CIK: 0001137881
申告総資産額
$88.6億
上位200銘柄を表示中（全1604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 | 5.06% | -0.19% | -0.26% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.29% | -1.03% | +0.58% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.59% | — | -3.06% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.11% | -0.22% | +0.76% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.48% | -0.33% | +1.62% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.26% | -1.28% | +2.03% | |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.20% | — | -1.89% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.95% | — | +2.37% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.89% | -0.14% | +6.78% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.85% | -0.14% | +1.82% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.49% | -0.14% | +0.97% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.29% | — | +5.03% | |
| 13 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.28% | — | -8.61% | |
| 14 | CVX | Chevron CORP | 株式-エネルギー | 1.14% | +0.16% | +0.75% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.12% | — | -0.71% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.10% | +0.17% | +7.08% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | +1.99% | |
| 18 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.00% | — | +0.64% | |
| 19 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.99% | — | -6.61% | |
| 20 | AMAT | Applied Materials INC | 株式-IT | 0.92% | +0.24% | +0.00% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 0.90% | +0.14% | +2.05% | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.89% | -0.11% | +2.71% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.87% | +0.14% | +1.98% | |
| 24 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.87% | — | +0.50% | |
| 25 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.85% | +0.15% | +9.00% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.81% | — | +0.20% | |
| 27 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.80% | — | +3.32% | |
| 28 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.78% | — | -10.29% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.75% | — | +1.18% | |
| 30 | ETN | Eaton Corporation plc | 株式-資本財 | 0.74% | — | +0.18% | |
| 31 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.73% | — | +5.18% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.69% | -0.34% | -7.11% | |
| 33 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | -0.14% | -0.50% | |
| 34 | AVGO | Broadcom INC | 株式-IT | 0.68% | — | +3.14% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.67% | -0.06% | +1.39% | |
| 36 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.63% | — | +2.00% | |
| 37 | LIN | Linde plc | 株式-素材 | 0.63% | — | — | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.62% | — | +1.98% | |
| 39 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.57% | — | -0.83% | |
| 40 | DHR | Danaher CORP | 株式-ヘルスケア | 0.56% | — | +0.84% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.53% | — | -1.66% | |
| 42 | ACN | Accenture plc | 株式-IT | 0.53% | — | +2.46% | |
| 43 | RTX | Rtx CORP | 株式-資本財 | 0.53% | — | +0.37% | |
| 44 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.53% | +0.15% | +0.67% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.50% | — | -0.08% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.48% | — | -0.43% | |
| 47 | BX | Blackstone INC | 株式-金融 | 0.48% | — | +2.95% | |
| 48 | URI | United Rentals INC | 株式-資本財 | 0.47% | — | +4.19% | |
| 49 | VLO | Valero Energy CORP | 株式-エネルギー | 0.47% | — | -24.23% | |
| 50 | TSLA | Tesla INC | 株式-一般消費財 | 0.47% | — | +74.31% |