CIK: 0000842180
申告総資産額
$142.9億
| # | 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 | AAPL | Apple INC | 株式-IT | 35.52% | -0.55% | — | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 22.23% | +0.13% | — | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.88% | — | — | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.04% | — | — | |
| 5 | AMD | Advanced Micro Devices | 株式-IT | 2.94% | — | — | |
| 6 | BAC | Bank Of America CORP | 株式-金融 | 2.74% | — | — | |
| 7 | AXP | American Express Co | 株式-金融 | 2.35% | — | — | |
| 8 | ELV | Elevance Health INC | 株式-ヘルスケア | 2.07% | — | — | |
| 9 | AMAT | Applied Materials INC | 株式-IT | 1.99% | +0.28% | — | |
| 10 | TGT | Target CORP | 株式-一般消費財 | 1.88% | — | — | |
| 11 | AMGN | Amgen INC | 株式-ヘルスケア | 1.50% | -0.14% | — | |
| 12 | ADI | Analog Devices INC | 株式-IT | 1.34% | +0.20% | — | |
| 13 | AZO | Autozone INC | 株式-一般消費財 | 1.25% | — | — | |
| 14 | ANETEUR | Arista Networks INC | 株式-その他 | 1.04% | — | — | |
| 15 | FTNT | Fortinet INC | 株式-IT | 1.03% | — | — | |
| 16 | ADSK | Autodesk INC | 株式-IT | 1.02% | — | — | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.97% | — | — | |
| 18 | AFL | Aflac INC | 株式-金融 | 0.95% | — | — | |
| 19 | AIG | American International Group | 株式-金融 | 0.90% | — | — | |
| 20 | ADP | Automatic Data Processing | 株式-IT | 0.83% | — | — | |
| 21 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.71% | — | — | |
| 22 | BBY | Best Buy Co INC | 株式-一般消費財 | 0.59% | — | — | |
| 23 | SIVR | Abrdn Physical Silver Shares | ETF-コモディティ | 0.53% | +0.14% | — | |
| 24 | APH | Amphenol Corp-cl A | 株式-IT | 0.52% | — | — | |
| 25 | ABX | Barrick Gold CORP | 株式-金融 | 0.51% | — | — | |
| 26 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.45% | — | — | |
| 27 | ABNB | Airbnb Inc-class A | 株式-一般消費財 | 0.39% | — | — | |
| 28 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.37% | — | — | |
| 29 | APD | Air Products & Chemicals INC | 株式-素材 | 0.36% | — | — | |
| 30 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.31% | — | — | |
| 31 | BA | Boeing Co/the | 株式-資本財 | 0.30% | — | — | |
| 32 | BFH | Bread Financial Holdings INC | 株式-金融 | 0.29% | — | — | |
| 33 | VRSN | Verisign INC | 株式-IT | 0.29% | — | — | |
| 34 | BALL | Ball CORP | 株式-一般消費財 | 0.28% | — | — | |
| 35 | RTX | Rtx CORP | 株式-資本財 | 0.24% | — | — | |
| 36 | AVB | Avalonbay Communities INC | 株式-不動産 | 0.24% | — | — | |
| 37 | VALE | Vale Sa-sp Adr | 株式-素材 | 0.19% | — | — | |
| 38 | BAX | Baxter International INC | 株式-ヘルスケア | 0.15% | — | — | |
| 39 | BBWI | Bath & Body Works INC | 株式-一般消費財 | 0.13% | — | — | |
| 40 | ALB | Albemarle CORP | 株式-素材 | 0.13% | — | — | |
| 41 | BWA | Borgwarner INC | 株式-一般消費財 | 0.12% | — | — | |
| 42 | BIDU | Baidu INC - Spon Adr | 株式-通信サービス | 0.12% | — | — | |
| 43 | AVY | Avery Dennison CORP | 株式-一般消費財 | 0.10% | — | — | |
| 44 | GL | Globe Life INC | 株式-金融 | 0.10% | — | — | |
| 45 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.09% | — | — | |
| 46 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.09% | — | — | |
| 47 | AEP | American Electric Power | 株式-公益事業 | 0.08% | — | — | |
| 48 | ALL | Allstate CORP | 株式-金融 | 0.08% | — | — | |
| 49 | AME | Ametek INC | 株式-資本財 | 0.08% | — | — | |
| 50 | COR | Cencora INC | 株式-ヘルスケア | 0.08% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +35.5% | NEW | 新規購入 |
| 2 | AMZN | Amazon.com INC | +22.2% | NEW | 新規購入 |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +5.9% | NEW | 新規購入 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +3% | NEW | 新規購入 |
| 5 | AMD | Advanced Micro Devices | +2.9% | NEW | 新規購入 |
| 6 | BAC | Bank Of America CORP | +2.7% | NEW | 新規購入 |
| 7 | AXP | American Express Co | +2.4% | NEW | 新規購入 |
| 8 | ELV | Elevance Health INC | +2.1% | NEW | 新規購入 |
| 9 | NEE | Nextera Energy INC | -0.5% | EXIT | 全売却 |
| 10 | GLD | Spdr Gold Shares | -0.5% | EXIT | 全売却 |
| 11 | PFE | Pfizer INC | -0.5% | EXIT | 全売却 |
| 12 | LOW | Lowe's Cos INC | -0.5% | EXIT | 全売却 |
| 13 | GS | Goldman Sachs Group INC | -0.5% | EXIT | 全売却 |
| 14 | WMT | Walmart INC | -0.5% | EXIT | 全売却 |
| 15 | XLK | Ss Technology Select Sector | -0.5% | EXIT | 全売却 |
| 16 | QCOM | Qualcomm INC | -0.5% | EXIT | 全売却 |
| 17 | REGN | Regeneron Pharmaceuticals | -0.5% | EXIT | 全売却 |
| 18 | GILD | Gilead Sciences INC | -0.6% | EXIT | 全売却 |
| 19 | IBM | Intl Business Machines CORP | -0.6% | EXIT | 全売却 |
| 20 | INTC | Intel CORP | -0.6% | EXIT | 全売却 |
| 21 | CSCO | Cisco Systems INC | -0.6% | EXIT | 全売却 |
| 22 | IEI | Ishares 3-7 Year Treasury Bo | -0.6% | EXIT | 全売却 |
| 23 | JPM | Jpmorgan Chase & Co | -0.6% | EXIT | 全売却 |
| 24 | PYPL | Paypal Holdings INC | -0.7% | EXIT | 全売却 |
| 25 | HD | Home Depot INC | -0.7% | EXIT | 全売却 |
| 26 | VRTX | Vertex Pharmaceuticals INC | -0.7% | EXIT | 全売却 |
| 27 | DIS | Walt Disney Co/the | -0.7% | EXIT | 全売却 |
| 28 | VGK | Vanguard Ftse Europe ETF | -0.8% | EXIT | 全売却 |
| 29 | CRM | Salesforce INC | -0.8% | EXIT | 全売却 |
| 30 | ABBV | Abbvie INC | -0.9% | EXIT | 全売却 |
| 31 | ACWI | Ishares Msci Acwi ETF | -0.9% | EXIT | 全売却 |
| 32 | ADBE | Adobe INC | -0.9% | EXIT | 全売却 |
| 33 | TSLA | Tesla INC | -0.9% | EXIT | 全売却 |
| 34 | MRK | Merck & Co. INC. | -0.9% | EXIT | 全売却 |
| 35 | BABA | Alibaba Group Holding-sp Adr | -1% | EXIT | 全売却 |
| 36 | SHY | Ishares 1-3 Year Treasury Bo | -1% | EXIT | 全売却 |
| 37 | MA | Mastercard INC - A | -1.1% | EXIT | 全売却 |
| 38 | IVV | Ishares Core S&p 500 ETF | -1.2% | EXIT | 全売却 |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | -1.5% | EXIT | 全売却 |
| 40 | AVGO | Broadcom INC | -1.6% | EXIT | 全売却 |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.6% | EXIT | 全売却 |
| 42 | V | Visa Inc-class A Shares | -1.8% | EXIT | 全売却 |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -2% | EXIT | 全売却 |
| 44 | COIN | Coinbase Global INC -class A | -2.4% | EXIT | 全売却 |
| 45 | META | Meta Platforms Inc-class A | -2.4% | EXIT | 全売却 |
| 46 | SHV | Ishares 0-1 Year Treasury Bo | -2.5% | EXIT | 全売却 |
| 47 | GOOG | Alphabet Inc-cl C | -2.8% | EXIT | 全売却 |
| 48 | GOOGL | Alphabet Inc-cl A | -3.4% | EXIT | 全売却 |
| 49 | NVDA | Nvidia CORP | -4.4% | EXIT | 全売却 |
| 50 | MSFT | Microsoft CORP | -6% | EXIT | 全売却 |