CIK: 0000949623
申告総資産額
$7085.9万
上位200銘柄を表示中（全495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 | AAPL | Apple INC | 株式-IT | 2.32% | -0.07% | +3.07% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.29% | — | -1.65% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.87% | -0.04% | +908.15% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.59% | — | +2.41% | |
| 5 | VZ | Verizon Communications INC | 株式-通信サービス | 1.45% | — | -0.24% | |
| 6 | SCHV | Schwab US Large-cap Value | ETF-その他 | 1.37% | — | +854.21% | |
| 7 | PEP | Pepsico INC | 株式-生活必需品 | 1.29% | — | +1.67% | |
| 8 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.27% | — | +1.91% | |
| 9 | UNP | Union Pacific CORP | 株式-資本財 | 1.22% | — | -5.52% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.20% | +0.24% | +915.86% | |
| 11 | T | At&t INC | 株式-通信サービス | 1.19% | — | +15.78% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.16% | — | -0.24% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.11% | — | -0.50% | |
| 14 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.08% | — | +883.02% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.07% | -0.06% | -0.23% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.06% | -0.09% | -0.79% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 1.05% | — | -0.12% | |
| 18 | SCHG | Schwab US Large-cap Growth | ETF-その他 | 0.96% | — | +855.29% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | — | +5.84% | |
| 20 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.95% | — | +888.41% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.94% | — | +13.62% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.90% | — | +0.88% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.88% | — | +5.29% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 0.86% | — | -0.38% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.85% | — | +0.60% | |
| 26 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.85% | — | +890.23% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.84% | — | +1.05% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.84% | — | +3.78% | |
| 29 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.84% | — | +0.74% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.82% | — | +4.35% | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 0.81% | — | +2.29% | |
| 32 | R6C2 | Royal Dutch Shell-spon Adr-b | 株式-その他 | 0.80% | — | +2.74% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.80% | — | +1.03% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.79% | — | +2.21% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.79% | — | +2.82% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | — | -10.02% | |
| 37 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.77% | — | +880.10% | |
| 38 | ENB | Enbridge INC | 株式-エネルギー | 0.73% | — | +0.88% | |
| 39 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.72% | — | +5.43% | |
| 40 | WMB | Williams Cos INC | 株式-エネルギー | 0.70% | — | +0.48% | |
| 41 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.70% | — | -1.85% | |
| 42 | AMP | Ameriprise Financial INC | 株式-金融 | 0.69% | — | +2.70% | |
| 43 | PM | Philip Morris International | 株式-生活必需品 | 0.68% | — | +13.74% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.67% | — | +2.68% | |
| 45 | RTN1USD | Raytheon Company | 株式-その他 | 0.67% | — | -3.33% | |
| 46 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.65% | — | +896.17% | |
| 47 | CB | Chubb Limited | 株式-金融 | 0.65% | — | +24.12% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.62% | — | +18.41% | |
| 49 | COP | Conocophillips | 株式-エネルギー | 0.62% | — | -5.36% | |
| 50 | XXI | Twenty One Capital, Inc. | 株式-その他 | 0.60% | — | -1.38% |
| # | 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 | +0.2% | +3.07% | 増加 |
| 2 | AMZN | Amazon.com INC | +0.1% | -0.24% | 減少 |
| 3 | XXI | Twenty One Capital, Inc. | +0.1% | -1.38% | 減少 |
| 4 | MMM | 3m Co | +0.1% | +57.77% | 増加 |
| 5 | UTXZ | United Tech CORP | +0.1% | +119.44% | 増加 |
| 6 | MRK | Merck & Co. INC. | +0.1% | +1.91% | 増加 |
| 7 | XOM | Exxon Mobil CORP | +0.1% | +5.84% | 増加 |
| 8 | UNH | Unitedhealth Group INC | +0.1% | +3.78% | 増加 |
| 9 | USB | US Bancorp | +0.1% | +53.95% | 増加 |
| 10 | MSFT | Microsoft CORP | +0.1% | -1.65% | 減少 |
| 11 | PG | Procter & Gamble Co/the | +0.1% | +13.62% | 増加 |
| 12 | R6C2 | Royal Dutch Shell-spon Adr-b | +0.1% | +2.74% | 増加 |
| 13 | ENB | Enbridge INC | +0.1% | +0.88% | 増加 |
| 14 | HD | Home Depot INC | +0.1% | +2.82% | 増加 |
| 15 | CB | Chubb Limited | +0.1% | +24.12% | 増加 |
| 16 | UHAL | U-haul Holding Co | +0.1% | +144.98% | 増加 |
| 17 | V | Visa Inc-class A Shares | +0.1% | +1.03% | 増加 |
| 18 | CVX | Chevron CORP | +0.1% | -0.38% | 減少 |
| 19 | WMT | Walmart INC | +0.1% | +18.41% | 増加 |
| 20 | AMGN | Amgen INC | +0.1% | +2.21% | 増加 |
| 21 | DLR | Digital Realty Trust INC | +0.1% | +5.43% | 増加 |
| 22 | ETN | Eaton Corporation plc | +0.1% | +27.80% | 増加 |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | +0.88% | 増加 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.68% | 増加 |
| 25 | CRM | Salesforce INC | +0.1% | +1.25% | 増加 |
| 26 | KHC | Kraft Heinz Co/the | +0.1% | +16.10% | 増加 |
| 27 | META | Meta Platforms Inc-class A | 0% | -10.02% | 減少 |
| 28 | COP | Conocophillips | 0% | -5.36% | 減少 |
| 29 | WMB | Williams Cos INC | 0% | +0.48% | 増加 |
| 30 | VZ | Verizon Communications INC | 0% | -0.24% | 減少 |
| 31 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +908.15% | 増加 |
| 32 | SBUX | Starbucks CORP | -0.1% | +0.15% | 増加 |
| 33 | NVS | Novartis Ag-sponsored Adr | -0.1% | -1.85% | 減少 |
| 34 | VOD | Vodafone Group Plc-sp Adr | -0.1% | -32.43% | 減少 |
| 35 | RCI | Rogers Communications Inc-b | -0.1% | -39.98% | 減少 |
| 36 | 9HI | Hillenbrand INC | -0.1% | -32.74% | 減少 |
| 37 | IBB | Ishares Biotechnology ETF | -0.1% | -90.82% | 減少 |
| 38 | RTN1USD | Raytheon Company | -0.1% | -3.33% | 減少 |
| 39 | UMBF | Umb Financial CORP | -0.1% | -43.36% | 減少 |
| 40 | BMY | Bristol-myers Squibb Co | -0.1% | -10.00% | 減少 |
| 41 | PNR | Pentair plc | -0.3% | -87.72% | 減少 |
| 42 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 43 | EVRG | Evergy INC | — | NEW | 新規購入 |
| 44 | GSBC | Great Southern Bancorp, Inc. | — | EXIT | 全売却 |
| 45 | ✓ | — | EXIT | 全売却 | |
| 46 | ROK | Rockwell Automation INC | — | EXIT | 全売却 |
| 47 | CHD | Church & Dwight Co INC | — | NEW | 新規購入 |
| 48 | FBIN | Fortune Brands Innovations I | — | EXIT | 全売却 |
| 49 | KKR | KKR & Co. Inc. | — | EXIT | 全売却 |
| 50 | WYNN | Wynn Resorts LTD | — | NEW | 新規購入 |