CIK: 0001277303
申告総資産額
$29.3億
上位200銘柄を表示中（全314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 | 5.72% | -0.14% | -11.83% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.24% | -0.33% | +0.73% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.72% | -0.68% | +1.98% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.29% | -0.09% | +3.88% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.64% | -0.21% | +4.19% | |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-大型株・グロース | 2.44% | -0.24% | +0.06% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.87% | -0.15% | +0.53% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.82% | +0.17% | +0.70% | |
| 9 | HD | Home Depot INC | 株式-一般消費財 | 1.72% | — | +5.31% | |
| 10 | HON | Honeywell International INC | 株式-資本財 | 1.50% | +0.12% | +2.42% | |
| 11 | VZ | Verizon Communications INC | 株式-通信サービス | 1.47% | — | +3.99% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.26% | -0.36% | +6.73% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.26% | — | -4.70% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.22% | — | +4.88% | |
| 15 | V | Visa Inc-class A Shares | 株式-金融 | 1.22% | -0.12% | +7.01% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.19% | +0.12% | -1.66% | |
| 17 | NEE | Nextera Energy INC | 株式-公益事業 | 1.08% | +0.11% | +278.97% | |
| 18 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.05% | -0.08% | +10.25% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.02% | — | +2.40% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.00% | -0.24% | -0.51% | |
| 21 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.99% | -0.06% | +1.59% | |
| 22 | PYPL | Paypal Holdings INC | 株式-金融 | 0.99% | — | +2.88% | |
| 23 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.98% | — | +3.07% | |
| 24 | LIN | Linde plc | 株式-素材 | 0.96% | — | -0.44% | |
| 25 | CSCO | Cisco Systems INC | 株式-IT | 0.94% | — | +2.37% | |
| 26 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.91% | — | +1.10% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.88% | — | -4.12% | |
| 28 | CVX | Chevron CORP | 株式-エネルギー | 0.87% | +0.33% | -0.76% | |
| 29 | MDT | Medtronic plc | 株式-ヘルスケア | 0.87% | — | +3.25% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.86% | -0.15% | +1.69% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.85% | — | +2.37% | |
| 32 | D | Dominion Energy INC | 株式-公益事業 | 0.82% | — | -1.18% | |
| 33 | NVDA | Nvidia CORP | 株式-IT | 0.80% | -0.22% | +3.64% | |
| 34 | IBM | Intl Business Machines CORP | 株式-IT | 0.79% | -0.09% | -3.49% | |
| 35 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.79% | — | -1.76% | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.79% | — | +12.21% | |
| 37 | SYY | Sysco CORP | 株式-生活必需品 | 0.78% | — | +0.25% | |
| 38 | FNB | Fnb CORP | 株式-金融 | 0.78% | — | +2.19% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.78% | — | -4.24% | |
| 40 | APTV | Aptiv PLC | 株式-一般消費財 | 0.77% | — | +16.08% | |
| 41 | WMT | Walmart INC | 株式-生活必需品 | 0.76% | — | -4.61% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.76% | — | +2.38% | |
| 43 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.74% | — | -8.33% | |
| 44 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | ETF-その他 | 0.73% | — | +5.73% | |
| 45 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 0.69% | — | +7.42% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.67% | — | -3.98% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.67% | — | +3.24% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.61% | -0.02% | +0.91% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.61% | — | -11.42% | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | -0.12% | +1.08% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +0.3% | +0.53% | 増加 |
| 2 | APTV | Aptiv PLC | +0.2% | +16.08% | 増加 |
| 3 | HON | Honeywell International INC | +0.2% | +2.42% | 増加 |
| 4 | DFSEUR | Discover Financial Services | +0.2% | +5.81% | 増加 |
| 5 | IEMG | Ishares Core Msci Emerging | +0.2% | +728.05% | 増加 |
| 6 | FNB | Fnb CORP | +0.2% | +2.19% | 増加 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +6.73% | 増加 |
| 8 | EEM | Ishares Msci Emerging Market | +0.1% | +153.74% | 増加 |
| 9 | DIS | Walt Disney Co/the | +0.1% | -8.33% | 減少 |
| 10 | AAPL | Apple INC | +0.1% | +0.73% | 増加 |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +3.88% | 増加 |
| 12 | MDYG | Ss Spdr S&p 400 Mc Gr ETF | +0.1% | +5.73% | 増加 |
| 13 | GS | Goldman Sachs Group INC | +0.1% | +1.88% | 増加 |
| 14 | PYPL | Paypal Holdings INC | +0.1% | +2.88% | 増加 |
| 15 | ABBV | Abbvie INC | +0.1% | -0.51% | 減少 |
| 16 | STZ | Constellation Brands Inc-a | +0.1% | +7.42% | 増加 |
| 17 | CB | Chubb Limited | +0.1% | +4.89% | 増加 |
| 18 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | +0.1% | +5.23% | 増加 |
| 19 | IJH | Ishares Core S&p Midcap ETF | +0.1% | -4.70% | 減少 |
| 20 | UNH | Unitedhealth Group INC | +0.1% | +4.88% | 増加 |
| 21 | RTX | Rtx CORP | +0.1% | +2.11% | 増加 |
| 22 | TROW | T Rowe Price Group INC | +0.1% | +9.63% | 増加 |
| 23 | BKNG | Booking Holdings INC | +0.1% | +3.78% | 増加 |
| 24 | WAB | Wabtec CORP | +0.1% | +9.69% | 増加 |
| 25 | MTB | M & T Bank CORP | +0.1% | +5.39% | 増加 |
| 26 | V | Visa Inc-class A Shares | 0% | +7.01% | 増加 |
| 27 | SYY | Sysco CORP | 0% | +0.25% | 増加 |
| 28 | FDX | Fedex CORP | 0% | +21.34% | 増加 |
| 29 | MNST | Monster Beverage CORP | 0% | +5.24% | 増加 |
| 30 | MDYV | Ss Spdr S&p 400 Mc Val ETF | 0% | -2.99% | 減少 |
| 31 | META | Meta Platforms Inc-class A | 0% | +10.25% | 増加 |
| 32 | CSCO | Cisco Systems INC | 0% | +2.37% | 増加 |
| 33 | CVX | Chevron CORP | 0% | -0.76% | 減少 |
| 34 | MDT | Medtronic plc | 0% | +3.25% | 増加 |
| 35 | TXN | Texas Instruments INC | 0% | +5.94% | 増加 |
| 36 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +1.59% | 増加 |
| 37 | IVV | Ishares Core S&p 500 ETF | 0% | +2.40% | 増加 |
| 38 | BMY | Bristol-myers Squibb Co | 0% | +12.21% | 増加 |
| 39 | EA | Electronic Arts INC | 0% | +7.07% | 増加 |
| 40 | IWM | Ishares Russell 2000 ETF | 0% | -11.42% | 減少 |
| 41 | IEFA | Ishares Core Msci Eafe ETF | 0% | +0.91% | 増加 |
| 42 | ORCL | Oracle CORP | 0% | +1.69% | 増加 |
| 43 | LIN | Linde plc | 0% | -0.44% | 減少 |
| 44 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.1% | +0.06% | 増加 |
| 45 | JNJ | Johnson & Johnson | -0.1% | +0.70% | 増加 |
| 46 | AMZN | Amazon.com INC | -0.1% | +4.19% | 増加 |
| 47 | MSFT | Microsoft CORP | -0.2% | +1.98% | 増加 |
| 48 | GLD | Spdr Gold Shares | -1.5% | -11.83% | 減少 |
| 49 | JD | Jd.com Inc-adr | — | NEW | 新規購入 |
| 50 | EFG | Ishares Msci Eafe Growth ETF | — | NEW | 新規購入 |