CIK: 0001062842
申告総資産額
$19.1億
上位200銘柄を表示中（全632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 | MSFT | Microsoft CORP | 株式-IT | 2.60% | +0.14% | -16.36% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.49% | +0.36% | -16.83% | |
| 3 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.95% | — | -1.22% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.86% | -0.34% | -25.23% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.79% | -0.31% | -1.94% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.36% | — | -13.32% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.32% | — | +24.11% | |
| 8 | V | Visa Inc-class A Shares | 株式-金融 | 1.31% | -0.29% | -28.64% | |
| 9 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.19% | — | +64.66% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 1.18% | — | -3.52% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 1.05% | -0.29% | -16.24% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 1.03% | — | -16.85% | |
| 13 | LRCXEUR | Lam Research CORP | 株式-IT | 0.97% | +0.27% | -3.09% | |
| 14 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.96% | +0.12% | -2.17% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-その他 | 0.95% | — | -1.24% | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.90% | — | -0.57% | |
| 17 | COP | Conocophillips | 株式-エネルギー | 0.86% | — | -17.56% | |
| 18 | INTC | Intel CORP | 株式-IT | 0.86% | — | -36.70% | |
| 19 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.85% | — | -2.36% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 0.83% | -0.27% | +35.74% | |
| 21 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.75% | — | -1.02% | |
| 22 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.73% | — | -5.64% | |
| 23 | VLO | Valero Energy CORP | 株式-エネルギー | 0.73% | — | -0.84% | |
| 24 | CTAS | Cintas CORP | 株式-資本財 | 0.72% | — | -12.95% | |
| 25 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | — | -5.88% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.68% | — | -3.74% | |
| 27 | ✓ | L3 Technologies INC Com | 株式-その他 | 0.68% | -0.68% | EXIT | |
| 28 | ETR | Entergy CORP | 株式-公益事業 | 0.65% | — | +1.68% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.64% | +0.15% | -49.77% | |
| 30 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.63% | — | +0.18% | |
| 31 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 0.61% | — | -0.42% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.59% | — | -1.43% | |
| 33 | MPC | Marathon Petroleum CORP | 株式-エネルギー | 0.59% | — | -7.75% | |
| 34 | UNP | Union Pacific CORP | 株式-資本財 | 0.57% | — | -2.17% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.57% | — | +16.21% | |
| 36 | VFC | Vf CORP | 株式-一般消費財 | 0.56% | — | +0.12% | |
| 37 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.56% | -0.18% | -20.69% | |
| 38 | MET | Metlife INC | 株式-金融 | 0.55% | — | +64.96% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.52% | -0.15% | -3.83% | |
| 40 | ICLR | ICON Public Limited Company | 株式-ヘルスケア | 0.52% | — | -15.35% | |
| 41 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.51% | — | +31.96% | |
| 42 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.50% | — | -0.04% | |
| 43 | INTU | Intuit INC | 株式-IT | 0.49% | — | +0.33% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.49% | — | -16.25% | |
| 45 | WM | Waste Management INC | 株式-資本財 | 0.49% | — | -0.10% | |
| 46 | PYPL | Paypal Holdings INC | 株式-金融 | 0.48% | -0.18% | -17.03% | |
| 47 | GM | General Motors Co | 株式-一般消費財 | 0.48% | — | -1.76% | |
| 48 | CMI | Cummins INC | 株式-資本財 | 0.48% | -0.25% | +4.66% | |
| 49 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.48% | — | -3.76% | |
| 50 | CRM | Salesforce INC | 株式-IT | 0.47% | — | -17.09% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ICSH | Ishares Ultra Short Duration | +0.5% | +64.66% | 増加 |
| 2 | META | Meta Platforms Inc-class A | +0.4% | +24.11% | 増加 |
| 3 | GIS | General Mills INC | +0.3% | +348.10% | 増加 |
| 4 | MET | Metlife INC | +0.3% | +64.96% | 増加 |
| 5 | PEP | Pepsico INC | +0.3% | +35.74% | 増加 |
| 6 | KO | Coca-cola Co/the | +0.2% | +257.89% | 増加 |
| 7 | ORCL | Oracle CORP | +0.2% | +124.00% | 増加 |
| 8 | CDW | Cdw Corp/de | +0.2% | +54.18% | 増加 |
| 9 | ULTA | Ulta Beauty INC | +0.2% | +719.67% | 増加 |
| 10 | COST | Costco Wholesale CORP | +0.2% | +31.96% | 増加 |
| 11 | NSP | Insperity INC | +0.2% | +132.11% | 増加 |
| 12 | FITB | Fifth Third Bancorp | +0.2% | +864.39% | 増加 |
| 13 | TKR | Timken Co | +0.2% | +219.02% | 増加 |
| 14 | NXST | Nexstar Media Group INC | -0.1% | -23.07% | 減少 |
| 15 | EXPE | Expedia Group INC | -0.1% | -46.57% | 減少 |
| 16 | EVR | Evercore INC - A | -0.1% | -38.82% | 減少 |
| 17 | ETSY | Etsy INC | -0.2% | -38.54% | 減少 |
| 18 | WFC | Wells Fargo & Co | -0.2% | -54.66% | 減少 |
| 19 | LLY | Eli Lilly & Co | -0.2% | -16.25% | 減少 |
| 20 | VZ | Verizon Communications INC | -0.2% | -16.24% | 減少 |
| 21 | STZ | Constellation Brands Inc-a | -0.2% | -75.63% | 減少 |
| 22 | COP | Conocophillips | -0.2% | -17.56% | 減少 |
| 23 | REGN | Regeneron Pharmaceuticals | -0.2% | -92.59% | 減少 |
| 24 | AAPL | Apple INC | -0.3% | -16.83% | 減少 |
| 25 | V | Visa Inc-class A Shares | -0.3% | -28.64% | 減少 |
| 26 | ZBRA | Zebra Technologies Corp-cl A | -0.3% | -91.55% | 減少 |
| 27 | CVS | Cvs Health CORP | -0.3% | -66.55% | 減少 |
| 28 | CL | Colgate-palmolive Co | -0.3% | -52.20% | 減少 |
| 29 | IWM | Ishares Russell 2000 ETF | -0.3% | -57.47% | 減少 |
| 30 | DRI | Darden Restaurants INC | -0.3% | -79.61% | 減少 |
| 31 | AMZN | Amazon.com INC | -0.4% | -25.23% | 減少 |
| 32 | HSY | Hershey Co/the | -0.4% | -71.87% | 減少 |
| 33 | INTC | Intel CORP | -0.6% | -36.70% | 減少 |
| 34 | GOOGL | Alphabet Inc-cl A | -0.7% | -49.77% | 減少 |
| 35 | ✓ | L3 Technologies INC Com | — | NEW | 新規購入 |
| 36 | ✓ | — | EXIT | 全売却 | |
| 37 | CXSE | Wisdomtree China Ex-st Ow | — | EXIT | 全売却 |
| 38 | DD | DuPont de Nemours, Inc. | — | EXIT | 全売却 |
| 39 | FBIN | Fortune Brands Innovations I | — | NEW | 新規購入 |
| 40 | DATA | Tableau Software Inc-cl A | — | EXIT | 全売却 |
| 41 | FTNT | Fortinet INC | — | EXIT | 全売却 |
| 42 | TRIP | Tripadvisor INC | — | EXIT | 全売却 |
| 43 | PLAY | Dave & Buster's Entertainmen | — | NEW | 新規購入 |
| 44 | PENN | Penn Entertainment INC | — | EXIT | 全売却 |
| 45 | QLYS | Qualys INC | — | EXIT | 全売却 |
| 46 | FLO | Flowers Foods INC | — | NEW | 新規購入 |
| 47 | 6D8 | Dupont De Nemours INC | — | NEW | 新規購入 |
| 48 | NOW | Servicenow INC | — | NEW | 新規購入 |
| 49 | TWTRUSD | Twitter INC | — | NEW | 新規購入 |
| 50 | NEWREUR | New Relic INC | — | EXIT | 全売却 |