CIK: 0001056515
申告総資産額
$7.2億
上位200銘柄を表示中（全269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 | 3.66% | — | -3.40% | |
| 2 | PXDEUR | Pioneer Natural Resources Co | 株式-その他 | 2.71% | — | +4.52% | |
| 3 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.49% | — | -3.35% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.46% | — | +0.79% | |
| 5 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | ETF-テック型 | 2.27% | — | -3.14% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 2.18% | — | +0.14% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.02% | — | -0.80% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.83% | — | +0.11% | |
| 9 | MMM | 3m Co | 株式-資本財 | 1.79% | — | -1.58% | |
| 10 | MO | Altria Group INC | 株式-生活必需品 | 1.76% | — | +0.09% | |
| 11 | FDN | First Trust Dj Internet Ind | ETF-その他 | 1.76% | — | -1.67% | |
| 12 | XLF | Ss Financial Select Sector | ETF-その他 | 1.70% | — | -19.71% | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.66% | — | -2.51% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.66% | — | +0.47% | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.62% | — | -1.95% | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.58% | — | -0.96% | |
| 17 | UTXZ | United Tech CORP | 株式-その他 | 1.55% | — | -1.58% | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 1.49% | — | -0.84% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.48% | — | +1.08% | |
| 20 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.41% | — | +1.44% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.24% | — | -0.12% | |
| 22 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 1.19% | — | -13.27% | |
| 23 | ✓ | Sector Spdr Tr Shs Ben Int Ind | 株式-その他 | 1.18% | — | +0.12% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.16% | — | -3.36% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.16% | — | +2.44% | |
| 26 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 1.14% | — | -1.97% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 1.10% | — | -0.83% | |
| 28 | HON | Honeywell International INC | 株式-資本財 | 1.03% | — | -0.05% | |
| 29 | T | At&t INC | 株式-通信サービス | 1.02% | — | -0.64% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.99% | — | -0.50% | |
| 31 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 0.98% | — | +11.56% | |
| 32 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.96% | — | -0.26% | |
| 33 | NSRGY | Nestle Sa-spons Adr | 株式-その他 | 0.96% | — | +1.19% | |
| 34 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.89% | — | -3.11% | |
| 35 | BBH | Vaneck Biotech ETF | ETF-テック型 | 0.89% | — | -1.66% | |
| 36 | IBM | Intl Business Machines CORP | 株式-IT | 0.87% | — | -9.40% | |
| 37 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.80% | — | +0.17% | |
| 38 | MSFT | Microsoft CORP | 株式-IT | 0.80% | — | +4.71% | |
| 39 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.80% | — | +3.13% | |
| 40 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.79% | — | -4.30% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.77% | — | +1.59% | |
| 42 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.72% | — | -1.14% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.72% | — | -1.11% | |
| 44 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.70% | — | +1.08% | |
| 45 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.69% | — | +0.40% | |
| 46 | ✓ | CenterPoint Energy, Inc. | 株式-その他 | 0.68% | — | +0.94% | |
| 47 | IHE | Ishares US Pharmaceuticals E | ETF-その他 | 0.66% | — | -2.52% | |
| 48 | AIG | American International Group | 株式-金融 | 0.66% | — | -5.52% | |
| 49 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.66% | — | -2.78% | |
| 50 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.65% | — | -2.54% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IP | International Paper Co | +0.3% | +58.95% | 増加 |
| 2 | MCD | Mcdonald's CORP | +0.1% | -3.36% | 減少 |
| 3 | BA | Boeing Co/the | +0.1% | -0.84% | 減少 |
| 4 | AMZN | Amazon.com INC | +0.1% | +1.44% | 増加 |
| 5 | INDA | Ishares Msci India ETF | +0.1% | +116.25% | 増加 |
| 6 | NSRGY | Nestle Sa-spons Adr | +0.1% | +1.19% | 増加 |
| 7 | ✓ | FedEx Corporation | +0.1% | +11.69% | 増加 |
| 8 | XLY | Ss Consumer Disc Select Sect | +0.1% | +11.56% | 増加 |
| 9 | MMM | 3m Co | +0.1% | -1.58% | 減少 |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +0.47% | 増加 |
| 11 | UTXZ | United Tech CORP | +0.1% | -1.58% | 減少 |
| 12 | JNJ | Johnson & Johnson | +0.1% | -0.80% | 減少 |
| 13 | IR | Ingersoll-rand PLC | +0.1% | +5.09% | 増加 |
| 14 | FDN | First Trust Dj Internet Ind | +0.1% | -1.67% | 減少 |
| 15 | HD | Home Depot INC | +0.1% | +0.14% | 増加 |
| 16 | SPEU | State Street Spdr Portfolio | +0.1% | +41.75% | 増加 |
| 17 | MSFT | Microsoft CORP | +0.1% | +4.71% | 増加 |
| 18 | CVS | Cvs Health CORP | +0.1% | +53.22% | 増加 |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +0.79% | 増加 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +1.08% | 増加 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | +0.17% | 増加 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.08% | 増加 |
| 23 | HON | Honeywell International INC | +0.1% | -0.05% | 減少 |
| 24 | C | Citigroup INC | +0.1% | +11.17% | 増加 |
| 25 | MO | Altria Group INC | +0.1% | +0.09% | 増加 |
| 26 | ✓ | State Street SPDR Portfolio Nasdaq 100 ETF | +0.1% | -3.14% | 減少 |
| 27 | VGT | Vanguard Info Tech ETF | +0.1% | +0.11% | 増加 |
| 28 | ✓ | Sector Spdr Tr Shs Ben Int Ind | +0.1% | +0.12% | 増加 |
| 29 | CI | The Cigna Group | +0.1% | +3.82% | 増加 |
| 30 | ✓ | -0.1% | -41.90% | 減少 | |
| 31 | XOM | Exxon Mobil CORP | -0.1% | -1.95% | 減少 |
| 32 | WEP | Magellan Midstream Partners | -0.1% | -9.25% | 減少 |
| 33 | SLB | Slb LTD | -0.1% | -7.50% | 減少 |
| 34 | T | At&t INC | -0.1% | -0.64% | 減少 |
| 35 | AEP | American Electric Power Company, Inc. | -0.1% | -3.11% | 減少 |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | -0.2% | -13.27% | 減少 |
| 37 | AAPL | Apple INC | -0.2% | -3.40% | 減少 |
| 38 | VZ | Verizon Communications INC | -0.2% | -0.96% | 減少 |
| 39 | DIS | Walt Disney Co/the | -0.2% | -2.51% | 減少 |
| 40 | IBM | Intl Business Machines CORP | -0.2% | -9.40% | 減少 |
| 41 | PXDEUR | Pioneer Natural Resources Co | -0.3% | +4.52% | 増加 |
| 42 | XLF | Ss Financial Select Sector | -0.4% | -19.71% | 減少 |
| 43 | TMUS | T-mobile US INC | — | EXIT | 全売却 |
| 44 | OSIS | Osi Systems INC | — | EXIT | 全売却 |
| 45 | ✓ | Whole Foods Mkt INC | — | EXIT | 全売却 |
| 46 | KSUEUR | Kansas City Southern | — | NEW | 新規購入 |
| 47 | ACWX | Ishares Msci Acwi Ex US ETF | — | NEW | 新規購入 |
| 48 | SPG | Simon Property Group INC | — | EXIT | 全売却 |
| 49 | AGNC | Agnc Investment CORP | — | EXIT | 全売却 |
| 50 | ACWI | Ishares Msci Acwi ETF | — | EXIT | 全売却 |