CIK: 0001456114
申告総資産額
$14.2億
上位200銘柄を表示中（全567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 | 3.86% | — | +5.37% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.74% | — | +7.51% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.83% | — | +10.16% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.81% | — | +12.27% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.81% | — | +9.47% | |
| 6 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.40% | — | +10.43% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.28% | — | +9.24% | |
| 8 | BAC | Bank Of America CORP | 株式-金融 | 1.26% | — | +9.28% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.24% | — | +10.47% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.18% | — | +3.73% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.14% | — | +6.24% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.11% | — | +4.14% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.11% | — | +24.36% | |
| 14 | WFC | Wells Fargo & Co | 株式-金融 | 1.06% | — | +13.11% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.00% | — | +9.42% | |
| 16 | PFE | Pfizer INC | 株式-ヘルスケア | 0.89% | — | +11.59% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.87% | — | +7.05% | |
| 18 | MO | Altria Group INC | 株式-生活必需品 | 0.85% | — | +5.46% | |
| 19 | C | Citigroup INC | 株式-金融 | 0.85% | — | +8.94% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.84% | — | +13.32% | |
| 21 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.82% | — | +2.69% | |
| 22 | MMM | 3m Co | 株式-資本財 | 0.79% | — | +4.01% | |
| 23 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.79% | — | +9.44% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 0.79% | — | +13.74% | |
| 25 | INTC | Intel CORP | 株式-IT | 0.77% | — | +12.02% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 0.74% | — | +6.75% | |
| 27 | PM | Philip Morris International | 株式-生活必需品 | 0.74% | — | -0.71% | |
| 28 | T | At&t INC | 株式-通信サービス | 0.73% | — | +4.71% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.73% | — | +11.32% | |
| 30 | WMT | Walmart INC | 株式-生活必需品 | 0.69% | — | +13.32% | |
| 31 | PEP | Pepsico INC | 株式-生活必需品 | 0.66% | — | +12.61% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.66% | — | +12.37% | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.62% | — | +5.20% | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.61% | — | +8.04% | |
| 35 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.60% | — | +11.14% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.60% | — | +8.26% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.59% | — | -10.21% | |
| 38 | TXN | Texas Instruments INC | 株式-IT | 0.59% | — | +7.17% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.55% | — | +4.75% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.55% | — | +1.52% | |
| 41 | MA | Mastercard INC - A | 株式-金融 | 0.54% | — | +8.30% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.50% | — | +8.69% | |
| 43 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.48% | — | +2.93% | |
| 44 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.46% | — | +11.33% | |
| 45 | CAT | Caterpillar INC | 株式-資本財 | 0.45% | — | +16.58% | |
| 46 | UNP | Union Pacific CORP | 株式-資本財 | 0.43% | — | +10.92% | |
| 47 | IBM | Intl Business Machines CORP | 株式-IT | 0.43% | — | +17.68% | |
| 48 | USB | US Bancorp | 株式-金融 | 0.42% | — | +8.25% | |
| 49 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.41% | — | +14.29% | |
| 50 | GS | Goldman Sachs Group INC | 株式-金融 | 0.40% | — | +9.84% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +0.5% | +10.16% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.4% | +7.51% | 増加 |
| 3 | AAPL | Apple INC | +0.4% | +5.37% | 増加 |
| 4 | JPM | Jpmorgan Chase & Co | +0.3% | +12.27% | 増加 |
| 5 | BAC | Bank Of America CORP | +0.3% | +9.28% | 増加 |
| 6 | JNJ | Johnson & Johnson | +0.2% | +9.47% | 増加 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +9.24% | 増加 |
| 8 | XOM | Exxon Mobil CORP | +0.2% | +24.36% | 増加 |
| 9 | WMT | Walmart INC | +0.2% | +13.32% | 増加 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +10.47% | 増加 |
| 11 | WFC | Wells Fargo & Co | +0.2% | +13.11% | 増加 |
| 12 | UNH | Unitedhealth Group INC | +0.2% | +3.73% | 増加 |
| 13 | CSCO | Cisco Systems INC | +0.2% | +13.74% | 増加 |
| 14 | BA | Boeing Co/the | +0.2% | +6.75% | 増加 |
| 15 | HD | Home Depot INC | +0.2% | +4.14% | 増加 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.42% | 増加 |
| 17 | V | Visa Inc-class A Shares | +0.1% | +13.32% | 増加 |
| 18 | CAT | Caterpillar INC | +0.1% | +16.58% | 増加 |
| 19 | INTC | Intel CORP | +0.1% | +12.02% | 増加 |
| 20 | TXN | Texas Instruments INC | +0.1% | +7.17% | 増加 |
| 21 | ABBV | Abbvie INC | +0.1% | +11.32% | 増加 |
| 22 | PYPL | Paypal Holdings INC | +0.1% | +18.25% | 増加 |
| 23 | NVDA | Nvidia CORP | +0.1% | +1.52% | 増加 |
| 24 | QCOM | Qualcomm INC | +0.1% | +21.40% | 増加 |
| 25 | META | Meta Platforms Inc-class A | +0.1% | +10.43% | 増加 |
| 26 | CVX | Chevron CORP | +0.1% | +6.24% | 増加 |
| 27 | MMM | 3m Co | +0.1% | +4.01% | 増加 |
| 28 | MA | Mastercard INC - A | +0.1% | +8.30% | 増加 |
| 29 | UNP | Union Pacific CORP | +0.1% | +10.92% | 増加 |
| 30 | NFLX | Netflix INC | +0.1% | +13.85% | 増加 |
| 31 | LOW | Lowe's Cos INC | +0.1% | +10.41% | 増加 |
| 32 | DD | DuPont de Nemours, Inc. | +0.1% | +9.44% | 増加 |
| 33 | IBM | Intl Business Machines CORP | +0.1% | +17.68% | 増加 |
| 34 | MO | Altria Group INC | +0.1% | +5.46% | 増加 |
| 35 | PEP | Pepsico INC | +0.1% | +12.61% | 増加 |
| 36 | UTXZ | United Tech CORP | +0.1% | +13.72% | 増加 |
| 37 | C | Citigroup INC | +0.1% | +8.94% | 増加 |
| 38 | MCD | Mcdonald's CORP | +0.1% | +8.04% | 増加 |
| 39 | PFE | Pfizer INC | 0% | +11.59% | 増加 |
| 40 | VZ | Verizon Communications INC | 0% | +12.37% | 増加 |
| 41 | HON | Honeywell International INC | 0% | +5.20% | 増加 |
| 42 | CMCSA | Comcast Corp-class A | 0% | +2.69% | 増加 |
| 43 | PCG | P G & E CORP | -0.1% | -48.35% | 減少 |
| 44 | MRK | Merck & Co. INC. | -0.2% | -10.21% | 減少 |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -80.71% | 減少 |
| 46 | AEP | American Electric Power Company, Inc. | -0.4% | -41.65% | 減少 |
| 47 | ✓ | Avidia Bancorp INC | — | EXIT | 全売却 |
| 48 | EFA | Ishares Msci Eafe ETF | — | EXIT | 全売却 |
| 49 | BWX | State Street Spdr Bloomberg | — | EXIT | 全売却 |
| 50 | BND | Vanguard Total Bond Market | — | EXIT | 全売却 |