CIK: 0001055290
申告総資産額
$16.3億
上位200銘柄を表示中（全255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 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.28% | — | +81.68% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.37% | -0.11% | -0.76% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.32% | — | -1.81% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 2.76% | -0.02% | -0.98% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.42% | -0.10% | +0.04% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 2.24% | — | -1.01% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.99% | -0.02% | +3.87% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.95% | -0.01% | -5.65% | |
| 9 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.86% | — | +301.36% | |
| 10 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.76% | +0.06% | -13.51% | |
| 11 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.76% | — | +2.92% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.63% | — | +2.97% | |
| 13 | AMT | American Tower CORP | 株式-不動産 | 1.57% | — | +0.89% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.40% | +0.25% | +0.57% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.39% | — | +4.37% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.38% | — | -0.34% | |
| 17 | INTU | Intuit INC | 株式-IT | 1.26% | -0.12% | +4.18% | |
| 18 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 1.24% | -0.05% | +3.30% | |
| 19 | BAC | Bank Of America CORP | 株式-金融 | 1.22% | — | -0.23% | |
| 20 | ICE | Intercontinental Exchange In | 株式-金融 | 1.19% | -0.32% | +7.47% | |
| 21 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.15% | — | -0.32% | |
| 22 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.10% | — | +0.75% | |
| 23 | MDT | Medtronic plc | 株式-ヘルスケア | 1.06% | — | +2.31% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.04% | — | -0.26% | |
| 25 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.01% | — | +0.45% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.01% | — | -2.28% | |
| 27 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.98% | — | -39.10% | |
| 28 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 0.94% | — | +4.47% | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.92% | — | +96.70% | |
| 30 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.91% | — | -1.58% | |
| 31 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.91% | — | -1.17% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.91% | +0.01% | -13.02% | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.91% | — | -9.23% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.85% | — | +103.01% | |
| 35 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.84% | +0.21% | +2.24% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.82% | — | -28.12% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.81% | — | +2.76% | |
| 38 | ROP | Roper Technologies INC | 株式-IT | 0.81% | — | +0.67% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.79% | — | -2.71% | |
| 40 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.78% | +0.01% | -0.75% | |
| 41 | PYPL | Paypal Holdings INC | 株式-金融 | 0.75% | — | -0.63% | |
| 42 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.74% | — | +4.99% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.70% | — | +14.99% | |
| 44 | ACN | Accenture plc | 株式-IT | 0.68% | — | -1.21% | |
| 45 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.66% | +0.06% | +1.47% | |
| 46 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.66% | — | — | |
| 47 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.64% | — | -2.03% | |
| 48 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 0.62% | — | +13.02% | |
| 49 | SIVBEUR | Svb Financial Group | 株式-その他 | 0.62% | — | -7.99% | |
| 50 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.60% | — | +99.44% |
| # | 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 | +2.2% | +81.68% | 増加 |
| 2 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +1.4% | +301.36% | 増加 |
| 3 | VIG | Vanguard Dividend Apprec ETF | +0.5% | +103.01% | 増加 |
| 4 | VEU | Vanguard Ftse All-world Ex-u | +0.3% | +99.44% | 増加 |
| 5 | AMT | American Tower CORP | +0.3% | +0.89% | 増加 |
| 6 | VO | Vanguard Mid-cap ETF | +0.3% | +100.01% | 増加 |
| 7 | EA | Electronic Arts INC | +0.2% | +296.51% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.1% | +2.97% | 増加 |
| 9 | INTU | Intuit INC | 0% | +4.18% | 増加 |
| 10 | GSIE | Goldman Sachs Activebeta Int | — | +3.30% | 増加 |
| 11 | SHW | Sherwin-williams Co/the | 0% | +0.45% | 増加 |
| 12 | COST | Costco Wholesale CORP | -0.1% | -2.28% | 減少 |
| 13 | IWM | Ishares Russell 2000 ETF | -0.1% | +4.99% | 増加 |
| 14 | V | Visa Inc-class A Shares | -0.1% | -0.98% | 減少 |
| 15 | ACN | Accenture plc | -0.1% | -1.21% | 減少 |
| 16 | JPM | Jpmorgan Chase & Co | -0.1% | +0.04% | 増加 |
| 17 | BAC | Bank Of America CORP | -0.1% | -0.23% | 減少 |
| 18 | XOM | Exxon Mobil CORP | -0.1% | -2.03% | 減少 |
| 19 | CCL1EUR | Carnival CORP LTD | -0.1% | -0.84% | 減少 |
| 20 | EFA | Ishares Msci Eafe ETF | -0.1% | -14.00% | 減少 |
| 21 | IBB | Ishares Biotechnology ETF | -0.1% | -0.75% | 減少 |
| 22 | EOG | Eog Resources INC | -0.1% | -1.06% | 減少 |
| 23 | DD | DuPont de Nemours, Inc. | -0.1% | -12.62% | 減少 |
| 24 | TJX | Tjx Companies INC | -0.1% | +96.70% | 増加 |
| 25 | NFLX | Netflix INC | -0.1% | -0.66% | 減少 |
| 26 | WAB | Wabtec CORP | -0.1% | -1.44% | 減少 |
| 27 | NXPI | NXP Semiconductors N.V. | -0.1% | -26.28% | 減少 |
| 28 | ADBE | Adobe INC | -0.2% | -9.23% | 減少 |
| 29 | AVGO | Broadcom INC | -0.2% | -31.13% | 減少 |
| 30 | VLO | Valero Energy CORP | -0.2% | -0.67% | 減少 |
| 31 | SLB | Slb LTD | -0.2% | -19.14% | 減少 |
| 32 | GSLC | Goldman Activebeta US Lc ETF | -0.2% | -1.81% | 減少 |
| 33 | HD | Home Depot INC | -0.2% | -1.01% | 減少 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -5.65% | 減少 |
| 35 | SCHF | Schwab Intl Equity ETF | -0.2% | -13.02% | 減少 |
| 36 | STZ | Constellation Brands Inc-a | -0.2% | -1.58% | 減少 |
| 37 | LMT | Lockheed Martin CORP | -0.2% | -0.32% | 減少 |
| 38 | AMZN | Amazon.com INC | -0.3% | +3.87% | 増加 |
| 39 | SCHX | Schwab US Large-cap ETF | -0.4% | -13.51% | 減少 |
| 40 | SIVBEUR | Svb Financial Group | -0.4% | -7.99% | 減少 |
| 41 | VMC | Vulcan Materials Co | -0.4% | -74.17% | 減少 |
| 42 | GS | Goldman Sachs Group INC | -0.4% | -37.42% | 減少 |
| 43 | AGG | Ishares Core U.s. Aggregate | -0.4% | -39.10% | 減少 |
| 44 | META | Meta Platforms Inc-class A | -0.5% | -28.12% | 減少 |
| 45 | AAPL | Apple INC | -1% | -0.76% | 減少 |
| 46 | JPIN | JPM Diversified Ret Intl Eq | — | NEW | 新規購入 |
| 47 | ATVIEUR | Activision Blizzard INC | — | NEW | 新規購入 |
| 48 | ZAYOEUR | Zayo Group Holdings INC | — | EXIT | 全売却 |
| 49 | SPAB | Ss Spdr P Agg Bond ETF | — | NEW | 新規購入 |
| 50 | SPIB | Ss Spdr P Int C CORP ETF | — | NEW | 新規購入 |