CIK: 0001430681
申告総資産額
$3.1億
| # | 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 | 10.98% | +11.02% | NEW | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 9.72% | +7.09% | NEW | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.77% | +5.68% | NEW | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 4.25% | +5.10% | NEW | |
| 5 | NVDA | Nvidia CORP | 株式-IT | 4.19% | +3.73% | NEW | |
| 6 | WMT | Walmart INC | 株式-生活必需品 | 4.05% | +4.82% | NEW | |
| 7 | ORCL | Oracle CORP | 株式-IT | 3.64% | +1.67% | NEW | |
| 8 | WM | Waste Management INC | 株式-資本財 | 3.25% | +3.45% | NEW | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.92% | +2.83% | NEW | |
| 10 | IBM | Intl Business Machines CORP | 株式-IT | 2.46% | +2.15% | NEW | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 2.45% | +2.33% | NEW | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 2.33% | +2.12% | NEW | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.16% | +2.90% | NEW | |
| 14 | CAT | Caterpillar INC | 株式-資本財 | 1.93% | +2.74% | NEW | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.75% | +2.03% | NEW | |
| 16 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公債 | 1.66% | +1.99% | NEW | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.64% | +1.65% | NEW | |
| 18 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.61% | +1.89% | NEW | |
| 19 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.57% | +1.89% | NEW | |
| 20 | PM | Philip Morris International | 株式-生活必需品 | 1.54% | +1.60% | NEW | |
| 21 | UNP | Union Pacific CORP | 株式-資本財 | 1.46% | +1.52% | NEW | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.45% | +1.44% | NEW | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.28% | +1.38% | NEW | |
| 24 | BP | Bp Plc-spons Adr | 株式-エネルギー | 1.22% | +1.71% | NEW | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 1.18% | +1.29% | NEW | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.15% | — | -0.93% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.11% | — | -2.05% | |
| 28 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 0.92% | — | +7.14% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.91% | — | +1070.64% | |
| 30 | MO | Altria Group INC | 株式-生活必需品 | 0.91% | — | +0.30% | |
| 31 | SO | Southern Co/the | 株式-公益事業 | 0.87% | — | -2.96% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.85% | — | -1.31% | |
| 33 | DE | Deere & Co | 株式-資本財 | 0.73% | — | +290.22% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.69% | — | -0.51% | |
| 35 | ACN | Accenture plc | 株式-IT | 0.67% | — | -9.97% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.67% | — | +4.64% | |
| 37 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.67% | — | -1.71% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.65% | — | +0.14% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.64% | — | -0.46% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.64% | — | +1.80% | |
| 41 | C | Citigroup INC | 株式-金融 | 0.62% | — | +0.13% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.61% | — | -0.21% | |
| 43 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.52% | — | -0.45% | |
| 44 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.49% | — | -41.84% | |
| 45 | USB | US Bancorp | 株式-金融 | 0.47% | — | +9.31% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.43% | — | -1.08% | |
| 47 | DUK | Duke Energy CORP | 株式-公益事業 | 0.41% | — | +0.13% | |
| 48 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.41% | — | -1.46% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.32% | — | +1.11% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 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 | MSFT | Microsoft CORP | +1.5% | -1.06% | 減少 |
| 2 | ORCL | Oracle CORP | +1.4% | -5.72% | 減少 |
| 3 | NVDA | Nvidia CORP | +1.3% | -4.45% | 減少 |
| 4 | GOOGL | Alphabet Inc-cl A | +1.2% | +0.71% | 増加 |
| 5 | VCIT | Vanguard Int-term Corporate | +0.8% | +1070.64% | 増加 |
| 6 | DE | Deere & Co | +0.5% | +290.22% | 増加 |
| 7 | JPM | Jpmorgan Chase & Co | +0.4% | +0.63% | 増加 |
| 8 | CAT | Caterpillar INC | +0.4% | -0.89% | 増加 |
| 9 | QQQ | Invesco Qqq Trust Series 1 | +0.3% | -0.93% | 増加 |
| 10 | C | Citigroup INC | +0.2% | +0.13% | 増加 |
| 11 | BAC | Bank Of America CORP | +0.2% | +1.11% | 増加 |
| 12 | AMZN | Amazon.com INC | +0.1% | +0.41% | 増加 |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +5.24% | 増加 |
| 14 | TSLA | Tesla INC | +0.1% | — | 増加 |
| 15 | META | Meta Platforms Inc-class A | +0.1% | — | 増加 |
| 16 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +15.06% | 増加 |
| 17 | BA | Boeing Co/the | +0.1% | — | 増加 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | — | 増加 |
| 19 | DIS | Walt Disney Co/the | +0.1% | -1.08% | 増加 |
| 20 | USB | US Bancorp | +0.1% | +9.31% | 増加 |
| 21 | WMT | Walmart INC | 0% | -0.04% | 減少 |
| 22 | T | At&t INC | 0% | +1.80% | 増加 |
| 23 | IBM | Intl Business Machines CORP | — | +0.03% | 増加 |
| 24 | VYM | Vanguard High Dvd Yield ETF | — | +7.14% | 増加 |
| 25 | MO | Altria Group INC | 0% | +0.30% | 増加 |
| 26 | AAPL | Apple INC | 0% | -0.58% | 増加 |
| 27 | VZ | Verizon Communications INC | -0.1% | +8.63% | 増加 |
| 28 | NVS | Novartis Ag-sponsored Adr | -0.1% | -0.06% | 減少 |
| 29 | JNJ | Johnson & Johnson | -0.1% | -0.37% | 増加 |
| 30 | ABBV | Abbvie INC | -0.1% | -0.44% | 増加 |
| 31 | KVUE | Kenvue INC | -0.2% | -27.68% | 減少 |
| 32 | TGT | Target CORP | -0.3% | -55.82% | 減少 |
| 33 | KO | Coca-cola Co/the | -0.4% | -0.25% | 増加 |
| 34 | ACN | Accenture plc | -0.4% | -9.97% | 減少 |
| 35 | TMO | Thermo Fisher Scientific INC | -0.4% | -5.41% | 減少 |
| 36 | WM | Waste Management INC | -0.7% | +0.68% | 増加 |
| 37 | NVO | Novo-nordisk A/s-spons Adr | -0.8% | -41.84% | 減少 |
| 38 | VGSH | Vanguard Short-term Treasury | -1.1% | -91.63% | 減少 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -1.4% | -0.24% | 増加 |
| 40 | RTX | Rtx CORP | — | NEW | 新規購入 |
| 41 | ✓ | Raytheon Technologies CORP | — | EXIT | 全売却 |
| 42 | ZTS | Zoetis INC | — | EXIT | 全売却 |
| 43 | ✓ | Amarin Corp PLC | — | EXIT | 全売却 |
| 44 | AMRN | Amarin CORP PLC -adr | — | NEW | 新規購入 |
| 45 | CVS | Cvs Health CORP | — | EXIT | 全売却 |
| 46 | CRMD | Cormedix INC | — | NEW | 新規購入 |
| 47 | BX | Blackstone INC | — | NEW | 新規購入 |
| 48 | MUB | Ishares National Muni Bond E | — | NEW | 新規購入 |
| 49 | MCK | Mckesson CORP | — | EXIT | 全売却 |
| 50 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | 新規購入 |