CIK: 0001277303
申告総資産額
$29.3億
上位200銘柄を表示中（全290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 | GLD | Spdr Gold Shares | ETF-コモディティ | 6.88% | -0.14% | +32.38% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.03% | -0.68% | +1.70% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.62% | -0.33% | -1.17% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.13% | -0.09% | -6.23% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.63% | -0.21% | +5.65% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.52% | -0.24% | +0.41% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.85% | +0.17% | +3.51% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 1.80% | — | +4.78% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.65% | -0.15% | +2.91% | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 1.57% | — | +4.24% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.40% | +0.12% | +2.15% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.29% | — | -18.61% | |
| 13 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.18% | -0.24% | -1.23% | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 1.18% | +0.12% | +2.79% | |
| 15 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.17% | — | +9.80% | |
| 16 | V | Visa Inc-class A Shares | 株式-金融 | 1.14% | -0.12% | +12.75% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.14% | +0.33% | +2.93% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 1.10% | — | +8.66% | |
| 19 | NEE | Nextera Energy INC | 株式-公益事業 | 1.08% | +0.11% | -8.04% | |
| 20 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.08% | — | -4.24% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.08% | -0.36% | +10.78% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.07% | — | +5.29% | |
| 23 | PYPL | Paypal Holdings INC | 株式-金融 | 1.06% | — | +7.58% | |
| 24 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 1.05% | -0.06% | -19.94% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.04% | — | -12.10% | |
| 26 | D | Dominion Energy INC | 株式-公益事業 | 1.02% | — | +0.91% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 1.00% | — | +1.66% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.99% | — | +12.33% | |
| 29 | IBM | Intl Business Machines CORP | 株式-IT | 0.95% | -0.09% | +2.14% | |
| 30 | LIN | Linde plc | 株式-素材 | 0.94% | — | +5.88% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 0.91% | — | +1.63% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.88% | — | +10.80% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.88% | -0.22% | +5.00% | |
| 34 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.88% | -0.08% | +9.53% | |
| 35 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.85% | — | +2.59% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.85% | -0.15% | +4.26% | |
| 37 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.83% | -0.02% | -20.05% | |
| 38 | WMT | Walmart INC | 株式-生活必需品 | 0.83% | — | -1.81% | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.77% | — | +7.23% | |
| 40 | FNB | Fnb CORP | 株式-金融 | 0.75% | — | +2.87% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.72% | — | -17.73% | |
| 42 | MDT | Medtronic plc | 株式-ヘルスケア | 0.71% | — | +19.35% | |
| 43 | SYY | Sysco CORP | 株式-生活必需品 | 0.69% | — | +6.40% | |
| 44 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.68% | — | +6.62% | |
| 45 | INTC | Intel CORP | 株式-IT | 0.66% | — | -3.72% | |
| 46 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.65% | — | +3.50% | |
| 47 | GIS | General Mills INC | 株式-生活必需品 | 0.65% | — | -1.95% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.64% | — | -8.75% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | -27.11% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.59% | — | +2.31% |
| # | 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 | +1.4% | +32.38% | 増加 |
| 2 | AAPL | Apple INC | +0.6% | -1.17% | 減少 |
| 3 | AMZN | Amazon.com INC | +0.6% | +5.65% | 増加 |
| 4 | PYPL | Paypal Holdings INC | +0.4% | +7.58% | 増加 |
| 5 | MSFT | Microsoft CORP | +0.4% | +1.70% | 増加 |
| 6 | HD | Home Depot INC | +0.3% | +4.78% | 増加 |
| 7 | NVDA | Nvidia CORP | +0.2% | +5.00% | 増加 |
| 8 | META | Meta Platforms Inc-class A | +0.2% | +9.53% | 増加 |
| 9 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.2% | +0.41% | 増加 |
| 10 | V | Visa Inc-class A Shares | +0.1% | +12.75% | 増加 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | +10.78% | 増加 |
| 12 | GS | Goldman Sachs Group INC | +0.1% | +25.59% | 増加 |
| 13 | UPS | United Parcel Service-cl B | +0.1% | +42.51% | 増加 |
| 14 | APTV | Aptiv PLC | +0.1% | +19.86% | 増加 |
| 15 | EA | Electronic Arts INC | +0.1% | +9.42% | 増加 |
| 16 | DFSEUR | Discover Financial Services | +0.1% | +21.36% | 増加 |
| 17 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.1% | +288.24% | 増加 |
| 18 | CSCO | Cisco Systems INC | +0.1% | +8.66% | 増加 |
| 19 | LIN | Linde plc | +0.1% | +5.88% | 増加 |
| 20 | WAB | Wabtec CORP | +0.1% | +23.45% | 増加 |
| 21 | ABBV | Abbvie INC | +0.1% | -1.23% | 減少 |
| 22 | CVX | Chevron CORP | +0.1% | +2.93% | 増加 |
| 23 | VLO | Valero Energy CORP | +0.1% | +7.13% | 増加 |
| 24 | ABT | Abbott Laboratories | +0.1% | +10.80% | 増加 |
| 25 | CRM | Salesforce INC | +0.1% | +6.68% | 増加 |
| 26 | UNH | Unitedhealth Group INC | +0.1% | +5.29% | 増加 |
| 27 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +3.50% | 増加 |
| 28 | STZ | Constellation Brands Inc-a | +0.1% | +7.48% | 増加 |
| 29 | TROW | T Rowe Price Group INC | +0.1% | +11.81% | 増加 |
| 30 | SYY | Sysco CORP | +0.1% | +6.40% | 増加 |
| 31 | DIS | Walt Disney Co/the | 0% | +6.62% | 増加 |
| 32 | MDT | Medtronic plc | 0% | +19.35% | 増加 |
| 33 | ORCL | Oracle CORP | 0% | +4.26% | 増加 |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | — | +12.33% | 増加 |
| 35 | AMGN | Amgen INC | — | +1.63% | 増加 |
| 36 | MCD | Mcdonald's CORP | 0% | +2.59% | 増加 |
| 37 | D | Dominion Energy INC | 0% | +0.91% | 増加 |
| 38 | PEP | Pepsico INC | -0.1% | +1.66% | 増加 |
| 39 | DLR | Digital Realty Trust INC | -0.1% | +9.80% | 増加 |
| 40 | HON | Honeywell International INC | -0.1% | +2.79% | 増加 |
| 41 | JNJ | Johnson & Johnson | -0.1% | +3.51% | 増加 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -6.23% | 減少 |
| 43 | JPM | Jpmorgan Chase & Co | -0.2% | +2.91% | 増加 |
| 44 | VZ | Verizon Communications INC | -0.2% | +4.24% | 増加 |
| 45 | NEE | Nextera Energy INC | -0.3% | -8.04% | 減少 |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.3% | -19.94% | 減少 |
| 47 | JD | Jd.com Inc-adr | — | EXIT | 全売却 |
| 48 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 49 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 50 | RTN1USD | Raytheon Company | — | EXIT | 全売却 |