CIK: 0001018674
申告総資産額
$21.9億
上位200銘柄を表示中（全344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 | 7.54% | -0.03% | -2.32% | |
| 2 | MMM | 3m Co | 株式-資本財 | 6.92% | -1.07% | +7.18% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.38% | -0.47% | -1.28% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.41% | -0.09% | +0.53% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.30% | -0.07% | -0.15% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.24% | +0.35% | -1.59% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.84% | +0.88% | -0.24% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.75% | — | -1.18% | |
| 9 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.56% | — | -0.05% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.55% | — | -0.65% | |
| 11 | AMT | American Tower CORP | 株式-不動産 | 1.34% | — | -4.07% | |
| 12 | INTC | Intel CORP | 株式-IT | 1.19% | — | -0.44% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.19% | — | -0.98% | |
| 14 | BA | Boeing Co/the | 株式-資本財 | 1.17% | — | -0.05% | |
| 15 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.14% | — | +1.79% | |
| 16 | HON | Honeywell International INC | 株式-資本財 | 1.13% | +0.03% | -2.59% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.12% | — | +1.60% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.09% | +0.26% | -4.11% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.03% | +0.07% | -1.05% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.94% | — | -1.00% | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 0.94% | +1.08% | +6.63% | |
| 22 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.93% | — | +1.38% | |
| 23 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.92% | — | +9.07% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.91% | +0.05% | +2.20% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.90% | — | -0.35% | |
| 26 | DHR | Danaher CORP | 株式-ヘルスケア | 0.88% | — | -0.35% | |
| 27 | VZ | Verizon Communications INC | 株式-通信サービス | 0.82% | — | +0.21% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.75% | — | -1.47% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.74% | +0.22% | +0.82% | |
| 30 | BLKCHF | Blackrock INC | 株式-その他 | 0.67% | — | -2.16% | |
| 31 | CELG | Celgene CORP | 株式-その他 | 0.66% | — | -0.72% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.65% | -0.46% | -0.72% | |
| 33 | PFE | Pfizer INC | 株式-ヘルスケア | 0.64% | +0.12% | -25.51% | |
| 34 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.63% | — | +1.28% | |
| 35 | UTXZ | United Tech CORP | 株式-その他 | 0.63% | — | -2.39% | |
| 36 | V | Visa Inc-class A Shares | 株式-金融 | 0.63% | — | +4.49% | |
| 37 | MA | Mastercard INC - A | 株式-金融 | 0.63% | — | -3.99% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.62% | — | +0.08% | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.61% | -0.14% | +6.80% | |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.60% | — | +2.46% | |
| 41 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | +0.01% | -3.37% | |
| 42 | ROP | Roper Technologies INC | 株式-IT | 0.59% | +0.06% | +1.00% | |
| 43 | T | At&t INC | 株式-通信サービス | 0.52% | — | +0.81% | |
| 44 | ADP | Automatic Data Processing | 株式-IT | 0.51% | — | -1.75% | |
| 45 | CAT | Caterpillar INC | 株式-資本財 | 0.50% | +0.01% | -0.31% | |
| 46 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.49% | — | +2.83% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.49% | — | -2.28% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.48% | — | +0.07% | |
| 49 | CSX | Csx CORP | 株式-資本財 | 0.47% | — | -2.41% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.46% | — | -0.91% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.7% | -2.32% | 減少 |
| 2 | PG | Procter & Gamble Co/the | +0.2% | -0.65% | 減少 |
| 3 | NEE | Nextera Energy INC | +0.2% | +6.63% | 増加 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.20% | 増加 |
| 5 | HD | Home Depot INC | +0.1% | -0.98% | 減少 |
| 6 | CMCSA | Comcast Corp-class A | +0.1% | -0.05% | 減少 |
| 7 | MMM | 3m Co | +0.1% | +7.18% | 増加 |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | -0.24% | 減少 |
| 9 | MSFT | Microsoft CORP | +0.1% | -0.15% | 減少 |
| 10 | INTC | Intel CORP | +0.1% | -0.44% | 減少 |
| 11 | MINT | Pimco Enhanced Short Maturit | +0.1% | +9.07% | 増加 |
| 12 | NKE | Nike INC -cl B | +0.1% | +1.28% | 増加 |
| 13 | T | At&t INC | +0.1% | +0.81% | 増加 |
| 14 | NFLX | Netflix INC | +0.1% | +230.55% | 増加 |
| 15 | CTVA | Corteva INC | +0.1% | +72.73% | 増加 |
| 16 | SYY | Sysco CORP | +0.1% | +9.40% | 増加 |
| 17 | BA | Boeing Co/the | 0% | -0.05% | 減少 |
| 18 | AMT | American Tower CORP | 0% | -4.07% | 減少 |
| 19 | VZ | Verizon Communications INC | 0% | +0.21% | 増加 |
| 20 | WPM | Wheaton Precious Metals CORP | 0% | +32.50% | 増加 |
| 21 | ✓ | Azurrx Biopharma | -0.1% | -0.23% | 減少 |
| 22 | BP | Bp Plc-spons Adr | -0.1% | -12.89% | 減少 |
| 23 | ALGN | Align Technology INC | -0.1% | +1.65% | 増加 |
| 24 | XLNXEUR | Xilinx INC | -0.1% | -0.28% | 減少 |
| 25 | FTV | Fortive CORP | -0.1% | -0.33% | 減少 |
| 26 | BLKCHF | Blackrock INC | -0.1% | -2.16% | 減少 |
| 27 | 6D8 | Dupont De Nemours INC | -0.1% | -47.15% | 減少 |
| 28 | CSCO | Cisco Systems INC | -0.1% | +0.82% | 増加 |
| 29 | CSX | Csx CORP | -0.1% | -2.41% | 減少 |
| 30 | HON | Honeywell International INC | -0.1% | -2.59% | 減少 |
| 31 | SLB | Slb LTD | -0.1% | -16.81% | 減少 |
| 32 | DIS | Walt Disney Co/the | -0.1% | +1.60% | 増加 |
| 33 | MTD | Mettler-toledo International | -0.1% | +0.38% | 増加 |
| 34 | XEL | Xcel Energy INC | -0.1% | -67.91% | 減少 |
| 35 | CVX | Chevron CORP | -0.1% | -4.11% | 減少 |
| 36 | COP | Conocophillips | -0.1% | -17.60% | 減少 |
| 37 | DLTR | Dollar Tree INC | -0.1% | -80.51% | 減少 |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -1.28% | 減少 |
| 39 | JNJ | Johnson & Johnson | -0.2% | -1.18% | 減少 |
| 40 | AMZN | Amazon.com INC | -0.2% | +0.53% | 増加 |
| 41 | XOM | Exxon Mobil CORP | -0.2% | -1.59% | 減少 |
| 42 | PFE | Pfizer INC | -0.4% | -25.51% | 減少 |
| 43 | GL | Globe Life INC | — | NEW | 新規購入 |
| 44 | TMK | Torchmark CORP | — | EXIT | 全売却 |
| 45 | BX | Blackstone INC | — | NEW | 新規購入 |
| 46 | SNY | Sanofi-adr | — | NEW | 新規購入 |
| 47 | EBAY | Ebay INC | — | NEW | 新規購入 |
| 48 | SPAB | Ss Spdr P Agg Bond ETF | — | NEW | 新規購入 |
| 49 | XIFR | Xplr Infrastructure LP | — | NEW | 新規購入 |
| 50 | YUM | Yum! Brands INC | — | EXIT | 全売却 |