CIK: 0001018674
申告総資産額
$21.9億
上位200銘柄を表示中（全424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 | 11.43% | -0.03% | -3.11% | |
| 2 | MMM | 3m Co | 株式-資本財 | 4.07% | -1.07% | -0.54% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.72% | -0.47% | -0.10% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.26% | -0.07% | -1.20% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.10% | -0.09% | -1.82% | |
| 6 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.72% | — | -0.98% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.65% | — | -0.16% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.46% | +0.88% | +0.65% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.43% | +0.05% | -0.77% | |
| 10 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.37% | +0.35% | -0.07% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.18% | +0.07% | +4.49% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.16% | — | -0.67% | |
| 13 | DHR | Danaher CORP | 株式-ヘルスケア | 1.12% | — | -1.87% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.07% | — | +0.43% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.03% | +0.01% | +1.33% | |
| 16 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.03% | — | -10.11% | |
| 17 | RLMD | Relmada Therapeutics INC | 株式-その他 | 1.03% | — | -0.07% | |
| 18 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.01% | — | -6.49% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.00% | +0.26% | +6.71% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.88% | — | -1.53% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 0.86% | +0.03% | -2.57% | |
| 22 | AMT | American Tower CORP | 株式-不動産 | 0.81% | — | -9.98% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.77% | — | -0.42% | |
| 24 | BLKCHF | Blackrock INC | 株式-その他 | 0.75% | — | -3.36% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.70% | — | -1.59% | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 0.69% | +1.08% | -2.14% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.68% | — | +1.28% | |
| 28 | BX | Blackstone INC | 株式-金融 | 0.68% | -0.32% | +1.42% | |
| 29 | ORCL | Oracle CORP | 株式-IT | 0.66% | -0.46% | -0.99% | |
| 30 | V | Visa Inc-class A Shares | 株式-金融 | 0.65% | — | -1.04% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | +0.12% | -3.28% | |
| 32 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.62% | — | -0.77% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.62% | — | +0.76% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.61% | — | -0.05% | |
| 35 | CRM | Salesforce INC | 株式-IT | 0.60% | -0.14% | -5.38% | |
| 36 | CAT | Caterpillar INC | 株式-資本財 | 0.60% | +0.01% | -0.17% | |
| 37 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.58% | — | -0.73% | |
| 38 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.54% | +0.28% | -0.19% | |
| 39 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.53% | — | -15.43% | |
| 40 | ACN | Accenture plc | 株式-IT | 0.52% | — | -0.92% | |
| 41 | TSLA | Tesla INC | 株式-一般消費財 | 0.52% | — | +1.14% | |
| 42 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.52% | — | -1.58% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.51% | — | +0.35% | |
| 44 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.48% | — | +2.17% | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.47% | +0.22% | +0.69% | |
| 46 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.47% | — | +5.77% | |
| 47 | NVDA | Nvidia CORP | 株式-IT | 0.46% | +0.81% | -3.63% | |
| 48 | CSX | Csx CORP | 株式-資本財 | 0.45% | — | -0.18% | |
| 49 | IBM | Intl Business Machines CORP | 株式-IT | 0.42% | -0.49% | +8.67% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.42% | — | -0.63% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | -0.10% | 減少 |
| 2 | XOM | Exxon Mobil CORP | +0.4% | -0.07% | 減少 |
| 3 | CVX | Chevron CORP | +0.4% | +6.71% | 増加 |
| 4 | ABBV | Abbvie INC | +0.2% | +1.33% | 増加 |
| 5 | RLMD | Relmada Therapeutics INC | +0.2% | -0.07% | 減少 |
| 6 | PSLV | Sprott Physical Silver Trust | +0.2% | +242.85% | 増加 |
| 7 | AMD | Advanced Micro Devices | +0.2% | +130.84% | 増加 |
| 8 | KO | Coca-cola Co/the | +0.1% | +151.01% | 増加 |
| 9 | COP | Conocophillips | +0.1% | +2.28% | 増加 |
| 10 | BMY | Bristol-myers Squibb Co | +0.1% | +0.76% | 増加 |
| 11 | TRV | Travelers Cos Inc/the | +0.1% | +216.48% | 増加 |
| 12 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +34.84% | 増加 |
| 13 | XLE | Ss Energy Select Sector | +0.1% | +3.91% | 増加 |
| 14 | DE | Deere & Co | +0.1% | +32.86% | 増加 |
| 15 | HDV | Ishares Core High Dividend E | +0.1% | +266.47% | 増加 |
| 16 | AAPL | Apple INC | +0.1% | -3.11% | 減少 |
| 17 | AMZN | Amazon.com INC | 0% | -1.82% | 減少 |
| 18 | MINT | Pimco Enhanced Short Maturit | 0% | -6.49% | 減少 |
| 19 | PG | Procter & Gamble Co/the | 0% | -0.67% | 減少 |
| 20 | HON | Honeywell International INC | 0% | -2.57% | 減少 |
| 21 | NEE | Nextera Energy INC | -0.1% | -2.14% | 減少 |
| 22 | MDXG | Mimedx Group INC | -0.1% | -1.21% | 減少 |
| 23 | ALGN | Align Technology INC | -0.1% | -9.11% | 減少 |
| 24 | PFE | Pfizer INC | -0.1% | -3.28% | 減少 |
| 25 | DIS | Walt Disney Co/the | -0.1% | -1.59% | 減少 |
| 26 | LOW | Lowe's Cos INC | -0.1% | -2.46% | 減少 |
| 27 | VNT | Vontier CORP | -0.1% | EXIT | 全売却 |
| 28 | DHR | Danaher CORP | -0.1% | -1.87% | 減少 |
| 29 | ACN | Accenture plc | -0.1% | -0.92% | 減少 |
| 30 | IGV | Ishares Expanded Tech-softwa | -0.1% | -48.33% | 減少 |
| 31 | C | Citigroup INC | -0.1% | -36.47% | 減少 |
| 32 | ABT | Abbott Laboratories | -0.1% | -0.42% | 減少 |
| 33 | INTU | Intuit INC | -0.1% | -3.02% | 減少 |
| 34 | VRT | Vertiv Holdings Co-a | -0.1% | -7.11% | 減少 |
| 35 | FTV | Fortive CORP | -0.1% | -41.26% | 減少 |
| 36 | CRM | Salesforce INC | -0.1% | -5.38% | 減少 |
| 37 | WMT | Walmart INC | -0.1% | -59.25% | 減少 |
| 38 | SCHO | Schwab Short-term US Treas | -0.1% | EXIT | 全売却 |
| 39 | TMO | Thermo Fisher Scientific INC | -0.1% | -0.98% | 減少 |
| 40 | JPM | Jpmorgan Chase & Co | -0.1% | +0.65% | 増加 |
| 41 | CMCSA | Comcast Corp-class A | -0.1% | -10.11% | 減少 |
| 42 | BLKCHF | Blackrock INC | -0.1% | -3.36% | 減少 |
| 43 | MSFT | Microsoft CORP | -0.2% | -1.20% | 減少 |
| 44 | PYPL | Paypal Holdings INC | -0.2% | -7.85% | 減少 |
| 45 | SLV | Ishares Silver Trust | -0.2% | -79.46% | 減少 |
| 46 | AMT | American Tower CORP | -0.2% | -9.98% | 減少 |
| 47 | NKE | Nike INC -cl B | -0.2% | -15.43% | 減少 |
| 48 | XLNXEUR | Xilinx INC | -0.3% | EXIT | 全売却 |
| 49 | HD | Home Depot INC | -0.3% | +0.43% | 増加 |
| 50 | MMM | 3m Co | -0.6% | -0.54% | 減少 |