CIK: 0001137881
申告総資産額
$88.6億
上位200銘柄を表示中（全1505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 | 5.18% | -0.19% | +0.48% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.06% | -1.03% | -1.09% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.56% | — | -1.87% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.22% | -0.22% | -0.95% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.16% | -1.28% | +0.64% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.00% | -0.33% | +0.54% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.49% | -0.14% | +0.61% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 2.25% | — | — | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 1.87% | -0.14% | +0.54% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.73% | -0.14% | +0.17% | |
| 11 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.41% | — | -15.16% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.17% | — | -2.02% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.11% | — | +2.53% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.10% | — | +0.72% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.06% | +0.17% | -7.73% | |
| 16 | AMAT | Applied Materials INC | 株式-IT | 1.01% | +0.24% | -4.87% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.00% | -0.06% | +1.61% | |
| 18 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.98% | — | -19.46% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.94% | — | -1.46% | |
| 20 | ETN | Eaton Corporation plc | 株式-資本財 | 0.93% | — | +0.55% | |
| 21 | CVX | Chevron CORP | 株式-エネルギー | 0.90% | +0.16% | +1.18% | |
| 22 | HON | Honeywell International INC | 株式-資本財 | 0.90% | +0.14% | -1.39% | |
| 23 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.85% | — | -6.19% | |
| 24 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.83% | — | +0.47% | |
| 25 | LIN | Linde plc | 株式-素材 | 0.82% | — | +0.61% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.79% | +0.14% | +0.87% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.75% | — | +1.45% | |
| 28 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.75% | — | +15.29% | |
| 29 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.75% | — | +2.42% | |
| 30 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.73% | — | +1.89% | |
| 31 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.73% | -0.11% | +0.36% | |
| 32 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.71% | — | +0.32% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.66% | -0.34% | -0.40% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.66% | — | -0.33% | |
| 35 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.65% | +0.15% | -19.32% | |
| 36 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.64% | — | +0.98% | |
| 37 | BX | Blackstone INC | 株式-金融 | 0.63% | — | -0.05% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.63% | -0.14% | -0.49% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.61% | +0.15% | -0.12% | |
| 40 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.60% | — | -1.86% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.57% | — | +2.26% | |
| 42 | ACN | Accenture plc | 株式-IT | 0.56% | — | +0.52% | |
| 43 | TSLA | Tesla INC | 株式-一般消費財 | 0.52% | — | +2.21% | |
| 44 | NOW | Servicenow INC | 株式-IT | 0.51% | -0.31% | +1.64% | |
| 45 | RTX | Rtx CORP | 株式-資本財 | 0.50% | — | -1.20% | |
| 46 | ADBE | Adobe INC | 株式-IT | 0.49% | — | +1.38% | |
| 47 | URI | United Rentals INC | 株式-資本財 | 0.47% | — | -0.26% | |
| 48 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.47% | -0.49% | -17.09% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.46% | — | -4.22% | |
| 50 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.45% | — | +2.16% |