CIK: 0001330463
申告総資産額
$6.9億
上位200銘柄を表示中（全217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 | MSFT | Microsoft CORP | 株式-IT | 7.51% | -1.27% | -0.47% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.79% | -0.21% | -2.10% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.35% | +0.37% | +5.50% | |
| 4 | CSCO | Cisco Systems INC | 株式-IT | 2.01% | — | +3.48% | |
| 5 | MRK | Merck & Co., Inc. | 株式-ヘルスケア | 1.90% | — | +0.85% | |
| 6 | PEP | Pepsico INC | 株式-生活必需品 | 1.90% | +0.19% | -1.08% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.88% | -0.28% | +2.79% | |
| 8 | SYY | Sysco CORP | 株式-生活必需品 | 1.85% | — | +2.28% | |
| 9 | ACN | Accenture plc | 株式-IT | 1.79% | -0.16% | -4.31% | |
| 10 | USB | US Bancorp | 株式-金融 | 1.74% | — | +65.58% | |
| 11 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 1.69% | — | +0.99% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.69% | -0.12% | +2.45% | |
| 13 | AXP | American Express Co | 株式-金融 | 1.67% | -0.29% | -0.04% | |
| 14 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.62% | — | -0.13% | |
| 15 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.60% | -0.07% | +39.06% | |
| 16 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 1.52% | +0.26% | +27.76% | |
| 17 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.49% | — | +12.91% | |
| 18 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.48% | +0.35% | +1.44% | |
| 19 | IBM | Intl Business Machines CORP | 株式-IT | 1.43% | -0.16% | +0.59% | |
| 20 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.41% | — | +9.93% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 1.31% | -0.10% | +1.85% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.29% | -0.06% | -2.14% | |
| 23 | KLAC | Kla CORP | 株式-IT | 1.24% | -0.23% | +2.35% | |
| 24 | MDT | Medtronic plc | 株式-ヘルスケア | 1.20% | — | +24.98% | |
| 25 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 1.20% | +0.04% | -15.01% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.16% | — | -8.36% | |
| 27 | ADBE | Adobe INC | 株式-IT | 1.15% | -0.21% | +9.78% | |
| 28 | CMI | Cummins INC | 株式-資本財 | 1.15% | -0.34% | +10.03% | |
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.10% | — | +6.28% | |
| 30 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 1.10% | +0.13% | +1.65% | |
| 31 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.09% | +0.10% | +7.24% | |
| 32 | FISV | Fiserv INC | 株式-その他 | 1.07% | — | +4.09% | |
| 33 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.05% | -0.05% | -13.59% | |
| 34 | TER | Teradyne INC | 株式-IT | 1.01% | +0.12% | +5.87% | |
| 35 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.96% | -0.07% | +6.92% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.92% | -0.16% | +1.94% | |
| 37 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.89% | +0.22% | +2.44% | |
| 38 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.87% | — | -12.15% | |
| 39 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.86% | +0.11% | +3.12% | |
| 40 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.85% | — | -4.36% | |
| 41 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.85% | +0.28% | -2.86% | |
| 42 | OGE | Oge Energy CORP | 株式-公益事業 | 0.81% | +0.09% | -0.99% | |
| 43 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.79% | -0.09% | +3.81% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.74% | — | -1.51% | |
| 45 | AVGO | Broadcom INC | 株式-IT | 0.74% | -0.11% | -4.08% | |
| 46 | TSLA | Tesla INC | 株式-一般消費財 | 0.67% | -0.10% | +1.73% | |
| 47 | BRO | Brown & Brown INC | 株式-金融 | 0.66% | — | -1.71% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.62% | — | +14.54% | |
| 49 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.62% | — | -10.57% | |
| 50 | OMC | Omnicom Group | 株式-通信サービス | 0.59% | — | -1.11% |