CIK: 0000750641
申告総資産額
$43.5億
上位200銘柄を表示中（全683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 | 5.98% | -0.20% | -1.98% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.54% | -0.95% | -1.62% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.86% | -2.09% | +246.54% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.33% | -0.05% | +3.11% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.77% | — | +1.21% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.25% | -0.28% | -0.39% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.00% | -0.03% | -2.33% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.95% | — | -0.22% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.81% | -0.08% | -0.34% | |
| 10 | JMBS | Janus Henderson Mortg Backed | ETF-その他 | 1.61% | — | +1.60% | |
| 11 | CMF | Ishares California Muni Bond | ETF-その他 | 1.53% | -0.22% | -4.70% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.32% | -0.14% | -2.66% | |
| 13 | TFI | Ss Spdr N Ice Muni Bond ETF | ETF-その他 | 1.30% | — | -25.93% | |
| 14 | GOVT | Ishares US Treasury Bond ETF | ETF-政府公債 | 1.29% | +0.28% | -8.30% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.26% | -0.11% | -1.85% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.25% | — | +9.49% | |
| 17 | SUB | Ishares Short-term National | ETF-その他 | 1.24% | — | +45.61% | |
| 18 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 1.21% | — | +4.10% | |
| 19 | NVDA | Nvidia CORP | 株式-IT | 1.20% | -0.17% | -4.57% | |
| 20 | MUB | Ishares National Muni Bond E | ETF-その他 | 1.19% | — | -3.02% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.10% | -0.05% | -0.46% | |
| 22 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.04% | — | +3.76% | |
| 23 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 1.04% | — | +1.42% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 0.86% | — | -2.10% | |
| 25 | ADBE | Adobe INC | 株式-IT | 0.80% | -0.08% | -2.53% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.80% | — | -4.26% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.77% | +0.16% | +1.09% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.74% | +0.16% | +1.13% | |
| 29 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.72% | — | -1.25% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.71% | -0.10% | -3.01% | |
| 31 | MS | Morgan Stanley | 株式-金融 | 0.67% | — | -0.85% | |
| 32 | DHR | Danaher CORP | 株式-ヘルスケア | 0.67% | — | +4.63% | |
| 33 | COP | Conocophillips | 株式-エネルギー | 0.67% | +0.17% | -12.56% | |
| 34 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.64% | -0.08% | -0.19% | |
| 35 | QLTA | Ishares Aaa - A Rated Corpor | ETF-その他 | 0.64% | — | +1.95% | |
| 36 | BLKCHF | Blackrock INC | 株式-その他 | 0.62% | — | +18.40% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.60% | — | +18.78% | |
| 38 | QCOM | Qualcomm INC | 株式-IT | 0.59% | -0.22% | -9.53% | |
| 39 | AMD | Advanced Micro Devices | 株式-IT | 0.54% | — | +0.01% | |
| 40 | ACN | Accenture plc | 株式-IT | 0.52% | — | -2.23% | |
| 41 | TXN | Texas Instruments INC | 株式-IT | 0.51% | — | +0.53% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.50% | — | +0.64% | |
| 43 | WM | Waste Management INC | 株式-資本財 | 0.49% | — | +0.46% | |
| 44 | KLAC | Kla CORP | 株式-IT | 0.47% | — | +0.33% | |
| 45 | CMI | Cummins INC | 株式-資本財 | 0.46% | — | -0.79% | |
| 46 | ETN | Eaton Corporation plc | 株式-資本財 | 0.45% | — | +0.56% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | -0.05% | -0.36% | |
| 48 | VRTX | Vertex Pharmaceuticals INC | 株式-ヘルスケア | 0.45% | — | +1.03% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.45% | — | +3.06% | |
| 50 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.44% | — | +0.20% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +2.9% | +246.54% | 増加 |
| 2 | AAPL | Apple INC | +0.7% | -1.98% | 減少 |
| 3 | MSFT | Microsoft CORP | +0.7% | -1.62% | 減少 |
| 4 | SUB | Ishares Short-term National | +0.4% | +45.61% | 増加 |
| 5 | NVDA | Nvidia CORP | +0.4% | -4.57% | 減少 |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +3.11% | 増加 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.39% | 減少 |
| 8 | NEE | Nextera Energy INC | +0.2% | +2555.75% | 増加 |
| 9 | NFLX | Netflix INC | +0.2% | +62.68% | 増加 |
| 10 | AMZN | Amazon.com INC | +0.2% | -0.46% | 減少 |
| 11 | VGT | Vanguard Info Tech ETF | +0.2% | -0.34% | 減少 |
| 12 | CVX | Chevron CORP | +0.2% | +91.32% | 増加 |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.2% | +9.49% | 増加 |
| 14 | META | Meta Platforms Inc-class A | +0.2% | -3.01% | 減少 |
| 15 | FOUR | Shift4 Payments Inc-class A | +0.2% | NEW | 新規購入 |
| 16 | ADBE | Adobe INC | +0.1% | -2.53% | 減少 |
| 17 | UBER | Uber Technologies INC | +0.1% | +48.96% | 増加 |
| 18 | TJX | Tjx Companies INC | +0.1% | +18.78% | 増加 |
| 19 | SHM | Ss Spdr N Ice St Muni ETF | +0.1% | +386.64% | 増加 |
| 20 | INTU | Intuit INC | +0.1% | +50.25% | 増加 |
| 21 | BLKCHF | Blackrock INC | +0.1% | +18.40% | 増加 |
| 22 | LLY | Eli Lilly & Co | +0.1% | +36.76% | 増加 |
| 23 | HUBS | Hubspot INC | +0.1% | +44.51% | 増加 |
| 24 | KLAC | Kla CORP | +0.1% | +0.33% | 増加 |
| 25 | ULTA | Ulta Beauty INC | +0.1% | NEW | 新規購入 |
| 26 | XLK | Ss Technology Select Sector | +0.1% | -1.25% | 減少 |
| 27 | AMD | Advanced Micro Devices | +0.1% | +0.01% | 増加 |
| 28 | MDLZ | Mondelez International Inc-a | +0.1% | +177.12% | 増加 |
| 29 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -2.33% | 減少 |
| 30 | VBR | Vanguard Small-cap Value ETF | +0.1% | +4.10% | 増加 |
| 31 | CL | Colgate-palmolive Co | -0.1% | -81.29% | 減少 |
| 32 | PLUG | Plug Power INC | -0.1% | EXIT | 全売却 |
| 33 | PAYC | Paycom Software INC | -0.1% | -74.85% | 減少 |
| 34 | ELV | Elevance Health INC | -0.1% | -42.97% | 減少 |
| 35 | EL | Estee Lauder Companies-cl A | -0.1% | -82.78% | 減少 |
| 36 | XYZ | Block INC | -0.1% | -83.32% | 減少 |
| 37 | STLD | Steel Dynamics INC | -0.1% | -19.76% | 減少 |
| 38 | TGT | Target CORP | -0.1% | -1.72% | 減少 |
| 39 | SPTS | Ss Spdr P St Term Tsy ETF | -0.1% | EXIT | 全売却 |
| 40 | QCOM | Qualcomm INC | -0.1% | -9.53% | 減少 |
| 41 | CMF | Ishares California Muni Bond | -0.1% | -4.70% | 減少 |
| 42 | DG | Dollar General CORP | -0.2% | EXIT | 全売却 |
| 43 | BMY | Bristol-myers Squibb Co | -0.2% | -22.46% | 減少 |
| 44 | GOVT | Ishares US Treasury Bond ETF | -0.2% | -8.30% | 減少 |
| 45 | VLO | Valero Energy CORP | -0.2% | -37.19% | 減少 |
| 46 | ITW | Illinois Tool Works | -0.2% | -65.21% | 減少 |
| 47 | TFI | Ss Spdr N Ice Muni Bond ETF | -0.5% | -25.93% | 減少 |
| 48 | IBTE | Ishares Ibonds Dec 2024 Term | -0.6% | EXIT | 全売却 |
| 49 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -2.6% | -98.12% | 減少 |
| 50 | GLD | Spdr Gold Shares | -2.7% | -98.17% | 減少 |