CIK: 0001079736
申告総資産額
$29.6億
上位200銘柄を表示中(全1054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 | 4.48% | -0.13% | -1.83% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.41% | -0.20% | -1.10% | |
| 3 | PYPL | Paypal Holdings INC | 株式-金融 | 3.19% | — | -3.07% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 2.89% | -0.29% | -1.47% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.29% | — | -0.37% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.27% | -0.26% | -1.63% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 2.23% | — | +0.55% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.16% | -0.63% | -0.98% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.87% | -0.18% | -0.15% | |
| 10 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.82% | -0.23% | -2.66% | |
| 11 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 1.80% | -0.17% | -1.03% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.79% | -0.15% | +0.27% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.69% | -0.11% | -1.21% | |
| 14 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.54% | -0.09% | -0.55% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.32% | — | +0.27% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.31% | — | +1.14% | |
| 17 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.27% | — | -3.13% | |
| 18 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.22% | -0.08% | -0.39% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.21% | — | -0.48% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.20% | — | +7.98% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 1.20% | — | -0.24% | |
| 22 | PANW | Palo Alto Networks INC | 株式-IT | 1.18% | -0.13% | -0.09% | |
| 23 | APTV | Aptiv PLC | 株式-一般消費財 | 1.17% | — | -0.89% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 1.12% | — | +0.34% | |
| 25 | WSO | Watsco INC | 株式-資本財 | 1.07% | — | -2.12% | |
| 26 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.05% | — | +0.02% | |
| 27 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 1.00% | — | +1.04% | |
| 28 | WASH | Washington Trust Bancorp | 株式-その他 | 0.99% | — | -1.29% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.97% | — | -0.49% | |
| 30 | RMD | Resmed INC | 株式-ヘルスケア | 0.97% | — | +0.05% | |
| 31 | AMT | American Tower CORP | 株式-不動産 | 0.94% | — | +0.02% | |
| 32 | PWR | Quanta Services INC | 株式-資本財 | 0.93% | +0.26% | -0.73% | |
| 33 | DE | Deere & Co | 株式-資本財 | 0.89% | — | +0.02% | |
| 34 | ZBRA | Zebra Technologies Corp-cl A | 株式-IT | 0.87% | — | -0.08% | |
| 35 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.85% | +0.14% | -0.29% | |
| 36 | NVDA | Nvidia CORP | 株式-IT | 0.82% | -0.18% | -1.74% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.78% | -0.12% | -1.53% | |
| 38 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.78% | — | -11.67% | |
| 39 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.77% | -0.13% | +2.31% | |
| 40 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.76% | — | -1.35% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.75% | -0.51% | -0.61% | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.73% | — | -0.74% | |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.71% | — | +4.47% | |
| 44 | BLKCHF | Blackrock INC | 株式-その他 | 0.70% | — | -0.23% | |
| 45 | UBER | Uber Technologies INC | 株式-資本財 | 0.69% | -0.05% | +3.04% | |
| 46 | NEE | Nextera Energy INC | 株式-公益事業 | 0.67% | +0.24% | +0.72% | |
| 47 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.66% | — | +1.54% | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.62% | — | +0.31% | |
| 49 | CERNCHF | Cerner CORP | 株式-その他 | 0.62% | — | -0.98% | |
| 50 | ADP | Automatic Data Processing | 株式-IT | 0.57% | -0.10% | -0.72% |