CIK: 0001054677
申告総資産額
$15.5億
上位200銘柄を表示中（全209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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 10.30% | +0.38% | +1.26% | |
| 2 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 6.09% | +0.27% | +1.18% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.83% | +0.13% | +1.25% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.10% | — | +0.72% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.03% | +0.16% | +1.39% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.92% | -0.19% | +0.74% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.90% | -0.24% | +0.50% | |
| 8 | XLF | Ss Financial Select Sector | ETF-その他 | 2.76% | — | -0.27% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 2.75% | -0.90% | -1.22% | |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.28% | +0.19% | +2.92% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 2.20% | -0.16% | -1.07% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.00% | -0.11% | -1.04% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.79% | -0.16% | +1.61% | |
| 14 | ✓ | JPMorgan Ultra-Short Income ETF | ETF-その他 | 1.67% | — | +5.73% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.63% | — | -1.03% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.63% | -0.01% | -1.48% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.62% | -0.07% | +2.38% | |
| 18 | ✓ | Select Sector Spdr Tr Real Est | 株式-その他 | 1.57% | — | +2.31% | |
| 19 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.54% | — | +2.65% | |
| 20 | SNAXX | Schwa Prime Adv Money Fd-ult | 株式-その他 | 1.54% | — | -16.80% | |
| 21 | FMUSD | Ishares Msci Frontier 100 | ETF-その他 | 1.52% | — | +0.03% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.48% | -0.01% | +0.02% | |
| 23 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.45% | — | -1.59% | |
| 24 | HON | Honeywell International INC | 株式-資本財 | 1.41% | +0.15% | +1.29% | |
| 25 | FISV | Fiserv INC | 株式-その他 | 1.35% | -0.37% | -1.37% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.23% | +0.24% | +5.86% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 1.22% | +0.31% | -0.61% | |
| 28 | XLE | Ss Energy Select Sector | ETF-その他 | 1.16% | — | +0.19% | |
| 29 | KEY | Keycorp | 株式-金融 | 1.06% | — | -1.94% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.85% | — | -0.59% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.79% | — | +7.61% | |
| 32 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.72% | — | +0.52% | |
| 33 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.69% | +0.25% | +0.02% | |
| 34 | ED | Consolidated Edison INC | 株式-公益事業 | 0.68% | — | +1.11% | |
| 35 | CTAS | Cintas CORP | 株式-資本財 | 0.68% | — | +11.75% | |
| 36 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.67% | — | -0.63% | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 0.66% | — | -0.18% | |
| 38 | PEP | Pepsico INC | 株式-生活必需品 | 0.65% | +0.84% | -0.53% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.64% | — | +1.55% | |
| 40 | QCOM | Qualcomm INC | 株式-IT | 0.64% | -0.11% | +9.63% | |
| 41 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.58% | — | -0.56% | |
| 42 | CLX | Clorox Company | 株式-生活必需品 | 0.54% | — | +0.13% | |
| 43 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.51% | — | +1.63% | |
| 44 | PAYX | Paychex INC | 株式-IT | 0.50% | -0.07% | +1.05% | |
| 45 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.49% | — | -2.07% | |
| 46 | HAS | Hasbro INC | 株式-一般消費財 | 0.48% | — | -1.28% | |
| 47 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.48% | — | +11.41% | |
| 48 | D | Dominion Energy INC | 株式-公益事業 | 0.46% | — | +2.13% | |
| 49 | INTC | Intel CORP | 株式-IT | 0.46% | — | -0.19% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.45% | — | +12.14% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +0.3% | +2.38% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.2% | -1.22% | 減少 |
| 3 | QCOM | Qualcomm INC | +0.2% | +9.63% | 増加 |
| 4 | CTAS | Cintas CORP | +0.1% | +11.75% | 増加 |
| 5 | COST | Costco Wholesale CORP | +0.1% | +5.86% | 増加 |
| 6 | V | Visa Inc-class A Shares | +0.1% | -1.07% | 減少 |
| 7 | LMT | Lockheed Martin CORP | +0.1% | +0.02% | 増加 |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | -1.04% | 減少 |
| 9 | HON | Honeywell International INC | +0.1% | +1.29% | 増加 |
| 10 | HAS | Hasbro INC | +0.1% | -1.28% | 減少 |
| 11 | SPRXX | Fidelity Money Market | +0.1% | +125.38% | 増加 |
| 12 | AMZN | Amazon.com INC | +0.1% | +0.50% | 増加 |
| 13 | XLF | Ss Financial Select Sector | +0.1% | -0.27% | 減少 |
| 14 | KEY | Keycorp | +0.1% | -1.94% | 減少 |
| 15 | IBM | Intl Business Machines CORP | +0.1% | +25.17% | 増加 |
| 16 | AEP | American Electric Power Company, Inc. | 0% | +2.65% | 増加 |
| 17 | HD | Home Depot INC | 0% | -1.03% | 減少 |
| 18 | MCD | Mcdonald's CORP | 0% | -0.59% | 減少 |
| 19 | T | At&t INC | 0% | +7.82% | 増加 |
| 20 | TTEN | Totalenergies Se -spon Adr | 0% | +11.41% | 増加 |
| 21 | SWVXX | Schwa Prime Adv Money Fd-inv | 0% | +10.96% | 増加 |
| 22 | TGT | Target CORP | 0% | +1.91% | 増加 |
| 23 | ✓ | JPMorgan Ultra-Short Income ETF | 0% | +5.73% | 増加 |
| 24 | UNH | Unitedhealth Group INC | 0% | +7.61% | 増加 |
| 25 | KMB | Kimberly-clark CORP | 0% | -0.63% | 減少 |
| 26 | PEP | Pepsico INC | 0% | -0.53% | 減少 |
| 27 | AMGN | Amgen INC | 0% | +12.14% | 増加 |
| 28 | VOO | Vanguard S&p 500 ETF | — | +1.26% | 増加 |
| 29 | AAPL | Apple INC | — | +0.74% | 増加 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.48% | 減少 |
| 31 | ✓ | Select Sector Spdr Tr Real Est | 0% | +2.31% | 増加 |
| 32 | IWR | Ishares Russell Mid-cap ETF | 0% | +1.18% | 増加 |
| 33 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +2.92% | 増加 |
| 34 | FMUSD | Ishares Msci Frontier 100 | 0% | +0.03% | 増加 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.02% | 増加 |
| 36 | LEG | Leggett & Platt INC | -0.1% | +0.23% | 増加 |
| 37 | IJR | Ishares Core S&p Small-cap E | -0.1% | +1.39% | 増加 |
| 38 | UPS | United Parcel Service-cl B | -0.1% | -2.07% | 減少 |
| 39 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | +1.25% | 増加 |
| 40 | INTC | Intel CORP | -0.1% | -0.19% | 減少 |
| 41 | XLE | Ss Energy Select Sector | -0.1% | +0.19% | 増加 |
| 42 | IBB | Ishares Biotechnology ETF | -0.1% | -1.59% | 減少 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.2% | +1.61% | 増加 |
| 44 | SNAXX | Schwa Prime Adv Money Fd-ult | -0.4% | -16.80% | 減少 |
| 45 | ✓ | UBS Select Money Fund Inst | — | NEW | 新規購入 |
| 46 | SWOXX | Schwab Municipal Money-ult | — | NEW | 新規購入 |
| 47 | SWPPX | Schwab S&p 500 Index-sel | — | NEW | 新規購入 |
| 48 | TTD | Trade Desk Inc/the -class A | — | NEW | 新規購入 |
| 49 | SWSSX | Schwab Small-cap Index | — | NEW | 新規購入 |
| 50 | ILMN | Illumina INC | — | NEW | 新規購入 |