CIK: 0001323119
申告総資産額
$23.2億
上位200銘柄を表示中（全688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 | HTO | H2o America | 株式-その他 | 6.97% | — | -0.11% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.59% | — | -1.57% | |
| 3 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.48% | — | -1.10% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.47% | — | -2.60% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.15% | — | -0.99% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.91% | — | +0.53% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.88% | — | +4.42% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 1.82% | — | +0.07% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.79% | — | +0.45% | |
| 10 | BA | Boeing Co/the | 株式-資本財 | 1.69% | — | -0.66% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.54% | — | +0.80% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.52% | — | -0.55% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.50% | — | -8.06% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.41% | — | +6.28% | |
| 15 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.40% | — | +0.10% | |
| 16 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.40% | — | -1.16% | |
| 17 | SYK | Stryker CORP | 株式-ヘルスケア | 1.33% | — | -1.17% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.31% | — | -1.43% | |
| 19 | ACN | Accenture plc | 株式-IT | 1.27% | — | -1.83% | |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.27% | — | -2.84% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.24% | — | +2.22% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.13% | — | -4.11% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 1.05% | — | +1.43% | |
| 24 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.05% | — | -2.10% | |
| 25 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.05% | — | -10.75% | |
| 26 | UNP | Union Pacific CORP | 株式-資本財 | 1.02% | — | -3.06% | |
| 27 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.01% | — | -4.51% | |
| 28 | BLKCHF | Blackrock INC | 株式-その他 | 0.95% | — | +1.41% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.94% | — | +0.96% | |
| 30 | C | Citigroup INC | 株式-金融 | 0.91% | — | -0.29% | |
| 31 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.90% | — | -4.03% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.89% | — | +2.94% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.87% | — | +11.96% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.86% | — | +4.44% | |
| 35 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.83% | — | -1.53% | |
| 36 | INTU | Intuit INC | 株式-IT | 0.82% | — | -3.12% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | — | -1.20% | |
| 38 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.79% | — | +7.92% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.78% | — | -0.07% | |
| 40 | CSCO | Cisco Systems INC | 株式-IT | 0.77% | — | +4.34% | |
| 41 | MMM | 3m Co | 株式-資本財 | 0.72% | — | -2.08% | |
| 42 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.71% | — | +0.05% | |
| 43 | CB | Chubb Limited | 株式-金融 | 0.70% | — | +1.06% | |
| 44 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.70% | — | +0.86% | |
| 45 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.69% | — | +0.01% | |
| 46 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.67% | — | -1.84% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | -4.27% | |
| 48 | WFC | Wells Fargo & Co | 株式-金融 | 0.65% | — | +13.21% | |
| 49 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.63% | — | -9.10% | |
| 50 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.62% | — | +10.44% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EOG | Eog Resources INC | +0.4% | +149.61% | 増加 |
| 2 | AAPL | Apple INC | +0.3% | -1.57% | 減少 |
| 3 | AMZN | Amazon.com INC | +0.2% | -0.99% | 減少 |
| 4 | ABT | Abbott Laboratories | +0.2% | +11.96% | 増加 |
| 5 | MSFT | Microsoft CORP | +0.2% | -2.60% | 減少 |
| 6 | DIS | Walt Disney Co/the | +0.2% | +6.28% | 増加 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +7.92% | 増加 |
| 8 | TSCO | Tractor Supply Company | +0.1% | +96.28% | 増加 |
| 9 | MRK | Merck & Co. INC. | +0.1% | +2.94% | 増加 |
| 10 | BMY | Bristol-myers Squibb Co | +0.1% | +23.21% | 増加 |
| 11 | JNJ | Johnson & Johnson | +0.1% | -0.55% | 減少 |
| 12 | COST | Costco Wholesale CORP | +0.1% | +0.10% | 増加 |
| 13 | META | Meta Platforms Inc-class A | +0.1% | +45.98% | 増加 |
| 14 | ✓ | +0.1% | +68.96% | 増加 | |
| 15 | SWK | Stanley Black & Decker INC | +0.1% | +2182.00% | 増加 |
| 16 | V | Visa Inc-class A Shares | +0.1% | +1.43% | 増加 |
| 17 | TJX | Tjx Companies INC | +0.1% | +0.86% | 増加 |
| 18 | IJR | Ishares Core S&p Small-cap E | +0.1% | +4.42% | 増加 |
| 19 | BA | Boeing Co/the | +0.1% | -0.66% | 減少 |
| 20 | CSCO | Cisco Systems INC | +0.1% | +4.34% | 増加 |
| 21 | CMI | Cummins INC | +0.1% | +8.58% | 増加 |
| 22 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +56.01% | 増加 |
| 23 | BHP | Bhp Group Ltd-spon Adr | +0.1% | +97.59% | 増加 |
| 24 | UNH | Unitedhealth Group INC | +0.1% | +0.80% | 増加 |
| 25 | UNP | Union Pacific CORP | +0.1% | -3.06% | 減少 |
| 26 | RTN1USD | Raytheon Company | +0.1% | +10.85% | 増加 |
| 27 | HON | Honeywell International INC | +0.1% | +0.87% | 増加 |
| 28 | TMO | Thermo Fisher Scientific INC | +0.1% | +10.64% | 増加 |
| 29 | KLAC | Kla CORP | +0.1% | +45.97% | 増加 |
| 30 | D | Dominion Energy INC | +0.1% | +22.79% | 増加 |
| 31 | QCOM | Qualcomm INC | +0.1% | +1.35% | 増加 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.53% | 増加 |
| 33 | RDS-A | Shell Plc-spon Adr-a | +0.1% | +21.83% | 増加 |
| 34 | FDX | Fedex CORP | +0.1% | +16.10% | 増加 |
| 35 | NVO | Novo-nordisk A/s-spons Adr | +0.1% | +18.97% | 増加 |
| 36 | JPM | Jpmorgan Chase & Co | 0% | -1.43% | 減少 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -8.06% | 減少 |
| 38 | CL | Colgate-palmolive Co | -0.1% | -15.70% | 減少 |
| 39 | LRCXEUR | Lam Research CORP | -0.1% | -94.19% | 減少 |
| 40 | VNQ | Vanguard Real Estate ETF | -0.1% | -22.30% | 減少 |
| 41 | IBM | Intl Business Machines CORP | -0.1% | -44.45% | 減少 |
| 42 | AEP | American Electric Power Company, Inc. | -0.1% | -29.35% | 減少 |
| 43 | T | At&t INC | -0.2% | -26.71% | 減少 |
| 44 | CVX | Chevron CORP | -0.2% | +0.07% | 増加 |
| 45 | AVGO | Broadcom INC | -0.2% | -40.57% | 減少 |
| 46 | SLB | Slb LTD | -0.2% | -47.26% | 減少 |
| 47 | SCHW | Schwab (charles) CORP | -0.2% | -10.75% | 減少 |
| 48 | HTO | H2o America | -1% | -0.11% | 減少 |
| 49 | VMC | Vulcan Materials Co | — | EXIT | 全売却 |
| 50 | NEAR | Ishares Sh Dba ETF Usd INC | — | NEW | 新規購入 |