CIK: 0001137881
申告総資産額
$88.6億
上位200銘柄を表示中（全1370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 | 5.48% | — | -2.78% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.24% | — | -0.96% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.41% | -1.03% | +2.04% | |
| 4 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.24% | — | +122.31% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.10% | -0.19% | +0.54% | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.96% | — | -5.75% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.95% | -0.14% | +0.35% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.86% | -0.14% | +3.00% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.81% | — | +0.35% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.76% | -0.14% | +2.00% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.68% | — | +5.39% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.68% | -0.33% | +2.83% | |
| 13 | BA | Boeing Co/the | 株式-資本財 | 1.48% | — | +0.05% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.30% | -0.22% | +17.23% | |
| 15 | MMM | 3m Co | 株式-資本財 | 1.28% | — | +0.09% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.08% | +0.16% | -0.92% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.04% | — | +2.49% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.03% | — | +0.08% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 0.98% | — | +0.70% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.95% | +0.17% | +18.48% | |
| 21 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.92% | — | +2.69% | |
| 22 | HON | Honeywell International INC | 株式-資本財 | 0.92% | +0.14% | +1.04% | |
| 23 | SYK | Stryker CORP | 株式-ヘルスケア | 0.91% | — | +8688.99% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 0.90% | — | +22.76% | |
| 25 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.88% | -0.34% | +1.53% | |
| 26 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.88% | — | -4.04% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.88% | -0.14% | +0.40% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.84% | — | -4.65% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | — | +2.40% | |
| 30 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | +0.14% | +11.19% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.70% | — | -8.21% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.70% | — | +33.67% | |
| 33 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.69% | — | +101.93% | |
| 34 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.67% | — | -0.95% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.66% | — | -1.91% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.66% | — | +110.21% | |
| 37 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.64% | — | +1.80% | |
| 38 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.61% | — | +18.87% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.60% | — | +1.59% | |
| 40 | AWK | American Water Works Co INC | 株式-公益事業 | 0.58% | — | +1.27% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | — | -3.82% | |
| 42 | VZ | Verizon Communications INC | 株式-通信サービス | 0.57% | — | +2.21% | |
| 43 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.54% | +0.15% | +17.36% | |
| 44 | WFC | Wells Fargo & Co | 株式-金融 | 0.54% | — | -1.63% | |
| 45 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.53% | — | +19.16% | |
| 46 | LIN | Linde plc | 株式-素材 | 0.53% | — | — | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | -0.06% | -2.49% | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.52% | — | +1.84% | |
| 49 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.52% | — | +2.25% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.48% | — | +0.35% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +1.2% | +122.31% | 増加 |
| 2 | SYK | Stryker CORP | +0.9% | +8688.99% | 増加 |
| 3 | XLK | Ss Technology Select Sector | +0.4% | +3081.59% | 増加 |
| 4 | XLP | Ss Consumer Staples Sel Sect | +0.3% | +45627.94% | 増加 |
| 5 | IWB | Ishares Russell 1000 ETF | +0.3% | +110.21% | 増加 |
| 6 | XLY | Ss Consumer Disc Select Sect | +0.2% | +1578.96% | 増加 |
| 7 | RMD | Resmed INC | +0.2% | +20000.00% | 増加 |
| 8 | MRK | Merck & Co. INC. | +0.2% | +11.19% | 増加 |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | -0.96% | 減少 |
| 10 | BKR | Baker Hughes Co | +0.1% | +1343.35% | 増加 |
| 11 | MMM | 3m Co | — | +0.09% | 増加 |
| 12 | MSFT | Microsoft CORP | 0% | +2.04% | 増加 |
| 13 | V | Visa Inc-class A Shares | 0% | +2.00% | 増加 |
| 14 | GOOG | Alphabet Inc-cl C | 0% | +2.83% | 増加 |
| 15 | CVX | Chevron CORP | 0% | -0.92% | 減少 |
| 16 | NSC | Norfolk Southern CORP | 0% | +1.80% | 増加 |
| 17 | BA | Boeing Co/the | -0.1% | +0.05% | 増加 |
| 18 | MINT | Pimco Enhanced Short Maturit | -0.1% | -19.38% | 減少 |
| 19 | LOW | Lowe's Cos INC | -0.1% | +1.84% | 増加 |
| 20 | FTV | Fortive CORP | -0.1% | -2.22% | 減少 |
| 21 | EFA | Ishares Msci Eafe ETF | -0.1% | -4.04% | 減少 |
| 22 | TJX | Tjx Companies INC | -0.1% | +101.93% | 増加 |
| 23 | GS | Goldman Sachs Group INC | -0.1% | -3.66% | 減少 |
| 24 | JPM | Jpmorgan Chase & Co | -0.1% | +0.35% | 増加 |
| 25 | META | Meta Platforms Inc-class A | -0.1% | -2.49% | 減少 |
| 26 | SYF | Synchrony Financial | -0.1% | -4.36% | 減少 |
| 27 | IBM | Intl Business Machines CORP | -0.1% | -8.72% | 減少 |
| 28 | XOM | Exxon Mobil CORP | -0.1% | -3.82% | 減少 |
| 29 | C | Citigroup INC | -0.1% | +0.24% | 増加 |
| 30 | BMY | Bristol-myers Squibb Co | -0.1% | -20.87% | 減少 |
| 31 | HON | Honeywell International INC | -0.1% | +1.04% | 増加 |
| 32 | VLO | Valero Energy CORP | -0.1% | +1.30% | 増加 |
| 33 | ATVIEUR | Activision Blizzard INC | -0.1% | +2.33% | 増加 |
| 34 | NVDA | Nvidia CORP | -0.1% | -2.41% | 減少 |
| 35 | AEP | American Electric Power Company, Inc. | -0.1% | -52.11% | 減少 |
| 36 | HES | Hess CORP | -0.2% | -1.22% | 減少 |
| 37 | LRCXEUR | Lam Research CORP | -0.2% | -68.83% | 減少 |
| 38 | NXPI | NXP Semiconductors N.V. | -0.2% | -73.63% | 減少 |
| 39 | SLB | Slb LTD | -0.2% | -65.37% | 減少 |
| 40 | IWM | Ishares Russell 2000 ETF | -0.2% | +0.35% | 増加 |
| 41 | BTI | British American Tob-sp Adr | -0.2% | -75.60% | 減少 |
| 42 | LKQ | Lkq CORP | -0.3% | -85.08% | 減少 |
| 43 | MDY | State Street Spdr S&p Midcap | -0.3% | -5.75% | 減少 |
| 44 | AMZN | Amazon.com INC | -0.3% | +3.00% | 増加 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -2.78% | 減少 |
| 46 | AAPL | Apple INC | -0.6% | +0.54% | 増加 |
| 47 | PXGBX | Praxair INC | — | EXIT | 全売却 |
| 48 | LIN | Linde plc | — | NEW | 新規購入 |
| 49 | COHR | Coherent Corp. | — | NEW | 新規購入 |
| 50 | CI | THE Cigna Group | — | NEW | 新規購入 |