CIK: 0001018674
申告総資産額
$21.9億
上位200銘柄を表示中（全408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 | 10.28% | -0.03% | -0.52% | |
| 2 | MMM | 3m Co | 株式-資本財 | 6.15% | -1.07% | +0.24% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.22% | -0.09% | -0.06% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.98% | -0.47% | +0.04% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.78% | -0.07% | -0.60% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.76% | +0.88% | +0.27% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.63% | — | +1.84% | |
| 8 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.48% | — | +4.88% | |
| 9 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.45% | — | -0.16% | |
| 10 | RLMD | Relmada Therapeutics INC | 株式-その他 | 1.30% | — | -0.04% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.23% | — | -0.08% | |
| 12 | HD | Home Depot INC | 株式-一般消費財 | 1.23% | — | +0.27% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.20% | +0.05% | -0.17% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.15% | — | -1.73% | |
| 15 | HON | Honeywell International INC | 株式-資本財 | 1.09% | +0.03% | +1.38% | |
| 16 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.09% | — | +9.11% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.01% | +0.07% | -4.51% | |
| 18 | DHR | Danaher CORP | 株式-ヘルスケア | 1.01% | — | +0.16% | |
| 19 | AMT | American Tower CORP | 株式-不動産 | 0.98% | — | -1.26% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.88% | — | -1.38% | |
| 21 | NEE | Nextera Energy INC | 株式-公益事業 | 0.87% | +1.08% | -1.92% | |
| 22 | INTC | Intel CORP | 株式-IT | 0.86% | — | -2.76% | |
| 23 | BLKCHF | Blackrock INC | 株式-その他 | 0.86% | — | -0.16% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.83% | — | -2.11% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.82% | +0.35% | +2.66% | |
| 26 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | +0.01% | +7.73% | |
| 27 | MDXG | Mimedx Group INC | 株式-その他 | 0.69% | — | -5.74% | |
| 28 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | — | +1.15% | |
| 29 | CRM | Salesforce INC | 株式-IT | 0.67% | -0.14% | -0.55% | |
| 30 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.66% | — | -0.74% | |
| 31 | CAT | Caterpillar INC | 株式-資本財 | 0.66% | +0.01% | -0.07% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.63% | -0.46% | -0.85% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.63% | — | +0.22% | |
| 34 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.61% | — | -0.34% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.59% | — | +0.34% | |
| 36 | PYPL | Paypal Holdings INC | 株式-金融 | 0.59% | — | -4.99% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.58% | — | -0.41% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.57% | — | +2.09% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.56% | +0.26% | +0.39% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.51% | — | -1.90% | |
| 41 | ACN | Accenture plc | 株式-IT | 0.50% | — | -2.39% | |
| 42 | PFE | Pfizer INC | 株式-ヘルスケア | 0.48% | +0.12% | -0.44% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.47% | +0.22% | -0.67% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.47% | — | -1.86% | |
| 45 | AMGN | Amgen INC | 株式-ヘルスケア | 0.46% | — | +0.04% | |
| 46 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.45% | — | +0.66% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | +0.28% | -1.33% | |
| 48 | BX | Blackstone INC | 株式-金融 | 0.43% | -0.32% | -0.04% | |
| 49 | CSX | Csx CORP | 株式-資本財 | 0.42% | — | — | |
| 50 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.42% | — | +0.24% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MMM | 3m Co | +0.3% | +0.24% | 増加 |
| 2 | JPM | Jpmorgan Chase & Co | +0.2% | +0.27% | 増加 |
| 3 | XOM | Exxon Mobil CORP | +0.2% | +2.66% | 増加 |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.04% | 増加 |
| 5 | INTC | Intel CORP | +0.1% | -2.76% | 減少 |
| 6 | POWW | Outdoor Holding Co | +0.1% | +21.45% | 増加 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.17% | 減少 |
| 8 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +155.15% | 増加 |
| 9 | TIP | Ishares Tips Bond ETF | +0.1% | +97.54% | 増加 |
| 10 | CAT | Caterpillar INC | +0.1% | -0.07% | 減少 |
| 11 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +121.06% | 増加 |
| 12 | HD | Home Depot INC | +0.1% | +0.27% | 増加 |
| 13 | CVX | Chevron CORP | +0.1% | +0.39% | 増加 |
| 14 | TJX | Tjx Companies INC | +0.1% | +60.84% | 増加 |
| 15 | WAL | Western Alliance Bancorp | +0.1% | +3.75% | 増加 |
| 16 | MBB | Ishares Mbs ETF | +0.1% | +29.70% | 増加 |
| 17 | KHC | Kraft Heinz Co/the | +0.1% | +329.35% | 増加 |
| 18 | XLE | Ss Energy Select Sector | +0.1% | +10.86% | 増加 |
| 19 | RLMD | Relmada Therapeutics INC | +0.1% | -0.04% | 減少 |
| 20 | C | Citigroup INC | +0.1% | +11.55% | 増加 |
| 21 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.27% | 増加 |
| 22 | GOOG | Alphabet Inc-cl C | 0% | -1.33% | 減少 |
| 23 | CSCO | Cisco Systems INC | 0% | -0.67% | 減少 |
| 24 | IJH | Ishares Core S&p Midcap ETF | 0% | +4.52% | 増加 |
| 25 | FLIR | Flir Systems INC | 0% | -0.05% | 減少 |
| 26 | BX | Blackstone INC | 0% | -0.04% | 減少 |
| 27 | BAC | Bank Of America CORP | 0% | +2.30% | 増加 |
| 28 | GS | Goldman Sachs Group INC | 0% | +17.20% | 増加 |
| 29 | FTNT | Fortinet INC | 0% | — | 変化なし |
| 30 | MINT | Pimco Enhanced Short Maturit | 0% | +9.11% | 増加 |
| 31 | ABBV | Abbvie INC | 0% | +7.73% | 増加 |
| 32 | EMR | Emerson Electric Co | 0% | +4.49% | 増加 |
| 33 | JNJ | Johnson & Johnson | 0% | +1.84% | 増加 |
| 34 | ABT | Abbott Laboratories | 0% | -1.38% | 減少 |
| 35 | MSFT | Microsoft CORP | — | -0.60% | 減少 |
| 36 | AMT | American Tower CORP | — | -1.26% | 減少 |
| 37 | VRTX | Vertex Pharmaceuticals INC | -0.1% | -43.42% | 減少 |
| 38 | USMV | Ishares Msci USA Min Vol Fac | -0.1% | -54.47% | 減少 |
| 39 | GLD | Spdr Gold Shares | -0.1% | +0.24% | 増加 |
| 40 | NKE | Nike INC -cl B | -0.1% | -0.74% | 減少 |
| 41 | JHML | John Hancock Multi Fact Lrg | -0.1% | -37.81% | 減少 |
| 42 | CCI | Crown Castle INC | -0.1% | -37.14% | 減少 |
| 43 | ADBE | Adobe INC | -0.1% | -69.56% | 減少 |
| 44 | CLX | Clorox Company | -0.1% | -83.89% | 減少 |
| 45 | MKC | Mccormick & Co-non Vtg Shrs | -0.1% | -37.68% | 減少 |
| 46 | AMZN | Amazon.com INC | -0.4% | -0.06% | 減少 |
| 47 | AAPL | Apple INC | -1.5% | -0.52% | 減少 |
| 48 | MET | Metlife INC | — | NEW | 新規購入 |
| 49 | PICK | Ishares Msci Global Metals & | — | NEW | 新規購入 |
| 50 | VTV | Vanguard Value ETF | — | NEW | 新規購入 |