CIK: 0001214183
申告総資産額
$3.1億
上位200銘柄を表示中(全394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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 6.91% | -0.72% | +0.48% | |
| 2 | VTV | Vanguard Value ETF | ETF-その他 | 5.50% | — | +1.78% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.13% | -0.54% | +5.64% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 3.73% | -0.59% | +1.36% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.13% | -0.34% | -2.99% | |
| 6 | DVY | Ishares Select Dividend ETF | ETF-その他 | 2.93% | +0.76% | +7.88% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.37% | -0.61% | -6.91% | |
| 8 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.27% | +0.73% | +21.34% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.26% | -0.65% | -2.17% | |
| 10 | VO | Vanguard Mid-cap ETF | ETF-その他 | 2.23% | +0.92% | +24.82% | |
| 11 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 2.07% | +0.64% | -4.85% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.78% | -0.28% | -0.90% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.72% | -0.47% | -3.39% | |
| 14 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.67% | +0.30% | +5.50% | |
| 15 | ANET | Arista Networks INC | 株式-IT | 1.65% | -0.54% | -1.32% | |
| 16 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 1.65% | +0.15% | +5.93% | |
| 17 | FBND | Fidelity Total Bond ETF | ETF-その他 | 1.59% | — | +0.64% | |
| 18 | SPGP | Invesco S&p 500 Garp ETF | ETF-大型株・グロース | 1.55% | -0.28% | -4.01% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.49% | +1.03% | +31.67% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.47% | — | — | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.37% | -0.10% | -0.24% | |
| 22 | HYGV | Flexshares High Yield Value | ETF-ハイイールド債 | 1.36% | — | +4.77% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.35% | +0.63% | +15.51% | |
| 24 | ESG | Flexshares Stoxx US Esg Sele | ETF-その他 | 1.32% | -0.39% | -4.51% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.15% | -0.14% | -0.13% | |
| 26 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.05% | -0.09% | -1.67% | |
| 27 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 1.01% | -0.15% | -0.63% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.98% | — | -0.56% | |
| 29 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.89% | — | -0.95% | |
| 30 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.89% | -0.10% | +1.09% | |
| 31 | PNC | Pnc Financial Services Group | 株式-金融 | 0.81% | — | -1.78% | |
| 32 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.76% | — | +13.23% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.74% | -0.13% | -0.29% | |
| 34 | DHR | Danaher CORP | 株式-ヘルスケア | 0.74% | -0.17% | -1.70% | |
| 35 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.73% | +0.17% | +18.82% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.69% | — | +0.56% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.69% | — | -0.79% | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.66% | — | +4.55% | |
| 39 | SO | Southern Co/the | 株式-公益事業 | 0.66% | — | +3.43% | |
| 40 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.66% | -0.15% | -0.76% | |
| 41 | BX | Blackstone INC | 株式-金融 | 0.65% | -0.26% | +5.26% | |
| 42 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.64% | -0.16% | +0.08% | |
| 43 | AMGN | Amgen INC | 株式-ヘルスケア | 0.62% | — | +2.88% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.61% | +0.23% | -0.54% | |
| 45 | CSX | Csx CORP | 株式-資本財 | 0.59% | — | -11.48% | |
| 46 | BND | Vanguard Total Bond Market | ETF-その他 | 0.58% | — | +0.35% | |
| 47 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.55% | +0.18% | +96.70% | |
| 48 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.55% | — | -6.15% | |
| 49 | MTB | M & T Bank CORP | 株式-金融 | 0.54% | — | -0.62% | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.47% | -0.22% | +111.75% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.4% | -2.17% | 減少 |
| 2 | IEFA | Ishares Core Msci Eafe ETF | +0.4% | +21.34% | 増加 |
| 3 | VO | Vanguard Mid-cap ETF | +0.4% | +24.82% | 増加 |
| 4 | IEMG | Ishares Core Msci Emerging | +0.4% | +31.67% | 増加 |
| 5 | GLD | Spdr Gold Shares | +0.3% | +96.70% | 増加 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +5.64% | 増加 |
| 7 | VB | Vanguard Small-cap ETF | +0.2% | +15.51% | 増加 |
| 8 | DVY | Ishares Select Dividend ETF | +0.2% | +7.88% | 増加 |
| 9 | BKLN | Invesco Senior Loan ETF | +0.1% | +64.36% | 増加 |
| 10 | VTV | Vanguard Value ETF | +0.1% | +1.78% | 増加 |
| 11 | ISRG | Intuitive Surgical INC | +0.1% | -0.76% | 減少 |
| 12 | VBR | Vanguard Small-cap Value ETF | +0.1% | +18.82% | 増加 |
| 13 | VOE | Vanguard Mid-cap Value ETF | +0.1% | +5.50% | 増加 |
| 14 | AMGN | Amgen INC | +0.1% | +2.88% | 増加 |
| 15 | CSCO | Cisco Systems INC | +0.1% | +4.55% | 増加 |
| 16 | TFC | Truist Financial CORP | +0.1% | +68.17% | 増加 |
| 17 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.48% | 増加 |
| 18 | DHR | Danaher CORP | +0.1% | -1.70% | 減少 |
| 19 | MCK | Mckesson CORP | +0.1% | +36.08% | 増加 |
| 20 | LLY | Eli Lilly & Co | +0.1% | -1.65% | 減少 |
| 21 | AMD | Advanced Micro Devices | +0.1% | +3.39% | 増加 |
| 22 | GOOG | Alphabet Inc-cl C | +0.1% | -1.38% | 減少 |
| 23 | CBRE | Cbre Group INC - A | +0.1% | +27.48% | 増加 |
| 24 | GEV | GE Vernova INC | +0.1% | +22.37% | 増加 |
| 25 | VUG | Vanguard Growth ETF | +0.1% | +1.36% | 増加 |
| 26 | AAPL | Apple INC | +0.1% | -2.99% | 減少 |
| 27 | WMT | Walmart INC | +0.1% | +7.87% | 増加 |
| 28 | ROP | Roper Technologies INC | -0.1% | -5.72% | 減少 |
| 29 | CMCSA | Comcast Corp-class A | -0.1% | -50.54% | 減少 |
| 30 | CRM | Salesforce INC | -0.1% | -24.78% | 減少 |
| 31 | ABBV | Abbvie INC | -0.1% | -29.40% | 減少 |
| 32 | CSX | Csx CORP | -0.1% | -11.48% | 減少 |
| 33 | COST | Costco Wholesale CORP | -0.1% | -0.79% | 減少 |
| 34 | BDX | Becton Dickinson And Co | -0.1% | -53.40% | 減少 |
| 35 | DRI | Darden Restaurants INC | -0.1% | -70.14% | 減少 |
| 36 | LOW | Lowe's Cos INC | -0.1% | -1.67% | 減少 |
| 37 | FETH | Fidelity Ethereum Fund | -0.1% | -47.33% | 減少 |
| 38 | ORCL | Oracle CORP | -0.1% | +5.70% | 増加 |
| 39 | SPGP | Invesco S&p 500 Garp ETF | -0.1% | -4.01% | 減少 |
| 40 | NVDA | Nvidia CORP | -0.1% | -3.39% | 減少 |
| 41 | STIP | Ishares 0-5 Year Tips Bond E | -0.1% | -35.68% | 減少 |
| 42 | ZTS | Zoetis INC | -0.1% | -81.68% | 減少 |
| 43 | RSP | Invesco S&p 500 Equal Weight | -0.1% | -4.85% | 減少 |
| 44 | TSLA | Tesla INC | -0.1% | -29.21% | 減少 |
| 45 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -29.37% | 減少 |
| 46 | ANET | Arista Networks INC | -0.2% | -1.32% | 減少 |
| 47 | IBIT | Ishares Bitcoin Trust ETF | -0.3% | -75.21% | 減少 |
| 48 | MSFT | Microsoft CORP | -0.4% | -6.91% | 減少 |
| 49 | ERIE | Erie Indemnity Company-cl A | -0.8% | -70.00% | 減少 |
| 50 | PMIO | Pgim Municipal INC Opp ETF | — | NEW | 新規購入 |