CIK: 0001126395
申告総資産額
$65.3億
上位200銘柄を表示中（全1167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 | MSFT | Microsoft CORP | 株式-IT | 5.32% | — | +0.55% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.09% | +0.30% | +0.39% | |
| 3 | NVDA | Nvidia CORP | 株式-IT | 4.92% | +0.19% | -4.01% | |
| 4 | GVI | Ishares Intermediate Governm | ETF-その他 | 4.57% | -2.41% | +3.14% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.06% | +0.32% | -1.62% | |
| 6 | AVGO | Broadcom INC | 株式-IT | 3.24% | +0.32% | -5.19% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.82% | -0.06% | -0.27% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.62% | +0.16% | +3.49% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.45% | +0.04% | +0.78% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.41% | +0.16% | +0.70% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.28% | +0.23% | +28.35% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.25% | +0.01% | -1.31% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 2.01% | — | -1.03% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 2.01% | +0.01% | -0.49% | |
| 15 | IQLT | Ishares Msci International Q | ETF-その他 | 1.79% | — | +0.74% | |
| 16 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.77% | — | +1.37% | |
| 17 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 1.75% | +0.08% | +3.58% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.50% | — | +0.66% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.41% | -0.52% | -1.11% | |
| 20 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-その他 | 1.36% | +0.26% | +3.07% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 1.31% | +0.10% | +1.25% | |
| 22 | ORCL | Oracle CORP | 株式-IT | 1.17% | — | -0.14% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 1.12% | — | -2.84% | |
| 24 | EMR | Emerson Electric Co | 株式-資本財 | 1.06% | — | -0.19% | |
| 25 | ETN | Eaton Corporation plc | 株式-資本財 | 1.02% | +0.09% | -0.53% | |
| 26 | NFLX | Netflix INC | 株式-通信サービス | 0.99% | — | +894.12% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.99% | — | — | |
| 28 | AXP | American Express Co | 株式-金融 | 0.98% | — | -1.80% | |
| 29 | DYNF | Ishrs US E F R A Etf-usd INC | ETF-その他 | 0.89% | +0.08% | +1078686.08% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | — | +0.06% | |
| 31 | BLK | Blackrock INC | 株式-金融 | 0.86% | — | -2.14% | |
| 32 | ECL | Ecolab INC | 株式-素材 | 0.84% | — | +0.84% | |
| 33 | PNC | Pnc Financial Services Group | 株式-金融 | 0.81% | — | -0.62% | |
| 34 | PLD | Prologis INC | 株式-不動産 | 0.79% | — | -0.78% | |
| 35 | PANW | Palo Alto Networks INC | 株式-IT | 0.78% | +0.39% | -1.84% | |
| 36 | AEP | American Electric Power | 株式-公益事業 | 0.78% | — | -0.04% | |
| 37 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | — | +0.90% | |
| 38 | WM | Waste Management INC | 株式-資本財 | 0.77% | — | +0.32% | |
| 39 | ADI | Analog Devices INC | 株式-IT | 0.75% | +0.17% | -0.77% | |
| 40 | DHR | Danaher CORP | 株式-ヘルスケア | 0.75% | — | -0.62% | |
| 41 | PH | Parker Hannifin CORP | 株式-資本財 | 0.75% | — | -0.80% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.70% | -0.51% | -0.51% | |
| 43 | NOW | Servicenow INC | 株式-IT | 0.64% | — | +389.94% | |
| 44 | KLAC | Kla CORP | 株式-IT | 0.63% | +0.55% | +2.98% | |
| 45 | ANET | Arista Networks INC | 株式-IT | 0.63% | +0.23% | +9.01% | |
| 46 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.59% | — | +1.01% | |
| 47 | ICE | Intercontinental Exchange In | 株式-金融 | 0.57% | -0.43% | +0.16% | |
| 48 | LIN | Linde plc | 株式-素材 | 0.54% | — | +0.54% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.54% | — | -0.41% | |
| 50 | AMAT | Applied Materials INC | 株式-IT | 0.48% | +0.37% | -3.17% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DYNF | Ishrs US E F R A Etf-usd INC | +0.9% | +1078686.08% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.8% | -1.62% | 減少 |
| 3 | LLY | Eli Lilly & Co | +0.7% | +0.70% | 増加 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.5% | +28.35% | 増加 |
| 5 | AAPL | Apple INC | +0.2% | +0.39% | 増加 |
| 6 | RPRX | Royalty Pharma plc | +0.2% | +71.07% | 増加 |
| 7 | IEFA | Ishares Core Msci Eafe ETF | +0.2% | +1220.69% | 増加 |
| 8 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | +3.58% | 増加 |
| 9 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.49% | 増加 |
| 10 | VRSK | Verisk Analytics INC | +0.1% | +67.71% | 増加 |
| 11 | PH | Parker Hannifin CORP | +0.1% | -0.80% | 減少 |
| 12 | DHR | Danaher CORP | +0.1% | -0.62% | 減少 |
| 13 | WMT | Walmart INC | +0.1% | -1.03% | 減少 |
| 14 | KLAC | Kla CORP | +0.1% | +2.98% | 増加 |
| 15 | AMAT | Applied Materials INC | +0.1% | -3.17% | 減少 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -0.29% | 減少 |
| 17 | BAC | Bank Of America CORP | +0.1% | +1.25% | 増加 |
| 18 | AXP | American Express Co | +0.1% | -1.80% | 減少 |
| 19 | PLD | Prologis INC | +0.1% | -0.78% | 減少 |
| 20 | MRK | Merck & Co. INC. | +0.1% | -4.64% | 減少 |
| 21 | SO | Southern Co/the | +0.1% | +265.86% | 増加 |
| 22 | AMZN | Amazon.com INC | +0.1% | -0.27% | 減少 |
| 23 | XOM | Exxon Mobil CORP | 0% | -1.11% | 減少 |
| 24 | ADI | Analog Devices INC | 0% | -0.77% | 減少 |
| 25 | IQV | Iqvia Holdings INC | 0% | +0.49% | 増加 |
| 26 | JIRE | Jpmorgan Int Res Enh Eqty | 0% | +3.07% | 増加 |
| 27 | IQLT | Ishares Msci International Q | 0% | +0.74% | 増加 |
| 28 | GVI | Ishares Intermediate Governm | — | +3.14% | 増加 |
| 29 | JPM | Jpmorgan Chase & Co | — | +0.78% | 増加 |
| 30 | ORLY | O'reilly Automotive INC | -0.1% | +0.53% | 増加 |
| 31 | LIN | Linde plc | -0.1% | +0.54% | 増加 |
| 32 | ABT | Abbott Laboratories | -0.1% | -0.51% | 減少 |
| 33 | PG | Procter & Gamble Co/the | -0.1% | +0.06% | 増加 |
| 34 | HD | Home Depot INC | -0.1% | -0.41% | 減少 |
| 35 | EQIX | Equinix INC | -0.1% | -87.20% | 減少 |
| 36 | BLK | Blackrock INC | -0.1% | -2.14% | 減少 |
| 37 | PANW | Palo Alto Networks INC | -0.1% | -1.84% | 減少 |
| 38 | NOW | Servicenow INC | -0.2% | +389.94% | 増加 |
| 39 | PEP | Pepsico INC | -0.2% | -51.74% | 減少 |
| 40 | ETN | Eaton Corporation plc | -0.2% | -0.53% | 減少 |
| 41 | META | Meta Platforms Inc-class A | -0.2% | +1.37% | 増加 |
| 42 | NFLX | Netflix INC | -0.3% | +894.12% | 増加 |
| 43 | NVDA | Nvidia CORP | -0.4% | -4.01% | 減少 |
| 44 | MSFT | Microsoft CORP | -0.5% | +0.55% | 増加 |
| 45 | ORCL | Oracle CORP | -0.6% | -0.14% | 減少 |
| 46 | QUAL | Ishares Msci USA Quality Fac | -0.9% | -80.24% | 減少 |
| 47 | STX | Seagate Technology Holdings plc | — | NEW | 新規購入 |
| 48 | DON | Wisdomtree US Midcap Dividen | — | NEW | 新規購入 |
| 49 | EPS | Wisdomtree US Large Cap Fund | — | NEW | 新規購入 |
| 50 | UL | Unilever PLC | — | EXIT | 全売却 |