資本財 | 1.40% | — | -0.69% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.38% | — | +1.07% | |
| 21 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.32% | — | -3.02% | |
| 22 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.21% | -0.08% | +1.02% | |
| 23 | RHT1EUR | Red Hat INC | 株式-その他 | 1.16% | — | -4.14% | |
| 24 | CERNCHF | Cerner CORP | 株式-その他 | 1.14% | — | -0.69% | |
| 25 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.13% | -0.18% | +0.26% | |
| 26 | ACN | Accenture plc | 株式-IT | 1.08% | -0.12% | -1.00% | |
| 27 | ACM | Aecom | 株式-資本財 | 1.06% | — | -0.79% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 1.00% | — | +0.53% | |
| 29 | NEE | Nextera Energy INC | 株式-公益事業 | 1.00% | +0.24% | +3.06% | |
| 30 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.96% | -0.17% | -0.01% | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.96% | — | +3.58% | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.95% | +0.14% | +1.93% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.89% | — | -17.54% | |
| 34 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | — | +0.22% | |
| 35 | APTV | Aptiv PLC | 株式-一般消費財 | 0.88% | — | -0.50% | |
| 36 | PEP | Pepsico INC | 株式-生活必需品 | 0.87% | — | -0.20% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.85% | — | +0.82% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.83% | — | +1.92% | |
| 39 | HON | Honeywell International INC | 株式-資本財 | 0.81% | +0.09% | -0.47% | |
| 40 | ADP | Automatic Data Processing | 株式-IT | 0.81% | -0.10% | -0.25% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.80% | — | -0.73% | |
| 42 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.78% | -0.06% | -0.19% | |
| 43 | BLKCHF | Blackrock INC | 株式-その他 | 0.78% | — | +0.51% | |
| 44 | OLED | Universal Display CORP | 株式-IT | 0.76% | — | -0.59% | |
| 45 | AMT | American Tower CORP | 株式-不動産 | 0.75% | — | -0.77% | |
| 46 | AVGO | Broadcom INC | 株式-IT | 0.74% | -0.51% | +20.31% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.74% | — | +9.52% | |
| 48 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | +1.91% | |
| 49 | ADI | Analog Devices INC | 株式-IT | 0.71% | +0.17% | +1.01% | |
| 50 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.70% | — | +0.71% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +4.30% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.2% | +2.95% | 増加 |
| 3 | V | Visa Inc-class A Shares | +0.2% | -0.74% | 減少 |
| 4 | TMO | Thermo Fisher Scientific INC | +0.2% | -0.14% | 減少 |
| 5 | IQV | Iqvia Holdings INC | +0.2% | -0.01% | 減少 |
| 6 | EL | Estee Lauder Companies-cl A | +0.1% | -0.62% | 減少 |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +37.87% | 増加 |
| 8 | NEE | Nextera Energy INC | +0.1% | +3.06% | 増加 |
| 9 | ACM | Aecom | +0.1% | -0.79% | 減少 |
| 10 | WMT | Walmart INC | +0.1% | +11.19% | 増加 |
| 11 | BDX | Becton Dickinson And Co | +0.1% | +1.02% | 増加 |
| 12 | AVGO | Broadcom INC | +0.1% | +20.31% | 増加 |
| 13 | HD | Home Depot INC | +0.1% | +0.32% | 増加 |
| 14 | T | At&t INC | +0.1% | +0.82% | 増加 |
| 15 | CSCO | Cisco Systems INC | +0.1% | +9.52% | 増加 |
| 16 | CERNCHF | Cerner CORP | +0.1% | -0.69% | 減少 |
| 17 | OLED | Universal Display CORP | +0.1% | -0.59% | 減少 |
| 18 | MDT | Medtronic plc | +0.1% | +2.27% | 増加 |
| 19 | WY | Weyerhaeuser Co | +0.1% | +18.89% | 増加 |
| 20 | PYPL | Paypal Holdings INC | 0% | -0.81% | 減少 |
| 21 | ABT | Abbott Laboratories | 0% | +0.87% | 増加 |
| 22 | PFE | Pfizer INC | 0% | +1.91% | 増加 |
| 23 | FIS | Fidelity National Info Serv | 0% | +3.28% | 増加 |
| 24 | IWR | Ishares Russell Mid-cap ETF | 0% | +1.21% | 増加 |
| 25 | ACN | Accenture plc | 0% | -1.00% | 減少 |
| 26 | CVX | Chevron CORP | 0% | +0.22% | 増加 |
| 27 | BR | Broadridge Financial Solutio | 0% | +0.10% | 増加 |
| 28 | COST | Costco Wholesale CORP | 0% | -0.83% | 減少 |
| 29 | SBUX | Starbucks CORP | 0% | +0.83% | 増加 |
| 30 | AMT | American Tower CORP | 0% | -0.77% | 減少 |
| 31 | EQIX | Equinix INC | 0% | +1.32% | 増加 |
| 32 | BKNG | Booking Holdings INC | 0% | -0.13% | 減少 |
| 33 | TIP | Ishares Tips Bond ETF | 0% | +4.98% | 増加 |
| 34 | PG | Procter & Gamble Co/the | 0% | +3.44% | 増加 |
| 35 | DIS | Walt Disney Co/the | 0% | +1.92% | 増加 |
| 36 | IEMG | Ishares Core Msci Emerging | 0% | +3.58% | 増加 |
| 37 | IWB | Ishares Russell 1000 ETF | 0% | +0.89% | 増加 |
| 38 | HSY | Hershey Co/the | 0% | -48.46% | 減少 |
| 39 | ZBH | Zimmer Biomet Holdings INC | -0.1% | -5.19% | 減少 |
| 40 | BAC | Bank Of America CORP | -0.1% | -1.86% | 減少 |
| 41 | WASH | Washington Trust Bancorp | -0.1% | -1.34% | 減少 |
| 42 | BABA | Alibaba Group Holding-sp Adr | -0.2% | -3.02% | 減少 |
| 43 | AMZN | Amazon.com INC | -0.2% | -1.50% | 減少 |
| 44 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.13% | 増加 |
| 45 | AAPL | Apple INC | -0.2% | -0.75% | 減少 |
| 46 | EFA | Ishares Msci Eafe ETF | -0.2% | -17.54% | 減少 |
| 47 | MMM | 3m Co | -0.2% | -34.64% | 減少 |
| 48 | UPS | United Parcel Service-cl B | -0.3% | -74.82% | 減少 |
| 49 | OPLN | Openlane INC | -0.4% | -2.59% | 減少 |
| 50 | DD | DuPont de Nemours, Inc. | — | EXIT | 全売却 |