CIK: 0000728618
申告総資産額
$3.3億
上位200銘柄を表示中（全2404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 | 6.03% | — | -4.13% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.74% | — | -3.86% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.92% | — | -3.70% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.71% | -0.81% | +67.47% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.86% | — | -3.81% | |
| 6 | TSLA | Tesla INC | 株式-一般消費財 | 1.51% | — | +142.51% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.39% | — | -3.93% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.34% | — | -5.31% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 1.05% | — | -2.94% | |
| 10 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.90% | — | -4.96% | |
| 11 | NVDA | Nvidia CORP | 株式-IT | 0.90% | — | -3.65% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.90% | — | -6.79% | |
| 13 | MA | Mastercard INC - A | 株式-金融 | 0.89% | — | -3.61% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.87% | — | -4.73% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.81% | — | -4.48% | |
| 16 | PYPL | Paypal Holdings INC | 株式-金融 | 0.78% | — | -3.87% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.77% | — | -4.00% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | -4.28% | |
| 19 | ADBE | Adobe INC | 株式-IT | 0.68% | — | -3.79% | |
| 20 | NFLX | Netflix INC | 株式-通信サービス | 0.67% | — | -3.72% | |
| 21 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.66% | — | -3.58% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.65% | +0.11% | -7.13% | |
| 23 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.62% | +0.05% | +91.64% | |
| 24 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | — | -3.87% | |
| 25 | CRM | Salesforce INC | 株式-IT | 0.55% | — | -3.10% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.54% | — | -4.14% | |
| 27 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.53% | — | -4.16% | |
| 28 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.53% | — | -4.20% | |
| 29 | SPLB | Ss Spdr P Long Term C ETF | ETF-その他 | 0.51% | — | — | |
| 30 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.50% | — | -2.93% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.49% | — | -2.63% | |
| 32 | QCOM | Qualcomm INC | 株式-IT | 0.49% | — | -3.66% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.49% | — | -5.05% | |
| 34 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.47% | — | -4.55% | |
| 35 | BAC | Bank Of America CORP | 株式-金融 | 0.46% | — | -5.17% | |
| 36 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.46% | — | -3.93% | |
| 37 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.46% | — | -4.00% | |
| 38 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.45% | — | -4.38% | |
| 39 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.43% | — | +68.23% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.41% | — | -5.04% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.41% | — | -5.03% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.41% | — | -7.27% | |
| 43 | WMT | Walmart INC | 株式-生活必需品 | 0.40% | — | -5.18% | |
| 44 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.39% | — | -3.92% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.38% | — | -4.51% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.38% | — | -5.20% | |
| 47 | TXN | Texas Instruments INC | 株式-IT | 0.36% | — | -4.01% | |
| 48 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.35% | — | -5.05% | |
| 49 | UNP | Union Pacific CORP | 株式-資本財 | 0.34% | — | -4.55% | |
| 50 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.34% | — | -5.66% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla INC | +1.1% | +142.51% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.1% | +67.47% | 増加 |
| 3 | SPLB | Ss Spdr P Long Term C ETF | +0.5% | NEW | 新規購入 |
| 4 | EFA | Ishares Msci Eafe ETF | +0.3% | +91.64% | 増加 |
| 5 | IWF | Ishares Russell 1000 Growth | +0.2% | +68.23% | 増加 |
| 6 | DIS | Walt Disney Co/the | +0.1% | -3.58% | 減少 |
| 7 | IWD | Ishares Russell 1000 Value E | +0.1% | +103.45% | 増加 |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | -4.00% | 減少 |
| 9 | AEP | American Electric Power Company, Inc. | +0.1% | -4.99% | 減少 |
| 10 | SCHW | Schwab (charles) CORP | +0.1% | +22.80% | 増加 |
| 11 | IWM | Ishares Russell 2000 ETF | +0.1% | -7.13% | 減少 |
| 12 | QCOM | Qualcomm INC | +0.1% | -3.66% | 減少 |
| 13 | MS | Morgan Stanley | +0.1% | +13.43% | 増加 |
| 14 | C | Citigroup INC | +0.1% | -5.05% | 減少 |
| 15 | MU | Micron Technology INC | +0.1% | -2.71% | 減少 |
| 16 | VTRS | Viatris INC | +0.1% | NEW | 新規購入 |
| 17 | AMAT | Applied Materials INC | 0% | -3.80% | 減少 |
| 18 | ENPH | Enphase Energy INC | 0% | -2.19% | 減少 |
| 19 | CZR | Caesars Entertainment INC | 0% | +28.46% | 増加 |
| 20 | HON | Honeywell International INC | 0% | -4.07% | 減少 |
| 21 | BKNG | Booking Holdings INC | 0% | -2.97% | 減少 |
| 22 | LRCXEUR | Lam Research CORP | 0% | -4.43% | 減少 |
| 23 | ALGN | Align Technology INC | 0% | -3.68% | 減少 |
| 24 | GOOGL | Alphabet Inc-cl A | 0% | -3.93% | 減少 |
| 25 | ABBV | Abbvie INC | 0% | -4.20% | 減少 |
| 26 | BAC | Bank Of America CORP | 0% | -5.17% | 減少 |
| 27 | SBUX | Starbucks CORP | 0% | -3.23% | 減少 |
| 28 | WFC | Wells Fargo & Co | 0% | -4.79% | 減少 |
| 29 | BA | Boeing Co/the | 0% | -4.09% | 減少 |
| 30 | ADP | Automatic Data Processing | 0% | -3.95% | 減少 |
| 31 | ADSK | Autodesk INC | 0% | -3.88% | 減少 |
| 32 | PYPL | Paypal Holdings INC | 0% | -3.87% | 減少 |
| 33 | AVGO | Broadcom INC | 0% | -2.63% | 減少 |
| 34 | TJX | Tjx Companies INC | 0% | -2.44% | 減少 |
| 35 | BLKCHF | Blackrock INC | 0% | -5.24% | 減少 |
| 36 | XOM | Exxon Mobil CORP | — | -5.05% | 減少 |
| 37 | CVX | Chevron CORP | — | -2.13% | 減少 |
| 38 | GOOG | Alphabet Inc-cl C | 0% | -5.31% | 減少 |
| 39 | NKE | Nike INC -cl B | 0% | -2.93% | 減少 |
| 40 | UNH | Unitedhealth Group INC | -0.1% | -4.96% | 減少 |
| 41 | MDY | State Street Spdr S&p Midcap | -0.1% | -61.03% | 減少 |
| 42 | V | Visa Inc-class A Shares | -0.1% | -2.94% | 減少 |
| 43 | INTC | Intel CORP | -0.1% | -7.27% | 減少 |
| 44 | AMGN | Amgen INC | -0.1% | -4.51% | 減少 |
| 45 | PG | Procter & Gamble Co/the | -0.2% | -4.48% | 減少 |
| 46 | HD | Home Depot INC | -0.2% | -4.28% | 減少 |
| 47 | CRM | Salesforce INC | -0.2% | -3.10% | 減少 |
| 48 | AAPL | Apple INC | -0.2% | -4.13% | 減少 |
| 49 | NVDA | Nvidia CORP | -0.2% | -3.65% | 減少 |
| 50 | MSFT | Microsoft CORP | -0.6% | -3.86% | 減少 |