CIK: 0000728618
申告総資産額
$3.3億
上位200銘柄を表示中（全2136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 | 5.96% | — | -62.53% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.09% | — | -62.60% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.14% | — | -62.28% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.10% | -0.81% | -39.73% | |
| 5 | TSLA | Tesla INC | 株式-一般消費財 | 1.98% | — | -61.29% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.84% | — | -60.89% | |
| 7 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.71% | — | -61.20% | |
| 8 | NVDA | Nvidia CORP | 株式-IT | 1.50% | — | -61.79% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.47% | — | -46.04% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.47% | +0.05% | +66.08% | |
| 11 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.33% | +0.11% | -36.97% | |
| 12 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.13% | — | -63.37% | |
| 13 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.08% | — | -47.85% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.06% | — | -46.03% | |
| 15 | SPLB | Ss Spdr P Long Term C ETF | ETF-その他 | 1.03% | — | — | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | — | -46.35% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.83% | — | -46.48% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 0.83% | — | -62.58% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.80% | — | -46.02% | |
| 20 | CVX | Chevron CORP | 株式-エネルギー | 0.71% | — | -46.05% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.69% | — | -62.80% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 0.69% | — | -62.38% | |
| 23 | BAC | Bank Of America CORP | 株式-金融 | 0.66% | — | -47.09% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 0.65% | — | -46.43% | |
| 25 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.64% | — | -62.09% | |
| 26 | AVGO | Broadcom INC | 株式-IT | 0.58% | — | -61.53% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.57% | — | -61.21% | |
| 28 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.57% | — | -47.01% | |
| 29 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.55% | — | -58.07% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.53% | — | -46.42% | |
| 31 | PLD | Prologis INC | 株式-不動産 | 0.52% | — | -33.42% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.52% | — | -59.99% | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.51% | — | -48.77% | |
| 34 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | — | -61.02% | |
| 35 | VZ | Verizon Communications INC | 株式-通信サービス | 0.49% | — | -45.28% | |
| 36 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.48% | — | -46.45% | |
| 37 | WMT | Walmart INC | 株式-生活必需品 | 0.48% | — | -46.39% | |
| 38 | ADBE | Adobe INC | 株式-IT | 0.47% | — | -62.86% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.47% | — | -46.05% | |
| 40 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.47% | — | -55.37% | |
| 41 | CRM | Salesforce INC | 株式-IT | 0.47% | — | -49.63% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.46% | — | -45.90% | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.43% | — | -47.42% | |
| 44 | DHR | Danaher CORP | 株式-ヘルスケア | 0.42% | — | -47.67% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | — | -50.06% | |
| 46 | AMD | Advanced Micro Devices | 株式-IT | 0.39% | — | -49.25% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.39% | — | -57.83% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.38% | — | -46.02% | |
| 49 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.38% | — | -61.66% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.38% | +0.41% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EFA | Ishares Msci Eafe ETF | +1.1% | +66.08% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1% | -39.73% | 減少 |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | -46.04% | 減少 |
| 4 | IWM | Ishares Russell 2000 ETF | +0.5% | -36.97% | 減少 |
| 5 | JNJ | Johnson & Johnson | +0.3% | -46.03% | 減少 |
| 6 | UNH | Unitedhealth Group INC | +0.3% | -47.85% | 減少 |
| 7 | PG | Procter & Gamble Co/the | +0.2% | -46.48% | 減少 |
| 8 | JPM | Jpmorgan Chase & Co | +0.2% | -46.35% | 減少 |
| 9 | BAC | Bank Of America CORP | +0.2% | -47.09% | 減少 |
| 10 | PFE | Pfizer INC | +0.1% | -46.43% | 減少 |
| 11 | DIS | Walt Disney Co/the | +0.1% | -47.01% | 減少 |
| 12 | CMCSA | Comcast Corp-class A | +0.1% | -46.45% | 減少 |
| 13 | ABBV | Abbvie INC | +0.1% | -62.09% | 減少 |
| 14 | CSCO | Cisco Systems INC | +0.1% | -46.42% | 減少 |
| 15 | TMO | Thermo Fisher Scientific INC | +0.1% | -48.77% | 減少 |
| 16 | TSLA | Tesla INC | +0.1% | -61.29% | 減少 |
| 17 | KO | Coca-cola Co/the | +0.1% | -58.07% | 減少 |
| 18 | CRM | Salesforce INC | +0.1% | -49.63% | 減少 |
| 19 | LLY | Eli Lilly & Co | 0% | -61.02% | 減少 |
| 20 | TXN | Texas Instruments INC | 0% | -57.33% | 減少 |
| 21 | COST | Costco Wholesale CORP | 0% | -61.21% | 減少 |
| 22 | V | Visa Inc-class A Shares | 0% | -62.58% | 減少 |
| 23 | PEP | Pepsico INC | 0% | -59.99% | 減少 |
| 24 | ABT | Abbott Laboratories | — | -55.37% | 減少 |
| 25 | AMD | Advanced Micro Devices | — | -49.25% | 減少 |
| 26 | UPS | United Parcel Service-cl B | — | -61.89% | 減少 |
| 27 | MA | Mastercard INC - A | 0% | -62.38% | 減少 |
| 28 | GOOGL | Alphabet Inc-cl A | 0% | -60.89% | 減少 |
| 29 | GOOG | Alphabet Inc-cl C | 0% | -61.20% | 減少 |
| 30 | ORCL | Oracle CORP | 0% | -62.95% | 減少 |
| 31 | AVGO | Broadcom INC | 0% | -61.53% | 減少 |
| 32 | AMT | American Tower CORP | 0% | -61.94% | 減少 |
| 33 | NOW | Servicenow INC | 0% | -62.14% | 減少 |
| 34 | ISRG | Intuitive Surgical INC | -0.1% | -62.02% | 減少 |
| 35 | AMAT | Applied Materials INC | -0.1% | -63.06% | 減少 |
| 36 | QCOM | Qualcomm INC | -0.1% | -62.36% | 減少 |
| 37 | SBUX | Starbucks CORP | -0.1% | -63.01% | 減少 |
| 38 | NKE | Nike INC -cl B | -0.1% | -61.66% | 減少 |
| 39 | AMZN | Amazon.com INC | -0.1% | -62.28% | 減少 |
| 40 | LOW | Lowe's Cos INC | -0.1% | -63.50% | 減少 |
| 41 | INTU | Intuit INC | -0.1% | -61.47% | 減少 |
| 42 | NVDA | Nvidia CORP | -0.1% | -61.79% | 減少 |
| 43 | ADBE | Adobe INC | -0.1% | -62.86% | 減少 |
| 44 | AAPL | Apple INC | -0.2% | -62.53% | 減少 |
| 45 | PYPL | Paypal Holdings INC | -0.2% | -62.42% | 減少 |
| 46 | NFLX | Netflix INC | -0.2% | -62.00% | 減少 |
| 47 | HD | Home Depot INC | -0.3% | -62.80% | 減少 |
| 48 | IWF | Ishares Russell 1000 Growth | -0.3% | EXIT | 全売却 |
| 49 | MSFT | Microsoft CORP | -0.6% | -62.60% | 減少 |
| 50 | META | Meta Platforms Inc-class A | -0.6% | -63.37% | 減少 |