CIK: 0000857508
申告総資産額
$11.6億
| # | 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 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 7.59% | +0.26% | -16.08% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.69% | -1.25% | -4.84% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.57% | -0.34% | -6.88% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.42% | -0.27% | +1600.18% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.42% | -0.33% | -2.77% | |
| 6 | XLI | Ss Industrial Select Sector | ETF-その他 | 2.62% | — | +9.25% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.39% | — | +34.43% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 2.04% | -0.13% | -2.49% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.65% | +0.13% | +14.18% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.64% | — | +1.02% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.55% | +0.12% | -12.80% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.54% | — | +16.95% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 1.47% | -0.11% | -7.13% | |
| 14 | TSLA | Tesla INC | 株式-一般消費財 | 1.43% | — | +146.59% | |
| 15 | CRM | Salesforce INC | 株式-IT | 1.40% | -0.34% | +6.30% | |
| 16 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.36% | -0.12% | +3.38% | |
| 17 | DHR | Danaher CORP | 株式-ヘルスケア | 1.36% | — | +11.95% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.33% | — | -6.24% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.29% | +0.36% | -8.13% | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 1.28% | — | — | |
| 21 | AXP | American Express Co | 株式-金融 | 1.19% | — | +10.08% | |
| 22 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.18% | — | +15.11% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.17% | — | -3.70% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.15% | +0.20% | +3.43% | |
| 25 | MS | Morgan Stanley | 株式-金融 | 1.12% | — | -13.43% | |
| 26 | NVDA | Nvidia CORP | 株式-IT | 1.10% | -0.26% | -2.81% | |
| 27 | BJ | Bj's Wholesale Club Holdings | 株式-生活必需品 | 1.10% | +0.09% | -22.99% | |
| 28 | LRCXEUR | Lam Research CORP | 株式-IT | 1.06% | — | -12.65% | |
| 29 | CRL | Charles River Laboratories | 株式-ヘルスケア | 0.99% | — | +22.01% | |
| 30 | STE | STERIS plc | 株式-ヘルスケア | 0.98% | — | +37.68% | |
| 31 | ✓ | 株式-その他 | 0.94% | — | -6.19% | ||
| 32 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.94% | -0.28% | -4.32% | |
| 33 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.94% | -0.23% | +3.02% | |
| 34 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.92% | — | +20.64% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.92% | — | +24.16% | |
| 36 | CHTR | Charter Communications Inc-a | 株式-通信サービス | 0.91% | — | +0.41% | |
| 37 | MLM | Martin Marietta Materials | 株式-素材 | 0.91% | — | -2.64% | |
| 38 | BLKCHF | Blackrock INC | 株式-その他 | 0.91% | — | +48.05% | |
| 39 | EXFY | Expensify INC - A | 株式-その他 | 0.86% | — | — | |
| 40 | ACN | Accenture plc | 株式-IT | 0.86% | — | -10.59% | |
| 41 | TXN | Texas Instruments INC | 株式-IT | 0.86% | +0.08% | -13.38% | |
| 42 | RTX | Rtx CORP | 株式-資本財 | 0.83% | — | — | |
| 43 | INTU | Intuit INC | 株式-IT | 0.77% | -0.69% | EXIT | |
| 44 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.75% | — | -20.15% | |
| 45 | BR | Broadridge Financial Solutio | 株式-IT | 0.68% | — | -26.16% | |
| 46 | APH | Amphenol Corp-cl A | 株式-IT | 0.67% | — | -18.16% | |
| 47 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.67% | — | -26.82% | |
| 48 | APD | Air Products & Chemicals INC | 株式-素材 | 0.67% | -0.27% | EXIT | |
| 49 | AMT | American Tower CORP | 株式-不動産 | 0.66% | — | -6.24% | |
| 50 | COP | Conocophillips | 株式-エネルギー | 0.65% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EXFY | Expensify INC - A | +0.9% | NEW | 新規購入 |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +34.43% | 増加 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +0.6% | NEW | 新規購入 |
| 4 | KLAC | Kla CORP | +0.5% | NEW | 新規購入 |
| 5 | PFE | Pfizer INC | +0.4% | NEW | 新規購入 |
| 6 | BALL | Ball CORP | +0.3% | NEW | 新規購入 |
| 7 | SCHW | Schwab (charles) CORP | +0.3% | +20.64% | 増加 |
| 8 | BLKCHF | Blackrock INC | +0.3% | +48.05% | 増加 |
| 9 | DHR | Danaher CORP | +0.3% | +11.95% | 増加 |
| 10 | AAPL | Apple INC | +0.3% | -6.88% | 減少 |
| 11 | INTU | Intuit INC | +0.3% | +41.82% | 増加 |
| 12 | KO | Coca-cola Co/the | +0.2% | +76.63% | 増加 |
| 13 | ARE | Alexandria Real Estate Equit | +0.2% | +53.47% | 増加 |
| 14 | SAM | Boston Beer Company Inc-a | +0.2% | +156.30% | 増加 |
| 15 | V | Visa Inc-class A Shares | 0% | +1.02% | 増加 |
| 16 | RTX | Rtx CORP | 0% | — | 変化なし |
| 17 | ABT | Abbott Laboratories | -0.1% | -3.70% | 減少 |
| 18 | ACN | Accenture plc | -0.1% | -10.59% | 減少 |
| 19 | OTIS | Otis Worldwide CORP | -0.1% | -15.20% | 減少 |
| 20 | PM | Philip Morris International | -0.1% | — | 変化なし |
| 21 | AMT | American Tower CORP | -0.1% | -6.24% | 減少 |
| 22 | MA | Mastercard INC - A | -0.1% | -7.13% | 減少 |
| 23 | META | Meta Platforms Inc-class A | -0.1% | -4.32% | 減少 |
| 24 | BR | Broadridge Financial Solutio | -0.1% | -26.16% | 減少 |
| 25 | ADBE | Adobe INC | -0.1% | -6.25% | 減少 |
| 26 | EW | Edwards Lifesciences CORP | -0.1% | -33.96% | 減少 |
| 27 | DIS | Walt Disney Co/the | -0.2% | -30.14% | 減少 |
| 28 | JPM | Jpmorgan Chase & Co | -0.2% | -12.80% | 減少 |
| 29 | NVDA | Nvidia CORP | -0.2% | -2.81% | 減少 |
| 30 | SPGI | S&p Global INC | -0.2% | -21.48% | 減少 |
| 31 | XLRE | Ss Real Estate Select Sector | -0.2% | EXIT | 全売却 |
| 32 | COST | Costco Wholesale CORP | -0.2% | -26.82% | 減少 |
| 33 | MRK | Merck & Co. INC. | -0.2% | -28.19% | 減少 |
| 34 | MNST | Monster Beverage CORP | -0.2% | EXIT | 全売却 |
| 35 | MSFT | Microsoft CORP | -0.2% | -4.84% | 減少 |
| 36 | LRCXEUR | Lam Research CORP | -0.2% | -12.65% | 減少 |
| 37 | UPS | United Parcel Service-cl B | -0.2% | -20.15% | 減少 |
| 38 | XLB | Ss Materials Select Sector | -0.3% | EXIT | 全売却 |
| 39 | XLF | Ss Financial Select Sector | -0.3% | EXIT | 全売却 |
| 40 | ROP | Roper Technologies INC | -0.3% | -51.84% | 減少 |
| 41 | CHTR | Charter Communications Inc-a | -0.3% | +0.41% | 増加 |
| 42 | HON | Honeywell International INC | -0.4% | EXIT | 全売却 |
| 43 | VMC | Vulcan Materials Co | -0.4% | EXIT | 全売却 |
| 44 | DFSEUR | Discover Financial Services | -0.4% | -54.86% | 減少 |
| 45 | EPM | Evolution Petroleum CORP | -0.4% | EXIT | 全売却 |
| 46 | MTCH | Match Group INC | -0.5% | -32.60% | 減少 |
| 47 | NEE | Nextera Energy INC | -0.5% | -60.65% | 減少 |
| 48 | AVGO | Broadcom INC | -0.6% | EXIT | 全売却 |
| 49 | GOOGL | Alphabet Inc-cl A | -0.7% | +1600.18% | 増加 |
| 50 | IXUS | Ishares Core Intl Stock ETF | -1.5% | -16.08% | 減少 |