CIK: 0000059951
申告総資産額
$8.5億
上位200銘柄を表示中（全295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 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 4.39% | — | +91.17% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.09% | — | -8.59% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.65% | — | +0.79% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.27% | — | +1.27% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.07% | — | +0.23% | |
| 6 | DAL | Delta Air Lines INC | 株式-資本財 | 1.72% | — | +1.67% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.51% | — | +20.61% | |
| 8 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.43% | — | -4.24% | |
| 9 | AVGO | Broadcom INC | 株式-IT | 1.42% | — | — | |
| 10 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 1.40% | — | -8.07% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.35% | — | +1.33% | |
| 12 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.34% | — | +4.48% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.30% | — | -1.73% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.29% | — | -5.34% | |
| 15 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.18% | — | -6.03% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.17% | — | +1.55% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.16% | — | +12.86% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.15% | — | +22.37% | |
| 19 | PFE | Pfizer INC | 株式-ヘルスケア | 1.10% | — | -0.84% | |
| 20 | AMT | American Tower CORP | 株式-不動産 | 1.09% | — | -2.28% | |
| 21 | UTXZ | United Tech CORP | 株式-その他 | 1.05% | — | +1.48% | |
| 22 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 1.01% | — | +1.27% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.01% | — | +14.07% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | — | -1.40% | |
| 25 | CRM | Salesforce INC | 株式-IT | 0.99% | — | -14.53% | |
| 26 | IVZ | Invesco Ltd. | 株式-金融 | 0.97% | — | -11.28% | |
| 27 | SYF | Synchrony Financial | 株式-金融 | 0.95% | — | +2.36% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.94% | — | +1.03% | |
| 29 | PRU | Prudential Financial INC | 株式-金融 | 0.94% | — | -0.75% | |
| 30 | MCHP | Microchip Technology INC | 株式-IT | 0.93% | — | +19.05% | |
| 31 | WDC | Western Digital CORP | 株式-IT | 0.91% | — | +55.25% | |
| 32 | FMUSD | Ishares Msci Frontier 100 | ETF-その他 | 0.91% | — | -1.56% | |
| 33 | NEE | Nextera Energy INC | 株式-公益事業 | 0.87% | — | -2.85% | |
| 34 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.85% | — | -2.79% | |
| 35 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.81% | — | +4.25% | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.75% | — | +0.17% | |
| 37 | GXC | State Street Spdr S&p China | ETF-新興国市場 | 0.74% | — | +17.11% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.70% | — | -2.07% | |
| 39 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.70% | — | -2.99% | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.68% | — | -1.01% | |
| 41 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.67% | — | +16.94% | |
| 42 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.67% | — | +1.25% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.66% | — | -3.57% | |
| 44 | MBB | Ishares Mbs ETF | ETF-その他 | 0.63% | — | -22.34% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.63% | — | -2.67% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.62% | — | -2.70% | |
| 47 | C | Citigroup INC | 株式-金融 | 0.61% | — | -0.80% | |
| 48 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.60% | — | -4.60% | |
| 49 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.60% | — | -0.26% | |
| 50 | ALXN | Alexion Pharmaceuticals INC | 株式-その他 | 0.58% | — | +7.97% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FLOT | Ishares Floating Rate Bond E | +2.1% | +91.17% | 増加 |
| 2 | AMZN | Amazon.com INC | +0.4% | +20.61% | 増加 |
| 3 | META | Meta Platforms Inc-class A | +0.3% | +0.23% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.3% | +22.37% | 増加 |
| 5 | HD | Home Depot INC | +0.2% | +12.86% | 増加 |
| 6 | WDC | Western Digital CORP | +0.2% | +55.25% | 増加 |
| 7 | CVX | Chevron CORP | +0.2% | +14.07% | 増加 |
| 8 | PWR | Quanta Services INC | +0.2% | +120.38% | 増加 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.27% | 増加 |
| 10 | UNH | Unitedhealth Group INC | +0.2% | +1.33% | 増加 |
| 11 | MCHP | Microchip Technology INC | +0.1% | +19.05% | 増加 |
| 12 | KEY | Keycorp | +0.1% | +81.33% | 増加 |
| 13 | ALXN | Alexion Pharmaceuticals INC | +0.1% | +7.97% | 増加 |
| 14 | V | Visa Inc-class A Shares | +0.1% | -1.73% | 減少 |
| 15 | APC3EUR | Anadarko Petroleum CORP | +0.1% | -1.35% | 減少 |
| 16 | FDX | Fedex CORP | +0.1% | +41.81% | 増加 |
| 17 | CNC | Centene CORP | +0.1% | +7.06% | 増加 |
| 18 | CTSH | Cognizant Tech Solutions-a | +0.1% | +16.94% | 増加 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.79% | 増加 |
| 20 | WOO | Foot Locker INC | -0.1% | -70.29% | 減少 |
| 21 | SHM | Ss Spdr N Ice St Muni ETF | -0.1% | -46.60% | 減少 |
| 22 | DBEU | Xtrackers Msci Europe Hedged | -0.1% | -42.46% | 減少 |
| 23 | XLP | Ss Consumer Staples Sel Sect | -0.1% | -28.81% | 減少 |
| 24 | LRCXEUR | Lam Research CORP | -0.1% | +0.44% | 増加 |
| 25 | SMHC | VanEck China Semiconductor ETF | -0.1% | -22.71% | 減少 |
| 26 | IVV | Ishares Core S&p 500 ETF | -0.1% | -26.56% | 減少 |
| 27 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +0.17% | 増加 |
| 28 | PM | Philip Morris International | -0.1% | -4.13% | 減少 |
| 29 | PRU | Prudential Financial INC | -0.1% | -0.75% | 減少 |
| 30 | ULTA | Ulta Beauty INC | -0.1% | -51.83% | 減少 |
| 31 | ES | Eversource Energy | -0.1% | -60.54% | 減少 |
| 32 | WYNEUR | Wyndham Destinations INC | -0.1% | -17.75% | 減少 |
| 33 | SCHF | Schwab Intl Equity ETF | -0.1% | -5.34% | 減少 |
| 34 | SMHC | VanEck China Semiconductor ETF | -0.1% | -8.07% | 減少 |
| 35 | HN9 | Hanesbrands INC | -0.1% | -67.41% | 減少 |
| 36 | EFA | Ishares Msci Eafe ETF | -0.2% | -6.03% | 減少 |
| 37 | MCD | Mcdonald's CORP | -0.2% | -30.75% | 減少 |
| 38 | DAL | Delta Air Lines INC | -0.2% | +1.67% | 増加 |
| 39 | EMN | Eastman Chemical Co | -0.2% | -67.50% | 減少 |
| 40 | MBB | Ishares Mbs ETF | -0.2% | -22.34% | 減少 |
| 41 | FMUSD | Ishares Msci Frontier 100 | -0.2% | -1.56% | 減少 |
| 42 | EEM | Ishares Msci Emerging Market | -0.3% | -4.24% | 減少 |
| 43 | IVZ | Invesco Ltd. | -0.4% | -11.28% | 減少 |
| 44 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 45 | AVGO | Broadcom Inc. | — | EXIT | 全売却 |
| 46 | ✓ | Powershares Global ETF Trust E | — | EXIT | 全売却 |
| 47 | PDN | Inv Rafi Dev Mkt US Sm-usdin | — | NEW | 新規購入 |
| 48 | ✓ | — | EXIT | 全売却 | |
| 49 | CMF | Ishares California Muni Bond | — | NEW | 新規購入 |
| 50 | MS | Morgan Stanley | — | NEW | 新規購入 |