CIK: 0001323119
申告総資産額
$23.2億
上位200銘柄を表示中（全774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 | 7.22% | — | +2.24% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.33% | — | -0.53% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.23% | — | +1.90% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.57% | — | -0.47% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.80% | — | -0.44% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.66% | — | -2.16% | |
| 7 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.61% | — | -0.71% | |
| 8 | INTC | Intel CORP | 株式-IT | 1.59% | — | -0.41% | |
| 9 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.53% | — | -2.13% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.49% | — | -1.47% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.44% | — | +0.48% | |
| 12 | ACN | Accenture plc | 株式-IT | 1.38% | — | +4.27% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.37% | — | -0.59% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.33% | — | +1.31% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.31% | — | -15.63% | |
| 16 | SYK | Stryker CORP | 株式-ヘルスケア | 1.30% | — | +0.23% | |
| 17 | NEE | Nextera Energy INC | 株式-公益事業 | 1.30% | — | +1.08% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.27% | — | +2.61% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 1.22% | — | -0.02% | |
| 20 | VZ | Verizon Communications INC | 株式-通信サービス | 1.20% | — | -0.09% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.18% | — | -0.02% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.14% | — | +2.50% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.12% | — | +3.85% | |
| 24 | HD | Home Depot INC | 株式-一般消費財 | 1.10% | — | -1.85% | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.06% | — | -1.03% | |
| 26 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.05% | — | +0.27% | |
| 27 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.00% | — | +0.66% | |
| 28 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 0.98% | — | +38.60% | |
| 29 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.94% | — | +1.05% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.94% | — | +4.29% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.92% | — | -0.96% | |
| 32 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.88% | — | -9.20% | |
| 33 | UNP | Union Pacific CORP | 株式-資本財 | 0.86% | — | +1.09% | |
| 34 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.82% | — | +24.76% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.82% | — | -1.97% | |
| 36 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.80% | — | +0.27% | |
| 37 | INTU | Intuit INC | 株式-IT | 0.79% | — | -2.67% | |
| 38 | BLKCHF | Blackrock INC | 株式-その他 | 0.79% | — | -1.43% | |
| 39 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.77% | — | +1.80% | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.74% | — | +7.64% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.73% | — | +8.88% | |
| 42 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.73% | — | -2.71% | |
| 43 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.71% | — | -3.34% | |
| 44 | PYPL | Paypal Holdings INC | 株式-金融 | 0.67% | — | -0.91% | |
| 45 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.66% | — | -9.05% | |
| 46 | CB | Chubb Limited | 株式-金融 | 0.64% | — | -1.68% | |
| 47 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.64% | — | -14.88% | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.63% | — | -0.00% | |
| 49 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.59% | — | +5.78% | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.58% | — | +3.73% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IAUUSD | Ishares Gold Trust | +0.4% | +38.60% | 増加 |
| 2 | AAPL | Apple INC | +0.3% | +1.90% | 増加 |
| 3 | HTO | H2o America | +0.3% | +2.24% | 増加 |
| 4 | INTC | Intel CORP | +0.2% | -0.41% | 減少 |
| 5 | JNJ | Johnson & Johnson | +0.1% | -1.47% | 減少 |
| 6 | VZ | Verizon Communications INC | +0.1% | -0.09% | 減少 |
| 7 | V | Visa Inc-class A Shares | +0.1% | -0.02% | 減少 |
| 8 | PEP | Pepsico INC | +0.1% | -1.03% | 減少 |
| 9 | UNH | Unitedhealth Group INC | +0.1% | -0.71% | 減少 |
| 10 | HD | Home Depot INC | +0.1% | -1.85% | 減少 |
| 11 | NKE | Nike INC -cl B | 0% | +0.66% | 増加 |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 0% | +1.05% | 増加 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +0.48% | 増加 |
| 14 | ACN | Accenture plc | 0% | +4.27% | 増加 |
| 15 | AVGO | Broadcom INC | 0% | +8.88% | 増加 |
| 16 | VIG | Vanguard Dividend Apprec ETF | 0% | -3.34% | 減少 |
| 17 | SYK | Stryker CORP | 0% | +0.23% | 増加 |
| 18 | UNP | Union Pacific CORP | 0% | +1.09% | 増加 |
| 19 | TJX | Tjx Companies INC | 0% | -2.71% | 減少 |
| 20 | PAYX | Paychex INC | 0% | +0.68% | 増加 |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -2.16% | 減少 |
| 22 | HON | Honeywell International INC | -0.1% | -2.90% | 減少 |
| 23 | CMI | Cummins INC | -0.1% | -2.93% | 減少 |
| 24 | LOW | Lowe's Cos INC | -0.1% | -1.78% | 減少 |
| 25 | GPC | Genuine Parts Co | -0.1% | -2.29% | 減少 |
| 26 | CB | Chubb Limited | -0.1% | -1.68% | 減少 |
| 27 | SCHW | Schwab (charles) CORP | -0.1% | +0.27% | 増加 |
| 28 | ICSH | Ishares Ultra Short Duration | -0.1% | -38.68% | 減少 |
| 29 | RDS-A | Shell Plc-spon Adr-a | -0.1% | -0.76% | 減少 |
| 30 | URI | United Rentals INC | -0.1% | -37.83% | 減少 |
| 31 | IWM | Ishares Russell 2000 ETF | -0.1% | -9.13% | 減少 |
| 32 | BAC | Bank Of America CORP | -0.1% | -3.73% | 減少 |
| 33 | COP | Conocophillips | -0.1% | +0.32% | 増加 |
| 34 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -2.13% | 減少 |
| 35 | MMM | 3m Co | -0.1% | -19.70% | 減少 |
| 36 | VFC | Vf CORP | -0.1% | +0.63% | 増加 |
| 37 | C | Citigroup INC | -0.1% | +7.26% | 増加 |
| 38 | EOG | Eog Resources INC | -0.1% | -10.98% | 減少 |
| 39 | WFC | Wells Fargo & Co | -0.2% | -2.57% | 減少 |
| 40 | VGK | Vanguard Ftse Europe ETF | -0.2% | -14.88% | 減少 |
| 41 | MDY | State Street Spdr S&p Midcap | -0.2% | -9.05% | 減少 |
| 42 | EFA | Ishares Msci Eafe ETF | -0.2% | -30.65% | 減少 |
| 43 | DIS | Walt Disney Co/the | -0.3% | +1.31% | 増加 |
| 44 | IJR | Ishares Core S&p Small-cap E | -0.3% | -0.59% | 減少 |
| 45 | JPM | Jpmorgan Chase & Co | -0.3% | -0.02% | 減少 |
| 46 | VEA | Vanguard Ftse Developed ETF | -0.3% | -15.63% | 減少 |
| 47 | CVX | Chevron CORP | -0.4% | +2.61% | 増加 |
| 48 | XOM | Exxon Mobil CORP | -0.6% | -9.20% | 減少 |
| 49 | BA | Boeing Co/the | -0.8% | -50.93% | 減少 |
| 50 | ZM | Zoom Communications INC | — | NEW | 新規購入 |