CIK: 0001137881
申告総資産額
$88.6億
上位200銘柄を表示中（全1417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 | 4.73% | -0.19% | +0.41% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.56% | — | +0.10% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.61% | -1.03% | +0.51% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.94% | -0.14% | +0.04% | |
| 5 | EMR | Emerson Electric Co | 株式-資本財 | 2.39% | — | -55.52% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.17% | -0.22% | +2.10% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.12% | -0.33% | +2.69% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 2.09% | -0.14% | +3.75% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.92% | — | -0.38% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.57% | -0.14% | +1.84% | |
| 11 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.55% | — | -0.31% | |
| 12 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.38% | — | +1.21% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.31% | — | +1.05% | |
| 14 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.24% | — | +3.17% | |
| 15 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.23% | — | +2.70% | |
| 16 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.19% | — | +2.09% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.17% | -1.28% | +13.72% | |
| 18 | HON | Honeywell International INC | 株式-資本財 | 1.05% | +0.14% | +2.91% | |
| 19 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.04% | +0.17% | +3.66% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.90% | -0.34% | -1.23% | |
| 21 | SYK | Stryker CORP | 株式-ヘルスケア | 0.89% | — | -0.02% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.87% | — | -0.06% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | -0.14% | +1.14% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.84% | — | +1.90% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.82% | +0.15% | +9.46% | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.81% | — | +5.27% | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.80% | — | +3.45% | |
| 28 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.79% | — | +3.15% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.75% | — | +6.02% | |
| 30 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.71% | — | +5.01% | |
| 31 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.68% | -0.11% | +4.05% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.67% | +0.14% | +2.65% | |
| 33 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.66% | — | +3.21% | |
| 34 | BLKCHF | Blackrock INC | 株式-その他 | 0.66% | — | +100.04% | |
| 35 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.65% | — | +136.04% | |
| 36 | BX | Blackstone INC | 株式-金融 | 0.64% | — | +115.17% | |
| 37 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.64% | — | +2.87% | |
| 38 | BA | Boeing Co/the | 株式-資本財 | 0.64% | — | +93.62% | |
| 39 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.63% | — | +2.84% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.61% | — | +2.04% | |
| 41 | DHR | Danaher CORP | 株式-ヘルスケア | 0.60% | — | -6.51% | |
| 42 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.59% | — | -3.88% | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.56% | — | +7.92% | |
| 44 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.55% | — | +2.57% | |
| 45 | ETN | Eaton Corporation plc | 株式-資本財 | 0.52% | — | +3.00% | |
| 46 | MMM | 3m Co | 株式-資本財 | 0.51% | — | +0.22% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.51% | — | +3.32% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.51% | +0.16% | -0.32% | |
| 49 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.51% | — | +3.32% | |
| 50 | LIN | Linde plc | 株式-素材 | 0.50% | — | -2.34% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWN | Ishares Russell 2000 Value E | +0.4% | +136.04% | 増加 |
| 2 | BX | Blackstone INC | +0.4% | +115.17% | 増加 |
| 3 | BLKCHF | Blackrock INC | +0.4% | +100.04% | 増加 |
| 4 | BA | Boeing Co/the | +0.4% | +93.62% | 増加 |
| 5 | DIS | Walt Disney Co/the | +0.3% | +2.70% | 増加 |
| 6 | JPM | Jpmorgan Chase & Co | +0.3% | +1.84% | 増加 |
| 7 | CAT | Caterpillar INC | +0.2% | +102.92% | 増加 |
| 8 | IWM | Ishares Russell 2000 ETF | +0.2% | +1.21% | 増加 |
| 9 | GOOG | Alphabet Inc-cl C | +0.2% | +2.69% | 増加 |
| 10 | HON | Honeywell International INC | +0.2% | +2.91% | 増加 |
| 11 | INTU | Intuit INC | +0.2% | +210.87% | 増加 |
| 12 | AAPL | Apple INC | +0.2% | +0.41% | 増加 |
| 13 | MDY | State Street Spdr S&p Midcap | +0.2% | -0.31% | 減少 |
| 14 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.09% | 増加 |
| 15 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.15% | 増加 |
| 16 | AVGO | Broadcom INC | +0.1% | +37.90% | 増加 |
| 17 | BMY | Bristol-myers Squibb Co | +0.1% | +84.16% | 増加 |
| 18 | BFAM | Bright Horizons Family Solut | +0.1% | +110.44% | 増加 |
| 19 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +5.01% | 増加 |
| 20 | IEMG | Ishares Core Msci Emerging | +0.1% | +9.46% | 増加 |
| 21 | URI | United Rentals INC | +0.1% | +41.37% | 増加 |
| 22 | TJX | Tjx Companies INC | +0.1% | +3.45% | 増加 |
| 23 | SBUX | Starbucks CORP | +0.1% | +7.92% | 増加 |
| 24 | C | Citigroup INC | +0.1% | +5.71% | 増加 |
| 25 | COHR | Coherent Corp. | +0.1% | — | 変化なし |
| 26 | APTV | Aptiv PLC | +0.1% | +5.00% | 増加 |
| 27 | BOOT | Boot Barn Holdings INC | +0.1% | +111.31% | 増加 |
| 28 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.66% | 増加 |
| 29 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +6.02% | 増加 |
| 30 | ELV | Elevance Health INC | +0.1% | +2.87% | 増加 |
| 31 | GS | Goldman Sachs Group INC | +0.1% | +2.89% | 増加 |
| 32 | IVV | Ishares Core S&p 500 ETF | +0.1% | +2.10% | 増加 |
| 33 | NKE | Nike INC -cl B | +0.1% | +3.17% | 増加 |
| 34 | V | Visa Inc-class A Shares | 0% | +3.75% | 増加 |
| 35 | SYK | Stryker CORP | 0% | -0.02% | 減少 |
| 36 | VEU | Vanguard Ftse All-world Ex-u | 0% | -0.06% | 減少 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +5.27% | 増加 |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.10% | 増加 |
| 39 | NVDA | Nvidia CORP | 0% | +13.72% | 増加 |
| 40 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -0.38% | 減少 |
| 41 | MSFT | Microsoft CORP | -0.2% | +0.51% | 増加 |
| 42 | CSCO | Cisco Systems INC | -0.2% | -34.88% | 減少 |
| 43 | AMZN | Amazon.com INC | -0.2% | +0.04% | 増加 |
| 44 | INTC | Intel CORP | -0.3% | -47.22% | 減少 |
| 45 | EMR | Emerson Electric Co | -2.5% | -55.52% | 減少 |
| 46 | META | Meta Platforms Inc-class A | — | EXIT | 全売却 |
| 47 | FRCB | First Republic Bank/ca | — | EXIT | 全売却 |
| 48 | DPZ | Domino's Pizza INC | — | EXIT | 全売却 |
| 49 | XOM | Exxon Mobil CORP | — | EXIT | 全売却 |
| 50 | EOG | Eog Resources INC | — | EXIT | 全売却 |