CIK: 0000033250
申告総資産額
$21.7億
上位200銘柄を表示中（全439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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 8.84% | -0.35% | -0.94% | |
| 2 | IAU | Ishares Gold Trust | ETF-コモディティ | 6.29% | +0.58% | -0.23% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.14% | -0.60% | -0.05% | |
| 4 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 3.13% | — | -5.42% | |
| 5 | VTV | Vanguard Value ETF | ETF-その他 | 2.89% | — | +1.03% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.84% | -0.25% | -1.17% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.22% | -0.12% | +1.02% | |
| 8 | SHOP | Shopify INC - Class A | 株式-IT | 2.16% | -0.59% | -3.15% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-その他 | 2.12% | — | +1.38% | |
| 10 | PRM | Perimeter Solutions INC | 株式-その他 | 2.12% | -0.50% | -8.50% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.89% | -0.26% | +1.35% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.59% | — | +3.77% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.37% | — | -0.12% | |
| 14 | XLE | Ss Energy Select Sector | ETF-その他 | 1.34% | +0.46% | -2.49% | |
| 15 | ORCL | Oracle CORP | 株式-IT | 1.19% | -0.14% | -9.23% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.16% | -0.13% | -0.98% | |
| 17 | SE | Sea Ltd-adr | 株式-通信サービス | 1.15% | -0.10% | -3.06% | |
| 18 | NVDA | Nvidia CORP | 株式-IT | 1.13% | -0.08% | +8.53% | |
| 19 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 1.13% | -0.10% | +0.10% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.09% | — | +46.01% | |
| 21 | DG | Dollar General CORP | 株式-生活必需品 | 1.03% | -0.16% | -0.86% | |
| 22 | ADI | Analog Devices INC | 株式-IT | 1.01% | — | -1.12% | |
| 23 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.01% | — | -1.10% | |
| 24 | LH | Labcorp Holdings INC | 株式-ヘルスケア | 1.01% | — | -1.29% | |
| 25 | CCI | Crown Castle INC | 株式-不動産 | 0.99% | — | -6.25% | |
| 26 | MA | Mastercard INC - A | 株式-金融 | 0.96% | -0.10% | -1.72% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.89% | — | -0.59% | |
| 28 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.87% | — | -23.56% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.87% | -0.11% | +3.98% | |
| 30 | AXP | American Express Co | 株式-金融 | 0.86% | -0.20% | +0.09% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.84% | — | -0.52% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.74% | — | -0.13% | |
| 33 | ASML | ASML Holding N.V. | 株式-IT | 0.72% | +0.22% | +3.77% | |
| 34 | EG | Everest Group, Ltd. | 株式-金融 | 0.71% | +0.14% | -4.05% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.68% | — | -5.51% | |
| 36 | FIS | Fidelity National Info Serv | 株式-IT | 0.64% | -0.14% | +1.48% | |
| 37 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.59% | -0.29% | -15.03% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 0.57% | — | +4.81% | |
| 39 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.56% | -0.08% | -24.29% | |
| 40 | VYMI | Vanguard Int High Dvd Yld In | ETF-その他 | 0.52% | — | +1.08% | |
| 41 | SPGI | S&p Global INC | 株式-金融 | 0.50% | -0.11% | -3.25% | |
| 42 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 0.49% | — | +7.94% | |
| 43 | GS | Goldman Sachs Group INC | 株式-金融 | 0.48% | — | -0.82% | |
| 44 | PSA | Public Storage | 株式-不動産 | 0.48% | — | -16.93% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.47% | — | -0.03% | |
| 46 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.47% | — | +3.65% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.46% | — | +25.55% | |
| 48 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-その他 | 0.43% | — | — | |
| 49 | CSGP | Costar Group INC | 株式-不動産 | 0.42% | -0.28% | EXIT | |
| 50 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.42% | +0.20% | -1.75% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.8% | -0.94% | 増加 |
| 2 | PRM | Perimeter Solutions INC | +0.9% | -8.50% | 減少 |
| 3 | SHOP | Shopify INC - Class A | +0.9% | -3.15% | 増加 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | -0.12% | 増加 |
| 5 | ORCL | Oracle CORP | +0.7% | -9.23% | 増加 |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -1.17% | 減少 |
| 7 | IXUS | Ishares Core Intl Stock ETF | +0.5% | +1.38% | 増加 |
| 8 | GOOG | Alphabet Inc-cl C | +0.5% | +1.35% | 増加 |
| 9 | MSFT | Microsoft CORP | +0.5% | -0.05% | 増加 |
| 10 | AVGO | Broadcom INC | +0.4% | -0.59% | 増加 |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +46.01% | 増加 |
| 12 | ASML | ASML Holding N.V. | +0.3% | +3.77% | 増加 |
| 13 | NVDA | Nvidia CORP | +0.3% | +8.53% | 減少 |
| 14 | ACWI | Ishares Msci Acwi ETF | +0.3% | +0.10% | 増加 |
| 15 | FAST | Fastenal Co | +0.3% | -1.66% | 増加 |
| 16 | MRVL | Marvell Technology INC | +0.2% | +23.34% | 増加 |
| 17 | ARES | Ares Management CORP - A | +0.2% | -1.66% | 増加 |
| 18 | PM | Philip Morris International | +0.2% | +2.73% | 増加 |
| 19 | GPN | Global Payments INC | +0.2% | +50.65% | 増加 |
| 20 | MELI | Mercadolibre INC | +0.2% | +0.32% | 増加 |
| 21 | ENSG | Ensign Group Inc/the | +0.2% | +260.53% | 増加 |
| 22 | TSM | Taiwan Semiconductor-sp Adr | +0.2% | +7.94% | 増加 |
| 23 | TSLA | Tesla INC | +0.2% | +1.67% | 増加 |
| 24 | UNH | Unitedhealth Group INC | +0.2% | -24.29% | 増加 |
| 25 | AMZN | Amazon.com INC | +0.2% | +3.77% | 増加 |
| 26 | ELAN | Elanco Animal Health INC | +0.1% | -3.27% | 増加 |
| 27 | META | Meta Platforms Inc-class A | +0.1% | +3.98% | 増加 |
| 28 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +65.42% | 増加 |
| 29 | ADI | Analog Devices INC | +0.1% | -1.12% | 増加 |
| 30 | GS | Goldman Sachs Group INC | +0.1% | -0.82% | 減少 |
| 31 | LH | Labcorp Holdings INC | +0.1% | -1.29% | 増加 |
| 32 | JPM | Jpmorgan Chase & Co | 0% | -0.52% | 減少 |
| 33 | SE | Sea Ltd-adr | 0% | -3.06% | 減少 |
| 34 | AXP | American Express Co | — | +0.09% | 減少 |
| 35 | CG | Carlyle Group Inc/the | -0.2% | — | 減少 |
| 36 | ROP | Roper Technologies INC | -0.2% | -90.65% | 減少 |
| 37 | HCA | Hca Healthcare INC | -0.3% | -5.42% | 減少 |
| 38 | AAPL | Apple INC | -0.3% | +1.02% | 減少 |
| 39 | IJR | Ishares Core S&p Small-cap E | -0.3% | -0.03% | 減少 |
| 40 | EG | Everest Group, Ltd. | -0.3% | -4.05% | 減少 |
| 41 | CCI | Crown Castle INC | -0.4% | -6.25% | 減少 |
| 42 | OTIS | Otis Worldwide CORP | -0.5% | -15.03% | 減少 |
| 43 | PSA | Public Storage | -0.5% | -16.93% | 減少 |
| 44 | SCHD | Schwab US Dvd Equity ETF | -0.7% | -23.56% | 減少 |
| 45 | XLE | Ss Energy Select Sector | -0.7% | -2.49% | 減少 |
| 46 | VTV | Vanguard Value ETF | -0.8% | +1.03% | 減少 |
| 47 | XMHQ | Invesco S&p Midcap Qual ETF | — | NEW | 新規購入 |
| 48 | DVA | Davita INC | — | EXIT | 全売却 |
| 49 | URI | United Rentals INC | — | NEW | 新規購入 |
| 50 | IR | Ingersoll-rand INC | — | NEW | 新規購入 |