CIK: 0001079736
申告総資産額
$29.6億
| # | 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 | AAPL | Apple INC | 株式-IT | 4.62% | -0.13% | +43.96% | |
| 2 | V | Visa Inc-class A Shares | 株式-金融 | 3.58% | -0.29% | +46.02% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.06% | -0.11% | -5.96% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.97% | -0.20% | +44.18% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.41% | -0.15% | +8.08% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.35% | — | +3.50% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.17% | — | +0.06% | |
| 8 | PYPL | Paypal Holdings INC | 株式-金融 | 2.16% | — | +53.26% | |
| 9 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.01% | -0.23% | -0.93% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.89% | -0.63% | +4.27% | |
| 11 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.83% | -0.26% | +26.24% | |
| 12 | WASH | Washington Trust Bancorp | 株式-その他 | 1.73% | — | +0.70% | |
| 13 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.70% | -0.09% | +0.24% | |
| 14 | BA | Boeing Co/the | 株式-資本財 | 1.58% | — | +18.23% | |
| 15 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.57% | -0.17% | +131.06% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.53% | -0.18% | +78.02% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 1.51% | — | +1.22% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.40% | — | +122.61% | |
| 19 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.37% | — | -1.19% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.31% | — | +98.05% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.21% | — | +2.72% | |
| 22 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.18% | -0.13% | +148.00% | |
| 23 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.16% | — | -0.53% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.15% | +0.10% | +20.35% | |
| 25 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.10% | — | +170.86% | |
| 26 | WSO | Watsco INC | 株式-資本財 | 1.08% | — | -2.35% | |
| 27 | PANW | Palo Alto Networks INC | 株式-IT | 1.03% | -0.13% | +154.10% | |
| 28 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.02% | — | +2.53% | |
| 29 | AMT | American Tower CORP | 株式-不動産 | 1.02% | — | +68.80% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.01% | +0.14% | +41.35% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.99% | — | +1434.32% | |
| 32 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.95% | -0.08% | +1.15% | |
| 33 | RMD | Resmed INC | 株式-ヘルスケア | 0.94% | — | — | |
| 34 | APTV | Aptiv PLC | 株式-一般消費財 | 0.91% | — | +23.45% | |
| 35 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 0.88% | — | — | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 0.87% | +0.24% | -0.33% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.87% | -0.12% | +0.20% | |
| 38 | VZ | Verizon Communications INC | 株式-通信サービス | 0.82% | — | +3.52% | |
| 39 | CERNCHF | Cerner CORP | 株式-その他 | 0.81% | — | -0.45% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.79% | — | +6.08% | |
| 41 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.72% | — | +0.70% | |
| 42 | ADP | Automatic Data Processing | 株式-IT | 0.71% | -0.10% | +19.98% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.70% | -0.51% | +2.77% | |
| 44 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.69% | — | +2.66% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | — | +6.52% | |
| 46 | PWR | Quanta Services INC | 株式-資本財 | 0.63% | +0.26% | — | |
| 47 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.60% | — | +0.76% | |
| 48 | BLKCHF | Blackrock INC | 株式-その他 | 0.60% | — | +1.30% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.60% | +0.09% | +0.33% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.59% | — | +28.24% |