CIK: 0001330463
申告総資産額
$6.9億
上位200銘柄を表示中（全262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 | 6.47% | -1.27% | -5.15% | |
| 2 | FNDA | Schwab Fndmntl US Sm Co ETF | ETF-その他 | 4.70% | +0.04% | -12.26% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.62% | -0.21% | -3.55% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.66% | -0.28% | — | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.28% | -0.12% | — | |
| 6 | AXP | American Express Co | 株式-金融 | 1.87% | -0.29% | -0.97% | |
| 7 | BRK-B | Berkshire Hathaway Inc. | 株式-その他 | 1.86% | — | +1.71% | |
| 8 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.84% | -0.07% | +0.37% | |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 1.83% | +0.22% | +5.17% | |
| 10 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.79% | +0.65% | +445.44% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.75% | +0.37% | +1.66% | |
| 12 | MA | Mastercard INC - A | 株式-金融 | 1.55% | -0.10% | -48.77% | |
| 13 | SYY | Sysco CORP | 株式-生活必需品 | 1.39% | — | +0.73% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.38% | -0.05% | +0.29% | |
| 15 | KLAC | Kla CORP | 株式-IT | 1.37% | -0.23% | -21.96% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.35% | -0.09% | -1.97% | |
| 17 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.22% | +0.35% | +3.00% | |
| 18 | CMI | Cummins INC | 株式-資本財 | 1.22% | -0.34% | -18.31% | |
| 19 | AVGO | Broadcom INC | 株式-IT | 1.21% | -0.11% | -8.31% | |
| 20 | QCOM | Qualcomm INC | 株式-IT | 1.20% | -0.19% | +3.82% | |
| 21 | MDT | Medtronic plc | 株式-ヘルスケア | 1.15% | — | +2.52% | |
| 22 | ACN | Accenture plc | 株式-IT | 1.11% | -0.16% | +9.78% | |
| 23 | USB | US Bancorp | 株式-金融 | 1.06% | — | -0.53% | |
| 24 | FISV | Fiserv INC | 株式-その他 | 1.04% | — | +21.87% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 1.02% | -0.06% | -5.30% | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.01% | -0.16% | -38.46% | |
| 27 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.99% | +0.11% | +3.36% | |
| 28 | NVDA | Nvidia CORP | 株式-IT | 0.98% | — | -2.68% | |
| 29 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.97% | — | +3.45% | |
| 30 | IBM | Intl Business Machines CORP | 株式-IT | 0.97% | -0.16% | -7.12% | |
| 31 | ADBE | Adobe INC | 株式-IT | 0.96% | -0.21% | — | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.94% | -0.07% | -0.03% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 0.91% | +0.19% | +3.38% | |
| 34 | WDAY | Workday Inc-class A | 株式-IT | 0.89% | -0.23% | +16.88% | |
| 35 | TER | Teradyne INC | 株式-IT | 0.86% | +0.12% | +7.60% | |
| 36 | TSLA | Tesla INC | 株式-一般消費財 | 0.78% | -0.10% | +11.35% | |
| 37 | JMST | JPM Ultra-short Muni Income | ETF-その他 | 0.77% | -0.27% | +245.26% | |
| 38 | CTVA | Corteva INC | 株式-素材 | 0.77% | +0.27% | +3.71% | |
| 39 | BUD | Anheuser-busch Inbev-spn Adr | 株式-生活必需品 | 0.76% | +0.13% | +3.02% | |
| 40 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.74% | +0.10% | +3.42% | |
| 41 | MCK | Mckesson CORP | 株式-ヘルスケア | 0.74% | — | -43.40% | |
| 42 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.71% | — | +5.81% | |
| 43 | OGE | Oge Energy CORP | 株式-公益事業 | 0.68% | +0.09% | — | |
| 44 | MRK | Merck & Co., Inc. | 株式-ヘルスケア | 0.67% | — | -16.75% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.66% | +0.15% | +15.24% | |
| 46 | FPE | Ft-preferred Secur & INC ETF | ETF-その他 | 0.63% | +0.26% | +24.05% | |
| 47 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.62% | — | -0.80% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.61% | -0.06% | — | |
| 49 | DG | Dollar General CORP | 株式-生活必需品 | 0.60% | — | +2.69% | |
| 50 | HSY | Hershey Co/the | 株式-生活必需品 | 0.60% | +0.13% | +0.64% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JPST | Jpmorgan Ultra-short Income | +1.1% | +445.44% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.6% | — | 減少 |
| 3 | MSFT | Microsoft CORP | +0.6% | -5.15% | 減少 |
| 4 | AVGO | Broadcom INC | +0.5% | -8.31% | 増加 |
| 5 | JMST | JPM Ultra-short Muni Income | +0.4% | +245.26% | 増加 |
| 6 | TER | Teradyne INC | +0.4% | +7.60% | 増加 |
| 7 | AMGN | Amgen INC | +0.4% | +15.24% | 増加 |
| 8 | TSLA | Tesla INC | +0.3% | +11.35% | 増加 |
| 9 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.3% | +5.17% | 増加 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.3% | +0.29% | 増加 |
| 11 | NVDA | Nvidia CORP | +0.3% | -2.68% | 減少 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -1.97% | 増加 |
| 13 | DOX | Amdocs Limited | +0.2% | — | 増加 |
| 14 | ✓ | Laboratory CORP Amer Hldgs | +0.1% | +3.36% | 増加 |
| 15 | GOOG | Alphabet Inc-cl C | +0.1% | — | 減少 |
| 16 | IWD | Ishares Russell 1000 Value E | +0.1% | +38.86% | 増加 |
| 17 | IWM | Ishares Russell 2000 ETF | +0.1% | -2.14% | 増加 |
| 18 | WDAY | Workday Inc-class A | +0.1% | +16.88% | 増加 |
| 19 | FPE | Ft-preferred Secur & INC ETF | +0.1% | +24.05% | 増加 |
| 20 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +43.67% | 増加 |
| 21 | AXP | American Express Co | +0.1% | -0.97% | 減少 |
| 22 | EFV | Ishares Msci Eafe Value ETF | +0.1% | -3.95% | 増加 |
| 23 | AMZN | Amazon.com INC | +0.1% | — | 増加 |
| 24 | QCOM | Qualcomm INC | +0.1% | +3.82% | 増加 |
| 25 | KLAC | Kla CORP | +0.1% | -21.96% | 減少 |
| 26 | DG | Dollar General CORP | +0.1% | +2.69% | 増加 |
| 27 | SCHW | Schwab (charles) CORP | 0% | +0.37% | 減少 |
| 28 | LMT | Lockheed Martin CORP | 0% | +3.00% | 増加 |
| 29 | DIS | Walt Disney Co/the | 0% | -0.03% | 増加 |
| 30 | CTVA | Corteva INC | 0% | +3.71% | 増加 |
| 31 | LOW | Lowe's Cos INC | 0% | +3.45% | 増加 |
| 32 | CMI | Cummins INC | 0% | -18.31% | 減少 |
| 33 | USB | US Bancorp | 0% | -0.53% | 増加 |
| 34 | JNJ | Johnson & Johnson | 0% | +1.66% | 増加 |
| 35 | HD | Home Depot INC | 0% | -5.30% | 増加 |
| 36 | MDT | Medtronic plc | -0.1% | +2.52% | 増加 |
| 37 | SYY | Sysco CORP | -0.1% | +0.73% | 増加 |
| 38 | AAPL | Apple INC | -0.2% | -3.55% | 減少 |
| 39 | BRO | Brown & Brown INC | -0.2% | -2.22% | 減少 |
| 40 | SBUX | Starbucks CORP | -0.2% | -21.61% | 減少 |
| 41 | CAH | Cardinal Health INC | -0.3% | -20.36% | 減少 |
| 42 | HYD | Vaneck High Yield Muni ETF | -0.3% | -17.56% | 減少 |
| 43 | META | Meta Platforms Inc-class A | -0.4% | -38.46% | 減少 |
| 44 | ACN | Accenture plc | -0.4% | +9.78% | 増加 |
| 45 | FISV | Fiserv INC | -0.5% | +21.87% | 増加 |
| 46 | MRK | Merck & Co., Inc. | -0.5% | -16.75% | 減少 |
| 47 | FNDA | Schwab Fndmntl US Sm Co ETF | -1.2% | -12.26% | 減少 |
| 48 | TTD | Trade Desk Inc/the -class A | — | NEW | 新規購入 |
| 49 | ELV | Elevance Health INC | — | NEW | 新規購入 |
| 50 | ES | Eversource Energy | — | NEW | 新規購入 |