CIK: 0001127508
申告総資産額
$90.2億
上位200銘柄を表示中（全376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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 21.82% | -2.16% | +3.40% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.85% | -0.54% | -1.08% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.62% | -0.51% | -4.83% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 2.99% | -0.52% | +0.48% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.62% | -0.37% | +2.99% | |
| 6 | NEM | Newmont CORP | 株式-素材 | 2.14% | -0.15% | +0.21% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.04% | -0.35% | +2.85% | |
| 8 | ALTI | Alti Global INC | 株式-その他 | 1.95% | -0.38% | — | |
| 9 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.70% | — | +1.56% | |
| 10 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.55% | — | +7.43% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.55% | -0.44% | — | |
| 12 | AXP | American Express Co | 株式-金融 | 1.46% | -0.17% | -0.03% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.40% | — | +68.62% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.36% | -0.25% | -2.09% | |
| 15 | IAU | Ishares Gold Trust | ETF-コモディティ | 1.36% | +0.03% | +3.46% | |
| 16 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 1.29% | — | +0.37% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.24% | -0.25% | +4.46% | |
| 18 | ABX | Barrick Gold CORP | 株式-金融 | 1.18% | — | +1.10% | |
| 19 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 1.11% | — | +55.67% | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 1.07% | -0.17% | -0.02% | |
| 21 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.89% | -0.28% | +4.16% | |
| 22 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | -0.21% | +0.21% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.84% | -0.13% | +10.78% | |
| 24 | LIN | Linde plc | 株式-素材 | 0.83% | — | -0.23% | |
| 25 | PM | Philip Morris International | 株式-生活必需品 | 0.83% | — | -1.83% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.82% | -0.24% | +942.27% | |
| 27 | TSLA | Tesla INC | 株式-一般消費財 | 0.66% | -0.29% | -7.37% | |
| 28 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.63% | — | +5.19% | |
| 29 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.63% | — | -0.37% | |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | -0.19% | -11.32% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.60% | — | +10.25% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.57% | +0.03% | -0.02% | |
| 33 | CRBN | Ish Low Car Opt Ms Ac Etf-us | ETF-その他 | 0.55% | — | — | |
| 34 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | +3.55% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.54% | — | +27.24% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.53% | — | -3.23% | |
| 37 | ORCL | Oracle CORP | 株式-IT | 0.53% | — | +13.41% | |
| 38 | CAT | Caterpillar INC | 株式-資本財 | 0.50% | — | — | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | — | -8.67% | |
| 40 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | — | +1.65% | |
| 41 | FDX | Fedex CORP | 株式-資本財 | 0.48% | — | +1.15% | |
| 42 | GXC | State Street Spdr S&p China | ETF-新興国市場 | 0.47% | — | -2.57% | |
| 43 | CTAS | Cintas CORP | 株式-資本財 | 0.47% | — | +303.56% | |
| 44 | CRM | Salesforce INC | 株式-IT | 0.42% | — | +15.37% | |
| 45 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.42% | — | +3.00% | |
| 46 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.42% | +0.16% | NEW | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.41% | — | +8.06% | |
| 48 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.40% | -0.19% | — | |
| 49 | NEE | Nextera Energy INC | 株式-公益事業 | 0.39% | — | -5.50% | |
| 50 | TT | Trane Technologies plc | 株式-資本財 | 0.38% | — | -0.36% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | +0.7% | +942.27% | 増加 |
| 2 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +68.62% | 増加 |
| 3 | USMV | Ishares Msci USA Min Vol Fac | +0.4% | +55.67% | 増加 |
| 4 | CTAS | Cintas CORP | +0.4% | +303.56% | 増加 |
| 5 | NEM | Newmont CORP | +0.3% | +0.21% | 増加 |
| 6 | CEG | Constellation Energy | +0.3% | +4746.49% | 増加 |
| 7 | AMD | Advanced Micro Devices | +0.2% | +243.07% | 増加 |
| 8 | WMT | Walmart INC | +0.2% | +119.67% | 増加 |
| 9 | META | Meta Platforms Inc-class A | +0.2% | +7.43% | 増加 |
| 10 | ABBV | Abbvie INC | +0.1% | +27.24% | 増加 |
| 11 | RTX | Rtx CORP | +0.1% | +1019.23% | 増加 |
| 12 | UNH | Unitedhealth Group INC | +0.1% | +10.78% | 増加 |
| 13 | ABX | Barrick Gold CORP | +0.1% | +1.10% | 増加 |
| 14 | AXP | American Express Co | +0.1% | -0.03% | 減少 |
| 15 | ORCL | Oracle CORP | +0.1% | +13.41% | 増加 |
| 16 | IAU | Ishares Gold Trust | +0.1% | +3.46% | 増加 |
| 17 | AZO | Autozone INC | +0.1% | +119.57% | 増加 |
| 18 | TSLA | Tesla INC | +0.1% | -7.37% | 減少 |
| 19 | JNJ | Johnson & Johnson | +0.1% | +10.25% | 増加 |
| 20 | MCD | Mcdonald's CORP | +0.1% | +3.55% | 増加 |
| 21 | ACN | Accenture plc | +0.1% | +19.85% | 増加 |
| 22 | ZBH | Zimmer Biomet Holdings INC | +0.1% | +855.83% | 増加 |
| 23 | IVV | Ishares Core S&p 500 ETF | +0.1% | +3.40% | 増加 |
| 24 | PM | Philip Morris International | +0.1% | -1.83% | 減少 |
| 25 | ADP | Automatic Data Processing | +0.1% | +18.56% | 増加 |
| 26 | CRM | Salesforce INC | +0.1% | +15.37% | 増加 |
| 27 | CAT | Caterpillar INC | 0% | — | 変化なし |
| 28 | AAPL | Apple INC | 0% | -1.08% | 減少 |
| 29 | MA | Mastercard INC - A | 0% | -0.02% | 減少 |
| 30 | GXC | State Street Spdr S&p China | 0% | -2.57% | 減少 |
| 31 | ACWI | Ishares Msci Acwi ETF | 0% | +1.56% | 増加 |
| 32 | LIN | Linde plc | 0% | -0.23% | 減少 |
| 33 | EZU | Ishares Msci Eurozone ETF | 0% | +0.37% | 増加 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | 変化なし |
| 35 | PYPL | Paypal Holdings INC | -0.1% | -91.83% | 減少 |
| 36 | ATKR | Atkore INC | -0.1% | — | 変化なし |
| 37 | DIS | Walt Disney Co/the | -0.1% | -8.67% | 減少 |
| 38 | UBER | Uber Technologies INC | -0.2% | -46.48% | 減少 |
| 39 | INTC | Intel CORP | -0.2% | -45.58% | 減少 |
| 40 | RING | Ishares Msci Global Gold Min | -0.3% | -99.14% | 減少 |
| 41 | VFH | Vanguard Financials ETF | -0.3% | -99.83% | 減少 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.3% | +2.85% | 増加 |
| 43 | MSFT | Microsoft CORP | -0.7% | -4.83% | 減少 |
| 44 | VOO | Vanguard S&p 500 ETF | -1.3% | -91.40% | 減少 |
| 45 | ALTI | Alti Global INC | — | NEW | 新規購入 |
| 46 | XLV | Ss Health Care Select Sector | — | EXIT | 全売却 |
| 47 | PPA | Invesco Aerospace & Defense | — | EXIT | 全売却 |
| 48 | ORLY | O'reilly Automotive INC | — | EXIT | 全売却 |
| 49 | BMRN | Biomarin Pharmaceutical INC | — | NEW | 新規購入 |
| 50 | MBLY | Mobileye Global Inc-a | — | EXIT | 全売却 |