CIK: 0001014736
申告総資産額
$1802.8万
上位200銘柄を表示中（全565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 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 6.53% | — | -59.22% | |
| 2 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 6.52% | — | -4.40% | |
| 3 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 6.52% | — | -4.48% | |
| 4 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 6.50% | — | -4.22% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.02% | — | -3.61% | |
| 6 | AAPL | Apple INC | 株式-IT | 3.95% | — | -0.23% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.16% | — | +0.11% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.95% | — | +0.04% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.61% | — | — | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.53% | — | -0.41% | |
| 11 | V | Visa Inc-class A Shares | 株式-金融 | 1.39% | — | — | |
| 12 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.21% | — | -0.27% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 0.97% | — | -0.20% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.83% | — | — | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.78% | — | -0.50% | |
| 16 | MA | Mastercard INC - A | 株式-金融 | 0.78% | — | -1.86% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.74% | — | — | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | — | |
| 19 | ORCL | Oracle CORP | 株式-IT | 0.63% | — | — | |
| 20 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.62% | — | — | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.62% | — | -0.43% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 0.60% | — | -4.50% | |
| 23 | VRSN | Verisign INC | 株式-IT | 0.59% | — | -4.64% | |
| 24 | UNP | Union Pacific CORP | 株式-資本財 | 0.58% | — | +1.51% | |
| 25 | GL | Globe Life INC | 株式-金融 | 0.57% | — | — | |
| 26 | DFSEUR | Discover Financial Services | 株式-その他 | 0.56% | — | — | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.55% | — | -0.61% | |
| 28 | SNPS | Synopsys INC | 株式-IT | 0.51% | — | — | |
| 29 | RHI | Robert Half INC | 株式-資本財 | 0.51% | — | — | |
| 30 | GLW | Corning INC | 株式-IT | 0.51% | — | +10.14% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.50% | — | — | |
| 32 | IDA | Idacorp INC | 株式-公益事業 | 0.47% | — | -23.24% | |
| 33 | ADBE | Adobe INC | 株式-IT | 0.46% | — | — | |
| 34 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.44% | — | -2.93% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.44% | — | -7.34% | |
| 36 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.43% | — | +0.08% | |
| 37 | AGCO | Agco CORP | 株式-資本財 | 0.43% | — | — | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.43% | — | -5.00% | |
| 39 | ELS | Equity Lifestyle Properties | 株式-不動産 | 0.42% | — | -0.55% | |
| 40 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.42% | — | +1130.35% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.41% | — | — | |
| 42 | CHE | Chemed CORP | 株式-ヘルスケア | 0.40% | — | — | |
| 43 | HP5A | Equity Commonwealth | 株式-その他 | 0.39% | — | -35.95% | |
| 44 | CSX | Csx CORP | 株式-資本財 | 0.38% | — | — | |
| 45 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.37% | — | — | |
| 46 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.37% | — | +4.24% | |
| 47 | BNY | Bank Of New York Mellon CORP | 株式-金融 | 0.37% | — | — | |
| 48 | BPYPN | Brookfield Property Partners L.P. | 株式-その他 | 0.37% | — | — | |
| 49 | SPB | Spectrum Brands Holdings INC | 株式-その他 | 0.36% | — | — | |
| 50 | LSTR | Landstar System INC | 株式-資本財 | 0.36% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPTM | Ss Spdr P S&p 1500 Comp ETF | +0.5% | -4.22% | 減少 |
| 2 | ITOT | Ishares Core S&p Total U.s. | +0.5% | -4.40% | 減少 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.5% | -4.48% | 減少 |
| 4 | ORLY | O'reilly Automotive INC | +0.4% | +1130.35% | 増加 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | — | 変化なし |
| 6 | MSFT | Microsoft CORP | +0.3% | -3.61% | 減少 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.41% | 減少 |
| 8 | META | Meta Platforms Inc-class A | +0.3% | +0.04% | 増加 |
| 9 | DIS | Walt Disney Co/the | +0.2% | +743.85% | 増加 |
| 10 | DTE | Dte Energy Company | +0.2% | +2783.37% | 増加 |
| 11 | ADP | Automatic Data Processing | +0.2% | +170.76% | 増加 |
| 12 | GLW | Corning INC | +0.2% | +10.14% | 増加 |
| 13 | INTU | Intuit INC | +0.1% | +61.10% | 増加 |
| 14 | AGCO | Agco CORP | +0.1% | — | 変化なし |
| 15 | INTC | Intel CORP | +0.1% | — | 変化なし |
| 16 | RHI | Robert Half INC | +0.1% | — | 変化なし |
| 17 | LOW | Lowe's Cos INC | +0.1% | -0.43% | 減少 |
| 18 | NI | Nisource INC | +0.1% | +1328.40% | 増加 |
| 19 | HD | Home Depot INC | +0.1% | — | 変化なし |
| 20 | LLY | Eli Lilly & Co | +0.1% | — | 変化なし |
| 21 | NSC | Norfolk Southern CORP | +0.1% | — | 変化なし |
| 22 | CENTA | Central Garden And Pet Co-a | +0.1% | — | 変化なし |
| 23 | ZS | Zscaler INC | +0.1% | +3885.71% | 増加 |
| 24 | LSTR | Landstar System INC | +0.1% | — | 変化なし |
| 25 | OXY | Occidental Petroleum CORP | +0.1% | +57.32% | 増加 |
| 26 | AMZN | Amazon.com INC | 0% | +0.11% | 増加 |
| 27 | VRSN | Verisign INC | 0% | -4.64% | 減少 |
| 28 | FAF | First American Financial | -0.1% | -55.15% | 減少 |
| 29 | IDA | Idacorp INC | -0.1% | -23.24% | 減少 |
| 30 | HUBB | Hubbell INC | -0.1% | -52.35% | 減少 |
| 31 | AAPL | Apple INC | -0.1% | -0.23% | 減少 |
| 32 | OGE | Oge Energy CORP | -0.1% | -63.32% | 減少 |
| 33 | AMT | American Tower CORP | -0.1% | -85.91% | 減少 |
| 34 | GEN | Gen Digital INC | -0.1% | -94.97% | 減少 |
| 35 | VRTX | Vertex Pharmaceuticals INC | -0.1% | -38.87% | 減少 |
| 36 | FLO | Flowers Foods INC | -0.2% | -68.27% | 減少 |
| 37 | HP5A | Equity Commonwealth | -0.2% | -35.95% | 減少 |
| 38 | GDDY | Godaddy INC - Class A | -0.2% | -46.64% | 減少 |
| 39 | LBRDK | Liberty Broadband-c | -0.2% | -67.91% | 減少 |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -8.5% | -59.22% | 減少 |
| 41 | APA | Apa CORP | — | NEW | 新規購入 |
| 42 | SEIC | Sei Investments Company | — | EXIT | 全売却 |
| 43 | 9990302D | Apache CORP | — | EXIT | 全売却 |
| 44 | LMT | Lockheed Martin CORP | — | EXIT | 全売却 |
| 45 | HES | Hess CORP | — | NEW | 新規購入 |
| 46 | EXEL | Exelixis INC | — | EXIT | 全売却 |
| 47 | CDW | Cdw Corp/de | — | EXIT | 全売却 |
| 48 | VNDA | Vanda Pharmaceuticals INC | — | NEW | 新規購入 |
| 49 | HE | Hawaiian Electric Inds | — | EXIT | 全売却 |
| 50 | JYNT | Joint Corp/the | — | NEW | 新規購入 |