CIK: 0001018674
申告総資産額
$21.9億
上位200銘柄を表示中（全314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 | 9.54% | -0.03% | -5.96% | |
| 2 | MMM | 3m Co | 株式-資本財 | 5.90% | -1.07% | -4.73% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.41% | -0.47% | -3.20% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.23% | -0.09% | -1.10% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 3.07% | -0.07% | +0.61% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.96% | — | -7.41% | |
| 7 | RLMD | Relmada Therapeutics INC | 株式-その他 | 1.87% | — | +15.98% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.65% | +0.88% | -1.31% | |
| 9 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.64% | — | -0.82% | |
| 10 | AMT | American Tower CORP | 株式-不動産 | 1.53% | — | -2.11% | |
| 11 | INTC | Intel CORP | 株式-IT | 1.46% | — | -0.97% | |
| 12 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.42% | — | -0.86% | |
| 13 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.31% | — | +0.03% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.16% | — | +0.47% | |
| 15 | NEE | Nextera Energy INC | 株式-公益事業 | 1.13% | +1.08% | -0.21% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.07% | +0.07% | -0.23% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.06% | — | +4.72% | |
| 18 | HON | Honeywell International INC | 株式-資本財 | 1.04% | +0.03% | -1.43% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.02% | +0.05% | +0.22% | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 1.00% | — | +0.52% | |
| 21 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.96% | — | -4.55% | |
| 22 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.95% | — | -10.70% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | +0.35% | -32.26% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.93% | — | -10.67% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.91% | — | +0.13% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.87% | — | +0.87% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.79% | — | +2.86% | |
| 28 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.78% | — | -4.42% | |
| 29 | BLKCHF | Blackrock INC | 株式-その他 | 0.76% | — | -3.13% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | — | +4.94% | |
| 31 | CRM | Salesforce INC | 株式-IT | 0.73% | -0.14% | +4.18% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.70% | +0.22% | -1.03% | |
| 33 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | +0.26% | -10.54% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.69% | — | -2.00% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.68% | -0.46% | +0.79% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.66% | +0.12% | -2.07% | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.66% | — | -0.41% | |
| 38 | MA | Mastercard INC - A | 株式-金融 | 0.64% | — | -0.35% | |
| 39 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.61% | +0.01% | -12.89% | |
| 40 | AMGN | Amgen INC | 株式-ヘルスケア | 0.57% | — | +0.93% | |
| 41 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.57% | — | +1.90% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.53% | — | -1.07% | |
| 43 | UTXZ | United Tech CORP | 株式-その他 | 0.52% | — | +0.19% | |
| 44 | CAT | Caterpillar INC | 株式-資本財 | 0.52% | +0.01% | -5.74% | |
| 45 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.51% | — | -14.57% | |
| 46 | ADP | Automatic Data Processing | 株式-IT | 0.51% | — | -0.33% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.49% | — | +1.40% | |
| 48 | T | At&t INC | 株式-通信サービス | 0.46% | — | -2.87% | |
| 49 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.45% | — | -1.41% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.44% | -0.49% | -3.55% |
| # | 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 | +0.4% | -5.96% | 減少 |
| 2 | INTC | Intel CORP | +0.2% | -0.97% | 減少 |
| 3 | PG | Procter & Gamble Co/the | +0.2% | -0.82% | 減少 |
| 4 | TMO | Thermo Fisher Scientific INC | +0.1% | +0.03% | 増加 |
| 5 | JNJ | Johnson & Johnson | +0.1% | -7.41% | 減少 |
| 6 | HD | Home Depot INC | +0.1% | +0.47% | 増加 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.22% | 増加 |
| 8 | MINT | Pimco Enhanced Short Maturit | +0.1% | -10.70% | 減少 |
| 9 | BMY | Bristol-myers Squibb Co | +0.1% | -4.42% | 減少 |
| 10 | ABT | Abbott Laboratories | 0% | -10.67% | 減少 |
| 11 | VOO | Vanguard S&p 500 ETF | 0% | -0.23% | 減少 |
| 12 | MRK | Merck & Co. INC. | 0% | -4.55% | 減少 |
| 13 | IVV | Ishares Core S&p 500 ETF | 0% | +0.13% | 増加 |
| 14 | NKE | Nike INC -cl B | 0% | -0.41% | 減少 |
| 15 | PFE | Pfizer INC | 0% | -2.07% | 減少 |
| 16 | CSCO | Cisco Systems INC | 0% | -1.03% | 減少 |
| 17 | MA | Mastercard INC - A | 0% | -0.35% | 減少 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -3.20% | 減少 |
| 19 | CAT | Caterpillar INC | 0% | -5.74% | 減少 |
| 20 | ABBV | Abbvie INC | 0% | -12.89% | 減少 |
| 21 | CMCSA | Comcast Corp-class A | 0% | -0.86% | 減少 |
| 22 | T | At&t INC | 0% | -2.87% | 減少 |
| 23 | HON | Honeywell International INC | -0.1% | -1.43% | 減少 |
| 24 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -10.98% | 減少 |
| 25 | IJR | Ishares Core S&p Small-cap E | -0.1% | -1.95% | 減少 |
| 26 | JHMM | John Hancock Multi Fact Mid | -0.1% | -13.12% | 減少 |
| 27 | FLIR | Flir Systems INC | -0.1% | -0.00% | 減少 |
| 28 | WELL | Welltower INC | -0.1% | -3.40% | 減少 |
| 29 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -15.05% | 減少 |
| 30 | SYY | Sysco CORP | -0.1% | -3.88% | 減少 |
| 31 | SLB | Slb LTD | -0.1% | -17.89% | 減少 |
| 32 | VEA | Vanguard Ftse Developed ETF | -0.1% | -14.57% | 減少 |
| 33 | C | Citigroup INC | -0.1% | +10.64% | 増加 |
| 34 | USB | US Bancorp | -0.1% | -4.18% | 減少 |
| 35 | WAT | Waters CORP | -0.1% | -43.79% | 減少 |
| 36 | EWBC | East West Bancorp INC | -0.1% | -28.00% | 減少 |
| 37 | DIS | Walt Disney Co/the | -0.1% | +4.72% | 増加 |
| 38 | UTXZ | United Tech CORP | -0.1% | +0.19% | 増加 |
| 39 | ACWX | Ishares Msci Acwi Ex US ETF | -0.1% | -73.68% | 減少 |
| 40 | PSX | Phillips 66 | -0.2% | -3.64% | 減少 |
| 41 | ROP | Roper Technologies INC | -0.2% | -36.16% | 減少 |
| 42 | COP | Conocophillips | -0.2% | -6.89% | 減少 |
| 43 | MTD | Mettler-toledo International | -0.2% | -49.97% | 減少 |
| 44 | CVX | Chevron CORP | -0.3% | -10.54% | 減少 |
| 45 | MMM | 3m Co | -0.3% | -4.73% | 減少 |
| 46 | JPM | Jpmorgan Chase & Co | -0.4% | -1.31% | 減少 |
| 47 | BA | Boeing Co/the | -0.5% | -22.36% | 減少 |
| 48 | XOM | Exxon Mobil CORP | -1.1% | -32.26% | 減少 |
| 49 | WPM | Wheaton Precious Metals CORP | — | NEW | 新規購入 |
| 50 | VRTX | Vertex Pharmaceuticals INC | — | NEW | 新規購入 |