CIK: 0001040197
申告総資産額
$177.2億
上位200銘柄を表示中（全585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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 5.76% | -0.44% | +4.03% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.41% | -0.52% | +102.10% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.03% | — | +0.04% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.42% | +0.14% | +18.71% | |
| 5 | ✓ | EPAM Systems, Inc. | 株式-その他 | 2.39% | — | — | |
| 6 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.27% | — | -1.90% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 2.06% | -0.11% | +560.17% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.05% | +0.03% | +4.08% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.68% | — | +195.76% | |
| 10 | ✓ | Alphabet Inc. | 株式-その他 | 1.62% | — | +293.00% | |
| 11 | ✓ | Millicom International Cellular S.A. | 株式-その他 | 1.59% | — | — | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.59% | -0.12% | +177.32% | |
| 13 | ✓ | Booking Holdings Inc. | 株式-その他 | 1.57% | — | +266.41% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.56% | -0.05% | +128.20% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.52% | — | -0.45% | |
| 16 | ✓ | iShares MSCI Emerging Markets ETF | ETF-新興国市場 | 1.29% | — | +2.68% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 1.27% | — | +3548.90% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.27% | -0.08% | +20.11% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.21% | — | +6.15% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 1.19% | — | +1.26% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.12% | — | +35.11% | |
| 22 | ✓ | iShares 20+ Year Treasury Bond ETF | ETF-政府公債 | 1.10% | — | +14.80% | |
| 23 | ✓ | Alphabet Inc. | 株式-その他 | 1.02% | — | +181.17% | |
| 24 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 0.97% | +0.19% | -3.84% | |
| 25 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.96% | -0.12% | +0.07% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.92% | — | +0.06% | |
| 27 | ✓ | Alibaba Group Holding Limited | 株式-その他 | 0.89% | — | +5160.08% | |
| 28 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.88% | -0.28% | +5.78% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.85% | +0.15% | +2.89% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.85% | -0.13% | +2.31% | |
| 31 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 0.83% | — | -2.66% | |
| 32 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.81% | — | +2.90% | |
| 33 | ✓ | Comcast Corporation | 株式-その他 | 0.79% | — | +4.45% | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.79% | -0.11% | +12.49% | |
| 35 | INTC | Intel CORP | 株式-IT | 0.78% | — | +2.54% | |
| 36 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.76% | -0.11% | -3.50% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.71% | -0.08% | +0.94% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.71% | — | +1.44% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.71% | — | +153.38% | |
| 40 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.66% | — | -1.64% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.66% | — | +1.90% | |
| 42 | PEP | Pepsico INC | 株式-生活必需品 | 0.65% | — | +19.93% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.64% | +0.04% | -0.11% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.63% | — | +5.79% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | — | +18.37% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.60% | — | +1.15% | |
| 47 | T | At&t INC | 株式-通信サービス | 0.59% | — | +2.63% | |
| 48 | ADBE | Adobe INC | 株式-IT | 0.59% | -0.07% | +13.54% | |
| 49 | BAC | Bank Of America CORP | 株式-金融 | 0.56% | — | +3.24% | |
| 50 | HON | Honeywell International INC | 株式-資本財 | 0.56% | — | +25.39% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +1.8% | +102.10% | 増加 |
| 2 | META | Meta Platforms Inc-class A | +1.7% | +560.17% | 増加 |
| 3 | MA | Mastercard INC - A | +1.2% | +3548.90% | 増加 |
| 4 | ✓ | Alphabet Inc. | +1.1% | +293.00% | 増加 |
| 5 | ✓ | Booking Holdings Inc. | +1% | +266.41% | 増加 |
| 6 | AMZN | Amazon.com INC | +1% | +195.76% | 増加 |
| 7 | V | Visa Inc-class A Shares | +0.9% | +177.32% | 増加 |
| 8 | ✓ | Alibaba Group Holding Limited | +0.9% | +5160.08% | 増加 |
| 9 | HD | Home Depot INC | +0.6% | +128.20% | 増加 |
| 10 | ✓ | Alphabet Inc. | +0.6% | +181.17% | 増加 |
| 11 | MRK | Merck & Co. INC. | +0.4% | +153.38% | 増加 |
| 12 | AAPL | Apple INC | +0.3% | +18.71% | 増加 |
| 13 | LMT | Lockheed Martin CORP | +0.2% | +984.55% | 増加 |
| 14 | AMT | American Tower CORP | +0.1% | +94.42% | 増加 |
| 15 | JNJ | Johnson & Johnson | +0.1% | +35.11% | 増加 |
| 16 | XOM | Exxon Mobil CORP | +0.1% | +95.11% | 増加 |
| 17 | KO | Coca-cola Co/the | +0.1% | +260.93% | 増加 |
| 18 | AXP | American Express Co | +0.1% | +374.16% | 増加 |
| 19 | JPM | Jpmorgan Chase & Co | +0.1% | +20.11% | 増加 |
| 20 | BMY | Bristol-myers Squibb Co | +0.1% | +44.03% | 増加 |
| 21 | WMT | Walmart INC | +0.1% | +105.45% | 増加 |
| 22 | PFE | Pfizer INC | 0% | +64.90% | 増加 |
| 23 | UNH | Unitedhealth Group INC | 0% | +5.78% | 増加 |
| 24 | ABBV | Abbvie INC | 0% | +33.19% | 増加 |
| 25 | ADBE | Adobe INC | — | +13.54% | 増加 |
| 26 | HON | Honeywell International INC | 0% | +25.39% | 増加 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +20.34% | 増加 |
| 28 | AMGN | Amgen INC | -0.1% | +1.15% | 増加 |
| 29 | BAC | Bank Of America CORP | -0.1% | +3.24% | 増加 |
| 30 | PEP | Pepsico INC | -0.1% | +19.93% | 増加 |
| 31 | INTC | Intel CORP | -0.1% | +2.54% | 増加 |
| 32 | QCOM | Qualcomm INC | -0.1% | +2.31% | 増加 |
| 33 | ABT | Abbott Laboratories | -0.1% | +12.49% | 増加 |
| 34 | ✓ | iShares 20+ Year Treasury Bond ETF | -0.1% | +14.80% | 増加 |
| 35 | VTI | Vanguard Total Stock Mkt ETF | -0.2% | +2.89% | 増加 |
| 36 | IWF | Ishares Russell 1000 Growth | -0.2% | +0.07% | 増加 |
| 37 | IJR | Ishares Core S&p Small-cap E | -0.3% | +6.15% | 増加 |
| 38 | ✓ | iShares MSCI Emerging Markets ETF | -0.3% | +2.68% | 増加 |
| 39 | IVE | Ishares S&p 500 Value ETF | -0.3% | +1.26% | 増加 |
| 40 | IWM | Ishares Russell 2000 ETF | -0.4% | -0.45% | 減少 |
| 41 | IJH | Ishares Core S&p Midcap ETF | -0.5% | +4.08% | 増加 |
| 42 | MDY | State Street Spdr S&p Midcap | -0.7% | -1.90% | 減少 |
| 43 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.1% | +0.04% | 増加 |
| 44 | IVV | Ishares Core S&p 500 ETF | -1.3% | +4.03% | 増加 |
| 45 | ✓ | EPAM Systems, Inc. | — | NEW | 新規購入 |
| 46 | ✓ | Millicom International Cellular S.A. | — | NEW | 新規購入 |
| 47 | BTU | Peabody Energy Corporation | — | NEW | 新規購入 |
| 48 | PCYO | Pure Cycle CORP | — | NEW | 新規購入 |
| 49 | ✓ | Millicom International Cellula | — | NEW | 新規購入 |
| 50 | PANW | Palo Alto Networks INC | — | NEW | 新規購入 |