CIK: 0001323119
申告総資産額
$23.2億
上位200銘柄を表示中（全765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 | 5.74% | — | — | |
| 2 | AAPL | Apple INC | 株式-IT | 4.19% | — | +276.64% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.18% | — | -3.47% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.04% | — | -2.56% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.70% | — | -2.75% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.67% | — | -0.03% | |
| 7 | IAUUSD | Ishares Gold Trust | ETF-コモディティ | 1.58% | — | +50.69% | |
| 8 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.51% | — | +0.00% | |
| 9 | ACN | Accenture plc | 株式-IT | 1.50% | — | +2.56% | |
| 10 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.38% | — | +10.56% | |
| 11 | SYK | Stryker CORP | 株式-ヘルスケア | 1.32% | — | +4.64% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.29% | — | +0.81% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.29% | — | -0.26% | |
| 14 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.27% | — | +93.76% | |
| 15 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.25% | — | +2.14% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.24% | — | +0.53% | |
| 17 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 1.21% | — | -3.50% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 1.18% | — | +0.58% | |
| 19 | NEE | Nextera Energy INC | 株式-公益事業 | 1.15% | — | -0.68% | |
| 20 | INTC | Intel CORP | 株式-IT | 1.15% | — | -0.79% | |
| 21 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.13% | — | -0.38% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 1.05% | — | +1.40% | |
| 23 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.04% | — | -0.02% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.03% | — | -12.74% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.03% | — | +1.19% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.02% | — | +2.18% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.01% | — | +0.17% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 1.00% | — | +2.10% | |
| 29 | PYPL | Paypal Holdings INC | 株式-金融 | 0.99% | — | -1.46% | |
| 30 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.98% | — | +1.31% | |
| 31 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.96% | — | +0.78% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.93% | — | -0.15% | |
| 33 | AVGO | Broadcom INC | 株式-IT | 0.92% | — | +2.50% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.89% | — | +0.30% | |
| 35 | UNP | Union Pacific CORP | 株式-資本財 | 0.87% | — | -0.49% | |
| 36 | RPAR | Rpar Risk Parity ETF | ETF-その他 | 0.83% | — | — | |
| 37 | INTU | Intuit INC | 株式-IT | 0.83% | — | -0.83% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.78% | — | +4.84% | |
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | -0.70% | |
| 40 | BLKCHF | Blackrock INC | 株式-その他 | 0.75% | — | -1.45% | |
| 41 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.74% | — | +9.61% | |
| 42 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 0.70% | — | -2.30% | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.69% | — | +15.86% | |
| 44 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.69% | — | -0.16% | |
| 45 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.63% | — | -3.94% | |
| 46 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.61% | — | -1.96% | |
| 47 | ICE | Intercontinental Exchange In | 株式-金融 | 0.59% | — | +17.59% | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.59% | — | +2.19% | |
| 49 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.58% | — | +1.83% | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | — | -3.11% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +0.6% | +93.76% | 増加 |
| 2 | IAUUSD | Ishares Gold Trust | +0.5% | +50.69% | 増加 |
| 3 | GLDM1USD | Spdr Gold Minishares Trust | +0.5% | +4674.60% | 増加 |
| 4 | AAPL | Apple INC | +0.3% | +276.64% | 増加 |
| 5 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | -3.50% | 減少 |
| 6 | JMST | JPM Ultra-short Muni Income | +0.2% | +186.16% | 増加 |
| 7 | ADBE | Adobe INC | +0.2% | +72.14% | 増加 |
| 8 | NKE | Nike INC -cl B | +0.1% | -0.38% | 減少 |
| 9 | SBUX | Starbucks CORP | +0.1% | +15.86% | 増加 |
| 10 | ZM | Zoom Communications INC | +0.1% | -10.95% | 減少 |
| 11 | UPS | United Parcel Service-cl B | +0.1% | -1.55% | 減少 |
| 12 | BABA | Alibaba Group Holding-sp Adr | +0.1% | -2.30% | 減少 |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +10.56% | 増加 |
| 14 | ABT | Abbott Laboratories | +0.1% | +2.14% | 増加 |
| 15 | BAC | Bank Of America CORP | +0.1% | +35.90% | 増加 |
| 16 | SYK | Stryker CORP | +0.1% | +4.64% | 増加 |
| 17 | PGX | Invesco Preferred ETF | +0.1% | +28.27% | 増加 |
| 18 | TSLA | Tesla INC | +0.1% | +446.88% | 増加 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.26% | 減少 |
| 20 | TMO | Thermo Fisher Scientific INC | +0.1% | +0.78% | 増加 |
| 21 | QCOM | Qualcomm INC | +0.1% | +2.26% | 増加 |
| 22 | NVDA | Nvidia CORP | +0.1% | +17.05% | 増加 |
| 23 | COST | Costco Wholesale CORP | +0.1% | -0.03% | 減少 |
| 24 | ICE | Intercontinental Exchange In | +0.1% | +17.59% | 増加 |
| 25 | CRM | Salesforce INC | +0.1% | +3.23% | 増加 |
| 26 | KO | Coca-cola Co/the | +0.1% | +18.01% | 増加 |
| 27 | TJX | Tjx Companies INC | +0.1% | +9.61% | 増加 |
| 28 | ROP | Roper Technologies INC | +0.1% | +26.81% | 増加 |
| 29 | AVGO | Broadcom INC | 0% | +2.50% | 増加 |
| 30 | META | Meta Platforms Inc-class A | 0% | +1.31% | 増加 |
| 31 | UNP | Union Pacific CORP | 0% | -0.49% | 減少 |
| 32 | LOW | Lowe's Cos INC | 0% | -3.94% | 減少 |
| 33 | NEE | Nextera Energy INC | 0% | -0.68% | 減少 |
| 34 | PG | Procter & Gamble Co/the | 0% | -0.70% | 減少 |
| 35 | HD | Home Depot INC | 0% | +0.53% | 増加 |
| 36 | PYPL | Paypal Holdings INC | 0% | -1.46% | 減少 |
| 37 | AMZN | Amazon.com INC | 0% | -2.56% | 減少 |
| 38 | VZ | Verizon Communications INC | 0% | +1.40% | 増加 |
| 39 | ACN | Accenture plc | -0.1% | +2.56% | 増加 |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -2.75% | 減少 |
| 41 | RDS-A | Shell Plc-spon Adr-a | -0.1% | -47.25% | 減少 |
| 42 | CSCO | Cisco Systems INC | -0.2% | +4.84% | 増加 |
| 43 | IJR | Ishares Core S&p Small-cap E | -0.3% | -12.74% | 減少 |
| 44 | XOM | Exxon Mobil CORP | -0.3% | -3.11% | 減少 |
| 45 | CVX | Chevron CORP | -0.4% | +2.10% | 増加 |
| 46 | INTC | Intel CORP | -0.4% | -0.79% | 減少 |
| 47 | HTO | H2o America | -0.8% | — | 変化なし |
| 48 | RPAR | Rpar Risk Parity ETF | — | NEW | 新規購入 |
| 49 | ACWI | Ishares Msci Acwi ETF | — | NEW | 新規購入 |
| 50 | GNRC | Generac Holdings INC | — | NEW | 新規購入 |