CIK: 0000059951
申告総資産額
$8.5億
上位200銘柄を表示中（全292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 | 6.21% | — | +48.35% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.57% | — | -3.73% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.61% | — | -3.47% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.32% | — | +0.52% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.85% | — | +9.21% | |
| 6 | DAL | Delta Air Lines INC | 株式-資本財 | 1.76% | — | -7.85% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.75% | — | +4.44% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 1.47% | — | +4.67% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.44% | — | +13.38% | |
| 10 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.43% | — | +3.11% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.38% | — | -0.79% | |
| 12 | AVGO | Broadcom INC | 株式-IT | 1.37% | — | -0.69% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.36% | — | +8.26% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.31% | — | +11.61% | |
| 15 | PFE | Pfizer INC | 株式-ヘルスケア | 1.27% | — | -0.73% | |
| 16 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 1.18% | — | -12.27% | |
| 17 | SMHC | VanEck China Semiconductor ETF | ETF-新興国市場 | 1.17% | — | -11.88% | |
| 18 | UTXZ | United Tech CORP | 株式-その他 | 1.12% | — | -0.37% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | — | +7.98% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 1.10% | — | +18.47% | |
| 21 | CRM | Salesforce INC | 株式-IT | 1.10% | — | +0.43% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.05% | — | -1.14% | |
| 23 | AMT | American Tower CORP | 株式-不動産 | 1.04% | — | -0.88% | |
| 24 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.98% | — | -14.02% | |
| 25 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 0.96% | — | -1.23% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.92% | — | -2.58% | |
| 27 | PRU | Prudential Financial INC | 株式-金融 | 0.90% | — | -6.75% | |
| 28 | SYF | Synchrony Financial | 株式-金融 | 0.89% | — | +5.89% | |
| 29 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.87% | — | +10.29% | |
| 30 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.83% | — | +8.18% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.82% | — | -2.15% | |
| 32 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.81% | — | +2.19% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.79% | — | +13.09% | |
| 34 | MCHP | Microchip Technology INC | 株式-IT | 0.79% | — | +2.29% | |
| 35 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.77% | — | +4.44% | |
| 36 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.74% | — | -3.37% | |
| 37 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.73% | — | +11.61% | |
| 38 | FMUSD | Ishares Msci Frontier 100 | ETF-その他 | 0.71% | — | -17.54% | |
| 39 | WDC | Western Digital CORP | 株式-IT | 0.69% | — | +5.52% | |
| 40 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.69% | — | -1.44% | |
| 41 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.68% | — | +3.59% | |
| 42 | BAC | Bank Of America CORP | 株式-金融 | 0.64% | — | +11.26% | |
| 43 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.64% | — | +1.53% | |
| 44 | BIIB | Biogen INC | 株式-ヘルスケア | 0.63% | — | -2.33% | |
| 45 | C | Citigroup INC | 株式-金融 | 0.62% | — | -0.39% | |
| 46 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 0.62% | — | +13.05% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.61% | — | -0.97% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.61% | — | -0.44% | |
| 49 | CSCO | Cisco Systems INC | 株式-IT | 0.58% | — | +7.36% | |
| 50 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.54% | — | -1.12% |
| # | 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 | +1.8% | +48.35% | 増加 |
| 2 | AAPL | Apple INC | +0.5% | -3.73% | 減少 |
| 3 | AMZN | Amazon.com INC | +0.3% | +9.21% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.3% | +13.38% | 増加 |
| 5 | CVS | Cvs Health CORP | +0.2% | +10.29% | 増加 |
| 6 | PXDEUR | Pioneer Natural Resources Co | +0.2% | +159.92% | 増加 |
| 7 | V | Visa Inc-class A Shares | +0.2% | +4.67% | 増加 |
| 8 | PFE | Pfizer INC | +0.2% | -0.73% | 減少 |
| 9 | FDX | Fedex CORP | +0.2% | +50.30% | 増加 |
| 10 | RCL | Royal Caribbean Cruises Ltd. | +0.2% | +13.05% | 増加 |
| 11 | NRG | Nrg Energy INC | +0.2% | +34.10% | 増加 |
| 12 | HD | Home Depot INC | +0.2% | +11.61% | 増加 |
| 13 | ELV | Elevance Health INC | +0.1% | +8.18% | 増加 |
| 14 | UNP | Union Pacific CORP | +0.1% | +31.32% | 増加 |
| 15 | BLKCHF | Blackrock INC | +0.1% | +97.04% | 増加 |
| 16 | CAT | Caterpillar INC | +0.1% | +283.33% | 増加 |
| 17 | EL | Estee Lauder Companies-cl A | +0.1% | +187.73% | 増加 |
| 18 | JPM | Jpmorgan Chase & Co | +0.1% | +7.98% | 増加 |
| 19 | CRM | Salesforce INC | +0.1% | +0.43% | 増加 |
| 20 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +27.27% | 増加 |
| 21 | ✓ | +0.1% | +13.31% | 増加 | |
| 22 | MA | Mastercard INC - A | +0.1% | +12.89% | 増加 |
| 23 | CMCSA | Comcast Corp-class A | +0.1% | +3.11% | 増加 |
| 24 | CVX | Chevron CORP | +0.1% | +18.47% | 増加 |
| 25 | SCHF | Schwab Intl Equity ETF | +0.1% | +8.26% | 増加 |
| 26 | UTXZ | United Tech CORP | +0.1% | -0.37% | 減少 |
| 27 | IJR | Ishares Core S&p Small-cap E | +0.1% | +11.61% | 増加 |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.52% | 増加 |
| 29 | DAL | Delta Air Lines INC | 0% | -7.85% | 減少 |
| 30 | IWN | Ishares Russell 2000 Value E | -0.1% | -78.45% | 減少 |
| 31 | DVY | Ishares Select Dividend ETF | -0.1% | -27.34% | 減少 |
| 32 | IGIB | Ishares 5-10y Inv Grade CORP | -0.1% | +39.85% | 増加 |
| 33 | AMGN | Amgen INC | -0.2% | -39.74% | 減少 |
| 34 | ADI | Analog Devices INC | -0.2% | -51.73% | 減少 |
| 35 | IEI | Ishares 3-7 Year Treasury Bo | -0.2% | -66.00% | 減少 |
| 36 | NAVI | Navient CORP | -0.2% | -79.93% | 減少 |
| 37 | IWF | Ishares Russell 1000 Growth | -0.2% | -83.16% | 減少 |
| 38 | FMUSD | Ishares Msci Frontier 100 | -0.2% | -17.54% | 減少 |
| 39 | EFA | Ishares Msci Eafe ETF | -0.2% | -14.02% | 減少 |
| 40 | WDC | Western Digital CORP | -0.2% | +5.52% | 増加 |
| 41 | SMHC | VanEck China Semiconductor ETF | -0.2% | -11.88% | 減少 |
| 42 | EEM | Ishares Msci Emerging Market | -0.3% | -12.27% | 減少 |
| 43 | GXC | State Street Spdr S&p China | -0.3% | -29.13% | 減少 |
| 44 | MBB | Ishares Mbs ETF | -0.3% | -44.82% | 減少 |
| 45 | META | Meta Platforms Inc-class A | -0.3% | +4.44% | 増加 |
| 46 | IVZ | Invesco Ltd. | -0.5% | -37.03% | 減少 |
| 47 | IWB | Ishares Russell 1000 ETF | — | EXIT | 全売却 |
| 48 | IWD | Ishares Russell 1000 Value E | — | EXIT | 全売却 |
| 49 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 50 | IWO | Ishares Russell 2000 Growth | — | EXIT | 全売却 |