CIK: 0001055290
申告総資産額
$16.3億
上位200銘柄を表示中（全261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 | 4.32% | -0.11% | -0.39% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.51% | — | -0.63% | |
| 3 | V | Visa Inc-class A Shares | 株式-金融 | 2.82% | -0.02% | -1.45% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.49% | -0.10% | +1.38% | |
| 5 | HD | Home Depot INC | 株式-一般消費財 | 2.43% | — | +2.45% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.28% | -0.02% | -0.71% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.14% | -0.01% | -7.99% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.11% | +0.06% | +12.23% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.10% | — | +61.18% | |
| 10 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.66% | — | -1.71% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.58% | — | -0.69% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.42% | — | -1.92% | |
| 13 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.36% | — | -1.23% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.32% | +0.25% | +3.75% | |
| 15 | BAC | Bank Of America CORP | 株式-金融 | 1.30% | — | +1.54% | |
| 16 | AMT | American Tower CORP | 株式-不動産 | 1.27% | — | +0.56% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.27% | — | -0.16% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.27% | — | -1.44% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.24% | — | +5.93% | |
| 20 | INTU | Intuit INC | 株式-IT | 1.24% | -0.12% | -4.14% | |
| 21 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 1.24% | -0.05% | +11.80% | |
| 22 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.11% | — | -1.05% | |
| 23 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.10% | +0.01% | +16.89% | |
| 24 | ADBE | Adobe INC | 株式-IT | 1.06% | — | +0.27% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.06% | — | -0.79% | |
| 26 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.04% | — | -2.98% | |
| 27 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.04% | — | +1.85% | |
| 28 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.04% | — | -0.98% | |
| 29 | MDT | Medtronic plc | 株式-ヘルスケア | 1.00% | — | +1.44% | |
| 30 | ICE | Intercontinental Exchange In | 株式-金融 | 0.98% | -0.32% | +0.84% | |
| 31 | SIVBEUR | Svb Financial Group | 株式-その他 | 0.97% | — | +5.92% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.88% | +0.01% | -1.28% | |
| 33 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 0.88% | — | +3.00% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.84% | +0.21% | +6.18% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.84% | — | +0.41% | |
| 36 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.84% | — | -1.19% | |
| 37 | GS | Goldman Sachs Group INC | 株式-金融 | 0.81% | — | -2.54% | |
| 38 | ROP | Roper Technologies INC | 株式-IT | 0.79% | — | -5.52% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.79% | — | +0.47% | |
| 40 | AVGO | Broadcom INC | 株式-IT | 0.74% | +0.05% | -4.37% | |
| 41 | ACN | Accenture plc | 株式-IT | 0.73% | — | +6.36% | |
| 42 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.72% | — | -2.78% | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.70% | — | -0.27% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | — | -1.49% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.67% | +0.06% | +0.39% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.66% | — | +1.20% | |
| 47 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.64% | — | -5.49% | |
| 48 | VLO | Valero Energy CORP | 株式-エネルギー | 0.63% | — | +1.20% | |
| 49 | NFLX | Netflix INC | 株式-通信サービス | 0.62% | -0.44% | -0.83% | |
| 50 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.61% | — | -0.73% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +0.7% | +61.18% | 増加 |
| 2 | AAPL | Apple INC | +0.5% | -0.39% | 減少 |
| 3 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.2% | +153.44% | 増加 |
| 4 | SCHX | Schwab US Large-cap ETF | +0.2% | +12.23% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.2% | -0.71% | 減少 |
| 6 | TMO | Thermo Fisher Scientific INC | +0.1% | -1.71% | 減少 |
| 7 | BAM | Brookfield Asset Management Ltd. | +0.1% | +364.77% | 増加 |
| 8 | V | Visa Inc-class A Shares | +0.1% | -1.45% | 減少 |
| 9 | MSFT | Microsoft CORP | +0.1% | -0.69% | 減少 |
| 10 | LMT | Lockheed Martin CORP | +0.1% | -1.23% | 減少 |
| 11 | SCHF | Schwab Intl Equity ETF | +0.1% | +16.89% | 増加 |
| 12 | T | At&t INC | +0.1% | +61.33% | 増加 |
| 13 | MDT | Medtronic plc | +0.1% | +1.44% | 増加 |
| 14 | CSX | Csx CORP | +0.1% | +21.07% | 増加 |
| 15 | JNJ | Johnson & Johnson | +0.1% | -0.16% | 減少 |
| 16 | SCHW | Schwab (charles) CORP | +0.1% | +47.03% | 増加 |
| 17 | UNH | Unitedhealth Group INC | +0.1% | +3.75% | 増加 |
| 18 | TJX | Tjx Companies INC | +0.1% | -2.98% | 減少 |
| 19 | CSCO | Cisco Systems INC | +0.1% | +8.73% | 増加 |
| 20 | ILMN | Illumina INC | +0.1% | +0.81% | 増加 |
| 21 | MTN | Vail Resorts INC | +0.1% | +70.77% | 増加 |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | +1.38% | 増加 |
| 23 | GSIE | Goldman Sachs Activebeta Int | +0.1% | +11.80% | 増加 |
| 24 | SIVBEUR | Svb Financial Group | +0.1% | +5.92% | 増加 |
| 25 | MRK | Merck & Co. INC. | +0.1% | +4.95% | 増加 |
| 26 | XYL | Xylem INC | +0.1% | -0.35% | 減少 |
| 27 | COST | Costco Wholesale CORP | 0% | -0.79% | 減少 |
| 28 | GOOG | Alphabet Inc-cl C | 0% | +6.18% | 増加 |
| 29 | MMM | 3m Co | 0% | +8.97% | 増加 |
| 30 | AMGN | Amgen INC | 0% | +1.31% | 増加 |
| 31 | HD | Home Depot INC | 0% | +2.45% | 増加 |
| 32 | ADBE | Adobe INC | 0% | +0.27% | 増加 |
| 33 | SHW | Sherwin-williams Co/the | 0% | -0.98% | 減少 |
| 34 | ACN | Accenture plc | 0% | +6.36% | 増加 |
| 35 | ZTS | Zoetis INC | 0% | +1.85% | 増加 |
| 36 | IBB | Ishares Biotechnology ETF | 0% | -1.28% | 減少 |
| 37 | PEP | Pepsico INC | 0% | +5.93% | 増加 |
| 38 | INTU | Intuit INC | 0% | -4.14% | 減少 |
| 39 | BAC | Bank Of America CORP | 0% | +1.54% | 増加 |
| 40 | GSLC | Goldman Activebeta US Lc ETF | 0% | -0.63% | 減少 |
| 41 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -76.17% | 減少 |
| 42 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.1% | -21.12% | 減少 |
| 43 | VMC | Vulcan Materials Co | -0.1% | -1.52% | 減少 |
| 44 | KHC | Kraft Heinz Co/the | -0.1% | -56.87% | 減少 |
| 45 | VEA | Vanguard Ftse Developed ETF | -0.2% | -17.51% | 減少 |
| 46 | NXPI | NXP Semiconductors N.V. | -0.2% | -1.46% | 減少 |
| 47 | META | Meta Platforms Inc-class A | -0.4% | -1.44% | 減少 |
| 48 | DPZ | Domino's Pizza INC | -0.4% | -64.02% | 減少 |
| 49 | MNST | Monster Beverage CORP | — | NEW | 新規購入 |
| 50 | JD | Jd.com Inc-adr | — | EXIT | 全売却 |