CIK: 0000728618
申告総資産額
$3.3億
上位200銘柄を表示中（全2307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 | 6.57% | -0.81% | +6.18% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 5.49% | — | -0.94% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.37% | — | -1.62% | |
| 4 | NVDA | Nvidia CORP | 株式-IT | 3.92% | — | -0.91% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.90% | — | -0.40% | |
| 6 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 2.37% | +0.41% | +6.70% | |
| 7 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.88% | — | -1.79% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.58% | +0.11% | +1.58% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.56% | — | -1.33% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.34% | — | -0.91% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.32% | — | -1.85% | |
| 12 | USIG | Ishares Broad Usd Investment | ETF-その他 | 1.28% | — | — | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.09% | — | -0.91% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.05% | +0.05% | -20.52% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.02% | — | -0.66% | |
| 16 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.02% | — | -0.91% | |
| 17 | TSLA | Tesla INC | 株式-一般消費財 | 0.86% | — | -0.73% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.81% | — | -1.77% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.80% | — | -0.91% | |
| 20 | V | Visa Inc-class A Shares | 株式-金融 | 0.78% | — | -1.68% | |
| 21 | MA | Mastercard INC - A | 株式-金融 | 0.70% | — | -1.28% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.67% | — | -1.39% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.67% | — | -1.07% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | — | -0.91% | |
| 25 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.59% | — | -0.91% | |
| 26 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.57% | — | -0.70% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.56% | — | -0.91% | |
| 28 | AMD | Advanced Micro Devices | 株式-IT | 0.51% | — | -0.91% | |
| 29 | CRM | Salesforce INC | 株式-IT | 0.51% | — | -1.42% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.48% | — | -2.11% | |
| 31 | NFLX | Netflix INC | 株式-通信サービス | 0.46% | — | -2.03% | |
| 32 | BAC | Bank Of America CORP | 株式-金融 | 0.46% | — | -0.91% | |
| 33 | WMT | Walmart INC | 株式-生活必需品 | 0.45% | — | +197.34% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 0.42% | — | -0.95% | |
| 35 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 0.42% | — | +7.63% | |
| 36 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.42% | — | -0.91% | |
| 37 | ADBE | Adobe INC | 株式-IT | 0.40% | — | -1.63% | |
| 38 | LIN | Linde plc | 株式-素材 | 0.40% | — | -0.92% | |
| 39 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.39% | — | -0.92% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.39% | — | -0.67% | |
| 41 | ACN | Accenture plc | 株式-IT | 0.38% | — | -1.01% | |
| 42 | PLD | Prologis INC | 株式-不動産 | 0.37% | — | -0.15% | |
| 43 | WFC | Wells Fargo & Co | 株式-金融 | 0.37% | — | -1.81% | |
| 44 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.36% | — | -0.91% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.36% | — | -0.60% | |
| 46 | ORCL | Oracle CORP | 株式-IT | 0.35% | — | -0.57% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.35% | — | -0.87% | |
| 48 | GE | General Electric | 株式-資本財 | 0.34% | — | -0.92% | |
| 49 | QCOM | Qualcomm INC | 株式-IT | 0.33% | — | -0.64% | |
| 50 | INTC | Intel CORP | 株式-IT | 0.33% | — | -0.63% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.6% | -0.91% | 減少 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.5% | +6.18% | 増加 |
| 3 | META | Meta Platforms Inc-class A | +0.4% | -1.79% | 減少 |
| 4 | AMZN | Amazon.com INC | +0.3% | -0.40% | 減少 |
| 5 | LLY | Eli Lilly & Co | +0.2% | -0.91% | 減少 |
| 6 | SMCIUSD | Super Micro Computer INC | +0.2% | +78.68% | 増加 |
| 7 | MSFT | Microsoft CORP | +0.1% | -0.94% | 減少 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.91% | 減少 |
| 9 | AVGO | Broadcom INC | +0.1% | -0.66% | 減少 |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | -0.91% | 減少 |
| 11 | DIS | Walt Disney Co/the | +0.1% | -0.67% | 減少 |
| 12 | GE | General Electric | +0.1% | -0.92% | 減少 |
| 13 | MRK | Merck & Co. INC. | +0.1% | -0.91% | 減少 |
| 14 | FLUT | Flutter Entertainment plc | +0.1% | NEW | 新規購入 |
| 15 | AMD | Advanced Micro Devices | +0.1% | -0.91% | 減少 |
| 16 | NFLX | Netflix INC | +0.1% | -2.03% | 減少 |
| 17 | MU | Micron Technology INC | +0.1% | -0.38% | 減少 |
| 18 | XOM | Exxon Mobil CORP | 0% | -1.77% | 減少 |
| 19 | ABBV | Abbvie INC | 0% | -0.91% | 減少 |
| 20 | AMAT | Applied Materials INC | 0% | -1.44% | 減少 |
| 21 | CAT | Caterpillar INC | 0% | -1.12% | 減少 |
| 22 | UBER | Uber Technologies INC | 0% | -0.91% | 減少 |
| 23 | ETN | Eaton Corporation plc | 0% | -0.91% | 減少 |
| 24 | DECK | Deckers Outdoor CORP | 0% | NEW | 新規購入 |
| 25 | ORCL | Oracle CORP | 0% | -0.57% | 減少 |
| 26 | WFC | Wells Fargo & Co | 0% | -1.81% | 減少 |
| 27 | PGR | Progressive CORP | 0% | -0.87% | 減少 |
| 28 | MA | Mastercard INC - A | 0% | -1.28% | 減少 |
| 29 | CRM | Salesforce INC | 0% | -1.42% | 減少 |
| 30 | WMT | Walmart INC | 0% | +197.34% | 増加 |
| 31 | BAC | Bank Of America CORP | 0% | -0.91% | 減少 |
| 32 | QCOM | Qualcomm INC | 0% | -0.64% | 減少 |
| 33 | LIN | Linde plc | 0% | -0.92% | 減少 |
| 34 | IBM | Intl Business Machines CORP | 0% | -0.71% | 減少 |
| 35 | LRCXEUR | Lam Research CORP | 0% | -1.42% | 減少 |
| 36 | PG | Procter & Gamble Co/the | 0% | -1.07% | 減少 |
| 37 | HD | Home Depot INC | 0% | -1.39% | 減少 |
| 38 | COST | Costco Wholesale CORP | 0% | -0.70% | 減少 |
| 39 | V | Visa Inc-class A Shares | 0% | -1.68% | 減少 |
| 40 | GOOGL | Alphabet Inc-cl A | 0% | -1.33% | 減少 |
| 41 | GOOG | Alphabet Inc-cl C | 0% | -1.85% | 減少 |
| 42 | IWM | Ishares Russell 2000 ETF | 0% | +1.58% | 増加 |
| 43 | AGG | Ishares Core U.s. Aggregate | -0.1% | +6.70% | 増加 |
| 44 | INTC | Intel CORP | -0.1% | -0.63% | 減少 |
| 45 | BA | Boeing Co/the | -0.1% | -0.07% | 減少 |
| 46 | ADBE | Adobe INC | -0.1% | -1.63% | 減少 |
| 47 | UNH | Unitedhealth Group INC | -0.1% | -0.91% | 減少 |
| 48 | EFA | Ishares Msci Eafe ETF | -0.3% | -20.52% | 減少 |
| 49 | TSLA | Tesla INC | -0.5% | -0.73% | 減少 |
| 50 | AAPL | Apple INC | -1% | -1.62% | 減少 |