CIK: 0001055290
申告総資産額
$16.3億
上位200銘柄を表示中（全258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 | 5.17% | -0.11% | -3.75% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 4.15% | — | +1.49% | |
| 3 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.58% | — | -0.09% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 2.91% | -0.02% | -3.94% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.86% | -0.02% | -0.80% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.47% | — | +0.54% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.30% | — | -1.91% | |
| 8 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 2.18% | +0.06% | -19.18% | |
| 9 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.13% | — | -1.17% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.02% | -0.10% | +0.28% | |
| 11 | AMT | American Tower CORP | 株式-不動産 | 1.90% | — | -0.87% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.58% | -0.01% | -4.07% | |
| 13 | ZTS | Zoetis INC | 株式-ヘルスケア | 1.50% | — | -0.25% | |
| 14 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.45% | — | +2.31% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.43% | — | -2.65% | |
| 16 | GSIE | Goldman Sachs Activebeta Int | ETF-コモディティ | 1.42% | -0.05% | +0.59% | |
| 17 | INTU | Intuit INC | 株式-IT | 1.40% | -0.12% | -0.29% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.34% | — | -4.86% | |
| 19 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.31% | +0.01% | -0.51% | |
| 20 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 1.30% | — | +6.44% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.30% | +0.21% | +2.46% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.29% | — | -4.50% | |
| 23 | ICE | Intercontinental Exchange In | 株式-金融 | 1.29% | -0.32% | +0.76% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.28% | — | -0.56% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.26% | +0.25% | -2.11% | |
| 26 | ADBE | Adobe INC | 株式-IT | 1.25% | — | -3.84% | |
| 27 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.09% | — | -2.54% | |
| 28 | BAC | Bank Of America CORP | 株式-金融 | 1.04% | — | -1.21% | |
| 29 | MDT | Medtronic plc | 株式-ヘルスケア | 1.02% | — | +0.83% | |
| 30 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 0.93% | — | -0.42% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.88% | — | +4.33% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.82% | +0.06% | -0.27% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.82% | — | +3.04% | |
| 34 | ROP | Roper Technologies INC | 株式-IT | 0.81% | — | -2.92% | |
| 35 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.77% | +0.01% | -2.17% | |
| 36 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.75% | — | -13.13% | |
| 37 | PYPL | Paypal Holdings INC | 株式-金融 | 0.75% | — | -5.29% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.73% | — | -2.19% | |
| 39 | ACN | Accenture plc | 株式-IT | 0.69% | — | -2.56% | |
| 40 | XYL | Xylem INC | 株式-資本財 | 0.68% | — | +6.27% | |
| 41 | HACKUSD | Etfmg Prime Cyber Security E | ETF-その他 | 0.64% | — | -8.17% | |
| 42 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.59% | — | +8.01% | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-その他 | 0.58% | — | +5.11% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.58% | -0.44% | -7.15% | |
| 45 | IAGG | Ishares Intl Aggregate Bond | ETF-その他 | 0.57% | — | +1.39% | |
| 46 | COLD | Americold Realty Trust INC | 株式-不動産 | 0.56% | — | +37.07% | |
| 47 | SIVBEUR | Svb Financial Group | 株式-その他 | 0.55% | — | -2.69% | |
| 48 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.55% | — | -4.89% | |
| 49 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.54% | — | +3.83% | |
| 50 | FISV | Fiserv INC | 株式-その他 | 0.54% | — | +2.53% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DHR | Danaher CORP | +0.3% | +195.91% | 増加 |
| 2 | AAPL | Apple INC | +0.3% | -3.75% | 減少 |
| 3 | TMO | Thermo Fisher Scientific INC | +0.2% | -1.17% | 減少 |
| 4 | ZTS | Zoetis INC | +0.2% | -0.25% | 減少 |
| 5 | LMT | Lockheed Martin CORP | +0.2% | +2.31% | 増加 |
| 6 | INTU | Intuit INC | +0.1% | -0.29% | 減少 |
| 7 | HD | Home Depot INC | +0.1% | -1.91% | 減少 |
| 8 | ICE | Intercontinental Exchange In | +0.1% | +0.76% | 増加 |
| 9 | PG | Procter & Gamble Co/the | +0.1% | -0.56% | 減少 |
| 10 | V | Visa Inc-class A Shares | +0.1% | -3.94% | 減少 |
| 11 | PEP | Pepsico INC | +0.1% | -2.65% | 減少 |
| 12 | JNJ | Johnson & Johnson | +0.1% | -4.86% | 減少 |
| 13 | GSLC | Goldman Activebeta US Lc ETF | +0.1% | -0.09% | 減少 |
| 14 | UNH | Unitedhealth Group INC | +0.1% | -2.11% | 減少 |
| 15 | MDT | Medtronic plc | 0% | +0.83% | 増加 |
| 16 | HACKUSD | Etfmg Prime Cyber Security E | — | -8.17% | 減少 |
| 17 | QEMM | State Street Spdr Msci Emerg | 0% | -0.42% | 減少 |
| 18 | ACN | Accenture plc | 0% | -2.56% | 減少 |
| 19 | GSIE | Goldman Sachs Activebeta Int | 0% | +0.59% | 増加 |
| 20 | SHW | Sherwin-williams Co/the | 0% | -2.54% | 減少 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -4.07% | 減少 |
| 22 | SCHF | Schwab Intl Equity ETF | -0.1% | -0.51% | 減少 |
| 23 | JPME | JPM Diver Ret US Mc Equity | -0.1% | +1.10% | 増加 |
| 24 | GS | Goldman Sachs Group INC | -0.1% | -5.12% | 減少 |
| 25 | IWM | Ishares Russell 2000 ETF | -0.1% | -4.32% | 減少 |
| 26 | JPSE | JPM Diversified Rt Small Cap | -0.1% | -6.60% | 減少 |
| 27 | BKNG | Booking Holdings INC | -0.1% | -17.30% | 減少 |
| 28 | XLE | Ss Energy Select Sector | -0.1% | +8.90% | 増加 |
| 29 | SYY | Sysco CORP | -0.1% | -5.10% | 減少 |
| 30 | C | Citigroup INC | -0.1% | -7.65% | 減少 |
| 31 | PANW | Palo Alto Networks INC | -0.1% | -12.33% | 減少 |
| 32 | FHI | Federated Hermes INC | -0.1% | -19.30% | 減少 |
| 33 | DIS | Walt Disney Co/the | -0.1% | +4.33% | 増加 |
| 34 | NXPI | NXP Semiconductors N.V. | -0.1% | -33.30% | 減少 |
| 35 | TJX | Tjx Companies INC | -0.1% | -13.13% | 減少 |
| 36 | XOM | Exxon Mobil CORP | -0.2% | -5.25% | 減少 |
| 37 | MTN | Vail Resorts INC | -0.2% | -77.05% | 減少 |
| 38 | SCHA | Schwab US Small-cap ETF | -0.2% | -21.75% | 減少 |
| 39 | MCD | Mcdonald's CORP | -0.2% | -31.65% | 減少 |
| 40 | AVGO | Broadcom INC | -0.2% | -24.28% | 減少 |
| 41 | SIVBEUR | Svb Financial Group | -0.2% | -2.69% | 減少 |
| 42 | CSX | Csx CORP | -0.2% | -58.82% | 減少 |
| 43 | VLO | Valero Energy CORP | -0.3% | -56.73% | 減少 |
| 44 | BAC | Bank Of America CORP | -0.3% | -1.21% | 減少 |
| 45 | JPM | Jpmorgan Chase & Co | -0.5% | +0.28% | 増加 |
| 46 | STZ | Constellation Brands Inc-a | -0.5% | -56.80% | 減少 |
| 47 | SCHX | Schwab US Large-cap ETF | -0.5% | -19.18% | 減少 |
| 48 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 49 | RTX 2.3 05-04-22 | United Technologies CORP | — | NEW | 新規購入 |
| 50 | LNC | Lincoln National CORP | — | EXIT | 全売却 |