CIK: 0001262677
申告総資産額
$6.8億
| # | 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 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 4.84% | -0.58% | +1943.97% | |
| 2 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.17% | -0.42% | -0.34% | |
| 3 | AXP | American Express Co | 株式-金融 | 4.00% | -0.87% | -0.36% | |
| 4 | A | Agilent Technologies INC | 株式-ヘルスケア | 3.97% | -0.27% | -1.12% | |
| 5 | PEP | Pepsico INC | 株式-生活必需品 | 3.94% | — | +0.40% | |
| 6 | SYK | Stryker CORP | 株式-ヘルスケア | 3.76% | -0.11% | +0.47% | |
| 7 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.71% | +0.08% | +0.07% | |
| 8 | TSLA | Tesla INC | 株式-一般消費財 | 3.71% | -0.23% | +341.18% | |
| 9 | NEE | Nextera Energy INC | 株式-公益事業 | 3.69% | +0.48% | +0.49% | |
| 10 | QCOM | Qualcomm INC | 株式-IT | 3.50% | -0.65% | +0.51% | |
| 11 | APH | Amphenol Corp-cl A | 株式-IT | 3.47% | -0.13% | +0.17% | |
| 12 | NKE | Nike INC -cl B | 株式-一般消費財 | 3.22% | -0.20% | +0.18% | |
| 13 | UPS | United Parcel Service-cl B | 株式-資本財 | 3.07% | — | +1.85% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.77% | +0.05% | -3.78% | |
| 15 | LIN | Linde plc | 株式-素材 | 2.69% | — | -0.53% | |
| 16 | MDT | Medtronic plc | 株式-ヘルスケア | 2.52% | -0.11% | -0.74% | |
| 17 | CMI | Cummins INC | 株式-資本財 | 2.24% | +0.20% | -0.59% | |
| 18 | ECL | Ecolab INC | 株式-素材 | 2.20% | +0.15% | -0.25% | |
| 19 | IGV | Ishares Expanded Tech-softwa | ETF-テック型 | 2.20% | -0.57% | -0.33% | |
| 20 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.18% | -0.21% | +1.29% | |
| 21 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 2.11% | +0.58% | +0.61% | |
| 22 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 2.00% | +0.32% | -0.46% | |
| 23 | CAT | Caterpillar INC | 株式-資本財 | 2.00% | +0.85% | -0.04% | |
| 24 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.71% | — | -2.31% | |
| 25 | AAPL | Apple INC | 株式-IT | 1.68% | -0.04% | -4.68% | |
| 26 | SE | Sea Ltd-adr | 株式-通信サービス | 1.61% | -0.56% | +108.24% | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 1.56% | -0.28% | -0.30% | |
| 28 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.47% | +0.38% | -8.71% | |
| 29 | SRCLEUR | Stericycle INC | 株式-その他 | 1.38% | — | +1.94% | |
| 30 | ✓ | 株式-その他 | 1.29% | — | -5.33% | ||
| 31 | JSCP | Jpmorgan Short Duration Core | ETF-その他 | 1.23% | — | +2.88% | |
| 32 | MSFT | Microsoft CORP | 株式-IT | 1.18% | -0.28% | +5.77% | |
| 33 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 1.08% | — | -0.64% | |
| 34 | SLB | Slb LTD | 株式-エネルギー | 0.96% | +0.09% | -1.80% | |
| 35 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.89% | -0.07% | +1818.12% | |
| 36 | DIVO | Amplify Cwp Enhan Divid ETF | ETF-その他 | 0.84% | — | +3.10% | |
| 37 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.81% | — | -1.48% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | +0.05% | +5.86% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.55% | — | -0.37% | |
| 40 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.54% | +0.52% | +18.31% | |
| 41 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.52% | — | -1.98% | |
| 42 | VTV | Vanguard Value ETF | ETF-その他 | 0.44% | — | — | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.35% | +0.05% | +72.67% | |
| 44 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.34% | — | -3.50% | |
| 45 | PGX | Invesco Preferred ETF | ETF-その他 | 0.30% | — | -1.66% | |
| 46 | TAIT | Taitron Components Inc-cl A | 株式-その他 | 0.29% | — | +94.37% | |
| 47 | BLKCHF | Blackrock INC | 株式-その他 | 0.29% | — | +0.58% | |
| 48 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.27% | — | -1.03% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.23% | — | -0.57% | |
| 50 | AME | Ametek INC | 株式-資本財 | 0.22% | — | — |