CIK: 0001137881
申告総資産額
$88.6億
上位200銘柄を表示中（全1346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 | 6.22% | — | +0.78% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.42% | — | +476.27% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.23% | -0.19% | +3.16% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.12% | -0.14% | +1.77% | |
| 5 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.06% | — | +3.85% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.03% | -1.03% | +2.08% | |
| 7 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.01% | — | +7.29% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | -0.14% | +3.77% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.56% | — | +1.78% | |
| 10 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.52% | -0.33% | +3.76% | |
| 11 | BA | Boeing Co/the | 株式-資本財 | 1.47% | — | +10.18% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.47% | -0.14% | +2.87% | |
| 13 | MMM | 3m Co | 株式-資本財 | 1.45% | — | +0.84% | |
| 14 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.15% | — | -4.28% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.10% | +0.16% | -6.60% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.04% | — | +5.54% | |
| 17 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.03% | — | -0.83% | |
| 18 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.02% | -0.22% | +9.66% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.01% | — | +0.81% | |
| 20 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.95% | — | +1.91% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 0.94% | +0.14% | +3.38% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.92% | — | +2.53% | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.86% | — | -8.04% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.81% | — | -4.85% | |
| 25 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.76% | — | +3.49% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.75% | -0.14% | +0.82% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | +3.37% | |
| 28 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.70% | -0.34% | -12.66% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.70% | — | -1.38% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.70% | +0.17% | +9.33% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.67% | — | -12.71% | |
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | -0.06% | +4.09% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.62% | — | +1.24% | |
| 34 | BLKCHF | Blackrock INC | 株式-その他 | 0.62% | — | +2.35% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | — | +92.59% | |
| 36 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.61% | — | +0.17% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.58% | — | +3.28% | |
| 38 | AWK | American Water Works Co INC | 株式-公益事業 | 0.58% | — | +2.64% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.58% | — | -4.04% | |
| 40 | ORCL | Oracle CORP | 株式-IT | 0.58% | — | -17.97% | |
| 41 | PM | Philip Morris International | 株式-生活必需品 | 0.58% | -0.13% | +14.83% | |
| 42 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.55% | — | +2.93% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.53% | +0.15% | +1.55% | |
| 44 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.51% | — | -0.43% | |
| 45 | T | At&t INC | 株式-通信サービス | 0.51% | — | +1.76% | |
| 46 | ETN | Eaton Corporation plc | 株式-資本財 | 0.50% | — | +2.66% | |
| 47 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.49% | — | +1.38% | |
| 48 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.49% | — | +1.54% | |
| 49 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.49% | — | -0.24% | |
| 50 | PXGBX | Praxair INC | 株式-その他 | 0.49% | — | +2.25% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BRK-A | Berkshire Hathaway Inc-cl A | +2.8% | +476.27% | 増加 |
| 2 | XBI | Ss Spdr S&p Biotech ETF | +0.4% | +6985.14% | 増加 |
| 3 | AMZN | Amazon.com INC | +0.3% | +3.77% | 増加 |
| 4 | CSCO | Cisco Systems INC | +0.3% | +92.59% | 増加 |
| 5 | BA | Boeing Co/the | +0.2% | +10.18% | 増加 |
| 6 | WMT | Walmart INC | +0.2% | +112.98% | 増加 |
| 7 | FTV | Fortive CORP | +0.1% | +36.66% | 増加 |
| 8 | TMO | Thermo Fisher Scientific INC | +0.1% | +155.34% | 増加 |
| 9 | MSFT | Microsoft CORP | +0.1% | +2.08% | 増加 |
| 10 | LRCXEUR | Lam Research CORP | +0.1% | +22.45% | 増加 |
| 11 | V | Visa Inc-class A Shares | +0.1% | +2.87% | 増加 |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.1% | +9.66% | 増加 |
| 13 | EL | Estee Lauder Companies-cl A | +0.1% | +2.94% | 増加 |
| 14 | MDY | State Street Spdr S&p Midcap | 0% | +7.29% | 増加 |
| 15 | VWO | Vanguard Ftse Emerging Marke | 0% | +5.54% | 増加 |
| 16 | NKE | Nike INC -cl B | 0% | +3.49% | 増加 |
| 17 | HES | Hess CORP | 0% | +9.87% | 増加 |
| 18 | TJX | Tjx Companies INC | 0% | +3.28% | 増加 |
| 19 | INTC | Intel CORP | 0% | +1.16% | 増加 |
| 20 | VEA | Vanguard Ftse Developed ETF | 0% | +9.33% | 増加 |
| 21 | JPM | Jpmorgan Chase & Co | 0% | +1.77% | 増加 |
| 22 | IWM | Ishares Russell 2000 ETF | — | +3.85% | 増加 |
| 23 | AAPL | Apple INC | 0% | +3.16% | 増加 |
| 24 | MANH | Manhattan Associates INC | -0.1% | -86.29% | 減少 |
| 25 | CMCSA | Comcast Corp-class A | -0.1% | +2.60% | 増加 |
| 26 | BIIB | Biogen INC | -0.1% | -21.70% | 減少 |
| 27 | DD | DuPont de Nemours, Inc. | -0.1% | -0.43% | 減少 |
| 28 | SYF | Synchrony Financial | -0.1% | +4.01% | 増加 |
| 29 | AWK | American Water Works Co INC | -0.1% | +2.64% | 増加 |
| 30 | MCD | Mcdonald's CORP | -0.1% | +0.17% | 増加 |
| 31 | PFE | Pfizer INC | -0.1% | -4.85% | 減少 |
| 32 | CGNX | Cognex CORP | -0.1% | -99.42% | 減少 |
| 33 | MCK | Mckesson CORP | -0.1% | -16.98% | 減少 |
| 34 | ABT | Abbott Laboratories | -0.1% | -12.66% | 減少 |
| 35 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -4.28% | 減少 |
| 36 | MINT | Pimco Enhanced Short Maturit | -0.1% | -8.04% | 減少 |
| 37 | WFC | Wells Fargo & Co | -0.1% | +1.24% | 増加 |
| 38 | PEP | Pepsico INC | -0.1% | +0.81% | 増加 |
| 39 | PG | Procter & Gamble Co/the | -0.2% | +0.82% | 増加 |
| 40 | MMM | 3m Co | -0.2% | +0.84% | 増加 |
| 41 | ORCL | Oracle CORP | -0.2% | -17.97% | 減少 |
| 42 | JNJ | Johnson & Johnson | -0.2% | +1.78% | 増加 |
| 43 | PAYX | Paychex INC | -0.2% | -78.36% | 減少 |
| 44 | XOM | Exxon Mobil CORP | -0.2% | -12.71% | 減少 |
| 45 | CVX | Chevron CORP | -0.3% | -6.60% | 減少 |
| 46 | AEP | American Electric Power Company, Inc. | -0.3% | -29.65% | 減少 |
| 47 | ✓ | Orbotech LTD | — | NEW | 新規購入 |
| 48 | ✓ | Foundation Medicine INC | — | EXIT | 全売却 |
| 49 | MIDD | Middleby CORP | — | EXIT | 全売却 |
| 50 | MNTA | Momenta Pharmaceuticals INC | — | EXIT | 全売却 |