CIK: 0001259664
申告総資産額
$7.6億
上位200銘柄を表示中（全905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 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.80% | — | +3.35% | |
| 2 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.79% | — | +1.56% | |
| 3 | XLE | Ss Energy Select Sector | ETF-その他 | 1.77% | — | +3.71% | |
| 4 | XLV | Ss Health Care Select Sector | ETF-その他 | 1.71% | — | +14.40% | |
| 5 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.63% | — | -3.73% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.62% | — | -19.53% | |
| 7 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.48% | — | +2.28% | |
| 8 | SCHZ | Schwab US Aggregate Bond ETF | ETF-その他 | 1.46% | — | -22.35% | |
| 9 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.23% | — | -14.93% | |
| 10 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.19% | — | +12.08% | |
| 11 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.95% | — | -0.64% | |
| 12 | CB | Chubb Limited | 株式-金融 | 0.93% | — | -11.39% | |
| 13 | AMT | American Tower CORP | 株式-不動産 | 0.92% | — | -3.29% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 0.90% | — | -30.14% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.86% | — | +7.90% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.85% | — | -10.61% | |
| 17 | UNP | Union Pacific CORP | 株式-資本財 | 0.79% | — | -2.25% | |
| 18 | MDT | Medtronic plc | 株式-ヘルスケア | 0.79% | — | -9.37% | |
| 19 | ACN | Accenture plc | 株式-IT | 0.79% | — | -2.20% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-その他 | 0.78% | — | -7.33% | |
| 21 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.78% | — | +5.58% | |
| 22 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.74% | — | -24.84% | |
| 23 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.74% | — | +70.16% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 0.74% | — | +13.70% | |
| 25 | PNC | Pnc Financial Services Group | 株式-金融 | 0.68% | — | -7.50% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.66% | — | -8.68% | |
| 27 | LIN | Linde plc | 株式-素材 | 0.66% | — | — | |
| 28 | PSA | Public Storage | 株式-不動産 | 0.65% | — | -17.92% | |
| 29 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.65% | — | +2.89% | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.63% | — | +134.81% | |
| 31 | BIIB | Biogen INC | 株式-ヘルスケア | 0.59% | — | -6.41% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.58% | — | -13.96% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.58% | — | +2.39% | |
| 34 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.57% | — | -2.62% | |
| 35 | PYPL | Paypal Holdings INC | 株式-金融 | 0.57% | — | -21.20% | |
| 36 | ✓ | Bank Of Commerce Holdings | 株式-その他 | 0.51% | — | +0.99% | |
| 37 | DHR | Danaher CORP | 株式-ヘルスケア | 0.50% | — | +268.12% | |
| 38 | GD | General Dynamics CORP | 株式-資本財 | 0.49% | — | +32.36% | |
| 39 | SHOP | Shopify INC - Class A | 株式-IT | 0.49% | — | +1.68% | |
| 40 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.48% | — | -16.02% | |
| 41 | DG | Dollar General CORP | 株式-生活必需品 | 0.47% | — | +6.61% | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.45% | — | +10.00% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.44% | — | +8.28% | |
| 44 | TRIP | Tripadvisor INC | 株式-その他 | 0.44% | — | -16.79% | |
| 45 | MA | Mastercard INC - A | 株式-金融 | 0.43% | — | -37.62% | |
| 46 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.42% | — | +11.82% | |
| 47 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.41% | — | -5.08% | |
| 48 | FDX | Fedex CORP | 株式-資本財 | 0.41% | — | +0.22% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.41% | — | -5.84% | |
| 50 | EXK | Exact Sciences CORP | 株式-素材 | 0.40% | — | -6.58% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.4% | +134.81% | 増加 |
| 2 | DHR | Danaher CORP | +0.4% | +268.12% | 増加 |
| 3 | DLTR | Dollar Tree INC | +0.2% | +343.66% | 増加 |
| 4 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +3.35% | 増加 |
| 5 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +2.28% | 増加 |
| 6 | IWO | Ishares Russell 2000 Growth | +0.1% | +12.08% | 増加 |
| 7 | CB | Chubb Limited | +0.1% | -11.39% | 減少 |
| 8 | IWM | Ishares Russell 2000 ETF | +0.1% | +7.90% | 増加 |
| 9 | EFA | Ishares Msci Eafe ETF | 0% | -3.73% | 減少 |
| 10 | BMY | Bristol-myers Squibb Co | 0% | -0.64% | 減少 |
| 11 | UNP | Union Pacific CORP | 0% | -2.25% | 減少 |
| 12 | MDT | Medtronic plc | 0% | -9.37% | 減少 |
| 13 | ACN | Accenture plc | — | -2.20% | 減少 |
| 14 | BIIB | Biogen INC | 0% | -6.41% | 減少 |
| 15 | PNC | Pnc Financial Services Group | 0% | -7.50% | 減少 |
| 16 | PYPL | Paypal Holdings INC | 0% | -21.20% | 減少 |
| 17 | SCHZ | Schwab US Aggregate Bond ETF | -0.1% | -22.35% | 減少 |
| 18 | XLE | Ss Energy Select Sector | -0.1% | +3.71% | 増加 |
| 19 | GOOGL | Alphabet Inc-cl A | -0.1% | -13.96% | 減少 |
| 20 | DXCM | Dexcom INC | -0.1% | -23.52% | 減少 |
| 21 | PFE | Pfizer INC | -0.1% | -32.53% | 減少 |
| 22 | QCOM | Qualcomm INC | -0.1% | -16.16% | 減少 |
| 23 | GOOG | Alphabet Inc-cl C | -0.1% | -24.56% | 減少 |
| 24 | FDX | Fedex CORP | -0.1% | +0.22% | 増加 |
| 25 | TTWO | Take-two Interactive Softwre | -0.1% | -15.62% | 減少 |
| 26 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -31.87% | 減少 |
| 27 | PODD | Insulet CORP | -0.1% | -23.50% | 減少 |
| 28 | TJX | Tjx Companies INC | -0.2% | +70.16% | 増加 |
| 29 | MRK | Merck & Co. INC. | -0.2% | -74.38% | 減少 |
| 30 | NKE | Nike INC -cl B | -0.2% | -24.84% | 減少 |
| 31 | TDOC | Teladoc Health INC | -0.2% | -26.60% | 減少 |
| 32 | XPO | Xpo INC | -0.2% | -50.00% | 減少 |
| 33 | XLK | Ss Technology Select Sector | -0.2% | -14.93% | 減少 |
| 34 | MSFT | Microsoft CORP | -0.2% | -19.53% | 減少 |
| 35 | MA | Mastercard INC - A | -0.2% | -37.62% | 減少 |
| 36 | EA | Electronic Arts INC | -0.2% | -77.11% | 減少 |
| 37 | COST | Costco Wholesale CORP | -0.3% | -42.96% | 減少 |
| 38 | V | Visa Inc-class A Shares | -0.3% | -30.14% | 減少 |
| 39 | BLKCHF | Blackrock INC | -0.3% | -96.70% | 減少 |
| 40 | PXGBX | Praxair INC | — | EXIT | 全売却 |
| 41 | LIN | Linde plc | — | NEW | 新規購入 |
| 42 | MMM | 3m Co | — | NEW | 新規購入 |
| 43 | EW | Edwards Lifesciences CORP | — | NEW | 新規購入 |
| 44 | TGT | Target CORP | — | NEW | 新規購入 |
| 45 | PWR | Quanta Services INC | — | NEW | 新規購入 |
| 46 | EBAY | Ebay INC | — | EXIT | 全売却 |
| 47 | MTDR | Matador Resources Co | — | EXIT | 全売却 |
| 48 | SYY | Sysco CORP | — | EXIT | 全売却 |
| 49 | CHTR | Charter Communications Inc-a | — | NEW | 新規購入 |
| 50 | EQIX | Equinix INC | — | EXIT | 全売却 |