CIK: 0000044365
申告総資産額
$50.8億
上位200銘柄を表示中（全1063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 | 8.25% | -0.43% | -2.27% | |
| 2 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 5.55% | — | +9.00% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.97% | -0.54% | +0.80% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.57% | -0.12% | +1.66% | |
| 5 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 2.26% | -2.06% | +7.04% | |
| 6 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.72% | — | +48.39% | |
| 7 | PEP | Pepsico INC | 株式-生活必需品 | 1.70% | — | +1.85% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 1.68% | — | -0.45% | |
| 9 | UNP | Union Pacific CORP | 株式-資本財 | 1.48% | — | -0.16% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.44% | -0.07% | -0.69% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.31% | — | -0.55% | |
| 12 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.27% | — | -0.79% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.21% | +0.08% | +0.41% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.19% | — | +0.10% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.18% | — | +6.12% | |
| 16 | WMT | Walmart INC | 株式-生活必需品 | 1.17% | +0.14% | +2.59% | |
| 17 | HON | Honeywell International INC | 株式-資本財 | 1.16% | +0.06% | +1.62% | |
| 18 | AVGO | Broadcom INC | 株式-IT | 1.12% | -0.35% | +0.27% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | -0.14% | +4.71% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.99% | +0.17% | +6.92% | |
| 21 | INTC | Intel CORP | 株式-IT | 0.98% | — | +0.03% | |
| 22 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.94% | -0.10% | +25.93% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.93% | — | +1.27% | |
| 24 | VZ | Verizon Communications INC | 株式-通信サービス | 0.92% | — | +8.32% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | -0.07% | +5.59% | |
| 26 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.87% | — | -27.69% | |
| 27 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.87% | — | +4.93% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.87% | — | +4184.35% | |
| 29 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.85% | -0.08% | -2.40% | |
| 30 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.82% | -0.05% | -1.34% | |
| 31 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.80% | -0.05% | +8.12% | |
| 32 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.79% | — | +11.84% | |
| 33 | VUG | Vanguard Growth ETF | ETF-その他 | 0.78% | -0.32% | +103.95% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.78% | -0.05% | +0.55% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.77% | — | +121.64% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.71% | — | +5.65% | |
| 37 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.69% | +0.27% | -0.40% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.69% | — | +10.12% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.67% | — | +5.90% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.64% | — | +3.05% | |
| 41 | RTX | Rtx CORP | 株式-資本財 | 0.62% | — | — | |
| 42 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.59% | — | -29.15% | |
| 43 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | — | +4.61% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.56% | — | -15.19% | |
| 45 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.55% | — | -3.09% | |
| 46 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.54% | — | +1.75% | |
| 47 | BA | Boeing Co/the | 株式-資本財 | 0.54% | — | -7.90% | |
| 48 | ✓ | Ishares Tr | 株式-その他 | 0.52% | — | +35.07% | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.52% | — | +0.27% | |
| 50 | PYPL | Paypal Holdings INC | 株式-金融 | 0.52% | — | +7.30% |
| # | 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 | +1.1% | -2.27% | 減少 |
| 2 | IGSB | Ishares 1-5y Inv Grade CORP | +0.9% | +4184.35% | 増加 |
| 3 | GLD | Spdr Gold Shares | +0.5% | +48.39% | 増加 |
| 4 | VUG | Vanguard Growth ETF | +0.4% | +103.95% | 増加 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +121.64% | 増加 |
| 6 | AMZN | Amazon.com INC | +0.4% | +1.66% | 増加 |
| 7 | PHYS | Sprott Physical Gold Trust | +0.3% | +744.87% | 増加 |
| 8 | SCHP | Schwab U.s. Tips ETF | +0.3% | +195.54% | 増加 |
| 9 | PYPL | Paypal Holdings INC | +0.2% | +7.30% | 増加 |
| 10 | MSFT | Microsoft CORP | +0.2% | +0.80% | 増加 |
| 11 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +25.93% | 増加 |
| 12 | HD | Home Depot INC | +0.1% | -0.45% | 減少 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +8.12% | 増加 |
| 14 | NUMG | Nuveen Esg Mid-cap Grow ETF | +0.1% | +1255.77% | 増加 |
| 15 | ABBV | Abbvie INC | +0.1% | +6.12% | 増加 |
| 16 | ORLY | O'reilly Automotive INC | +0.1% | -1.34% | 減少 |
| 17 | ADBE | Adobe INC | +0.1% | +14.77% | 増加 |
| 18 | AVGO | Broadcom INC | +0.1% | +0.27% | 増加 |
| 19 | NVDA | Nvidia CORP | +0.1% | +37.15% | 増加 |
| 20 | GDX | Vaneck Gold Miners ETF | +0.1% | +72.62% | 増加 |
| 21 | CVX | Chevron CORP | +0.1% | +6.92% | 増加 |
| 22 | LOW | Lowe's Cos INC | +0.1% | +3.75% | 増加 |
| 23 | ✓ | Ishares Tr | +0.1% | +35.07% | 増加 |
| 24 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +36.52% | 増加 |
| 25 | GOOGL | Alphabet Inc-cl A | +0.1% | +4.71% | 増加 |
| 26 | MA | Mastercard INC - A | 0% | +5.90% | 増加 |
| 27 | CLX | Clorox Company | 0% | +9.01% | 増加 |
| 28 | IAUUSD | Ishares Gold Trust | 0% | +9.00% | 増加 |
| 29 | CEF | Sprott Physical Gold And Sil | 0% | +7.04% | 増加 |
| 30 | V | Visa Inc-class A Shares | 0% | +5.59% | 増加 |
| 31 | IBDP | Ishares Ibonds Dec 2024 Term | 0% | +23.27% | 増加 |
| 32 | ✓ | Ishares | 0% | +24.92% | 増加 |
| 33 | IBDQ | Ishares Ibonds Dec 2025 Term | 0% | +20.97% | 増加 |
| 34 | TMO | Thermo Fisher Scientific INC | 0% | -3.09% | 減少 |
| 35 | AMGN | Amgen INC | 0% | +3.05% | 増加 |
| 36 | UNP | Union Pacific CORP | 0% | -0.16% | 減少 |
| 37 | BMY | Bristol-myers Squibb Co | 0% | +11.84% | 増加 |
| 38 | ABT | Abbott Laboratories | 0% | +0.55% | 増加 |
| 39 | UNH | Unitedhealth Group INC | 0% | +0.10% | 増加 |
| 40 | MCD | Mcdonald's CORP | -0.1% | -0.79% | 減少 |
| 41 | RQI | Cohen & Steers Qual INC Rlty | -0.1% | -88.75% | 減少 |
| 42 | PEP | Pepsico INC | -0.2% | +1.85% | 増加 |
| 43 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.2% | -40.71% | 減少 |
| 44 | VOE | Vanguard Mid-cap Value ETF | -0.3% | -96.43% | 減少 |
| 45 | SCHO | Schwab Short-term US Treas | -0.4% | -92.65% | 減少 |
| 46 | SCHD | Schwab US Dvd Equity ETF | -0.4% | -27.69% | 減少 |
| 47 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 48 | RTN1USD | Raytheon Company | — | EXIT | 全売却 |
| 49 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 50 | SLYV | Ss Spdr S&p 600 Sc Val ETF | — | EXIT | 全売却 |