CIK: 0000728618
申告総資産額
$3.3億
上位200銘柄を表示中（全2343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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 6.07% | -0.81% | +25.31% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.38% | — | -2.13% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 5.35% | — | -1.59% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.64% | — | -1.46% | |
| 5 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.42% | +0.41% | +334.80% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 2.34% | — | -1.62% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.61% | +0.11% | -3.13% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.58% | — | -1.87% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.50% | — | -1.75% | |
| 10 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.39% | — | — | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.35% | +0.05% | +16.13% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.34% | — | -2.91% | |
| 13 | TSLA | Tesla INC | 株式-一般消費財 | 1.31% | — | -1.47% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.24% | — | -1.85% | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.94% | — | -2.13% | |
| 16 | AVGO | Broadcom INC | 株式-IT | 0.94% | — | +4.64% | |
| 17 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.93% | — | -1.77% | |
| 18 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.89% | — | -1.62% | |
| 19 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | — | -2.40% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.77% | — | -1.56% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.72% | — | -1.65% | |
| 22 | MA | Mastercard INC - A | 株式-金融 | 0.68% | — | -2.09% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | -2.14% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.66% | — | -1.64% | |
| 25 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.56% | — | -1.70% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | — | -1.75% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | — | -1.59% | |
| 28 | ADBE | Adobe INC | 株式-IT | 0.52% | — | -1.73% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.50% | — | -2.65% | |
| 30 | CRM | Salesforce INC | 株式-IT | 0.49% | — | -1.72% | |
| 31 | AMD | Advanced Micro Devices | 株式-IT | 0.46% | — | -1.62% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.45% | — | -1.74% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.44% | — | -2.02% | |
| 34 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.44% | — | -1.64% | |
| 35 | WMT | Walmart INC | 株式-生活必需品 | 0.43% | — | -1.66% | |
| 36 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.43% | — | +742.28% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.42% | — | -2.12% | |
| 38 | PLD | Prologis INC | 株式-不動産 | 0.41% | — | -1.05% | |
| 39 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.41% | — | -2.08% | |
| 40 | NFLX | Netflix INC | 株式-通信サービス | 0.41% | — | -2.83% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.41% | — | -0.96% | |
| 42 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.39% | — | -1.51% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.39% | — | -2.21% | |
| 44 | LIN | Linde plc | 株式-素材 | 0.38% | — | -2.23% | |
| 45 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.37% | — | -1.62% | |
| 46 | WFC | Wells Fargo & Co | 株式-金融 | 0.34% | — | -2.35% | |
| 47 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.34% | — | -4.01% | |
| 48 | INTU | Intuit INC | 株式-IT | 0.34% | — | -1.55% | |
| 49 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.33% | +0.14% | — | |
| 50 | ORCL | Oracle CORP | 株式-IT | 0.32% | — | -0.71% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +1.8% | +334.80% | 増加 |
| 2 | USIG | Ishares Broad Usd Investment | +1.4% | NEW | 新規購入 |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.3% | +25.31% | 増加 |
| 4 | VNQ | Vanguard Real Estate ETF | +0.4% | +742.28% | 増加 |
| 5 | MSFT | Microsoft CORP | +0.3% | -1.59% | 減少 |
| 6 | EDV | Vanguard Extended Dur Treas | +0.3% | NEW | 新規購入 |
| 7 | UBER | Uber Technologies INC | +0.2% | NEW | 新規購入 |
| 8 | AVGO | Broadcom INC | +0.2% | +4.64% | 増加 |
| 9 | EFA | Ishares Msci Eafe ETF | +0.2% | +16.13% | 増加 |
| 10 | VWO | Vanguard Ftse Emerging Marke | +0.2% | NEW | 新規購入 |
| 11 | AMZN | Amazon.com INC | +0.2% | -1.46% | 減少 |
| 12 | LULU | Lululemon Athletica INC | +0.1% | NEW | 新規購入 |
| 13 | AMD | Advanced Micro Devices | +0.1% | -1.62% | 減少 |
| 14 | INTC | Intel CORP | +0.1% | -0.96% | 減少 |
| 15 | META | Meta Platforms Inc-class A | +0.1% | -1.75% | 減少 |
| 16 | CRM | Salesforce INC | +0.1% | -1.72% | 減少 |
| 17 | NFLX | Netflix INC | +0.1% | -2.83% | 減少 |
| 18 | BA | Boeing Co/the | +0.1% | -1.33% | 減少 |
| 19 | QCOM | Qualcomm INC | 0% | -1.88% | 減少 |
| 20 | BLDR | Builders Firstsource INC | 0% | NEW | 新規購入 |
| 21 | NVDA | Nvidia CORP | 0% | -1.62% | 減少 |
| 22 | JPM | Jpmorgan Chase & Co | 0% | -2.13% | 減少 |
| 23 | BAC | Bank Of America CORP | 0% | -2.02% | 減少 |
| 24 | INTU | Intuit INC | 0% | -1.55% | 減少 |
| 25 | NOW | Servicenow INC | 0% | -1.14% | 減少 |
| 26 | AMT | American Tower CORP | 0% | -1.62% | 減少 |
| 27 | COST | Costco Wholesale CORP | 0% | -1.70% | 減少 |
| 28 | ADBE | Adobe INC | 0% | -1.73% | 減少 |
| 29 | PLD | Prologis INC | 0% | -1.05% | 減少 |
| 30 | WFC | Wells Fargo & Co | 0% | -2.35% | 減少 |
| 31 | UNP | Union Pacific CORP | 0% | -1.59% | 減少 |
| 32 | UBS | UBS Group AG | 0% | +0.59% | 増加 |
| 33 | BLKCHF | Blackrock INC | 0% | -2.00% | 減少 |
| 34 | HD | Home Depot INC | 0% | -2.14% | 減少 |
| 35 | SPGI | S&p Global INC | 0% | -2.04% | 減少 |
| 36 | ABT | Abbott Laboratories | 0% | -1.62% | 減少 |
| 37 | VZ | Verizon Communications INC | 0% | -1.62% | 減少 |
| 38 | IWM | Ishares Russell 2000 ETF | — | -3.13% | 減少 |
| 39 | V | Visa Inc-class A Shares | — | -2.40% | 減少 |
| 40 | ACN | Accenture plc | — | -2.12% | 減少 |
| 41 | AAPL | Apple INC | 0% | -2.13% | 減少 |
| 42 | LLY | Eli Lilly & Co | 0% | -1.62% | 減少 |
| 43 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.87% | 減少 |
| 44 | PFE | Pfizer INC | -0.1% | -1.61% | 減少 |
| 45 | GOOG | Alphabet Inc-cl C | -0.1% | -2.91% | 減少 |
| 46 | ATVIEUR | Activision Blizzard INC | -0.1% | EXIT | 全売却 |
| 47 | CVX | Chevron CORP | -0.1% | -2.65% | 減少 |
| 48 | XOM | Exxon Mobil CORP | -0.2% | -1.56% | 減少 |
| 49 | VCLT | Vanguard Long-term CORP Bond | -1.1% | EXIT | 全売却 |
| 50 | BND | Vanguard Total Bond Market | -3.8% | EXIT | 全売却 |