CIK: 0000936698
申告総資産額
$8.3億
| # | 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 | AAPL | Apple INC | 株式-IT | 11.03% | — | -3.55% | |
| 2 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 6.28% | — | -0.01% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.46% | — | -0.24% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.03% | — | -0.06% | |
| 5 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.63% | — | +0.63% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.43% | — | -0.96% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.23% | — | -2.22% | |
| 8 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 3.03% | — | +0.40% | |
| 9 | UNP | Union Pacific CORP | 株式-資本財 | 2.93% | — | -0.38% | |
| 10 | ACN | Accenture plc | 株式-IT | 2.78% | — | -0.56% | |
| 11 | FDX | Fedex CORP | 株式-資本財 | 2.60% | — | +1.23% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.43% | — | +5.00% | |
| 13 | TEL | TE Connectivity plc | 株式-IT | 2.41% | — | +1.03% | |
| 14 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 2.38% | — | +2.00% | |
| 15 | CRM | Salesforce INC | 株式-IT | 2.15% | — | +4.05% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 2.09% | — | -1.05% | |
| 17 | BAC | Bank Of America CORP | 株式-金融 | 2.03% | — | -0.25% | |
| 18 | CAT | Caterpillar INC | 株式-資本財 | 2.03% | — | +0.68% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.01% | — | +6.02% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.95% | — | -0.31% | |
| 21 | LIN | Linde plc | 株式-素材 | 1.90% | — | +1.27% | |
| 22 | RTX | Rtx CORP | 株式-資本財 | 1.84% | — | +0.62% | |
| 23 | CVX | Chevron CORP | 株式-エネルギー | 1.80% | — | -0.60% | |
| 24 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.80% | — | +1.97% | |
| 25 | MDT | Medtronic plc | 株式-ヘルスケア | 1.67% | — | +0.78% | |
| 26 | GPN | Global Payments INC | 株式-資本財 | 1.62% | — | +10.20% | |
| 27 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 1.45% | — | -0.06% | |
| 28 | C | Citigroup INC | 株式-金融 | 1.22% | — | +0.33% | |
| 29 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.19% | — | -1.92% | |
| 30 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 1.04% | — | -13.42% | |
| 31 | DHR | Danaher CORP | 株式-ヘルスケア | 1.02% | — | -1.04% | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.99% | — | +32.17% | |
| 33 | CNK | Cinemark Holdings INC | 株式-その他 | 0.91% | — | -6.21% | |
| 34 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.88% | — | +4.13% | |
| 35 | ATVIEUR | Activision Blizzard INC | 株式-通信サービス | 0.86% | — | — | |
| 36 | APH | Amphenol Corp-cl A | 株式-IT | 0.72% | — | — | |
| 37 | VUSB | Vanguard Ultra Short Bond Et | ETF-その他 | 0.68% | — | — | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.57% | — | +1177.19% | |
| 39 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.53% | — | +0.19% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.52% | — | +126.03% | |
| 41 | AMT | American Tower CORP | 株式-不動産 | 0.50% | — | — | |
| 42 | AXP | American Express Co | 株式-金融 | 0.49% | — | -3.25% | |
| 43 | ITW | Illinois Tool Works | 株式-資本財 | 0.46% | — | -3.96% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.46% | — | -1.50% | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.43% | — | -1.04% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.42% | — | — | |
| 47 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.42% | — | -0.44% | |
| 48 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.36% | — | +1.91% | |
| 49 | QLD | Proshares Ultra Qqq | ETF-その他 | 0.35% | — | +100.00% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.32% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | QQQ | Invesco Qqq Trust Series 1 | +0.5% | +1177.19% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.24% | 減少 |
| 3 | IWM | Ishares Russell 2000 ETF | +0.3% | +126.03% | 増加 |
| 4 | IVW | Ishares S&p 500 Growth ETF | +0.3% | +32.17% | 増加 |
| 5 | GOOG | Alphabet Inc-cl C | +0.3% | -2.22% | 減少 |
| 6 | CRM | Salesforce INC | +0.2% | +4.05% | 増加 |
| 7 | TMO | Thermo Fisher Scientific INC | +0.1% | -0.01% | 減少 |
| 8 | MSFT | Microsoft CORP | +0.1% | -1.05% | 減少 |
| 9 | DHR | Danaher CORP | +0.1% | -1.04% | 減少 |
| 10 | AMZN | Amazon.com INC | +0.1% | -0.06% | 減少 |
| 11 | QLD | Proshares Ultra Qqq | 0% | +100.00% | 増加 |
| 12 | RTX | Rtx CORP | 0% | +0.62% | 増加 |
| 13 | SYK | Stryker CORP | 0% | +17.58% | 増加 |
| 14 | IJR | Ishares Core S&p Small-cap E | 0% | +6.02% | 増加 |
| 15 | UNH | Unitedhealth Group INC | 0% | +1.97% | 増加 |
| 16 | AMT | American Tower CORP | 0% | — | 変化なし |
| 17 | AXP | American Express Co | 0% | -3.25% | 減少 |
| 18 | EL | Estee Lauder Companies-cl A | — | -0.06% | 減少 |
| 19 | IVE | Ishares S&p 500 Value ETF | — | +4.13% | 増加 |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | — | — | 変化なし |
| 21 | MDT | Medtronic plc | -0.1% | +0.78% | 増加 |
| 22 | BAC | Bank Of America CORP | -0.1% | -0.25% | 減少 |
| 23 | FDX | Fedex CORP | -0.1% | +1.23% | 増加 |
| 24 | ACN | Accenture plc | -0.1% | -0.56% | 減少 |
| 25 | TEL | TE Connectivity plc | -0.1% | +1.03% | 増加 |
| 26 | LIN | Linde plc | -0.1% | +1.27% | 増加 |
| 27 | EEM | Ishares Msci Emerging Market | -0.1% | +2.00% | 増加 |
| 28 | PEP | Pepsico INC | -0.1% | -0.31% | 減少 |
| 29 | AAPL | Apple INC | -0.1% | -3.55% | 減少 |
| 30 | GPN | Global Payments INC | -0.1% | +10.20% | 増加 |
| 31 | JECUSD | Jacobs Engineering Group INC | -0.2% | +0.40% | 増加 |
| 32 | CHKP | Check Point Software Technologies Ltd. | -0.2% | -13.42% | 減少 |
| 33 | LOW | Lowe's Cos INC | -0.2% | +0.63% | 増加 |
| 34 | JPM | Jpmorgan Chase & Co | -0.3% | -0.96% | 減少 |
| 35 | CAT | Caterpillar INC | -0.3% | +0.68% | 増加 |
| 36 | VUSB | Vanguard Ultra Short Bond Et | — | NEW | 新規購入 |
| 37 | STZ | Constellation Brands Inc-a | — | EXIT | 全売却 |
| 38 | IBB | Ishares Biotechnology ETF | — | NEW | 新規購入 |
| 39 | HWM | Howmet Aerospace INC | — | NEW | 新規購入 |
| 40 | VOO | Vanguard S&p 500 ETF | — | NEW | 新規購入 |
| 41 | V | Visa Inc-class A Shares | — | NEW | 新規購入 |
| 42 | ADSK | Autodesk INC | — | NEW | 新規購入 |
| 43 | GE | General Electric | — | NEW | 新規購入 |
| 44 | AEP | American Electric Power Company, Inc. | — | EXIT | 全売却 |
| 45 | SYY | Sysco CORP | — | NEW | 新規購入 |
| 46 | MMS | Maximus INC | — | NEW | 新規購入 |
| 47 | FNWD | Finward Bancorp | — | NEW | 新規購入 |
| 48 | ✓ | Northwest Indiana Bancorp | — | EXIT | 全売却 |
| 49 | INTU | Intuit INC | — | NEW | 新規購入 |
| 50 | CVS | Cvs Health CORP | — | NEW | 新規購入 |