CIK: 0001007295
申告総資産額
$73.8億
上位200銘柄を表示中（全420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 | 4.80% | -0.47% | -2.96% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 3.98% | -0.10% | -2.33% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.79% | +0.25% | -4.15% | |
| 4 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.61% | +0.24% | +3.73% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 3.39% | -0.20% | -0.27% | |
| 6 | UNP | Union Pacific CORP | 株式-資本財 | 3.10% | -0.10% | -1.80% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.73% | -0.99% | +1.32% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.57% | -0.05% | +0.06% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.46% | -0.32% | +1.20% | |
| 10 | FINN | First Natl Of Nebraska INC | 株式-その他 | 2.30% | — | -0.23% | |
| 11 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.30% | -0.08% | -4.96% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 2.29% | -0.16% | +1.25% | |
| 13 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.15% | -0.18% | +1.66% | |
| 14 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.86% | — | -2.89% | |
| 15 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.71% | — | -12.89% | |
| 16 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.61% | — | +0.22% | |
| 17 | BLKCHF | Blackrock INC | 株式-その他 | 1.55% | — | +1.44% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.51% | — | -1.36% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.40% | -0.06% | +4.05% | |
| 20 | COF | Capital One Financial CORP | 株式-金融 | 1.28% | — | -4.07% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.28% | — | +0.43% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 1.13% | +0.12% | -1.54% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.11% | — | +4.61% | |
| 24 | BA | Boeing Co/the | 株式-資本財 | 1.11% | — | -0.41% | |
| 25 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.09% | — | +3.07% | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.07% | +0.25% | +19.59% | |
| 27 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | -0.11% | +4.98% | |
| 28 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.03% | -0.11% | -3.67% | |
| 29 | WFC | Wells Fargo & Co | 株式-金融 | 1.03% | -0.07% | +7.72% | |
| 30 | FDX | Fedex CORP | 株式-資本財 | 0.95% | — | -15.92% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.94% | -0.08% | +0.90% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.94% | — | -0.84% | |
| 33 | CELG | Celgene CORP | 株式-その他 | 0.93% | — | -32.09% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.91% | — | -2.13% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.88% | +0.55% | -0.81% | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.87% | — | +0.19% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.82% | -0.18% | +1.46% | |
| 38 | PYPL | Paypal Holdings INC | 株式-金融 | 0.74% | — | -0.47% | |
| 39 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.73% | — | -2.02% | |
| 40 | ROP | Roper Technologies INC | 株式-IT | 0.68% | — | +2.78% | |
| 41 | ODFL | Old Dominion Freight Line | 株式-資本財 | 0.65% | +0.32% | +6.41% | |
| 42 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.63% | — | +34.51% | |
| 43 | DAL | Delta Air Lines INC | 株式-資本財 | 0.61% | — | +7.46% | |
| 44 | SPGI | S&p Global INC | 株式-金融 | 0.60% | -0.09% | -0.54% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.55% | — | -0.41% | |
| 46 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.55% | — | — | |
| 47 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.54% | — | — | |
| 48 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.53% | — | +6.47% | |
| 49 | FISV | Fiserv INC | 株式-その他 | 0.53% | — | +4.69% | |
| 50 | ADBE | Adobe INC | 株式-IT | 0.51% | -0.20% | +16.57% |
| # | 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 | +0.4% | -2.96% | 減少 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | +1.20% | 増加 |
| 3 | SCHW | Schwab (charles) CORP | +0.2% | +34.51% | 増加 |
| 4 | TRU | Transunion | +0.2% | +520.67% | 増加 |
| 5 | HD | Home Depot INC | +0.1% | +0.43% | 増加 |
| 6 | MSFT | Microsoft CORP | +0.1% | +1.32% | 増加 |
| 7 | WFC | Wells Fargo & Co | +0.1% | +7.72% | 増加 |
| 8 | CRM | Salesforce INC | +0.1% | +787.07% | 増加 |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +19.59% | 増加 |
| 10 | PANW | Palo Alto Networks INC | +0.1% | +39.02% | 増加 |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | +4.05% | 増加 |
| 12 | LOW | Lowe's Cos INC | +0.1% | +3.07% | 増加 |
| 13 | GOOG | Alphabet Inc-cl C | +0.1% | +0.90% | 増加 |
| 14 | ODFL | Old Dominion Freight Line | +0.1% | +6.41% | 増加 |
| 15 | SHW | Sherwin-williams Co/the | +0.1% | -2.02% | 減少 |
| 16 | ULTA | Ulta Beauty INC | +0.1% | +425.56% | 増加 |
| 17 | IJR | Ishares Core S&p Small-cap E | +0.1% | +3.73% | 増加 |
| 18 | FISV | Fiserv INC | +0.1% | +4.69% | 増加 |
| 19 | BKNG | Booking Holdings INC | +0.1% | +0.22% | 増加 |
| 20 | MA | Mastercard INC - A | +0.1% | -0.27% | 減少 |
| 21 | PGR | Progressive CORP | +0.1% | +218.57% | 増加 |
| 22 | CMCSA | Comcast Corp-class A | +0.1% | +0.19% | 増加 |
| 23 | TGT | Target CORP | +0.1% | +1.05% | 増加 |
| 24 | DAL | Delta Air Lines INC | +0.1% | +7.46% | 増加 |
| 25 | PFE | Pfizer INC | -0.1% | -12.40% | 減少 |
| 26 | EOG | Eog Resources INC | -0.1% | +8.64% | 増加 |
| 27 | COF | Capital One Financial CORP | -0.1% | -4.07% | 減少 |
| 28 | ING | Ing Groep N.v.-sponsored Adr | -0.1% | -14.37% | 減少 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +0.06% | 増加 |
| 30 | MO | Altria Group INC | -0.1% | -7.00% | 減少 |
| 31 | BLKCHF | Blackrock INC | -0.1% | +1.44% | 増加 |
| 32 | PYPL | Paypal Holdings INC | -0.1% | -0.47% | 減少 |
| 33 | CVX | Chevron CORP | -0.1% | -1.54% | 減少 |
| 34 | JNJ | Johnson & Johnson | -0.1% | -2.13% | 減少 |
| 35 | IWF | Ishares Russell 1000 Growth | -0.1% | -4.96% | 減少 |
| 36 | UNH | Unitedhealth Group INC | -0.1% | +4.61% | 増加 |
| 37 | CLRUSD | Continental Resources Inc/ok | -0.1% | -0.64% | 減少 |
| 38 | DIS | Walt Disney Co/the | -0.1% | -1.36% | 減少 |
| 39 | MLM | Martin Marietta Materials | -0.2% | -44.68% | 減少 |
| 40 | AMZN | Amazon.com INC | -0.2% | +1.66% | 増加 |
| 41 | CCL1EUR | Carnival CORP LTD | -0.2% | -39.45% | 減少 |
| 42 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -4.15% | 減少 |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | -0.2% | -2.33% | 減少 |
| 44 | UNP | Union Pacific CORP | -0.2% | -1.80% | 減少 |
| 45 | VEU | Vanguard Ftse All-world Ex-u | -0.3% | -12.89% | 減少 |
| 46 | FDX | Fedex CORP | -0.3% | -15.92% | 減少 |
| 47 | CELG | Celgene CORP | -0.3% | -32.09% | 減少 |
| 48 | ✓ | Zurich Insurance Group AG | — | NEW | 新規購入 |
| 49 | ALC | Alcon Inc. | — | NEW | 新規購入 |
| 50 | ✓ | Hff INC Cl A | — | EXIT | 全売却 |