CIK: 0001269119
申告総資産額
$87.6億
上位200銘柄を表示中（全1090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 | MSFT | Microsoft CORP | 株式-IT | 3.17% | -0.92% | -7.54% | |
| 2 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公債 | 2.14% | — | -6.02% | |
| 3 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.44% | — | +4.14% | |
| 4 | V | Visa Inc-class A Shares | 株式-金融 | 1.43% | -0.41% | +3.39% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.31% | +1.34% | NEW | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.27% | +0.10% | -2.77% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.25% | -0.27% | -1.71% | |
| 8 | ADBE | Adobe INC | 株式-IT | 1.19% | -0.13% | +1.53% | |
| 9 | CRM | Salesforce INC | 株式-IT | 1.12% | — | +1.56% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.07% | +0.61% | NEW | |
| 11 | AAPL | Apple INC | 株式-IT | 1.00% | +1.17% | NEW | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.95% | -0.30% | -5.77% | |
| 13 | C | Citigroup INC | 株式-金融 | 0.93% | — | +1.84% | |
| 14 | MA | Mastercard INC - A | 株式-金融 | 0.92% | -0.19% | +3.50% | |
| 15 | PYPL | Paypal Holdings INC | 株式-金融 | 0.87% | — | -6.80% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 0.86% | +0.30% | +6.86% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.81% | — | +0.89% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.80% | — | -5.69% | |
| 19 | NOW | Servicenow INC | 株式-IT | 0.78% | -0.22% | -2.18% | |
| 20 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.76% | — | +47.02% | |
| 21 | ACN | Accenture plc | 株式-IT | 0.75% | — | +1.60% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.73% | -0.31% | +2.31% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 0.69% | — | +3.92% | |
| 24 | DG | Dollar General CORP | 株式-生活必需品 | 0.68% | -0.43% | -5.84% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.67% | +0.14% | -4.42% | |
| 26 | GM | General Motors Co | 株式-一般消費財 | 0.65% | -0.22% | -5.24% | |
| 27 | MGA | Magna International INC | 株式-一般消費財 | 0.63% | — | -5.29% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | -0.23% | -4.35% | |
| 29 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.61% | — | +0.43% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 0.61% | — | -4.52% | |
| 31 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.60% | — | +3.14% | |
| 32 | VZ | Verizon Communications INC | 株式-通信サービス | 0.58% | — | +4.05% | |
| 33 | BAC | Bank Of America CORP | 株式-金融 | 0.57% | +0.42% | NEW | |
| 34 | CTLEUR | Centurylink INC | 株式-その他 | 0.57% | — | -5.06% | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.56% | — | +0.07% | |
| 36 | ADSK | Autodesk INC | 株式-IT | 0.55% | — | -7.98% | |
| 37 | AMG | Affiliated Managers Group | 株式-金融 | 0.55% | — | -4.79% | |
| 38 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.53% | — | -5.67% | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.53% | — | +2.87% | |
| 40 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.50% | — | -2.25% | |
| 41 | MDT | Medtronic plc | 株式-ヘルスケア | 0.50% | — | +34.16% | |
| 42 | NEE | Nextera Energy INC | 株式-公益事業 | 0.50% | — | -1.80% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.50% | — | +6.64% | |
| 44 | LBTYA | Liberty Global Ltd. | 株式-その他 | 0.50% | — | -4.70% | |
| 45 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.48% | +0.07% | -9.34% | |
| 46 | MS | Morgan Stanley | 株式-金融 | 0.48% | — | -1.72% | |
| 47 | RTX | Rtx CORP | 株式-資本財 | 0.48% | +1.03% | NEW | |
| 48 | AVGO | Broadcom INC | 株式-IT | 0.47% | — | +29.68% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.46% | — | +2.95% | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.46% | -0.36% | +0.03% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce INC | +0.3% | +1.56% | 増加 |
| 2 | UNH | Unitedhealth Group INC | +0.2% | +47.02% | 増加 |
| 3 | ISRG | Intuitive Surgical INC | +0.2% | +113.27% | 増加 |
| 4 | META | Meta Platforms Inc-class A | +0.2% | +4.14% | 増加 |
| 5 | MDT | Medtronic plc | +0.2% | +34.16% | 増加 |
| 6 | XLB | Ss Materials Select Sector | +0.2% | +903.74% | 増加 |
| 7 | AVGO | Broadcom INC | +0.1% | +29.68% | 増加 |
| 8 | AMZN | Amazon.com INC | +0.1% | +2.46% | 増加 |
| 9 | NVDA | Nvidia CORP | +0.1% | +0.03% | 増加 |
| 10 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +2.58% | 増加 |
| 11 | UPS | United Parcel Service-cl B | +0.1% | -0.35% | 減少 |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.71% | 減少 |
| 13 | NKE | Nike INC -cl B | +0.1% | +0.07% | 増加 |
| 14 | FDX | Fedex CORP | +0.1% | -3.30% | 減少 |
| 15 | IHS | Ihs Markit LTD | +0.1% | +45.92% | 増加 |
| 16 | SHW | Sherwin-williams Co/the | +0.1% | +214.46% | 増加 |
| 17 | CAT | Caterpillar INC | +0.1% | +540.58% | 増加 |
| 18 | MA | Mastercard INC - A | +0.1% | +3.50% | 増加 |
| 19 | ABT | Abbott Laboratories | +0.1% | +0.89% | 増加 |
| 20 | TGT | Target CORP | +0.1% | +7.56% | 増加 |
| 21 | ADBE | Adobe INC | +0.1% | +1.53% | 増加 |
| 22 | AAPL | Apple INC | +0.1% | +262.92% | 増加 |
| 23 | UL | Unilever PLC | +0.1% | +75.32% | 増加 |
| 24 | FIVE | Five Below | +0.1% | +33.43% | 増加 |
| 25 | CMG | Chipotle Mexican Grill INC | +0.1% | +402.56% | 増加 |
| 26 | NOW | Servicenow INC | +0.1% | -2.18% | 減少 |
| 27 | ZTS | Zoetis INC | +0.1% | +0.43% | 増加 |
| 28 | SBUX | Starbucks CORP | +0.1% | +3.14% | 増加 |
| 29 | DIS | Walt Disney Co/the | +0.1% | +12.96% | 増加 |
| 30 | V | Visa Inc-class A Shares | 0% | +3.39% | 増加 |
| 31 | DEO | Diageo Plc-sponsored Adr | -0.1% | -25.34% | 減少 |
| 32 | AMG | Affiliated Managers Group | -0.1% | -4.79% | 減少 |
| 33 | FMB | First Trust Managed Municipa | -0.1% | -53.08% | 減少 |
| 34 | ITM | Vaneck Intermediate Muni ETF | -0.1% | -53.89% | 減少 |
| 35 | FISV | Fiserv INC | -0.1% | -32.95% | 減少 |
| 36 | CUT | Invesco Msci Global Timber E | -0.1% | -56.71% | 減少 |
| 37 | LLY | Eli Lilly & Co | -0.1% | -19.07% | 減少 |
| 38 | CSCO | Cisco Systems INC | -0.2% | +3.92% | 増加 |
| 39 | VOD | Vodafone Group Plc-sp Adr | -0.2% | -9.34% | 減少 |
| 40 | CVX | Chevron CORP | -0.2% | +6.86% | 増加 |
| 41 | ADP | Automatic Data Processing | -0.2% | -80.68% | 減少 |
| 42 | C | Citigroup INC | -0.2% | +1.84% | 増加 |
| 43 | BIL | Ss Spdr Bb 1-3m T-bill ETF | -0.3% | -6.02% | 減少 |
| 44 | WHR | Whirlpool CORP | -0.3% | -62.46% | 減少 |
| 45 | MSFT | Microsoft CORP | -0.4% | -7.54% | 減少 |
| 46 | ICVT | Ishares Convertible Bond ETF | — | NEW | 新規購入 |
| 47 | SGOV | Ishares 0-3 Month Treasury B | — | NEW | 新規購入 |
| 48 | RSPN | Invesco S&p 500 Equal Weight | — | NEW | 新規購入 |
| 49 | ✓ | — | NEW | 新規購入 | |
| 50 | EVRG | Evergy INC | — | NEW | 新規購入 |