CIK: 0001330463
申告総資産額
$6.9億
上位200銘柄を表示中（全257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 | 7.25% | -1.27% | -1.32% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.08% | -0.21% | -0.35% | |
| 3 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 2.62% | +0.04% | +21.07% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.40% | -0.28% | +1.21% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.17% | -0.12% | +1.06% | |
| 6 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 1.83% | — | +0.60% | |
| 7 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.70% | -0.07% | +0.51% | |
| 8 | AXP | American Express Co | 株式-金融 | 1.67% | -0.29% | -1.48% | |
| 9 | KLAC | Kla CORP | 株式-IT | 1.65% | -0.23% | +0.71% | |
| 10 | MRK | Merck & Co., Inc. | 株式-ヘルスケア | 1.62% | — | -0.73% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.61% | +0.37% | +0.25% | |
| 12 | ACN | Accenture plc | 株式-IT | 1.56% | -0.16% | -0.37% | |
| 13 | SYY | Sysco CORP | 株式-生活必需品 | 1.46% | — | +0.55% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 1.42% | -0.10% | +1.08% | |
| 15 | QCOM | Qualcomm INC | 株式-IT | 1.33% | -0.19% | +16.58% | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.33% | +0.19% | +0.33% | |
| 17 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.29% | -0.16% | +1.99% | |
| 18 | ADBE | Adobe INC | 株式-IT | 1.22% | -0.21% | +2.75% | |
| 19 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.22% | +0.35% | +0.74% | |
| 20 | TER | Teradyne INC | 株式-IT | 1.17% | +0.12% | +3.31% | |
| 21 | USB | US Bancorp | 株式-金融 | 1.13% | — | +0.09% | |
| 22 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.12% | +0.22% | +15.83% | |
| 23 | CMI | Cummins INC | 株式-資本財 | 1.11% | -0.34% | +1.62% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.09% | -0.05% | -1.95% | |
| 25 | FISV | Fiserv INC | 株式-その他 | 1.07% | — | +1.59% | |
| 26 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 1.05% | — | -0.50% | |
| 27 | MDT | Medtronic plc | 株式-ヘルスケア | 1.02% | — | +2.09% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 1.01% | -0.06% | -3.03% | |
| 29 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.99% | — | +1.97% | |
| 30 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.98% | -0.09% | -1.74% | |
| 31 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.93% | -0.07% | +2.37% | |
| 32 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.91% | — | +2.74% | |
| 33 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.91% | +0.13% | — | |
| 34 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.90% | +0.10% | +8.10% | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | — | -3.67% | |
| 36 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.88% | — | +2.09% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.87% | -0.11% | +2.64% | |
| 38 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.84% | — | -1.49% | |
| 39 | NVDA | Nvidia CORP | 株式-IT | 0.82% | — | +872.44% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.82% | -0.16% | -5.09% | |
| 41 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.75% | +0.26% | -51.61% | |
| 42 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.73% | — | -1.87% | |
| 43 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.73% | +0.11% | +21.98% | |
| 44 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | +0.28% | -1.15% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.66% | — | -60.50% | |
| 46 | CAH | Cardinal Health INC | 株式-ヘルスケア | 0.65% | — | -1.56% | |
| 47 | HSY | Hershey Co/the | 株式-生活必需品 | 0.65% | +0.13% | +5.82% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.65% | — | +1.33% | |
| 49 | OGE | Oge Energy CORP | 株式-公益事業 | 0.64% | +0.09% | — | |
| 50 | WDAY | Workday Inc-class A | 株式-IT | 0.62% | -0.23% | — |