CIK: 0000728618
申告総資産額
$3.3億
上位200銘柄を表示中（全2627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 | 5.44% | — | -3.15% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.19% | — | -3.34% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.49% | — | -2.31% | |
| 4 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.98% | — | -3.51% | |
| 5 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.89% | — | -3.16% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.76% | — | — | |
| 7 | TSLA | Tesla INC | 株式-一般消費財 | 1.53% | — | +0.89% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.50% | -0.81% | -14.52% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.24% | — | +287.13% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 0.93% | — | -3.34% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.90% | — | -5.22% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.86% | — | -4.53% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 0.86% | — | -3.65% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.83% | +0.11% | +23.39% | |
| 15 | PYPL | Paypal Holdings INC | 株式-金融 | 0.75% | — | -3.20% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.75% | — | -3.34% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 0.75% | — | -3.44% | |
| 18 | ADBE | Adobe INC | 株式-IT | 0.67% | — | -3.41% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.66% | — | -3.37% | |
| 20 | NFLX | Netflix INC | 株式-通信サービス | 0.65% | — | -3.32% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | -4.00% | |
| 22 | BAC | Bank Of America CORP | 株式-金融 | 0.56% | — | -5.03% | |
| 23 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.55% | — | -3.27% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.53% | — | +90.38% | |
| 25 | CRM | Salesforce INC | 株式-IT | 0.49% | — | +2.63% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.49% | — | -3.18% | |
| 27 | AVGO | Broadcom INC | 株式-IT | 0.48% | — | -2.93% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.48% | — | -3.20% | |
| 29 | SPLB | Ss Spdr P Long Term C ETF | ETF-その他 | 0.47% | — | — | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | — | -3.17% | |
| 31 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.46% | — | -3.14% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.45% | — | -3.06% | |
| 33 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.45% | — | -3.39% | |
| 34 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.45% | +0.05% | -7.07% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.44% | — | -3.28% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.44% | — | -3.40% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.43% | — | -3.37% | |
| 38 | PFE | Pfizer INC | 株式-ヘルスケア | 0.43% | — | -3.15% | |
| 39 | CSCO | Cisco Systems INC | 株式-IT | 0.41% | — | -3.28% | |
| 40 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.40% | — | -3.25% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.40% | — | -3.28% | |
| 42 | TXN | Texas Instruments INC | 株式-IT | 0.39% | — | -3.25% | |
| 43 | INTC | Intel CORP | 株式-IT | 0.38% | — | -2.91% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.36% | — | -3.22% | |
| 45 | WMT | Walmart INC | 株式-生活必需品 | 0.35% | — | -0.03% | |
| 46 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.35% | — | -3.78% | |
| 47 | INTU | Intuit INC | 株式-IT | 0.35% | — | -3.22% | |
| 48 | ORCL | Oracle CORP | 株式-IT | 0.35% | — | -9.92% | |
| 49 | CVX | Chevron CORP | 株式-エネルギー | 0.35% | — | -3.23% | |
| 50 | DHR | Danaher CORP | 株式-ヘルスケア | 0.34% | — | -3.25% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.8% | NEW | 新規購入 |
| 2 | SPLB | Ss Spdr P Long Term C ETF | +0.5% | NEW | 新規購入 |
| 3 | IWF | Ishares Russell 1000 Growth | +0.3% | +90.38% | 増加 |
| 4 | MRNA | Moderna INC | +0.3% | +141.23% | 増加 |
| 5 | TSLA | Tesla INC | +0.2% | +0.89% | 増加 |
| 6 | GE | General Electric | +0.2% | NEW | 新規購入 |
| 7 | IWM | Ishares Russell 2000 ETF | +0.1% | +23.39% | 増加 |
| 8 | GOOGL | Alphabet Inc-cl A | +0.1% | -3.16% | 減少 |
| 9 | BX | Blackstone INC | +0.1% | NEW | 新規購入 |
| 10 | NFLX | Netflix INC | +0.1% | -3.32% | 減少 |
| 11 | MDY | State Street Spdr S&p Midcap | +0.1% | +59.04% | 増加 |
| 12 | ADI | Analog Devices INC | +0.1% | +54.52% | 増加 |
| 13 | MTCH | Match Group INC | +0.1% | +141.58% | 増加 |
| 14 | CRM | Salesforce INC | +0.1% | +2.63% | 増加 |
| 15 | SNOW | Snowflake INC | +0.1% | NEW | 新規購入 |
| 16 | CRWD | Crowdstrike Holdings INC - A | +0.1% | NEW | 新規購入 |
| 17 | COST | Costco Wholesale CORP | +0.1% | -3.20% | 減少 |
| 18 | TMO | Thermo Fisher Scientific INC | 0% | -3.25% | 減少 |
| 19 | JNJ | Johnson & Johnson | 0% | -3.34% | 減少 |
| 20 | ABBV | Abbvie INC | 0% | -3.17% | 減少 |
| 21 | LRCXEUR | Lam Research CORP | 0% | -3.26% | 減少 |
| 22 | ADBE | Adobe INC | 0% | -3.41% | 減少 |
| 23 | FDX | Fedex CORP | 0% | -2.75% | 減少 |
| 24 | NKE | Nike INC -cl B | 0% | -3.06% | 減少 |
| 25 | CAT | Caterpillar INC | 0% | -3.24% | 減少 |
| 26 | AMAT | Applied Materials INC | 0% | -3.44% | 減少 |
| 27 | DIS | Walt Disney Co/the | 0% | -3.27% | 減少 |
| 28 | EFA | Ishares Msci Eafe ETF | 0% | -7.07% | 減少 |
| 29 | UNH | Unitedhealth Group INC | 0% | -3.37% | 減少 |
| 30 | BMY | Bristol-myers Squibb Co | 0% | -3.74% | 減少 |
| 31 | LBEUR | L Brands INC | 0% | EXIT | 全売却 |
| 32 | PRAH | Pra Health Sciences INC | 0% | EXIT | 全売却 |
| 33 | DE | Deere & Co | 0% | -8.54% | 減少 |
| 34 | QCOM | Qualcomm INC | -0.1% | -3.22% | 減少 |
| 35 | UNP | Union Pacific CORP | -0.1% | -5.00% | 減少 |
| 36 | XOM | Exxon Mobil CORP | -0.1% | -3.28% | 減少 |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -5.22% | 減少 |
| 38 | MA | Mastercard INC - A | -0.1% | -3.44% | 減少 |
| 39 | UPS | United Parcel Service-cl B | -0.1% | -2.81% | 減少 |
| 40 | AMGN | Amgen INC | -0.1% | -4.34% | 減少 |
| 41 | V | Visa Inc-class A Shares | -0.1% | -3.34% | 減少 |
| 42 | ALXN | Alexion Pharmaceuticals INC | -0.1% | EXIT | 全売却 |
| 43 | MXIM | Maxim Integrated Products | -0.1% | EXIT | 全売却 |
| 44 | IWD | Ishares Russell 1000 Value E | -0.1% | EXIT | 全売却 |
| 45 | PYPL | Paypal Holdings INC | -0.1% | -3.20% | 減少 |
| 46 | META | Meta Platforms Inc-class A | -0.1% | -3.51% | 減少 |
| 47 | VWO | Vanguard Ftse Emerging Marke | -0.1% | EXIT | 全売却 |
| 48 | AEP | American Electric Power Company, Inc. | -0.2% | EXIT | 全売却 |
| 49 | AMZN | Amazon.com INC | -0.2% | -2.31% | 減少 |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -14.52% | 減少 |