CIK: 0001137881
申告総資産額
$88.6億
上位200銘柄を表示中（全1599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 | 5.11% | — | -4.06% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.87% | -1.03% | +1.78% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.59% | -0.19% | +1.95% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.53% | — | — | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.02% | -0.14% | +2.15% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 1.98% | -0.14% | +0.34% | |
| 7 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.94% | — | -5.46% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.85% | — | +1.77% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.85% | -0.14% | +1.49% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.82% | — | -0.28% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.79% | -0.22% | +17.92% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.72% | -0.33% | +1.35% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.42% | — | +3.01% | |
| 14 | BA | Boeing Co/the | 株式-資本財 | 1.39% | — | -6.94% | |
| 15 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.24% | — | +8.70% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.10% | — | +1.23% | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.10% | +0.17% | +4.49% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.08% | — | +1.98% | |
| 19 | SYK | Stryker CORP | 株式-ヘルスケア | 1.05% | — | +1.31% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.01% | +0.16% | +4.21% | |
| 21 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.00% | — | +1.01% | |
| 22 | HON | Honeywell International INC | 株式-資本財 | 1.00% | +0.14% | +1.48% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.92% | -0.14% | +1.23% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 0.90% | — | +3.72% | |
| 25 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.81% | — | +2.32% | |
| 26 | MMM | 3m Co | 株式-資本財 | 0.77% | — | -0.65% | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.77% | -0.34% | +3.62% | |
| 28 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.75% | +0.14% | +5.44% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | +4.66% | |
| 30 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.71% | — | -3.10% | |
| 31 | NVDA | Nvidia CORP | 株式-IT | 0.70% | -1.28% | +57.93% | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.68% | +0.15% | +0.74% | |
| 33 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.66% | — | -6.69% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.65% | — | +0.63% | |
| 35 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.64% | — | -0.12% | |
| 36 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.64% | — | +1.21% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.63% | -0.06% | +1.03% | |
| 38 | INTC | Intel CORP | 株式-IT | 0.59% | — | +3.08% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.59% | — | +2.53% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.58% | — | +22.72% | |
| 41 | AMT | American Tower CORP | 株式-不動産 | 0.58% | — | +2.10% | |
| 42 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.56% | — | +1.20% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.56% | — | — | |
| 44 | LIN | Linde plc | 株式-素材 | 0.56% | — | +0.59% | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.54% | — | +5.69% | |
| 46 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.53% | — | +5.63% | |
| 47 | PM | Philip Morris International | 株式-生活必需品 | 0.53% | -0.13% | +0.82% | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.52% | — | +0.80% | |
| 49 | AWK | American Water Works Co INC | 株式-公益事業 | 0.52% | — | -0.33% | |
| 50 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.50% | — | +0.55% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.3% | +1.95% | 増加 |
| 2 | NVDA | Nvidia CORP | +0.3% | +57.93% | 増加 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.3% | +17.92% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | +1.35% | 増加 |
| 5 | PG | Procter & Gamble Co/the | +0.1% | +1.23% | 増加 |
| 6 | SHW | Sherwin-williams Co/the | +0.1% | +1.21% | 増加 |
| 7 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.1% | +265.39% | 増加 |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | +2.15% | 増加 |
| 9 | NKE | Nike INC -cl B | +0.1% | +1.01% | 増加 |
| 10 | IJR | Ishares Core S&p Small-cap E | +0.1% | +22.72% | 増加 |
| 11 | PLANUSD | Anaplan INC | +0.1% | +210.40% | 増加 |
| 12 | MRSH | Marsh & Mclennan Cos | +0.1% | +233.24% | 増加 |
| 13 | MSFT | Microsoft CORP | +0.1% | +1.78% | 増加 |
| 14 | RTN1USD | Raytheon Company | +0.1% | +29.68% | 増加 |
| 15 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +8.70% | 増加 |
| 16 | VZ | Verizon Communications INC | +0.1% | +5.69% | 増加 |
| 17 | TJX | Tjx Companies INC | 0% | +2.32% | 増加 |
| 18 | INTC | Intel CORP | 0% | +3.08% | 増加 |
| 19 | AMT | American Tower CORP | 0% | +2.10% | 増加 |
| 20 | HD | Home Depot INC | 0% | +0.28% | 増加 |
| 21 | T | At&t INC | 0% | +0.41% | 増加 |
| 22 | GOOGL | Alphabet Inc-cl A | 0% | +0.91% | 増加 |
| 23 | SYK | Stryker CORP | 0% | +1.31% | 増加 |
| 24 | PEP | Pepsico INC | 0% | +1.23% | 増加 |
| 25 | LOW | Lowe's Cos INC | 0% | +0.80% | 増加 |
| 26 | MRK | Merck & Co. INC. | 0% | +5.44% | 増加 |
| 27 | ACN | Accenture plc | 0% | +5.92% | 増加 |
| 28 | PXDEUR | Pioneer Natural Resources Co | 0% | +1.51% | 増加 |
| 29 | BIIB | Biogen INC | -0.1% | -56.57% | 減少 |
| 30 | META | Meta Platforms Inc-class A | -0.1% | +1.03% | 増加 |
| 31 | OLLI | Ollie's Bargain Outlet Holdi | -0.1% | +1.06% | 増加 |
| 32 | EFA | Ishares Msci Eafe ETF | -0.1% | -6.69% | 減少 |
| 33 | UNH | Unitedhealth Group INC | -0.1% | +0.55% | 増加 |
| 34 | MMM | 3m Co | -0.1% | -0.65% | 減少 |
| 35 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | +0.74% | 増加 |
| 36 | CSCO | Cisco Systems INC | -0.1% | +3.72% | 増加 |
| 37 | ELV | Elevance Health INC | -0.1% | +5.63% | 増加 |
| 38 | DIS | Walt Disney Co/the | -0.1% | +1.98% | 増加 |
| 39 | BA | Boeing Co/the | -0.1% | -6.94% | 減少 |
| 40 | NSC | Norfolk Southern CORP | -0.1% | -0.12% | 減少 |
| 41 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -3.10% | 減少 |
| 42 | JNJ | Johnson & Johnson | -0.1% | +3.01% | 増加 |
| 43 | BLKCHF | Blackrock INC | -0.1% | -17.22% | 減少 |
| 44 | PRU | Prudential Financial INC | -0.1% | -33.09% | 減少 |
| 45 | PFE | Pfizer INC | -0.1% | +2.53% | 増加 |
| 46 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | — | 変化なし |
| 47 | AMZN | Amazon.com INC | -0.2% | +1.49% | 増加 |
| 48 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | -5.46% | 減少 |
| 49 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -4.06% | 減少 |
| 50 | BX | Blackstone INC | — | NEW | 新規購入 |