CIK: 0001356407
申告総資産額
$3.7億
上位200銘柄を表示中（全483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 | NVDA | Nvidia CORP | 株式-IT | 8.68% | +0.17% | -4.81% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 8.62% | +0.14% | -4.54% | |
| 3 | AAPL | Apple INC | 株式-IT | 5.26% | -0.07% | -3.82% | |
| 4 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 3.35% | +0.75% | +7.71% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.20% | +0.08% | +1.09% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.99% | +0.52% | -8.06% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 2.81% | +0.04% | — | |
| 8 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.43% | +0.06% | -3.26% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.41% | +0.01% | +7.17% | |
| 10 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.39% | -0.45% | -1.01% | |
| 11 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.89% | -0.48% | +11.26% | |
| 12 | ORCL | Oracle CORP | 株式-IT | 1.67% | -0.26% | +16.67% | |
| 13 | FISV | Fiserv INC | 株式-その他 | 1.62% | — | -1.41% | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.55% | -0.24% | -11.39% | |
| 15 | BALL | Ball CORP | 株式-一般消費財 | 1.43% | -0.09% | — | |
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.39% | +0.03% | — | |
| 17 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.14% | — | +1.05% | |
| 18 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.94% | -0.24% | -2.23% | |
| 19 | SRCE | 1st Source CORP | 株式-その他 | 0.91% | +0.07% | -1.18% | |
| 20 | CAT | Caterpillar INC | 株式-資本財 | 0.90% | +0.77% | +11.03% | |
| 21 | NAD | Nuveen Quality Municipal INC | 株式-その他 | 0.89% | — | — | |
| 22 | XNEAX | Nuveen Amt-fr Qlty Muni INC | 株式-その他 | 0.82% | — | — | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | -0.01% | -11.01% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.77% | — | -0.09% | |
| 25 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.69% | +0.04% | — | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.68% | -0.01% | -0.45% | |
| 27 | BLK | Blackrock INC | 株式-金融 | 0.68% | — | — | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | — | -11.58% | |
| 29 | IWC | Ishares Micro-cap ETF | ETF-その他 | 0.65% | +0.08% | — | |
| 30 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | — | -0.65% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.65% | +0.01% | -8.14% | |
| 32 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.62% | +0.14% | — | |
| 33 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.61% | +0.01% | -1.45% | |
| 34 | VGM | Invesco Trust For Investmen | 株式-その他 | 0.60% | — | +1.85% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.57% | — | +22.37% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.57% | -0.45% | -2.19% | |
| 37 | AFB | Allianceberstein Ntl Muni | 株式-その他 | 0.56% | — | — | |
| 38 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.56% | +0.02% | -1.76% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.54% | +0.07% | +0.45% | |
| 40 | ONB | Old National Bancorp | 株式-金融 | 0.53% | +0.02% | — | |
| 41 | EIM | Eaton Vance Municipal Bond | 株式-その他 | 0.52% | — | — | |
| 42 | ETN | Eaton Corporation plc | 株式-資本財 | 0.51% | +0.01% | — | |
| 43 | PANW | Palo Alto Networks INC | 株式-IT | 0.49% | — | +981.99% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | -0.79% | |
| 45 | VONE | Vanguard Russell 1000 | ETF-その他 | 0.49% | — | — | |
| 46 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.48% | +0.05% | -5.74% | |
| 47 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.47% | — | -1.35% | |
| 48 | SYK | Stryker CORP | 株式-ヘルスケア | 0.47% | — | -2.30% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.46% | -0.10% | +28.23% | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.44% | -0.39% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BLK | Blackrock INC | +0.7% | NEW | 新規購入 |
| 2 | AMZN | Amazon.com INC | +0.5% | +1.09% | 増加 |
| 3 | JPM | Jpmorgan Chase & Co | +0.4% | +7.17% | 増加 |
| 4 | NVDA | Nvidia CORP | +0.4% | -4.81% | 減少 |
| 5 | PANW | Palo Alto Networks INC | +0.4% | +981.99% | 増加 |
| 6 | META | Meta Platforms Inc-class A | +0.2% | +11.26% | 増加 |
| 7 | TSLA | Tesla INC | +0.2% | +37.48% | 増加 |
| 8 | ORCL | Oracle CORP | +0.2% | +16.67% | 増加 |
| 9 | FISV | Fiserv INC | +0.2% | -1.41% | 減少 |
| 10 | AVGO | Broadcom INC | +0.2% | +171.37% | 増加 |
| 11 | AAPL | Apple INC | +0.2% | -3.82% | 減少 |
| 12 | WMT | Walmart INC | +0.2% | +22.37% | 増加 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.1% | -8.06% | 減少 |
| 14 | GLDM | Spdr Gold Minishares Trust | +0.1% | +375.00% | 増加 |
| 15 | VDE | Vanguard Energy ETF | +0.1% | NEW | 新規購入 |
| 16 | MA | Mastercard INC - A | +0.1% | +28.23% | 増加 |
| 17 | SLV | Ishares Silver Trust | +0.1% | +1940.30% | 増加 |
| 18 | CMG | Chipotle Mexican Grill INC | +0.1% | +176.73% | 増加 |
| 19 | IWF | Ishares Russell 1000 Growth | +0.1% | -3.26% | 減少 |
| 20 | ONB | Old National Bancorp | +0.1% | — | 変化なし |
| 21 | IWB | Ishares Russell 1000 ETF | +0.1% | — | 変化なし |
| 22 | COST | Costco Wholesale CORP | +0.1% | -1.01% | 減少 |
| 23 | JNJ | Johnson & Johnson | +0.1% | +2055.56% | 増加 |
| 24 | ILF | Ishares Latin America 40 ETF | -0.1% | — | 変化なし |
| 25 | MQY | Blackrock Muniyield Quality | -0.1% | +1.44% | 増加 |
| 26 | XNEAX | Nuveen Amt-fr Qlty Muni INC | -0.1% | — | 変化なし |
| 27 | WTTR | Select Water Solutions INC | -0.1% | -48.41% | 減少 |
| 28 | AFB | Allianceberstein Ntl Muni | -0.1% | — | 変化なし |
| 29 | EFA | Ishares Msci Eafe ETF | -0.1% | -1.35% | 減少 |
| 30 | NAD | Nuveen Quality Municipal INC | -0.1% | — | 変化なし |
| 31 | CEG | Constellation Energy | -0.1% | -90.84% | 減少 |
| 32 | EWZS | Ishares Msci Brazil Small-ca | -0.1% | — | 変化なし |
| 33 | XOM | Exxon Mobil CORP | -0.1% | -2.19% | 減少 |
| 34 | EWZ | Ishares Msci Brazil ETF | -0.1% | — | 変化なし |
| 35 | PEP | Pepsico INC | -0.1% | -3.79% | 減少 |
| 36 | JNJ | Johnson & Johnson | -0.1% | -0.65% | 減少 |
| 37 | ✓ | -0.1% | EXIT | 全売却 | |
| 38 | ABBV | Abbvie INC | -0.1% | -0.45% | 減少 |
| 39 | HBNC | Horizon Bancorp Inc/in | -0.1% | -27.40% | 減少 |
| 40 | PG | Procter & Gamble Co/the | -0.1% | -11.58% | 減少 |
| 41 | FCX | Freeport-mcmoran INC | -0.1% | -32.27% | 減少 |
| 42 | LOW | Lowe's Cos INC | -0.1% | -2.23% | 減少 |
| 43 | GD | General Dynamics CORP | -0.1% | -15.80% | 減少 |
| 44 | AMD | Advanced Micro Devices | -0.2% | -74.32% | 減少 |
| 45 | LLY | Eli Lilly & Co | -0.2% | +7.71% | 増加 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -4.54% | 減少 |
| 47 | MSFT | Microsoft CORP | -0.2% | -11.39% | 減少 |
| 48 | BALL | Ball CORP | -0.3% | — | 変化なし |
| 49 | AMAT | Applied Materials INC | -0.4% | -70.04% | 減少 |
| 50 | BLKCHF | Blackrock INC | -0.7% | EXIT | 全売却 |