CIK: 0001007295
申告総資産額
$73.8億
上位200銘柄を表示中（全218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 | 6.02% | -0.47% | -2.17% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.47% | -0.99% | +15.13% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.19% | -0.10% | +5.25% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.96% | -0.18% | +28.50% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 3.92% | -0.20% | +2.44% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.15% | +0.25% | -10.01% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.13% | -0.32% | +9.84% | |
| 8 | UNP | Union Pacific CORP | 株式-資本財 | 3.12% | -0.10% | +3.55% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.07% | +0.24% | -0.94% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.97% | -0.05% | +8.56% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 2.62% | -0.16% | +4.96% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.55% | -0.08% | +6.87% | |
| 13 | FINN | First Natl Of Nebraska INC | 株式-その他 | 2.49% | — | +2.33% | |
| 14 | BLKCHF | Blackrock INC | 株式-その他 | 2.02% | — | +3.80% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.76% | — | +11.24% | |
| 16 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.65% | — | +3.56% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.61% | -0.11% | +40.80% | |
| 18 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.58% | — | -1.71% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.55% | -0.06% | +18.94% | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.38% | — | +8.65% | |
| 21 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.30% | +0.25% | +10.36% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.30% | — | +2.53% | |
| 23 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.22% | — | +18.19% | |
| 24 | BKNG | Booking Holdings INC | 株式-一般消費財 | 1.21% | — | -9.64% | |
| 25 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.21% | -0.11% | +9.89% | |
| 26 | ADBE | Adobe INC | 株式-IT | 1.20% | -0.20% | +33.10% | |
| 27 | ODFL | Old Dominion Freight Line | 株式-資本財 | 1.08% | +0.32% | +79.39% | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.04% | -0.08% | +1.48% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.97% | — | -0.06% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.93% | — | -4.79% | |
| 31 | PYPL | Paypal Holdings INC | 株式-金融 | 0.88% | — | +4.73% | |
| 32 | PGR | Progressive CORP | 株式-金融 | 0.87% | -0.10% | +60.20% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.86% | -0.18% | +8.74% | |
| 34 | WFC | Wells Fargo & Co | 株式-金融 | 0.81% | -0.07% | +15.47% | |
| 35 | ALC | Alcon Inc. | 株式-ヘルスケア | 0.81% | — | +40.78% | |
| 36 | ROP | Roper Technologies INC | 株式-IT | 0.78% | — | +6.63% | |
| 37 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.73% | +0.55% | -13.90% | |
| 38 | SPGI | S&p Global INC | 株式-金融 | 0.70% | -0.09% | +14.86% | |
| 39 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.69% | — | -12.17% | |
| 40 | TRU | Transunion | 株式-金融 | 0.68% | — | +41.90% | |
| 41 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.67% | — | +5.91% | |
| 42 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.65% | — | +14.79% | |
| 43 | FISV | Fiserv INC | 株式-その他 | 0.64% | — | +7.79% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.61% | — | +6.86% | |
| 45 | IAA-WUSD | Iaa INC | 株式-その他 | 0.61% | — | +52.45% | |
| 46 | SIVBEUR | Svb Financial Group | 株式-その他 | 0.60% | — | +21.50% | |
| 47 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.59% | — | +39.41% | |
| 48 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | +0.12% | -32.60% | |
| 49 | PANW | Palo Alto Networks INC | 株式-IT | 0.56% | -0.15% | +14.19% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.51% | — | -5.80% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +1.6% | +28.50% | 増加 |
| 2 | MSFT | Microsoft CORP | +1.3% | +15.13% | 増加 |
| 3 | META | Meta Platforms Inc-class A | +0.5% | +40.80% | 増加 |
| 4 | PGR | Progressive CORP | +0.4% | +60.20% | 増加 |
| 5 | ADBE | Adobe INC | +0.4% | +33.10% | 増加 |
| 6 | ICE | Intercontinental Exchange In | +0.4% | +903.60% | 増加 |
| 7 | ODFL | Old Dominion Freight Line | +0.4% | +79.39% | 増加 |
| 8 | ✓ | ServiceMaster Global Holdings, | +0.3% | +245.77% | 増加 |
| 9 | IWF | Ishares Russell 1000 Growth | +0.3% | +6.87% | 増加 |
| 10 | CRM | Salesforce INC | +0.3% | +91.38% | 増加 |
| 11 | V | Visa Inc-class A Shares | +0.2% | +4.96% | 増加 |
| 12 | BLKCHF | Blackrock INC | +0.2% | +3.80% | 増加 |
| 13 | AAPL | Apple INC | +0.2% | -2.17% | 減少 |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +8.56% | 増加 |
| 15 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | +5.25% | 増加 |
| 16 | MA | Mastercard INC - A | 0% | +2.44% | 増加 |
| 17 | LOW | Lowe's Cos INC | 0% | +18.19% | 増加 |
| 18 | FINN | First Natl Of Nebraska INC | 0% | +2.33% | 増加 |
| 19 | VWO | Vanguard Ftse Emerging Marke | 0% | +10.36% | 増加 |
| 20 | UNP | Union Pacific CORP | -0.1% | +3.55% | 増加 |
| 21 | SIVBEUR | Svb Financial Group | -0.1% | +21.50% | 増加 |
| 22 | JPM | Jpmorgan Chase & Co | -0.1% | +18.94% | 増加 |
| 23 | XOM | Exxon Mobil CORP | -0.1% | -6.57% | 減少 |
| 24 | USB | US Bancorp | -0.1% | -5.79% | 減少 |
| 25 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -7.93% | 減少 |
| 26 | ING | Ing Groep N.v.-sponsored Adr | -0.1% | — | 変化なし |
| 27 | IWD | Ishares Russell 1000 Value E | -0.2% | +3.56% | 増加 |
| 28 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | -1.71% | 減少 |
| 29 | CMCSA | Comcast Corp-class A | -0.2% | -12.17% | 減少 |
| 30 | IWN | Ishares Russell 2000 Value E | -0.2% | -4.13% | 減少 |
| 31 | IQV | Iqvia Holdings INC | -0.2% | -17.78% | 減少 |
| 32 | MMM | 3m Co | -0.2% | -51.09% | 減少 |
| 33 | AMP | Ameriprise Financial INC | -0.2% | -72.66% | 減少 |
| 34 | VEA | Vanguard Ftse Developed ETF | -0.2% | -13.90% | 減少 |
| 35 | DAL | Delta Air Lines INC | -0.2% | +12.27% | 増加 |
| 36 | EOG | Eog Resources INC | -0.2% | +4.70% | 増加 |
| 37 | CLRUSD | Continental Resources Inc/ok | -0.3% | -11.12% | 減少 |
| 38 | DIS | Walt Disney Co/the | -0.3% | +2.53% | 増加 |
| 39 | PNC | Pnc Financial Services Group | -0.3% | -51.92% | 減少 |
| 40 | WFC | Wells Fargo & Co | -0.3% | +15.47% | 増加 |
| 41 | BA | Boeing Co/the | -0.5% | -5.80% | 減少 |
| 42 | BKNG | Booking Holdings INC | -0.5% | -9.64% | 減少 |
| 43 | CVX | Chevron CORP | -0.6% | -32.60% | 減少 |
| 44 | IJR | Ishares Core S&p Small-cap E | -0.7% | -0.94% | 減少 |
| 45 | COF | Capital One Financial CORP | -0.8% | -50.43% | 減少 |
| 46 | IJH | Ishares Core S&p Midcap ETF | -1% | -10.01% | 減少 |
| 47 | NVDA | Nvidia CORP | — | NEW | 新規購入 |
| 48 | EW | Edwards Lifesciences CORP | — | NEW | 新規購入 |
| 49 | FDX | Fedex CORP | — | EXIT | 全売却 |
| 50 | DBEF | Xtrackers Msci Eafe Hedged E | — | EXIT | 全売却 |