CIK: 0000769963
申告総資産額
$15.3億
上位200銘柄を表示中（全804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 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 3.07% | — | +57.29% | |
| 2 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 3.01% | — | +43.98% | |
| 3 | VFC | Vf CORP | 株式-一般消費財 | 2.88% | — | +463.40% | |
| 4 | NUS | Nu Skin Enterprises INC - A | 株式-その他 | 2.80% | — | +61.33% | |
| 5 | CVX | Chevron CORP | 株式-エネルギー | 2.59% | +0.17% | +43.74% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.58% | -0.26% | +57.86% | |
| 7 | DOV | Dover CORP | 株式-資本財 | 2.44% | — | +40.61% | |
| 8 | COP | Conocophillips | 株式-エネルギー | 2.41% | — | +42.63% | |
| 9 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 2.36% | — | +55.84% | |
| 10 | MCO | Moody's CORP | 株式-金融 | 2.33% | — | +63.74% | |
| 11 | UTXZ | United Tech CORP | 株式-その他 | 2.22% | — | +41.91% | |
| 12 | PM | Philip Morris International | 株式-生活必需品 | 1.96% | — | +37.15% | |
| 13 | VIAB | Viacom Inc-class B | 株式-その他 | 1.88% | — | +62.74% | |
| 14 | REFI | Chicago Atlantic Real Estate Finance, Inc. | 株式-その他 | 1.85% | — | +1245.85% | |
| 15 | BBBYEUR | 20230930-dk-butterfly-1 INC | 株式-その他 | 1.82% | — | +68.43% | |
| 16 | HAL | Halliburton Co | 株式-エネルギー | 1.66% | — | +77.74% | |
| 17 | DFSEUR | Discover Financial Services | 株式-その他 | 1.64% | — | +89.55% | |
| 18 | GE | GE Aerospace | 株式-資本財 | 1.61% | — | +64.00% | |
| 19 | BEN | Franklin Resources INC | 株式-金融 | 1.58% | — | +71.90% | |
| 20 | ORCL | Oracle CORP | 株式-IT | 1.54% | — | +67.48% | |
| 21 | DBJP | Xtrackers Msci Japan Hedged | ETF-その他 | 1.52% | — | — | |
| 22 | MU | Micron Technology INC | 株式-IT | 1.48% | — | — | |
| 23 | CHKP | Check Point Software Technologies Ltd. | 株式-IT | 1.46% | — | +84.14% | |
| 24 | EG | Everest Group, Ltd. | 株式-金融 | 1.41% | — | +65.26% | |
| 25 | MMM | 3m Co | 株式-資本財 | 1.36% | — | +36.99% | |
| 26 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.36% | — | +18.54% | |
| 27 | EWG | Ishares Msci Germany ETF | ETF-その他 | 1.33% | — | +165920.00% | |
| 28 | AFL | Aflac INC | 株式-金融 | 1.31% | — | +58.09% | |
| 29 | C | Citigroup INC | 株式-金融 | 1.28% | — | +61.09% | |
| 30 | AXP | American Express Company | 株式-金融 | 1.27% | — | +70.36% | |
| 31 | NTES | Netease Inc-adr | 株式-通信サービス | 1.20% | — | +66.98% | |
| 32 | WYNEUR | Wyndham Destinations INC | 株式-その他 | 1.18% | — | +61.60% | |
| 33 | ✓ | 株式-その他 | 1.15% | — | +69.37% | ||
| 34 | ✓ | 株式-その他 | 1.14% | — | +64.03% | ||
| 35 | MO | Altria Group INC | 株式-生活必需品 | 1.09% | — | +12.42% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.99% | -0.22% | +23.30% | |
| 37 | GVI | Ishares Intermediate Governm | ETF-その他 | 0.90% | +0.10% | +16.65% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.89% | +0.75% | +36.03% | |
| 39 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.82% | +0.42% | +8.43% | |
| 40 | ETN | Eaton Corporation plc | 株式-資本財 | 0.82% | — | +21160.00% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.81% | -0.49% | -52.25% | |
| 42 | EMR | Emerson Electric Co | 株式-資本財 | 0.81% | — | +7.16% | |
| 43 | RTN1USD | Raytheon Company | 株式-その他 | 0.78% | — | +8.20% | |
| 44 | ✓ | 株式-その他 | 0.76% | — | +9.09% | ||
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.76% | — | +16.68% | |
| 46 | PFE | Pfizer INC | 株式-ヘルスケア | 0.71% | — | +15.17% | |
| 47 | CM | Can Imperial Bk Of Commerce | 株式-金融 | 0.70% | — | +15.93% | |
| 48 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.70% | — | +85563.64% | |
| 49 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.69% | — | -1.61% | |
| 50 | CSX | Csx CORP | 株式-資本財 | 0.68% | — | +6.34% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | REFI | Chicago Atlantic Real Estate Finance, Inc. | +1.7% | +1245.85% | 増加 |
| 2 | EWG | Ishares Msci Germany ETF | +1.3% | +165920.00% | 増加 |
| 3 | NUS | Nu Skin Enterprises INC - A | +1% | +61.33% | 増加 |
| 4 | ETN | Eaton Corporation plc | +0.8% | +21160.00% | 増加 |
| 5 | VGK | Vanguard Ftse Europe ETF | +0.7% | +85563.64% | 増加 |
| 6 | GILD | Gilead Sciences INC | +0.7% | +57.29% | 増加 |
| 7 | AAPL | Apple INC | +0.5% | +57.86% | 増加 |
| 8 | VFC | Vf CORP | +0.5% | +463.40% | 増加 |
| 9 | DFSEUR | Discover Financial Services | +0.5% | +89.55% | 増加 |
| 10 | MCO | Moody's CORP | +0.5% | +63.74% | 増加 |
| 11 | CHKP | Check Point Software Technologies Ltd. | +0.5% | +84.14% | 増加 |
| 12 | BEN | Franklin Resources INC | +0.4% | +71.90% | 増加 |
| 13 | GE | GE Aerospace | +0.4% | +64.00% | 増加 |
| 14 | HAL | Halliburton Co | +0.4% | +77.74% | 増加 |
| 15 | ORCL | Oracle CORP | +0.4% | +67.48% | 増加 |
| 16 | AXP | American Express Company | +0.3% | +70.36% | 増加 |
| 17 | BBBYEUR | 20230930-dk-butterfly-1 INC | +0.3% | +68.43% | 増加 |
| 18 | WYNEUR | Wyndham Destinations INC | +0.3% | +61.60% | 増加 |
| 19 | VIAB | Viacom Inc-class B | +0.3% | +62.74% | 増加 |
| 20 | EG | Everest Group, Ltd. | +0.3% | +65.26% | 増加 |
| 21 | NTES | Netease Inc-adr | +0.3% | +66.98% | 増加 |
| 22 | DEO | Diageo Plc-sponsored Adr | +0.2% | +55.84% | 増加 |
| 23 | LYB | LyondellBasell Industries N.V. | +0.2% | +43.98% | 増加 |
| 24 | ✓ | +0.2% | +64.03% | 増加 | |
| 25 | C | Citigroup INC | +0.2% | +61.09% | 増加 |
| 26 | AFL | Aflac INC | +0.2% | +58.09% | 増加 |
| 27 | AEP | American Electric Power Company, Inc. | +0.1% | +57.77% | 増加 |
| 28 | DAR | Darling Ingredients INC | +0.1% | +168.14% | 増加 |
| 29 | ✓ | +0.1% | +69.37% | 増加 | |
| 30 | XLI | Ss Industrial Select Sector | +0.1% | +118.55% | 増加 |
| 31 | MMM | 3m Co | +0.1% | +36.99% | 増加 |
| 32 | DOV | Dover CORP | +0.1% | +40.61% | 増加 |
| 33 | XOM | Exxon Mobil CORP | +0.1% | +36.03% | 増加 |
| 34 | CVX | Chevron CORP | 0% | +43.74% | 増加 |
| 35 | UTXZ | United Tech CORP | 0% | +41.91% | 増加 |
| 36 | COP | Conocophillips | 0% | +42.63% | 増加 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | +23.30% | 増加 |
| 38 | PM | Philip Morris International | -0.1% | +37.15% | 増加 |
| 39 | MO | Altria Group INC | -0.2% | +12.42% | 増加 |
| 40 | JNJ | Johnson & Johnson | -0.2% | +18.54% | 増加 |
| 41 | ABBV | Abbvie INC | -0.4% | -98.09% | 減少 |
| 42 | UL | Unilever PLC | -0.6% | -94.69% | 減少 |
| 43 | MSFT | Microsoft CORP | -1.4% | -52.25% | 減少 |
| 44 | SWK | Stanley Black & Decker INC | -1.9% | -92.89% | 減少 |
| 45 | DBJP | Xtrackers Msci Japan Hedged | — | NEW | 新規購入 |
| 46 | MU | Micron Technology INC | — | NEW | 新規購入 |
| 47 | ASEA | Global X Ftse Southeast Asia | — | EXIT | 全売却 |
| 48 | ✓ | Jazz Pharmaceuticals plc | — | EXIT | 全売却 |
| 49 | IWO | Ishares Russell 2000 Growth | — | EXIT | 全売却 |
| 50 | BRK-B | Berkshire Hathaway Inc. | — | EXIT | 全売却 |