CIK: 0000809443
申告総資産額
$17.5億
上位200銘柄を表示中（全513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 | 6.34% | +1.28% | +9.58% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 6.20% | -1.83% | +1.50% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 5.58% | -2.46% | +8.85% | |
| 4 | JNK | Ss Spdr Bb High Yield Bond | ETF-ハイイールド債 | 3.83% | +2.83% | NEW | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 3.61% | — | +144.64% | |
| 6 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 2.97% | -2.63% | EXIT | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.40% | -0.08% | +100.53% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 2.24% | -0.05% | -15.74% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 2.05% | +0.95% | +97.06% | |
| 10 | TXN | Texas Instruments INC | 株式-IT | 1.93% | — | +6.51% | |
| 11 | VTV | Vanguard Value ETF | ETF-その他 | 1.79% | — | +32.95% | |
| 12 | CPRT | Copart INC | 株式-資本財 | 1.71% | — | +3.75% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.59% | — | -26.01% | |
| 14 | HYLB | Xtrackers Usd High Yield Cor | ETF-ハイイールド債 | 1.51% | — | +94.80% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.46% | +1.27% | -0.26% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 1.34% | — | +14.99% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.29% | +1.10% | -14.71% | |
| 18 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 1.28% | — | +20.95% | |
| 19 | DOV | Dover CORP | 株式-資本財 | 1.01% | — | +114.67% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.99% | — | +110.50% | |
| 21 | GRMN | Garmin Ltd. | 株式-IT | 0.91% | — | +194.22% | |
| 22 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.90% | — | -22.80% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.89% | — | +1.50% | |
| 24 | SWKS | Skyworks Solutions INC | 株式-IT | 0.84% | — | — | |
| 25 | ORCL | Oracle CORP | 株式-IT | 0.81% | — | +36.42% | |
| 26 | AMGN | Amgen INC | 株式-ヘルスケア | 0.79% | — | +74.79% | |
| 27 | LEN | Lennar Corp-a | 株式-一般消費財 | 0.77% | — | +30.33% | |
| 28 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.73% | — | +37.42% | |
| 29 | QCOM | Qualcomm INC | 株式-IT | 0.73% | — | +1.12% | |
| 30 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.71% | — | +2.56% | |
| 31 | AXP | American Express Co | 株式-金融 | 0.70% | — | +4073.97% | |
| 32 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.70% | — | -5.48% | |
| 33 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.68% | — | -0.97% | |
| 34 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | +0.70% | -64.82% | |
| 35 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.67% | — | +17.10% | |
| 36 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.64% | +0.35% | +18.15% | |
| 37 | GGG | Graco INC | 株式-資本財 | 0.64% | — | -56.24% | |
| 38 | EXPE | Expedia Group INC | 株式-一般消費財 | 0.64% | — | +25.47% | |
| 39 | ADBE | Adobe INC | 株式-IT | 0.63% | — | -45.02% | |
| 40 | PPG | Ppg Industries INC | 株式-素材 | 0.60% | — | +4000.44% | |
| 41 | AVGO | Broadcom INC | 株式-IT | 0.59% | +0.45% | +69.68% | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.58% | — | +11.74% | |
| 43 | MHK | Mohawk Industries INC | 株式-一般消費財 | 0.56% | — | +17.73% | |
| 44 | NFLX | Netflix INC | 株式-通信サービス | 0.55% | — | +1735.74% | |
| 45 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.53% | — | +2.82% | |
| 46 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.52% | — | +11.87% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.51% | — | -6.61% | |
| 48 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.50% | — | — | |
| 49 | DHI | Dr Horton INC | 株式-一般消費財 | 0.50% | — | — | |
| 50 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-その他 | 0.49% | — | -54.87% |