CIK: 0001018674
申告総資産額
$21.9億
上位200銘柄を表示中（全416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 | 9.06% | -0.03% | -1.20% | |
| 2 | MMM | 3m Co | 株式-資本財 | 5.85% | -1.07% | -0.22% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.66% | -0.47% | +1.69% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.83% | -0.07% | +2.03% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.11% | +0.35% | +0.52% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.83% | — | +0.98% | |
| 7 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.73% | -0.09% | -2.58% | |
| 8 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.71% | — | +0.34% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.67% | +0.88% | +1.47% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.27% | — | -0.13% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.26% | — | +2.23% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.26% | +0.01% | +2.22% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.26% | +0.26% | +2.95% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.24% | -0.49% | +4.14% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.20% | +0.07% | +0.18% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.13% | — | +5.29% | |
| 17 | DHR | Danaher CORP | 株式-ヘルスケア | 1.10% | — | +0.80% | |
| 18 | HON | Honeywell International INC | 株式-資本財 | 1.03% | +0.03% | +0.47% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.00% | +0.05% | +1.25% | |
| 20 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.88% | — | -0.58% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.86% | — | -0.49% | |
| 22 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.86% | — | +0.40% | |
| 23 | PEP | Pepsico INC | 株式-生活必需品 | 0.80% | — | -0.33% | |
| 24 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.78% | — | +0.25% | |
| 25 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.74% | — | +3.02% | |
| 26 | NEE | Nextera Energy INC | 株式-公益事業 | 0.74% | +1.08% | -0.13% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 0.74% | +0.01% | +3.21% | |
| 28 | BLKCHF | Blackrock INC | 株式-その他 | 0.74% | — | +0.44% | |
| 29 | AMT | American Tower CORP | 株式-不動産 | 0.73% | — | -1.61% | |
| 30 | ORCL | Oracle CORP | 株式-IT | 0.71% | -0.46% | -0.91% | |
| 31 | PFE | Pfizer INC | 株式-ヘルスケア | 0.69% | +0.12% | +1.32% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 0.68% | — | +2.07% | |
| 33 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.62% | — | -9.36% | |
| 34 | INTC | Intel CORP | 株式-IT | 0.60% | — | +28.12% | |
| 35 | DVN | Devon Energy CORP | 株式-エネルギー | 0.56% | — | -17.44% | |
| 36 | ET | Energy Transfer LP | 株式-エネルギー | 0.55% | — | +56.09% | |
| 37 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 0.55% | — | +18.85% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.54% | — | +8.46% | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.54% | — | +36.54% | |
| 40 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.53% | — | -0.90% | |
| 41 | COP | Conocophillips | 株式-エネルギー | 0.52% | — | +4.49% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.51% | +0.22% | +8.28% | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.50% | — | +4.32% | |
| 44 | AMGN | Amgen INC | 株式-ヘルスケア | 0.50% | — | +6.01% | |
| 45 | ADP | Automatic Data Processing | 株式-IT | 0.49% | — | +3.82% | |
| 46 | RTX | Rtx CORP | 株式-資本財 | 0.48% | +0.58% | +8.68% | |
| 47 | XLE | Ss Energy Select Sector | ETF-その他 | 0.47% | +0.05% | +0.76% | |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.47% | — | -10.08% | |
| 49 | ACN | Accenture plc | 株式-IT | 0.45% | — | +0.28% | |
| 50 | MA | Mastercard INC - A | 株式-金融 | 0.45% | — | +0.98% |
| # | 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 | +0.3% | +1.69% | 増加 |
| 2 | XOM | Exxon Mobil CORP | +0.3% | +0.52% | 増加 |
| 3 | JPM | Jpmorgan Chase & Co | +0.3% | +1.47% | 増加 |
| 4 | MRK | Merck & Co. INC. | +0.2% | +5.29% | 増加 |
| 5 | CVX | Chevron CORP | +0.2% | +2.95% | 増加 |
| 6 | CAT | Caterpillar INC | +0.2% | +3.21% | 増加 |
| 7 | ET | Energy Transfer LP | +0.2% | +56.09% | 増加 |
| 8 | HON | Honeywell International INC | +0.2% | +0.47% | 増加 |
| 9 | DGRO | Ishares Core Dividend Growth | +0.2% | +36.54% | 増加 |
| 10 | ABBV | Abbvie INC | +0.2% | +2.22% | 増加 |
| 11 | IBM | Intl Business Machines CORP | +0.2% | +4.14% | 増加 |
| 12 | FTV | Fortive CORP | +0.2% | +136.79% | 増加 |
| 13 | ORCL | Oracle CORP | +0.1% | -0.91% | 減少 |
| 14 | CARR | Carrier Global CORP | +0.1% | +91.34% | 増加 |
| 15 | PG | Procter & Gamble Co/the | +0.1% | -0.13% | 減少 |
| 16 | BLKCHF | Blackrock INC | +0.1% | +0.44% | 増加 |
| 17 | NKE | Nike INC -cl B | +0.1% | +4.32% | 増加 |
| 18 | SJM | Jm Smucker Co/the | +0.1% | NEW | 新規購入 |
| 19 | INTC | Intel CORP | +0.1% | +28.12% | 増加 |
| 20 | BAC | Bank Of America CORP | +0.1% | +48.73% | 増加 |
| 21 | BILS | Ss Spdrb B 3-12m T-bill ETF | +0.1% | NEW | 新規購入 |
| 22 | HD | Home Depot INC | +0.1% | +2.23% | 増加 |
| 23 | RTX | Rtx CORP | +0.1% | +8.68% | 増加 |
| 24 | CMCSA | Comcast Corp-class A | +0.1% | +0.40% | 増加 |
| 25 | CSCO | Cisco Systems INC | +0.1% | +8.28% | 増加 |
| 26 | VEA | Vanguard Ftse Developed ETF | +0.1% | +8.46% | 増加 |
| 27 | LMT | Lockheed Martin CORP | +0.1% | +5.81% | 増加 |
| 28 | DE | Deere & Co | +0.1% | +8.84% | 増加 |
| 29 | V | Visa Inc-class A Shares | +0.1% | +2.07% | 増加 |
| 30 | AMGN | Amgen INC | +0.1% | +6.01% | 増加 |
| 31 | PFE | Pfizer INC | +0.1% | +1.32% | 増加 |
| 32 | XLE | Ss Energy Select Sector | +0.1% | +0.76% | 増加 |
| 33 | MMM | 3m Co | +0.1% | -0.22% | 減少 |
| 34 | ABT | Abbott Laboratories | +0.1% | +0.25% | 増加 |
| 35 | COP | Conocophillips | +0.1% | +4.49% | 増加 |
| 36 | LLY | Eli Lilly & Co | 0% | -0.58% | 減少 |
| 37 | JNJ | Johnson & Johnson | 0% | +0.98% | 増加 |
| 38 | TMO | Thermo Fisher Scientific INC | 0% | +0.34% | 増加 |
| 39 | MSFT | Microsoft CORP | -0.1% | +2.03% | 増加 |
| 40 | BAM | Brookfield Asset Management Ltd. | -0.1% | EXIT | 全売却 |
| 41 | DVN | Devon Energy CORP | -0.2% | -17.44% | 減少 |
| 42 | VZ | Verizon Communications INC | -0.2% | -37.10% | 減少 |
| 43 | CRM | Salesforce INC | -0.2% | -35.56% | 減少 |
| 44 | WB 1.25 11-15-22 | Weibo CORP | -0.2% | EXIT | 全売却 |
| 45 | DIS | Walt Disney Co/the | -0.2% | -37.94% | 減少 |
| 46 | EPD | Enterprise Products Partners | -0.3% | -50.36% | 減少 |
| 47 | TSLA | Tesla INC | -0.3% | -2.07% | 減少 |
| 48 | AMZN | Amazon.com INC | -0.8% | -2.58% | 減少 |
| 49 | AAPL | Apple INC | -1.4% | -1.20% | 減少 |
| 50 | RLMD | Relmada Therapeutics INC | -1.5% | -1.50% | 減少 |