CIK: 0000870260
申告総資産額
$8319.4万
上位200銘柄を表示中(全242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 | AAPL | Apple INC | 株式-IT | 12.43% | -3.74% | — | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 5.18% | -0.78% | — | |
| 3 | COST | Costco Wholesale CORP | 株式-生活必需品 | 3.31% | -1.44% | — | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.18% | +0.97% | — | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.26% | +2.31% | — | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 2.13% | -0.37% | EXIT | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.85% | -0.41% | — | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.77% | -2.55% | — | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.77% | +0.83% | — | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.45% | -1.15% | — | |
| 11 | MA | Mastercard INC - A | 株式-金融 | 1.22% | -0.71% | — | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.19% | -0.25% | — | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.07% | +0.08% | — | |
| 14 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-その他 | 1.02% | -0.32% | EXIT | |
| 15 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.97% | — | — | |
| 16 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.95% | — | — | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.92% | +0.47% | — | |
| 18 | FITB | Fifth Third Bancorp | 株式-金融 | 0.91% | -0.56% | EXIT | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | -0.47% | — | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.85% | +2.86% | — | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.85% | -0.44% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.84% | -1.84% | — | |
| 23 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.84% | — | — | |
| 24 | CRM | Salesforce INC | 株式-IT | 0.81% | -0.63% | EXIT | |
| 25 | RDVY | First Trust Rising Dividend | ETF-その他 | 0.80% | -0.48% | — | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.76% | -0.18% | — | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.71% | -0.35% | EXIT | |
| 28 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.66% | -0.44% | EXIT | |
| 29 | BF-B | Brown-forman Corp-class B | 株式-その他 | 0.65% | — | — | |
| 30 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.63% | — | — | |
| 31 | ADBE | Adobe INC | 株式-IT | 0.62% | — | — | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 0.62% | — | — | |
| 33 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.61% | — | — | |
| 34 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.60% | — | — | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.59% | +1.87% | — | |
| 36 | EDOW | First Trust Dow 30 Eql Wght | ETF-その他 | 0.58% | — | — | |
| 37 | CWB | Ss Spdr Bb Conv Sec ETF | ETF-その他 | 0.57% | — | — | |
| 38 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 0.57% | — | — | |
| 39 | FLHY | Franklin High Yield Corporat | ETF-ハイイールド債 | 0.56% | — | — | |
| 40 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.56% | -0.60% | EXIT | |
| 41 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.55% | — | — | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.52% | -0.51% | EXIT | |
| 43 | WDFC | Wd-40 Co | 株式-素材 | 0.51% | — | — | |
| 44 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.51% | — | — | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.50% | +0.68% | — | |
| 46 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-大型株・グロース | 0.50% | — | — | |
| 47 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-その他 | 0.49% | -0.39% | EXIT | |
| 48 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.47% | — | — | |
| 49 | DE | Deere & Co | 株式-資本財 | 0.47% | — | — | |
| 50 | RTX | Rtx CORP | 株式-資本財 | 0.46% | — | — |