CIK: 0001144492
申告総資産額
$29.3億
上位200銘柄を表示中（全221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 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-投資適格社債 | 61.06% | +10.17% | — | |
| 2 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | ETF-大型株・グロース | 13.28% | -13.28% | EXIT | |
| 3 | VCLT | Vanguard Long-term CORP Bond | ETF-投資適格社債 | 6.23% | +1.00% | — | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 1.26% | +0.12% | -2.72% | |
| 5 | AAPL | Apple INC | 株式-IT | 1.07% | +0.07% | -2.24% | |
| 6 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.06% | +0.12% | +144.26% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 0.93% | -0.10% | -2.23% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.84% | +0.06% | -0.88% | |
| 9 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 0.66% | -0.66% | EXIT | |
| 10 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-その他 | 0.64% | +0.30% | +36.34% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | +0.02% | -1.18% | |
| 12 | HDV | Ishares Core High Dividend E | ETF-その他 | 0.59% | -0.59% | EXIT | |
| 13 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.44% | -0.44% | EXIT | |
| 14 | AVGO | Broadcom INC | 株式-IT | 0.42% | +0.04% | +2.98% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.41% | — | -1.71% | |
| 16 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-その他 | 0.40% | +0.23% | +55.62% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 0.29% | -0.01% | -2.12% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | +0.03% | -1.52% | |
| 19 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.23% | — | -0.43% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.21% | +0.01% | -2.40% | |
| 21 | WMT | Walmart INC | 株式-生活必需品 | 0.19% | — | -6.68% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.16% | +0.06% | -4.38% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.15% | — | -2.22% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.13% | — | +2.23% | |
| 25 | C | Citigroup INC | 株式-金融 | 0.12% | — | -4.74% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.12% | — | +9.76% | |
| 27 | GE | General Electric | 株式-資本財 | 0.12% | -0.04% | -7.77% | |
| 28 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.12% | — | -1.33% | |
| 29 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.12% | — | -0.50% | |
| 30 | MU | Micron Technology INC | 株式-IT | 0.12% | — | +12.22% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.11% | — | +9.00% | |
| 32 | NFLX | Netflix INC | 株式-通信サービス | 0.11% | — | +893.41% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.11% | — | -11.40% | |
| 34 | LIN | Linde plc | 株式-素材 | 0.11% | — | +5.71% | |
| 35 | HD | Home Depot INC | 株式-一般消費財 | 0.11% | — | -2.73% | |
| 36 | ORCL | Oracle CORP | 株式-IT | 0.10% | -0.01% | -4.11% | |
| 37 | NOW | Servicenow INC | 株式-IT | 0.10% | -0.03% | +432.82% | |
| 38 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.10% | — | -1.23% | |
| 39 | AXP | American Express Co | 株式-金融 | 0.10% | — | -0.71% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.10% | — | -1.92% | |
| 41 | SPGI | S&p Global INC | 株式-金融 | 0.09% | -0.03% | +2.50% | |
| 42 | BLK | Blackrock INC | 株式-金融 | 0.09% | — | -0.79% | |
| 43 | GS | Goldman Sachs Group INC | 株式-金融 | 0.09% | -0.02% | -0.92% | |
| 44 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.09% | -0.08% | +3.30% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.09% | +0.06% | -1.90% | |
| 46 | BSX | Boston Scientific CORP | 株式-ヘルスケア | 0.09% | -0.02% | -1.22% | |
| 47 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.09% | — | +1.21% | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.09% | — | -3.80% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.09% | — | -3.72% | |
| 50 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.09% | — | +1.08% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XLY | Ss Consumer Disc Select Sect | +0.2% | +316.53% | 増加 |
| 2 | XLK | Ss Technology Select Sector | +0.2% | +144.26% | 増加 |
| 3 | GOOGL | Alphabet Inc-cl A | +0.2% | -0.88% | 減少 |
| 4 | IBDU | Ishares Ibonds Dec 2029 Term | +0.2% | +36.34% | 増加 |
| 5 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +55.62% | 増加 |
| 6 | LLY | Eli Lilly & Co | +0.1% | -0.43% | 減少 |
| 7 | MU | Micron Technology INC | +0.1% | +12.22% | 増加 |
| 8 | AAPL | Apple INC | +0.1% | -2.24% | 減少 |
| 9 | COF | Capital One Financial CORP | 0% | +90.49% | 増加 |
| 10 | AVGO | Broadcom INC | 0% | +2.98% | 増加 |
| 11 | GILD | Gilead Sciences INC | 0% | +140.38% | 増加 |
| 12 | RTX | Rtx CORP | 0% | +58.85% | 増加 |
| 13 | AMZN | Amazon.com INC | 0% | -1.18% | 減少 |
| 14 | PEP | Pepsico INC | 0% | +44.91% | 増加 |
| 15 | GOOG | Alphabet Inc-cl C | 0% | -1.92% | 減少 |
| 16 | BMI | Badger Meter INC | 0% | +108.11% | 増加 |
| 17 | ISRG | Intuitive Surgical INC | 0% | +1.21% | 増加 |
| 18 | HD | Home Depot INC | 0% | -2.73% | 減少 |
| 19 | ETN | Eaton Corporation plc | 0% | -5.85% | 減少 |
| 20 | CARR | Carrier Global CORP | 0% | -31.14% | 減少 |
| 21 | KLAC | Kla CORP | 0% | -66.63% | 減少 |
| 22 | FISV | Fiserv INC | 0% | -45.72% | 減少 |
| 23 | NVDA | Nvidia CORP | 0% | -2.72% | 減少 |
| 24 | UBER | Uber Technologies INC | 0% | -28.63% | 減少 |
| 25 | PYPL | Paypal Holdings INC | 0% | -53.04% | 減少 |
| 26 | UNP | Union Pacific CORP | 0% | -46.19% | 減少 |
| 27 | SYK | Stryker CORP | 0% | -40.03% | 減少 |
| 28 | NFLX | Netflix INC | 0% | +893.41% | 増加 |
| 29 | META | Meta Platforms Inc-class A | -0.1% | -1.71% | 減少 |
| 30 | ORCL | Oracle CORP | -0.1% | -4.11% | 減少 |
| 31 | MSFT | Microsoft CORP | -0.1% | -2.23% | 減少 |
| 32 | VCLT | Vanguard Long-term CORP Bond | -0.1% | — | 変化なし |
| 33 | SPYD | Ss Spdr P S&p 500 Hi Div ETF | -0.1% | — | 変化なし |
| 34 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | — | 変化なし |
| 35 | XLC | Ss Comm Select Sector Spdr | -0.4% | -38.93% | 減少 |
| 36 | CMI | Cummins INC | — | NEW | 新規購入 |
| 37 | CHRW | C.h. Robinson Worldwide INC | — | NEW | 新規購入 |
| 38 | SW | Smurfit Westrock Plc | — | EXIT | 全売却 |
| 39 | XYL | Xylem INC | — | EXIT | 全売却 |
| 40 | DOC | Healthpeak Properties INC | — | EXIT | 全売却 |
| 41 | P | Everpure Inc-a | — | NEW | 新規購入 |
| 42 | DE | Deere & Co | — | NEW | 新規購入 |
| 43 | UTHR | United Therapeutics CORP | — | NEW | 新規購入 |
| 44 | CAT | Caterpillar INC | — | NEW | 新規購入 |
| 45 | GRMN | Garmin Ltd. | — | EXIT | 全売却 |
| 46 | QCOM | Qualcomm INC | — | EXIT | 全売却 |
| 47 | EXE | Expand Energy CORP | — | EXIT | 全売却 |
| 48 | EW | Edwards Lifesciences CORP | — | NEW | 新規購入 |
| 49 | LMT | Lockheed Martin CORP | — | NEW | 新規購入 |
| 50 | EQR | Equity Residential | — | NEW | 新規購入 |