CIK: 0001074266
申告総資産額
$11.2億
上位200銘柄を表示中（全323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 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 7.35% | +0.59% | +2.23% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 5.30% | +0.24% | +0.91% | |
| 3 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-その他 | 3.97% | +0.32% | +0.42% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.93% | +0.01% | -0.61% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.88% | -0.52% | -1.99% | |
| 6 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 2.88% | +0.21% | -0.91% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.77% | — | -3.46% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.41% | — | -2.27% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.16% | — | -1.53% | |
| 10 | ORCL | Oracle CORP | 株式-IT | 1.82% | -0.57% | -3.68% | |
| 11 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-その他 | 1.61% | +0.10% | -2.28% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.48% | +0.15% | -4.92% | |
| 13 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.44% | — | -0.22% | |
| 14 | RTX | Rtx CORP | 株式-資本財 | 1.35% | +0.11% | -2.64% | |
| 15 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.12% | — | +6.88% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.08% | -0.07% | -1.79% | |
| 17 | NVDA | Nvidia CORP | 株式-IT | 1.08% | — | +7.85% | |
| 18 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.07% | — | -0.71% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.05% | +0.28% | -2.68% | |
| 20 | DEM | Wisdomtree Emerging Markets | ETF-新興国市場 | 0.98% | +0.07% | +0.75% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | — | -3.84% | |
| 22 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.94% | -0.04% | -1.00% | |
| 23 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.88% | — | -1.77% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.81% | -0.04% | -2.93% | |
| 25 | CAT | Caterpillar INC | 株式-資本財 | 0.79% | — | +7.40% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.75% | — | -1.78% | |
| 27 | IBM | Intl Business Machines CORP | 株式-IT | 0.74% | — | -1.12% | |
| 28 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.73% | -0.03% | -2.98% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.68% | +0.17% | -4.30% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | — | -4.35% | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | -0.07% | -4.08% | |
| 32 | PAYX | Paychex INC | 株式-IT | 0.62% | -0.08% | -1.24% | |
| 33 | GS | Goldman Sachs Group INC | 株式-金融 | 0.61% | — | -1.75% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.60% | +0.24% | +10.21% | |
| 35 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.60% | — | -5.23% | |
| 36 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 0.59% | — | -7.14% | |
| 37 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.54% | — | -0.56% | |
| 38 | BAC | Bank Of America CORP | 株式-金融 | 0.54% | — | -0.34% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | +0.07% | -1.19% | |
| 40 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.53% | — | -5.37% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.53% | — | -2.75% | |
| 42 | BLK | Blackrock INC | 株式-金融 | 0.52% | -0.05% | +16.89% | |
| 43 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.51% | -0.04% | +0.82% | |
| 44 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.50% | — | -2.85% | |
| 45 | GE | General Electric | 株式-資本財 | 0.50% | -0.12% | +6.85% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.49% | — | — | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.49% | -0.08% | -0.63% | |
| 48 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.46% | — | -1.76% | |
| 49 | FISI | Financial Institutions INC | 株式-その他 | 0.43% | — | -35.77% | |
| 50 | PFE | Pfizer INC | 株式-ヘルスケア | 0.43% | -0.06% | -13.13% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.8% | +0.91% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.8% | -1.99% | 増加 |
| 3 | ORCL | Oracle CORP | +0.8% | -3.68% | 減少 |
| 4 | FNDF | Schwab Fndmn Intl Lrg Co ETF | +0.5% | +0.42% | 増加 |
| 5 | NVDA | Nvidia CORP | +0.4% | +7.85% | 増加 |
| 6 | CAT | Caterpillar INC | +0.3% | +7.40% | 増加 |
| 7 | GOOG | Alphabet Inc-cl C | +0.3% | -2.68% | 減少 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -2.27% | 減少 |
| 9 | GE | General Electric | +0.2% | +6.85% | 増加 |
| 10 | ZAUG | Innov Eq Protect ETF - 1 Aug | +0.2% | +168.35% | 増加 |
| 11 | IWP | Ishares Russell Mid-cap Grow | +0.2% | +6.88% | 増加 |
| 12 | AVGO | Broadcom INC | +0.2% | +67.29% | 増加 |
| 13 | GS | Goldman Sachs Group INC | +0.1% | -1.75% | 減少 |
| 14 | NOV | Nov INC | +0.1% | +76.68% | 増加 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.61% | 減少 |
| 16 | BLK | Blackrock INC | +0.1% | +16.89% | 増加 |
| 17 | ADBE | Adobe INC | +0.1% | +46.32% | 増加 |
| 18 | RTX | Rtx CORP | +0.1% | -2.64% | 減少 |
| 19 | LEN | Lennar Corp-a | +0.1% | -3.11% | 増加 |
| 20 | UPS | United Parcel Service-cl B | +0.1% | +51.08% | 増加 |
| 21 | WFC | Wells Fargo & Co | +0.1% | +15.02% | 増加 |
| 22 | LIN | Linde plc | +0.1% | -18.03% | 増加 |
| 23 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.12% | 減少 |
| 24 | GEV | GE Vernova INC | +0.1% | +13.25% | 増加 |
| 25 | DEM | Wisdomtree Emerging Markets | +0.1% | +0.75% | 増加 |
| 26 | NSC | Norfolk Southern CORP | +0.1% | -2.85% | 増加 |
| 27 | GD | General Dynamics CORP | +0.1% | -1.77% | 増加 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | -2.98% | 減少 |
| 29 | BAC | Bank Of America CORP | 0% | -0.34% | 減少 |
| 30 | AXP | American Express Co | 0% | -0.10% | 増加 |
| 31 | ITOT | Ishares Core S&p Total U.s. | 0% | — | 増加 |
| 32 | AAPL | Apple INC | — | -3.46% | 減少 |
| 33 | IUSV | Ishares Core S&p U.s. Value | 0% | +2.23% | 増加 |
| 34 | VB | Vanguard Small-cap ETF | 0% | -0.71% | 減少 |
| 35 | JNJ | Johnson & Johnson | 0% | -4.92% | 減少 |
| 36 | EFA | Ishares Msci Eafe ETF | 0% | -0.22% | 減少 |
| 37 | SLYV | Ss Spdr S&p 600 Sc Val ETF | -0.1% | -2.28% | 減少 |
| 38 | UNH | Unitedhealth Group INC | -0.1% | -6.18% | 減少 |
| 39 | BMY | Bristol-myers Squibb Co | -0.1% | -4.82% | 減少 |
| 40 | TMO | Thermo Fisher Scientific INC | -0.2% | -29.80% | 減少 |
| 41 | MDYV | Ss Spdr S&p 400 Mc Val ETF | -0.2% | -0.91% | 減少 |
| 42 | VWO | Vanguard Ftse Emerging Marke | -0.2% | -2.92% | 減少 |
| 43 | PFF | Ishares Preferred & Income S | -0.2% | -0.47% | 減少 |
| 44 | STZ | Constellation Brands Inc-a | -0.2% | +0.82% | 増加 |
| 45 | FISI | Financial Institutions INC | -0.3% | -35.77% | 減少 |
| 46 | PG | Procter & Gamble Co/the | -0.3% | -1.79% | 増加 |
| 47 | FISI 8.48 PERP B-1 | Financial Institutions I | -0.3% | -66.35% | 減少 |
| 48 | PAYX | Paychex INC | -0.3% | -1.24% | 減少 |
| 49 | XOM | Exxon Mobil CORP | -0.4% | -1.53% | 増加 |
| 50 | PH | Parker Hannifin CORP | — | NEW | 新規購入 |