CIK: 0001079736
申告総資産額
$29.6億
上位200銘柄を表示中（全257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 | 4.49% | -0.11% | -0.07% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.97% | -0.13% | -0.91% | |
| 3 | AVGO | Broadcom INC | 株式-IT | 3.78% | -0.51% | -2.39% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.67% | -0.63% | -0.79% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.29% | -0.18% | -3.32% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 3.27% | — | +2.80% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.17% | -0.20% | -0.39% | |
| 8 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 3.02% | — | -1.12% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 2.79% | -0.29% | -1.37% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.58% | -0.26% | +0.36% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.45% | — | -1.13% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.35% | -0.09% | -1.76% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.31% | -0.15% | +2.02% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.02% | -0.18% | -1.65% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.77% | — | -0.06% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.50% | — | -0.22% | |
| 17 | PANW | Palo Alto Networks INC | 株式-IT | 1.42% | -0.13% | -1.50% | |
| 18 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.37% | -0.23% | -0.57% | |
| 19 | WAB | Wabtec CORP | 株式-資本財 | 1.02% | +0.19% | -0.91% | |
| 20 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.01% | — | -0.61% | |
| 21 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.00% | — | +2.04% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.99% | +0.14% | -1.14% | |
| 23 | WMT | Walmart INC | 株式-生活必需品 | 0.99% | +0.15% | -2.22% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 0.95% | — | -0.93% | |
| 25 | BLK | Blackrock INC | 株式-金融 | 0.92% | -0.07% | -0.37% | |
| 26 | KLAC | Kla CORP | 株式-IT | 0.88% | +0.25% | -0.98% | |
| 27 | UBER | Uber Technologies INC | 株式-資本財 | 0.88% | -0.05% | -0.51% | |
| 28 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.87% | -0.13% | -5.96% | |
| 29 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.84% | +0.10% | +2.42% | |
| 30 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.83% | -0.13% | -1.22% | |
| 31 | ACN | Accenture plc | 株式-IT | 0.82% | -0.12% | -0.42% | |
| 32 | SPGI | S&p Global INC | 株式-金融 | 0.82% | -0.11% | +0.56% | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 0.82% | -0.10% | -0.22% | |
| 34 | ADI | Analog Devices INC | 株式-IT | 0.81% | +0.17% | -0.91% | |
| 35 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.81% | -0.06% | -1.99% | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 0.80% | +0.24% | -0.78% | |
| 37 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.78% | — | +0.26% | |
| 38 | PWR | Quanta Services INC | 株式-資本財 | 0.75% | +0.26% | -0.93% | |
| 39 | SYK | Stryker CORP | 株式-ヘルスケア | 0.75% | — | +1.59% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.69% | -0.16% | +2.05% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | +0.14% | +0.68% | |
| 42 | BX | Blackstone INC | 株式-金融 | 0.65% | -0.15% | -0.79% | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | -0.09% | +2.86% | |
| 44 | LYV | Live Nation Entertainment In | 株式-通信サービス | 0.64% | — | -0.52% | |
| 45 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.64% | — | +0.51% | |
| 46 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.63% | — | +2.40% | |
| 47 | HON | Honeywell International INC | 株式-資本財 | 0.63% | +0.09% | +0.10% | |
| 48 | EQIX | Equinix INC | 株式-不動産 | 0.60% | +0.16% | +0.50% | |
| 49 | WSO | Watsco INC | 株式-資本財 | 0.59% | — | -1.58% | |
| 50 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.58% | — | +0.93% |