CIK: 0001034771
申告総資産額
$12.3億
上位200銘柄を表示中（全374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 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 7.93% | +0.04% | +2.37% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.27% | — | +1.58% | |
| 3 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 2.86% | +0.08% | -6.20% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.06% | -0.80% | +3.35% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.94% | — | -1.29% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.83% | -0.09% | +1.72% | |
| 7 | PEP | Pepsico INC | 株式-生活必需品 | 1.49% | — | -4.90% | |
| 8 | BA | Boeing Co/the | 株式-資本財 | 1.28% | — | -2.75% | |
| 9 | S9Q | Spirit Aerosystems Hold-cl A | 株式-その他 | 1.23% | — | — | |
| 10 | CVX | Chevron CORP | 株式-エネルギー | 1.18% | +0.19% | +0.60% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.11% | -0.13% | +1.33% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.08% | — | -0.97% | |
| 13 | V | Visa Inc-class A Shares | 株式-金融 | 1.05% | -0.13% | +3.23% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.98% | +0.06% | -0.74% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.94% | -0.12% | +7.67% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.89% | — | +1.27% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.86% | -0.19% | -1.92% | |
| 18 | T | At&t INC | 株式-通信サービス | 0.85% | +0.09% | -1.86% | |
| 19 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.84% | — | — | |
| 20 | BR | Broadridge Financial Solutio | 株式-IT | 0.82% | -0.09% | +0.03% | |
| 21 | BAC | Bank Of America CORP | 株式-金融 | 0.80% | — | +5.81% | |
| 22 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | -0.09% | +3.39% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.74% | +0.08% | -2.73% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.72% | — | -4.80% | |
| 25 | NEE | Nextera Energy INC | 株式-公益事業 | 0.71% | — | +0.72% | |
| 26 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.65% | — | -1.73% | |
| 27 | COP | Conocophillips | 株式-エネルギー | 0.64% | +0.12% | -0.92% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | +0.23% | -2.25% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | — | +1.58% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 0.60% | — | +0.22% | |
| 31 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.60% | — | -3.13% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 0.59% | — | +2.58% | |
| 33 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.59% | +0.07% | -0.76% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.57% | — | +2.50% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.56% | — | +7.17% | |
| 36 | ADBE | Adobe INC | 株式-IT | 0.54% | — | +0.33% | |
| 37 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.52% | — | +2.52% | |
| 38 | IEX | Idex CORP | 株式-資本財 | 0.51% | — | +3.52% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.51% | — | -1.48% | |
| 40 | C | Citigroup INC | 株式-金融 | 0.50% | — | -1.17% | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.50% | — | +6.73% | |
| 42 | EXC | Exelon CORP | 株式-公益事業 | 0.47% | — | +1.49% | |
| 43 | BBL | Bhp Group Plc-adr | 株式-その他 | 0.47% | — | -4.46% | |
| 44 | AMT | American Tower CORP | 株式-不動産 | 0.46% | — | +3.62% | |
| 45 | FIS | Fidelity National Info Serv | 株式-IT | 0.46% | — | +0.57% | |
| 46 | PRU | Prudential Financial INC | 株式-金融 | 0.46% | — | +3.25% | |
| 47 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.45% | — | +120.15% | |
| 48 | PSX | Phillips 66 | 株式-エネルギー | 0.45% | — | -2.17% | |
| 49 | HON | Honeywell International INC | 株式-資本財 | 0.43% | — | -4.39% | |
| 50 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.42% | — | +4.22% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +0.2% | +120.15% | 増加 |
| 2 | IBM | Intl Business Machines CORP | +0.2% | +195.96% | 増加 |
| 3 | META | Meta Platforms Inc-class A | +0.2% | +7.67% | 増加 |
| 4 | S9Q | Spirit Aerosystems Hold-cl A | +0.1% | — | 変化なし |
| 5 | MSFT | Microsoft CORP | +0.1% | +3.35% | 増加 |
| 6 | AMZN | Amazon.com INC | +0.1% | +1.72% | 増加 |
| 7 | NFLX | Netflix INC | +0.1% | +27.14% | 増加 |
| 8 | AAPL | Apple INC | +0.1% | -1.29% | 減少 |
| 9 | PVH | Pvh CORP | +0.1% | +37.89% | 増加 |
| 10 | V | Visa Inc-class A Shares | +0.1% | +3.23% | 増加 |
| 11 | PAYC | Paycom Software INC | +0.1% | +1.33% | 増加 |
| 12 | BOOT | Boot Barn Holdings INC | +0.1% | +17.71% | 増加 |
| 13 | CSCO | Cisco Systems INC | +0.1% | +1.58% | 増加 |
| 14 | KEYS | Keysight Technologies In | +0.1% | +13.76% | 増加 |
| 15 | AMT | American Tower CORP | +0.1% | +3.62% | 増加 |
| 16 | ETSY | Etsy INC | +0.1% | +1.77% | 増加 |
| 17 | UNP | Union Pacific CORP | 0% | +2.58% | 増加 |
| 18 | IEX | Idex CORP | 0% | +3.52% | 増加 |
| 19 | MA | Mastercard INC - A | 0% | +3.31% | 増加 |
| 20 | EW | Edwards Lifesciences CORP | 0% | +2.75% | 増加 |
| 21 | BAC | Bank Of America CORP | 0% | +5.81% | 増加 |
| 22 | GOOG | Alphabet Inc-cl C | 0% | +3.39% | 増加 |
| 23 | IVV | Ishares Core S&p 500 ETF | 0% | +7.17% | 増加 |
| 24 | PLD | Prologis INC | 0% | -0.09% | 減少 |
| 25 | ISRG | Intuitive Surgical INC | 0% | +2.84% | 増加 |
| 26 | BA | Boeing Co/the | 0% | -2.75% | 減少 |
| 27 | INTC | Intel CORP | 0% | +2.50% | 増加 |
| 28 | ADBE | Adobe INC | 0% | +0.33% | 増加 |
| 29 | SBUX | Starbucks CORP | 0% | +2.52% | 増加 |
| 30 | CMCSA | Comcast Corp-class A | 0% | -1.73% | 減少 |
| 31 | XOM | Exxon Mobil CORP | 0% | -2.25% | 減少 |
| 32 | C | Citigroup INC | 0% | -1.17% | 減少 |
| 33 | EFA | Ishares Msci Eafe ETF | 0% | +6.73% | 増加 |
| 34 | CVX | Chevron CORP | — | +0.60% | 増加 |
| 35 | GOOGL | Alphabet Inc-cl A | — | +1.27% | 増加 |
| 36 | NEE | Nextera Energy INC | 0% | +0.72% | 増加 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -1.92% | 減少 |
| 38 | IEFA | Ishares Core Msci Eafe ETF | -0.1% | +2.37% | 増加 |
| 39 | VEA | Vanguard Ftse Developed ETF | -0.1% | +1.58% | 増加 |
| 40 | PEP | Pepsico INC | -0.1% | -4.90% | 減少 |
| 41 | ABBV | Abbvie INC | -0.2% | -16.17% | 減少 |
| 42 | XXI | Twenty One Capital, Inc. | — | EXIT | 全売却 |
| 43 | PWR | Quanta Services INC | — | NEW | 新規購入 |
| 44 | STE | STERIS plc | — | NEW | 新規購入 |
| 45 | STE | STERIS plc | — | EXIT | 全売却 |
| 46 | NXPI | NXP Semiconductors N.V. | — | NEW | 新規購入 |
| 47 | DXC | Dxc Technology Co | — | NEW | 新規購入 |
| 48 | IYR | Ishares US Real Estate ETF | — | NEW | 新規購入 |
| 49 | EBS | Emergent Biosolutions INC | — | EXIT | 全売却 |
| 50 | FOX | Fox CORP - Class B | — | NEW | 新規購入 |