CIK: 0001054677
申告総資産額
$15.5億
上位200銘柄を表示中（全651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 | 12.20% | +0.38% | +7.69% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.23% | -0.19% | +0.77% | |
| 3 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 5.10% | +0.27% | +0.28% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.36% | -0.90% | +0.26% | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 3.39% | -0.12% | -1.59% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.33% | -0.24% | -0.17% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.81% | -0.16% | +0.90% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.29% | +0.16% | -0.52% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 2.18% | -0.18% | -10.85% | |
| 10 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 2.13% | +0.15% | +5.63% | |
| 11 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.95% | +0.13% | +0.74% | |
| 12 | BLK | Blackrock INC | 株式-金融 | 1.94% | -0.19% | +4.91% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.84% | -0.11% | +0.54% | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.71% | +0.28% | +17.50% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.69% | +0.19% | +3.00% | |
| 16 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 1.65% | — | +5.22% | |
| 17 | JAAA | Janus Henderson Aaa Clo ETF | ETF-その他 | 1.64% | +0.13% | +6.79% | |
| 18 | ORCL | Oracle CORP | 株式-IT | 1.55% | -1.04% | +0.39% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.50% | -0.01% | +0.05% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.43% | -0.16% | +2.08% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.26% | +0.24% | +1.72% | |
| 22 | APH | Amphenol Corp-cl A | 株式-IT | 1.24% | -0.61% | +1.23% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.23% | +0.31% | +87.59% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.22% | -0.01% | +3.02% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.13% | — | +2.60% | |
| 26 | FISV | Fiserv INC | 株式-その他 | 1.12% | -0.37% | +1.65% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.08% | -0.10% | +1.16% | |
| 28 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.08% | — | -0.52% | |
| 29 | PWR | Quanta Services INC | 株式-資本財 | 1.06% | -0.16% | +5.99% | |
| 30 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.04% | — | -1.91% | |
| 31 | UBER | Uber Technologies INC | 株式-資本財 | 1.03% | -0.08% | +1.16% | |
| 32 | GE | General Electric | 株式-資本財 | 0.96% | -0.04% | +0.26% | |
| 33 | HD | Home Depot INC | 株式-一般消費財 | 0.96% | — | -42.35% | |
| 34 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.92% | +0.25% | +0.47% | |
| 35 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.79% | — | +233.98% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.79% | +0.15% | +1.01% | |
| 37 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.76% | +0.15% | -0.04% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.76% | -0.07% | +2.14% | |
| 39 | ACN | Accenture plc | 株式-IT | 0.74% | -0.28% | +0.85% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.73% | -0.11% | -1.79% | |
| 41 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.72% | — | -1.04% | |
| 42 | RSG | Republic Services INC | 株式-資本財 | 0.70% | +0.11% | — | |
| 43 | JUST | Goldman Sachs Just US Lrg | ETF-コモディティ | 0.68% | — | +2.53% | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.66% | -0.26% | +3.98% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | -0.08% | +0.55% | |
| 46 | MS | Morgan Stanley | 株式-金融 | 0.62% | -0.03% | -0.49% | |
| 47 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | +2.83% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.51% | — | +0.74% | |
| 49 | QCOM | Qualcomm INC | 株式-IT | 0.49% | -0.11% | +0.25% | |
| 50 | PABU | Ishr Par-alnd Clim Opt Mue-u | ETF-その他 | 0.49% | -0.03% | +12.01% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.8% | +7.69% | 増加 |
| 2 | BLK | Blackrock INC | +1.2% | +4.91% | 増加 |
| 3 | NVDA | Nvidia CORP | +1.1% | -1.59% | 減少 |
| 4 | TJX | Tjx Companies INC | +1% | -1.91% | 増加 |
| 5 | AVGO | Broadcom INC | +0.7% | -10.85% | 減少 |
| 6 | PWR | Quanta Services INC | +0.7% | +5.99% | 増加 |
| 7 | MSFT | Microsoft CORP | +0.7% | +0.26% | 増加 |
| 8 | SCHD | Schwab US Dvd Equity ETF | +0.6% | +17.50% | 増加 |
| 9 | CSCO | Cisco Systems INC | +0.6% | +87.59% | 増加 |
| 10 | VIG | Vanguard Dividend Apprec ETF | +0.6% | +233.98% | 増加 |
| 11 | APH | Amphenol Corp-cl A | +0.5% | +1.23% | 増加 |
| 12 | GE | General Electric | +0.2% | +0.26% | 増加 |
| 13 | CRM | Salesforce INC | +0.2% | +3.98% | 増加 |
| 14 | GEV | GE Vernova INC | +0.2% | -4.62% | 減少 |
| 15 | JPM | Jpmorgan Chase & Co | +0.2% | +0.54% | 増加 |
| 16 | UBER | Uber Technologies INC | +0.2% | +1.16% | 増加 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +2.60% | 増加 |
| 18 | PABU | Ishr Par-alnd Clim Opt Mue-u | +0.1% | +12.01% | 増加 |
| 19 | PWRD | Tcw Transform Systems ETF | +0.1% | -0.28% | 増加 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +1.16% | 増加 |
| 21 | JUST | Goldman Sachs Just US Lrg | +0.1% | +2.53% | 増加 |
| 22 | MS | Morgan Stanley | +0.1% | -0.49% | 増加 |
| 23 | SHE | Ss Spdr Msci U Gend Div ETF | +0.1% | +30.92% | 増加 |
| 24 | AMZN | Amazon.com INC | 0% | -0.17% | 増加 |
| 25 | VEU | Vanguard Ftse All-world Ex-u | 0% | +0.74% | 増加 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.05% | 増加 |
| 27 | DIS | Walt Disney Co/the | 0% | +2.14% | 増加 |
| 28 | MUB | Ishares National Muni Bond E | 0% | -1.04% | 増加 |
| 29 | IBB | Ishares Biotechnology ETF | 0% | -0.52% | 減少 |
| 30 | ORCL | Oracle CORP | -0.1% | +0.39% | 減少 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.1% | +0.90% | 減少 |
| 32 | IJR | Ishares Core S&p Small-cap E | -0.1% | -0.52% | 減少 |
| 33 | JAAA | Janus Henderson Aaa Clo ETF | -0.1% | +6.79% | 増加 |
| 34 | JMBS | Janus Henderson Mortg Backed | -0.2% | +5.22% | 増加 |
| 35 | IWR | Ishares Russell Mid-cap ETF | -0.2% | +0.28% | 減少 |
| 36 | VGIT | Vanguard Intermediate-term T | -0.2% | +5.63% | 増加 |
| 37 | UPS | United Parcel Service-cl B | -0.2% | -98.75% | 減少 |
| 38 | SBUX | Starbucks CORP | -0.3% | -0.04% | 減少 |
| 39 | AAPL | Apple INC | -0.3% | +0.77% | 減少 |
| 40 | ACN | Accenture plc | -0.3% | +0.85% | 増加 |
| 41 | CLX | Clorox Company | -0.4% | -99.13% | 減少 |
| 42 | VRT | Vertiv Holdings Co-a | -0.5% | -98.19% | 減少 |
| 43 | HD | Home Depot INC | -0.8% | -42.35% | 減少 |
| 44 | IVW | Ishares S&p 500 Growth ETF | -0.8% | +1.82% | 減少 |
| 45 | FISV | Fiserv INC | -1.1% | +1.65% | 増加 |
| 46 | XLRE | Ss Real Estate Select Sector | -1.1% | -10.70% | 減少 |
| 47 | UNH | Unitedhealth Group INC | -1.3% | -37.19% | 減少 |
| 48 | RSG | Republic Services INC | — | NEW | 新規購入 |
| 49 | HAS | Hasbro INC | — | EXIT | 全売却 |
| 50 | CUBE | Cubesmart | — | EXIT | 全売却 |