CIK: 0000872732
申告総資産額
$7.8億
上位200銘柄を表示中（全406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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.21% | — | -0.75% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.00% | — | -0.32% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.18% | — | +7.84% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.11% | — | +30.64% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.82% | — | -1.72% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.76% | — | -0.39% | |
| 7 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.56% | — | +65.38% | |
| 8 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.45% | — | -37.18% | |
| 9 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.38% | — | -6.63% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.37% | — | -1.97% | |
| 11 | MTUM | Ishares Msci USA Momentum Fa | ETF-その他 | 1.37% | — | +0.53% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.26% | — | -1.11% | |
| 13 | T | At&t INC | 株式-通信サービス | 1.25% | — | +6.25% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.12% | — | -3.01% | |
| 15 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.09% | — | -9.44% | |
| 16 | DE | Deere & Co | 株式-資本財 | 1.06% | — | -2.36% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.03% | — | -3.14% | |
| 18 | VLO | Valero Energy CORP | 株式-エネルギー | 0.95% | — | +5.48% | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 0.91% | — | +9.43% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 0.89% | — | -3.67% | |
| 21 | PEP | Pepsico INC | 株式-生活必需品 | 0.87% | — | -1.75% | |
| 22 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.86% | — | +186.59% | |
| 23 | BA | Boeing Co/the | 株式-資本財 | 0.84% | — | +11.86% | |
| 24 | INTC | Intel CORP | 株式-IT | 0.81% | — | -2.01% | |
| 25 | HON | Honeywell International INC | 株式-資本財 | 0.81% | — | -1.89% | |
| 26 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.80% | — | -16.53% | |
| 27 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.79% | — | +7.96% | |
| 28 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.76% | — | -11.27% | |
| 29 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.71% | — | -8.31% | |
| 30 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.70% | — | +0.98% | |
| 31 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.70% | — | -3.66% | |
| 32 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.65% | — | -2.63% | |
| 33 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.64% | — | +17.16% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.63% | — | +1.50% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | — | -2.93% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.60% | — | -6.51% | |
| 37 | ITCIEUR | Intra-cellular Therapies INC | 株式-その他 | 0.60% | — | +14.49% | |
| 38 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | -6.56% | |
| 39 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 0.58% | — | +2.41% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.58% | — | -12.06% | |
| 41 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.57% | — | +1.00% | |
| 42 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.55% | — | -7.56% | |
| 43 | HUM | Humana INC | 株式-ヘルスケア | 0.55% | — | +5.06% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.53% | — | -6.78% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.52% | — | — | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.50% | — | -0.15% | |
| 47 | BAX | Baxter International INC | 株式-ヘルスケア | 0.50% | — | -5.64% | |
| 48 | DERMEUR | Dermira INC | 株式-その他 | 0.50% | — | +3.01% | |
| 49 | ✓ | 株式-その他 | 0.49% | — | +19.25% | ||
| 50 | GOGO | Gogo INC | 株式-その他 | 0.48% | — | +57.07% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWP | Ishares Russell Mid-cap Grow | +0.6% | +65.38% | 増加 |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.6% | +186.59% | 増加 |
| 3 | IWM | Ishares Russell 2000 ETF | +0.5% | +30.64% | 増加 |
| 4 | AAPL | Apple INC | +0.4% | -0.32% | 減少 |
| 5 | MSFT | Microsoft CORP | +0.3% | +7.84% | 増加 |
| 6 | GBTUSD | Global Blood Therapeutics In | +0.3% | +532.99% | 増加 |
| 7 | NDLSUSD | Noodles & Co | +0.2% | +301.71% | 増加 |
| 8 | GOGO | Gogo INC | +0.2% | +57.07% | 増加 |
| 9 | ITCIEUR | Intra-cellular Therapies INC | +0.2% | +14.49% | 増加 |
| 10 | BA | Boeing Co/the | +0.1% | +11.86% | 増加 |
| 11 | AKRXEUR | Akorn INC | +0.1% | +203.68% | 増加 |
| 12 | JNJ | Johnson & Johnson | +0.1% | -0.39% | 減少 |
| 13 | ✓ | +0.1% | +19.25% | 増加 | |
| 14 | DKS | Dick's Sporting Goods INC | +0.1% | +74.18% | 増加 |
| 15 | ITA | Ishares U.s. Aerospace & Def | +0.1% | +27.97% | 増加 |
| 16 | WBA | Walgreens Boots Alliance INC | +0.1% | +2.41% | 増加 |
| 17 | IWR | Ishares Russell Mid-cap ETF | +0.1% | +17.16% | 増加 |
| 18 | VZ | Verizon Communications INC | +0.1% | +9.43% | 増加 |
| 19 | UNH | Unitedhealth Group INC | +0.1% | +7.96% | 増加 |
| 20 | CAT | Caterpillar INC | +0.1% | +16.57% | 増加 |
| 21 | AVY | Avery Dennison CORP | +0.1% | +32.23% | 増加 |
| 22 | AXP | American Express Company | +0.1% | +19.76% | 増加 |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -0.75% | 減少 |
| 24 | T | At&t INC | +0.1% | +6.25% | 増加 |
| 25 | DERMEUR | Dermira INC | +0.1% | +3.01% | 増加 |
| 26 | HUM | Humana INC | +0.1% | +5.06% | 増加 |
| 27 | HON | Honeywell International INC | +0.1% | -1.89% | 減少 |
| 28 | LLY | Eli Lilly & Co | +0.1% | -8.31% | 減少 |
| 29 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +0.53% | 増加 |
| 30 | ABT | Abbott Laboratories | 0% | -9.44% | 減少 |
| 31 | VO | Vanguard Mid-cap ETF | -0.1% | -44.82% | 減少 |
| 32 | IVE | Ishares S&p 500 Value ETF | -0.1% | -74.08% | 減少 |
| 33 | WTFC | Wintrust Financial CORP | -0.1% | -42.69% | 減少 |
| 34 | ITW | Illinois Tool Works | -0.1% | -28.97% | 減少 |
| 35 | F | Ford Motor Co | -0.1% | -19.63% | 減少 |
| 36 | WDC | Western Digital CORP | -0.1% | -44.11% | 減少 |
| 37 | AMGN | Amgen INC | -0.1% | -36.91% | 減少 |
| 38 | ACWX | Ishares Msci Acwi Ex US ETF | -0.1% | -11.27% | 減少 |
| 39 | VB | Vanguard Small-cap ETF | -0.1% | -56.39% | 減少 |
| 40 | META | Meta Platforms Inc-class A | -0.1% | +1.00% | 増加 |
| 41 | MCD | Mcdonald's CORP | -0.2% | -16.53% | 減少 |
| 42 | AMAT | Applied Materials INC | -0.2% | -25.26% | 減少 |
| 43 | VWO | Vanguard Ftse Emerging Marke | -0.3% | -69.55% | 減少 |
| 44 | IVW | Ishares S&p 500 Growth ETF | -0.8% | -37.18% | 減少 |
| 45 | IXC | Ishares Global Energy ETF | — | EXIT | 全売却 |
| 46 | VHT | Vanguard Health Care ETF | — | NEW | 新規購入 |
| 47 | ACAD | Acadia Pharmaceuticals INC | — | NEW | 新規購入 |
| 48 | AMED | Amedisys INC | — | EXIT | 全売却 |
| 49 | IWO | Ishares Russell 2000 Growth | — | NEW | 新規購入 |
| 50 | AIVI | Wisdomtree International Ai | — | EXIT | 全売却 |