CIK: 0001277303
申告総資産額
$29.3億
上位200銘柄を表示中（全284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 | 7.26% | -0.14% | +8.35% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.14% | -0.33% | +291.33% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.89% | -0.68% | +1.53% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.20% | -0.09% | +2.45% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.76% | -0.21% | -0.31% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.49% | -0.24% | -3.56% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 1.93% | — | +5.02% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.92% | +0.17% | +6.82% | |
| 9 | VZ | Verizon Communications INC | 株式-通信サービス | 1.61% | — | +3.07% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.59% | -0.15% | +2.14% | |
| 11 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.38% | +0.12% | +0.30% | |
| 12 | HON | Honeywell International INC | 株式-資本財 | 1.28% | +0.12% | +3.69% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.20% | — | -2.64% | |
| 14 | V | Visa Inc-class A Shares | 株式-金融 | 1.18% | -0.12% | +8.58% | |
| 15 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.17% | — | +12.70% | |
| 16 | NEE | Nextera Energy INC | 株式-公益事業 | 1.15% | +0.11% | +0.26% | |
| 17 | DLR | Digital Realty Trust INC | 株式-不動産 | 1.13% | — | +1.93% | |
| 18 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.11% | -0.36% | +8.97% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.02% | -0.08% | +10.16% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.01% | — | +4.13% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.00% | — | -3.27% | |
| 22 | LIN | Linde plc | 株式-素材 | 0.99% | — | +1.69% | |
| 23 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.98% | — | -6.05% | |
| 24 | D | Dominion Energy INC | 株式-公益事業 | 0.98% | — | +7.94% | |
| 25 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.97% | -0.06% | -4.23% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.96% | — | +0.28% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.94% | — | +0.65% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.93% | — | +1.71% | |
| 29 | AMGN | Amgen INC | 株式-ヘルスケア | 0.93% | — | +3.13% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.93% | -0.24% | -4.42% | |
| 31 | PYPL | Paypal Holdings INC | 株式-金融 | 0.91% | — | -17.52% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.91% | — | +6.03% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.90% | -0.22% | -21.48% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.90% | -0.09% | +1.69% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.88% | — | -1.40% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.88% | -0.15% | +4.02% | |
| 37 | CVX | Chevron CORP | 株式-エネルギー | 0.84% | +0.33% | +0.02% | |
| 38 | MDT | Medtronic plc | 株式-ヘルスケア | 0.84% | — | +13.93% | |
| 39 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.77% | — | +6.26% | |
| 40 | SYY | Sysco CORP | 株式-生活必需品 | 0.74% | — | +1.76% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.73% | — | +128.64% | |
| 42 | CRM | Salesforce INC | 株式-IT | 0.70% | -0.11% | +8.20% | |
| 43 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.69% | — | -1.28% | |
| 44 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.64% | — | +0.02% | |
| 45 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.63% | — | -10.39% | |
| 46 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.62% | — | -1.76% | |
| 47 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.62% | — | +9.79% | |
| 48 | FNB | Fnb CORP | 株式-金融 | 0.62% | — | -1.14% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | -0.12% | +3.97% | |
| 50 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.61% | — | +18.05% |
| # | 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 | +0.5% | +291.33% | 増加 |
| 2 | FDX | Fedex CORP | +0.4% | +851.63% | 増加 |
| 3 | GLD | Spdr Gold Shares | +0.4% | +8.35% | 増加 |
| 4 | JPST | Jpmorgan Ultra-short Income | +0.4% | +128.64% | 増加 |
| 5 | PLD | Prologis INC | +0.4% | +1609.47% | 増加 |
| 6 | UPS | United Parcel Service-cl B | +0.2% | +18.05% | 増加 |
| 7 | APTV | Aptiv PLC | +0.2% | +65.10% | 増加 |
| 8 | CRM | Salesforce INC | +0.2% | +8.20% | 増加 |
| 9 | META | Meta Platforms Inc-class A | +0.1% | +10.16% | 増加 |
| 10 | AMZN | Amazon.com INC | +0.1% | -0.31% | 減少 |
| 11 | HD | Home Depot INC | +0.1% | +5.02% | 増加 |
| 12 | ABT | Abbott Laboratories | +0.1% | +4.13% | 増加 |
| 13 | MDT | Medtronic plc | +0.1% | +13.93% | 増加 |
| 14 | HON | Honeywell International INC | +0.1% | +3.69% | 増加 |
| 15 | UNH | Unitedhealth Group INC | +0.1% | +12.70% | 増加 |
| 16 | MCD | Mcdonald's CORP | +0.1% | +0.65% | 増加 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +3.97% | 増加 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.45% | 増加 |
| 19 | JNJ | Johnson & Johnson | +0.1% | +6.82% | 増加 |
| 20 | NEE | Nextera Energy INC | +0.1% | +0.26% | 増加 |
| 21 | TSLA | Tesla INC | +0.1% | +577.08% | 増加 |
| 22 | MNST | Monster Beverage CORP | +0.1% | +8.91% | 増加 |
| 23 | DFSEUR | Discover Financial Services | +0.1% | +10.62% | 増加 |
| 24 | TGT | Target CORP | +0.1% | +7.48% | 増加 |
| 25 | LIN | Linde plc | +0.1% | +1.69% | 増加 |
| 26 | WMT | Walmart INC | +0.1% | -1.40% | 減少 |
| 27 | SYY | Sysco CORP | +0.1% | +1.76% | 増加 |
| 28 | STZ | Constellation Brands Inc-a | +0.1% | +9.79% | 増加 |
| 29 | WM | Waste Management INC | +0.1% | +15.61% | 増加 |
| 30 | VZ | Verizon Communications INC | 0% | +3.07% | 増加 |
| 31 | V | Visa Inc-class A Shares | 0% | +8.58% | 増加 |
| 32 | GOOGL | Alphabet Inc-cl A | 0% | +8.97% | 増加 |
| 33 | ORCL | Oracle CORP | 0% | +4.02% | 増加 |
| 34 | PG | Procter & Gamble Co/the | 0% | -1.76% | 減少 |
| 35 | NVDA | Nvidia CORP | 0% | -21.48% | 減少 |
| 36 | AMGN | Amgen INC | 0% | +3.13% | 増加 |
| 37 | MRK | Merck & Co. INC. | 0% | +0.30% | 増加 |
| 38 | SPYG | Ss Spdr P S&p 500 Growth ETF | 0% | -3.56% | 減少 |
| 39 | IEMG | Ishares Core Msci Emerging | -0.1% | -81.41% | 減少 |
| 40 | WAB | Wabtec CORP | -0.1% | -22.81% | 減少 |
| 41 | FNB | Fnb CORP | -0.1% | -1.14% | 減少 |
| 42 | MSFT | Microsoft CORP | -0.1% | +1.53% | 増加 |
| 43 | INTC | Intel CORP | -0.2% | -3.45% | 減少 |
| 44 | XOM | Exxon Mobil CORP | -0.2% | -5.71% | 減少 |
| 45 | O | Realty Income CORP | -0.2% | -49.55% | 減少 |
| 46 | VLO | Valero Energy CORP | -0.2% | +0.24% | 増加 |
| 47 | CSCO | Cisco Systems INC | -0.2% | +6.03% | 増加 |
| 48 | IEFA | Ishares Core Msci Eafe ETF | -0.2% | -25.93% | 減少 |
| 49 | ABBV | Abbvie INC | -0.3% | -4.42% | 減少 |
| 50 | CVX | Chevron CORP | -0.3% | +0.02% | 増加 |