CIK: 0001137881
申告総資産額
$88.6億
上位200銘柄を表示中（全1353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 | NVDA | Nvidia CORP | 株式-IT | 6.82% | -1.28% | +0.48% | |
| 2 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 5.34% | -0.33% | +2.27% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.21% | -0.19% | +2.69% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.13% | -1.03% | +1.63% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.48% | -0.14% | +0.61% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.22% | -0.22% | +0.37% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.19% | — | +1.52% | |
| 8 | AVGO | Broadcom INC | 株式-IT | 2.96% | — | +2.33% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.38% | -0.14% | +1.87% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.04% | -0.49% | +26.59% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.73% | -0.06% | +2.03% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.69% | -0.14% | +4.21% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.36% | — | +0.48% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.25% | — | +1.75% | |
| 15 | GS | Goldman Sachs Group INC | 株式-金融 | 1.06% | -0.18% | +1.35% | |
| 16 | TSLA | Tesla INC | 株式-一般消費財 | 0.96% | — | +28.82% | |
| 17 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.96% | — | +2.68% | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.95% | +0.17% | -0.85% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.94% | — | +3.38% | |
| 20 | AMAT | Applied Materials INC | 株式-IT | 0.92% | +0.24% | -12.51% | |
| 21 | RTX | Rtx CORP | 株式-資本財 | 0.88% | — | +1.02% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.88% | — | +1.57% | |
| 23 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.87% | — | -0.63% | |
| 24 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.86% | -0.11% | +6.83% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.76% | — | +5.87% | |
| 26 | DHR | Danaher CORP | 株式-ヘルスケア | 0.75% | — | +12.18% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | +0.16% | +1.25% | |
| 28 | APH | Amphenol Corp-cl A | 株式-IT | 0.69% | — | +60.77% | |
| 29 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.68% | +0.15% | +3.74% | |
| 30 | NET | Cloudflare INC - Class A | 株式-IT | 0.67% | +0.14% | +30.89% | |
| 31 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.67% | -0.10% | +3.97% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.66% | — | +0.29% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.66% | +0.14% | +3.44% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.65% | +0.14% | +2.31% | |
| 35 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.64% | — | +2.85% | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.64% | -0.13% | +2.17% | |
| 37 | BX | Blackstone INC | 株式-金融 | 0.62% | — | +2.27% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.62% | +0.15% | +1.23% | |
| 39 | URI | United Rentals INC | 株式-資本財 | 0.59% | — | +2.55% | |
| 40 | CRWD | Crowdstrike Holdings INC - A | 株式-IT | 0.58% | — | +36.73% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.58% | — | +0.67% | |
| 42 | WMT | Walmart INC | 株式-生活必需品 | 0.57% | +0.31% | +13.78% | |
| 43 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.56% | -0.34% | +0.56% | |
| 44 | PNC | Pnc Financial Services Group | 株式-金融 | 0.56% | — | +3.28% | |
| 45 | MPWR | Monolithic Power Systems INC | 株式-IT | 0.48% | — | +0.12% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.46% | — | +5.14% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.45% | -0.14% | +1.36% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.43% | — | -1.85% | |
| 49 | SPGI | S&p Global INC | 株式-金融 | 0.42% | — | +2.59% | |
| 50 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.42% | — | -1.03% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1% | +2.27% | 増加 |
| 2 | LLY | Eli Lilly & Co | +0.7% | +26.59% | 増加 |
| 3 | APH | Amphenol Corp-cl A | +0.3% | +60.77% | 増加 |
| 4 | TSLA | Tesla INC | +0.2% | +28.82% | 増加 |
| 5 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.57% | 増加 |
| 6 | AMZN | Amazon.com INC | +0.2% | +0.61% | 増加 |
| 7 | GS | Goldman Sachs Group INC | +0.2% | +1.35% | 増加 |
| 8 | ISRG | Intuitive Surgical INC | +0.2% | +3.97% | 増加 |
| 9 | SNOW | Snowflake INC | +0.2% | +17351.05% | 増加 |
| 10 | PLTR | Palantir Technologies Inc-a | +0.1% | +52.78% | 増加 |
| 11 | TMO | Thermo Fisher Scientific INC | +0.1% | +6.83% | 増加 |
| 12 | DHR | Danaher CORP | +0.1% | +12.18% | 増加 |
| 13 | MRK | Merck & Co. INC. | +0.1% | +3.44% | 増加 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +1.87% | 増加 |
| 15 | AMAT | Applied Materials INC | +0.1% | -12.51% | 減少 |
| 16 | CRWD | Crowdstrike Holdings INC - A | +0.1% | +36.73% | 増加 |
| 17 | WMT | Walmart INC | +0.1% | +13.78% | 増加 |
| 18 | AMH | American Homes 4 Rent- A | +0.1% | +3765.92% | 増加 |
| 19 | KKR | Kkr & Co INC | +0.1% | +43.82% | 増加 |
| 20 | RTX | Rtx CORP | +0.1% | +1.02% | 増加 |
| 21 | NET | Cloudflare INC - Class A | +0.1% | +30.89% | 増加 |
| 22 | BROS | Dutch Bros Inc-class A | +0.1% | +64.18% | 増加 |
| 23 | TTAN | Servicetitan Inc-a | +0.1% | +11668.22% | 増加 |
| 24 | TJX | Tjx Companies INC | +0.1% | +2.68% | 増加 |
| 25 | RBC | RBC Bearings INC | +0.1% | +0.12% | 増加 |
| 26 | COF | Capital One Financial CORP | +0.1% | +3.50% | 増加 |
| 27 | IWM | Ishares Russell 2000 ETF | 0% | +5.87% | 増加 |
| 28 | PNC | Pnc Financial Services Group | 0% | +3.28% | 増加 |
| 29 | SPGI | S&p Global INC | 0% | +2.59% | 増加 |
| 30 | V | Visa Inc-class A Shares | 0% | +4.21% | 増加 |
| 31 | IJR | Ishares Core S&p Small-cap E | 0% | +3.38% | 増加 |
| 32 | IEMG | Ishares Core Msci Emerging | 0% | +3.74% | 増加 |
| 33 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +1.52% | 増加 |
| 34 | IJH | Ishares Core S&p Midcap ETF | — | +0.48% | 増加 |
| 35 | AAPL | Apple INC | 0% | +2.69% | 増加 |
| 36 | AVGO | Broadcom INC | 0% | +2.33% | 増加 |
| 37 | IVV | Ishares Core S&p 500 ETF | 0% | +0.37% | 増加 |
| 38 | VERX | Vertex INC - Class A | -0.1% | -97.53% | 減少 |
| 39 | AMGN | Amgen INC | -0.1% | -34.18% | 減少 |
| 40 | COIN | Coinbase Global INC -class A | -0.1% | +0.60% | 増加 |
| 41 | PGR | Progressive CORP | -0.1% | -75.15% | 減少 |
| 42 | INVH | Invitation Homes INC | -0.2% | -88.31% | 減少 |
| 43 | ORCL | Oracle CORP | -0.2% | -2.55% | 減少 |
| 44 | META | Meta Platforms Inc-class A | -0.2% | +2.03% | 増加 |
| 45 | IWN | Ishares Russell 2000 Value E | -0.2% | -34.33% | 減少 |
| 46 | MSI | Motorola Solutions INC | -0.3% | -83.66% | 減少 |
| 47 | CMG | Chipotle Mexican Grill INC | -0.4% | -88.47% | 減少 |
| 48 | MSFT | Microsoft CORP | -0.6% | +1.63% | 増加 |
| 49 | NOW | Servicenow INC | -0.7% | +135.11% | 増加 |
| 50 | IWC | Ishares Micro-cap ETF | — | NEW | 新規購入 |