CIK: 0001323119
申告総資産額
$23.2億
上位200銘柄を表示中（全884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% | — | — | |
| 2 | AAPL | Apple INC | 株式-IT | 2.94% | — | -2.08% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.69% | — | -1.39% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.96% | — | +1.69% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.71% | — | -0.86% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.66% | — | +3.06% | |
| 7 | CVX | Chevron CORP | 株式-エネルギー | 1.66% | — | +1.47% | |
| 8 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.66% | — | +4.07% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.65% | — | +2.54% | |
| 10 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.58% | — | +0.14% | |
| 11 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.54% | — | +0.44% | |
| 12 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.50% | — | -1.27% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.47% | — | -0.20% | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.44% | — | -3.55% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.43% | — | +0.11% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.41% | — | +0.82% | |
| 17 | ACN | Accenture plc | 株式-IT | 1.37% | — | +0.68% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.35% | — | -0.30% | |
| 19 | SYK | Stryker CORP | 株式-ヘルスケア | 1.32% | — | +1.04% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 1.14% | — | +0.65% | |
| 21 | VZ | Verizon Communications INC | 株式-通信サービス | 1.11% | — | +1.62% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.05% | — | -1.24% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 1.04% | — | -1.02% | |
| 24 | BA | Boeing Co/the | 株式-資本財 | 1.04% | — | -1.07% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.02% | — | +1.51% | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.98% | — | -3.09% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.98% | — | -1.21% | |
| 28 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.97% | — | -0.03% | |
| 29 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.97% | — | +2.24% | |
| 30 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.91% | — | -2.39% | |
| 31 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.90% | — | -1.48% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.88% | — | +9.23% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.88% | — | -1.35% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.85% | — | +0.59% | |
| 35 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.84% | — | -1.02% | |
| 36 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.82% | — | -1.33% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.77% | — | +3.77% | |
| 38 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | -0.82% | |
| 39 | INTU | Intuit INC | 株式-IT | 0.75% | — | +1.93% | |
| 40 | BLKCHF | Blackrock INC | 株式-その他 | 0.73% | — | -4.75% | |
| 41 | CB | Chubb Limited | 株式-金融 | 0.73% | — | +4.61% | |
| 42 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.72% | — | -0.36% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.72% | — | +29.53% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.72% | — | +0.39% | |
| 45 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.70% | — | +3.46% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | — | +1.51% | |
| 47 | PYPL | Paypal Holdings INC | 株式-金融 | 0.61% | — | -1.28% | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.60% | — | -0.63% | |
| 49 | MMM | 3m Co | 株式-資本財 | 0.57% | — | -2.57% | |
| 50 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.57% | — | +12.79% |
| # | 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% | -2.08% | 減少 |
| 2 | UNH | Unitedhealth Group INC | +0.3% | +0.44% | 増加 |
| 3 | AVGO | Broadcom INC | +0.2% | +29.53% | 増加 |
| 4 | BMY | Bristol-myers Squibb Co | +0.2% | +25.74% | 増加 |
| 5 | MINT | Pimco Enhanced Short Maturit | +0.2% | +1282.52% | 増加 |
| 6 | NEAR | Ishares Sh Dba ETF Usd INC | +0.2% | +93.47% | 増加 |
| 7 | URI | United Rentals INC | +0.1% | +141.34% | 増加 |
| 8 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +12.79% | 増加 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | -0.20% | 減少 |
| 10 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | -2.39% | 減少 |
| 11 | LHX | L3harris Technologies INC | +0.1% | +49.53% | 増加 |
| 12 | INTC | Intel CORP | +0.1% | +0.82% | 増加 |
| 13 | AMGN | Amgen INC | +0.1% | -0.63% | 減少 |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +3.06% | 増加 |
| 15 | QCOM | Qualcomm INC | +0.1% | +18.13% | 増加 |
| 16 | WM | Waste Management INC | +0.1% | +36.88% | 増加 |
| 17 | MSFT | Microsoft CORP | +0.1% | -1.39% | 減少 |
| 18 | IAUUSD | Ishares Gold Trust | +0.1% | +19.31% | 増加 |
| 19 | CMCSA | Comcast Corp-class A | +0.1% | +30.82% | 増加 |
| 20 | IJR | Ishares Core S&p Small-cap E | 0% | +4.07% | 増加 |
| 21 | META | Meta Platforms Inc-class A | 0% | +1.51% | 増加 |
| 22 | TMO | Thermo Fisher Scientific INC | 0% | +3.46% | 増加 |
| 23 | BAC | Bank Of America CORP | 0% | +0.58% | 増加 |
| 24 | JNJ | Johnson & Johnson | 0% | -0.30% | 減少 |
| 25 | TJX | Tjx Companies INC | 0% | +3.77% | 増加 |
| 26 | KMI | Kinder Morgan INC | 0% | +17.57% | 増加 |
| 27 | C | Citigroup INC | 0% | +1.63% | 増加 |
| 28 | DIS | Walt Disney Co/the | 0% | +0.14% | 増加 |
| 29 | GOOGL | Alphabet Inc-cl A | 0% | +2.24% | 増加 |
| 30 | SCHW | Schwab (charles) CORP | 0% | -1.48% | 減少 |
| 31 | ACN | Accenture plc | 0% | +0.68% | 増加 |
| 32 | VEA | Vanguard Ftse Developed ETF | — | +2.54% | 増加 |
| 33 | V | Visa Inc-class A Shares | — | +0.65% | 増加 |
| 34 | MRK | Merck & Co. INC. | — | +1.51% | 増加 |
| 35 | UNP | Union Pacific CORP | — | -1.35% | 減少 |
| 36 | GOOG | Alphabet Inc-cl C | — | +0.59% | 増加 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.11% | 増加 |
| 38 | NKE | Nike INC -cl B | 0% | -0.03% | 減少 |
| 39 | AMZN | Amazon.com INC | 0% | +1.69% | 増加 |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.86% | 減少 |
| 41 | MCD | Mcdonald's CORP | -0.1% | -4.80% | 減少 |
| 42 | HD | Home Depot INC | -0.2% | -1.24% | 減少 |
| 43 | XOM | Exxon Mobil CORP | -0.2% | -3.55% | 減少 |
| 44 | BA | Boeing Co/the | -0.3% | -1.07% | 減少 |
| 45 | HTO | H2o America | -0.4% | — | 変化なし |
| 46 | FNDX | Schwab Fndmntl US Lrg Co ETF | — | NEW | 新規購入 |
| 47 | CELG | Celgene CORP | — | EXIT | 全売却 |
| 48 | BCML | Baycom CORP | — | NEW | 新規購入 |
| 49 | DEEP | Acquirers Small And Micro De | — | NEW | 新規購入 |
| 50 | ✓ | — | NEW | 新規購入 |