CIK: 0000859872
申告総資産額
$25.4億
| # | 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 | 3.92% | -0.87% | +2.29% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.90% | -0.04% | -1.14% | |
| 3 | PEP | Pepsico INC | 株式-生活必需品 | 3.76% | +0.29% | -6.32% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.51% | -0.11% | +2.22% | |
| 5 | AVGO | Broadcom INC | 株式-IT | 3.33% | -0.45% | -2.36% | |
| 6 | PANW | Palo Alto Networks INC | 株式-IT | 3.12% | -0.31% | -1.92% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.09% | -0.31% | -0.17% | |
| 8 | UNP | Union Pacific CORP | 株式-資本財 | 2.86% | +0.20% | -0.97% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.61% | -0.30% | -0.47% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.56% | -0.45% | -0.04% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.56% | -0.18% | +0.93% | |
| 12 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.07% | — | -1.79% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.05% | +0.38% | +0.42% | |
| 14 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.03% | -0.19% | -0.13% | |
| 15 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.77% | -0.08% | -1.12% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.68% | +0.33% | -1.01% | |
| 17 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.59% | — | -1.14% | |
| 18 | HON | Honeywell International INC | 株式-資本財 | 1.59% | +0.25% | -0.12% | |
| 19 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.59% | +0.16% | -0.20% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.53% | -0.11% | -1.21% | |
| 21 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.46% | -0.12% | -0.70% | |
| 22 | GS | Goldman Sachs Group INC | 株式-金融 | 1.45% | -0.01% | +0.47% | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 1.43% | — | -0.08% | |
| 24 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.41% | — | -0.07% | |
| 25 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.40% | — | +0.22% | |
| 26 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.35% | -0.26% | +0.99% | |
| 27 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.24% | — | -1.37% | |
| 28 | RTX | Rtx CORP | 株式-資本財 | 1.24% | — | -0.10% | |
| 29 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 1.23% | — | +0.10% | |
| 30 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.19% | — | -1.07% | |
| 31 | AMT | American Tower CORP | 株式-不動産 | 1.15% | — | -6.03% | |
| 32 | VMC | Vulcan Materials Co | 株式-素材 | 1.13% | -0.02% | -20.44% | |
| 33 | CB | Chubb Limited | 株式-金融 | 1.13% | — | +0.09% | |
| 34 | SYK | Stryker CORP | 株式-ヘルスケア | 1.13% | -0.03% | +0.88% | |
| 35 | ETN | Eaton Corporation plc | 株式-資本財 | 1.12% | +0.16% | -1.40% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.10% | +0.01% | +25.28% | |
| 37 | FTV | Fortive CORP | 株式-IT | 1.08% | -0.59% | EXIT | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 1.05% | — | -1.80% | |
| 39 | PLD | Prologis INC | 株式-不動産 | 1.03% | — | -0.51% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.01% | -0.06% | -0.59% | |
| 41 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.01% | — | +3.12% | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.96% | — | +1.50% | |
| 43 | PYPL | Paypal Holdings INC | 株式-金融 | 0.92% | -0.15% | -0.68% | |
| 44 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.92% | — | -16.17% | |
| 45 | 6D8 | Dupont De Nemours INC | 株式-その他 | 0.90% | — | +1.61% | |
| 46 | ACN | Accenture plc | 株式-IT | 0.87% | -0.61% | EXIT | |
| 47 | ROP | Roper Technologies INC | 株式-IT | 0.86% | -0.64% | EXIT | |
| 48 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.79% | -0.05% | +2.90% | |
| 49 | MDT | Medtronic plc | 株式-ヘルスケア | 0.77% | — | +0.31% | |
| 50 | NFLX | Netflix INC | 株式-通信サービス | 0.76% | — | +0.47% |