CIK: 0001277303
申告総資産額
$29.3億
上位200銘柄を表示中（全326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 | 3.13% | -0.68% | +1.29% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.89% | -0.09% | -0.27% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.59% | -0.33% | +0.64% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.17% | — | -2.98% | |
| 5 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.14% | -0.24% | +7.21% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.96% | -0.15% | +6.48% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.80% | +0.17% | +0.36% | |
| 8 | CVX | Chevron CORP | 株式-エネルギー | 1.71% | +0.33% | -3.18% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | -0.21% | +16.39% | |
| 10 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.63% | +0.12% | -1.53% | |
| 11 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.58% | -0.14% | +4717.22% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.55% | — | -1.31% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 1.49% | — | +17.94% | |
| 14 | NEE | Nextera Energy INC | 株式-公益事業 | 1.46% | +0.11% | -2.76% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.43% | — | -2.80% | |
| 16 | HON | Honeywell International INC | 株式-資本財 | 1.42% | +0.12% | +1.41% | |
| 17 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.42% | -0.06% | +12.24% | |
| 18 | FNB | Fnb CORP | 株式-金融 | 1.29% | — | -3.95% | |
| 19 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.23% | — | +132.95% | |
| 20 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.21% | — | +12.28% | |
| 21 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.21% | — | -7.22% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 1.17% | — | +28.27% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.17% | -0.02% | +46.18% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.06% | — | +4.05% | |
| 25 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.04% | — | +2.41% | |
| 26 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.99% | — | -5.04% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.98% | -0.12% | -4.45% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.96% | +0.40% | -0.03% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.93% | -0.24% | +0.32% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.93% | — | +19.76% | |
| 31 | WMT | Walmart INC | 株式-生活必需品 | 0.91% | — | -13.89% | |
| 32 | VLO | Valero Energy CORP | 株式-エネルギー | 0.88% | — | +2.68% | |
| 33 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.85% | — | -4.46% | |
| 34 | ORCL | Oracle CORP | 株式-IT | 0.84% | -0.15% | +2.45% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.82% | — | -2.65% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.79% | -0.09% | +167.44% | |
| 37 | MDYV | Ss Spdr S&p 400 Mc Val ETF | ETF-その他 | 0.76% | — | +2.92% | |
| 38 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.75% | -0.36% | +2.46% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.72% | — | -2.95% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.72% | — | -20.18% | |
| 41 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.72% | — | -5.23% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.70% | — | +8.90% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.70% | — | -9.71% | |
| 44 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.69% | — | +10.15% | |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.68% | -0.12% | +3.07% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | -6.20% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | -0.08% | +16.82% | |
| 48 | BBTUSD | Bb&t CORP | 株式-その他 | 0.63% | — | -13.83% | |
| 49 | CME | Cme Group INC | 株式-金融 | 0.60% | — | +7.85% | |
| 50 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.57% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GLD | Spdr Gold Shares | +1.6% | +4717.22% | 増加 |
| 2 | JPST | Jpmorgan Ultra-short Income | +0.7% | +132.95% | 増加 |
| 3 | IBM | Intl Business Machines CORP | +0.5% | +167.44% | 増加 |
| 4 | STZ | Constellation Brands Inc-a | +0.4% | +348.81% | 増加 |
| 5 | IEFA | Ishares Core Msci Eafe ETF | +0.3% | +46.18% | 増加 |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | +0.3% | +207.92% | 増加 |
| 7 | LMT | Lockheed Martin CORP | +0.3% | +12.28% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.2% | +1.29% | 増加 |
| 9 | AMZN | Amazon.com INC | +0.2% | +16.39% | 増加 |
| 10 | CSCO | Cisco Systems INC | +0.2% | +28.27% | 増加 |
| 11 | DIS | Walt Disney Co/the | +0.2% | +4.05% | 増加 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +6.48% | 増加 |
| 13 | D | Dominion Energy INC | +0.2% | +56.66% | 増加 |
| 14 | MDT | Medtronic plc | +0.2% | +85.15% | 増加 |
| 15 | PEP | Pepsico INC | +0.2% | +19.76% | 増加 |
| 16 | IEMG | Ishares Core Msci Emerging | +0.2% | +82.80% | 増加 |
| 17 | HSY | Hershey Co/the | +0.2% | +74.31% | 増加 |
| 18 | CRM | Salesforce INC | +0.1% | +91.36% | 増加 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +16.82% | 増加 |
| 20 | TXN | Texas Instruments INC | +0.1% | +47.75% | 増加 |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | +0.1% | +12.24% | 増加 |
| 22 | CB | Chubb Limited | +0.1% | +41.23% | 増加 |
| 23 | BMY | Bristol-myers Squibb Co | +0.1% | +40.40% | 増加 |
| 24 | VZ | Verizon Communications INC | +0.1% | +17.94% | 増加 |
| 25 | CME | Cme Group INC | +0.1% | +7.85% | 増加 |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | +7.21% | 増加 |
| 27 | HON | Honeywell International INC | +0.1% | +1.41% | 増加 |
| 28 | STT | State Street CORP | -0.1% | -46.07% | 減少 |
| 29 | ROP | Roper Technologies INC | -0.2% | -65.49% | 減少 |
| 30 | BLKCHF | Blackrock INC | -0.2% | -45.02% | 減少 |
| 31 | OKE | Oneok INC | -0.2% | -39.11% | 減少 |
| 32 | PSX | Phillips 66 | -0.2% | -45.50% | 減少 |
| 33 | BA | Boeing Co/the | -0.2% | -25.66% | 減少 |
| 34 | ABT | Abbott Laboratories | -0.2% | -20.18% | 減少 |
| 35 | RHT1EUR | Red Hat INC | -0.2% | -85.80% | 減少 |
| 36 | CHD | Church & Dwight Co INC | -0.2% | -32.84% | 減少 |
| 37 | INTC | Intel CORP | -0.2% | -9.71% | 減少 |
| 38 | MMM | 3m Co | -0.2% | -2.95% | 減少 |
| 39 | EW | Edwards Lifesciences CORP | -0.3% | -71.19% | 減少 |
| 40 | XLRE | Ss Real Estate Select Sector | -0.3% | -42.60% | 減少 |
| 41 | TMO | Thermo Fisher Scientific INC | -0.3% | -40.51% | 減少 |
| 42 | DD | DuPont de Nemours, Inc. | — | EXIT | 全売却 |
| 43 | DLR | Digital Realty Trust INC | — | NEW | 新規購入 |
| 44 | JD | Jd.com Inc-adr | — | NEW | 新規購入 |
| 45 | 6D8 | Dupont De Nemours INC | — | NEW | 新規購入 |
| 46 | OLLI | Ollie's Bargain Outlet Holdi | — | NEW | 新規購入 |
| 47 | SCHO | Schwab Short-term US Treas | — | NEW | 新規購入 |
| 48 | VMBS | Vanguard Mortgage-backed Sec | — | NEW | 新規購入 |
| 49 | DOW | Dow INC | — | NEW | 新規購入 |
| 50 | HAS | Hasbro INC | — | NEW | 新規購入 |