CIK: 0001018674
申告総資産額
$21.9億
上位200銘柄を表示中（全421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 | 10.75% | -0.03% | -2.83% | |
| 2 | MMM | 3m Co | 株式-資本財 | 4.52% | -1.07% | -8.34% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.46% | -0.47% | -1.63% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.23% | -0.07% | -1.14% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.01% | -0.09% | -1.77% | |
| 6 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.98% | +0.35% | -1.77% | |
| 7 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.71% | — | -0.54% | |
| 8 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.56% | +0.88% | -0.50% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.52% | — | -1.56% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.27% | +0.07% | +2.74% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.16% | — | -2.74% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.16% | +0.01% | -3.30% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.15% | +0.05% | +1.21% | |
| 14 | IBM | Intl Business Machines CORP | 株式-IT | 1.14% | -0.49% | +2.75% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.14% | +0.26% | +3.43% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.13% | — | -0.43% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.09% | — | +4.05% | |
| 18 | DHR | Danaher CORP | 株式-ヘルスケア | 0.99% | — | -1.02% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.89% | — | +1.01% | |
| 20 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.89% | — | -0.50% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 0.84% | +0.03% | -4.53% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 0.77% | — | -1.06% | |
| 23 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.76% | — | -3.32% | |
| 24 | ORCL | Oracle CORP | 株式-IT | 0.75% | -0.46% | -2.53% | |
| 25 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.71% | — | +3.38% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | — | +0.17% | |
| 27 | ET | Energy Transfer LP | 株式-エネルギー | 0.68% | — | +22.32% | |
| 28 | CAT | Caterpillar INC | 株式-資本財 | 0.67% | +0.01% | -1.10% | |
| 29 | BLKCHF | Blackrock INC | 株式-その他 | 0.67% | — | +0.12% | |
| 30 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.66% | — | -4.04% | |
| 31 | NEE | Nextera Energy INC | 株式-公益事業 | 0.65% | +1.08% | -0.88% | |
| 32 | DVN | Devon Energy CORP | 株式-エネルギー | 0.65% | — | +46.47% | |
| 33 | BX | Blackstone INC | 株式-金融 | 0.63% | -0.32% | +31.42% | |
| 34 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.63% | — | +11.93% | |
| 35 | CSCO | Cisco Systems INC | 株式-IT | 0.57% | +0.22% | +6.25% | |
| 36 | PFE | Pfizer INC | 株式-ヘルスケア | 0.56% | +0.12% | +6.27% | |
| 37 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.56% | — | +1.72% | |
| 38 | AMT | American Tower CORP | 株式-不動産 | 0.56% | — | -17.65% | |
| 39 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.55% | — | -8.40% | |
| 40 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.55% | — | +5.96% | |
| 41 | INTC | Intel CORP | 株式-IT | 0.52% | — | -27.31% | |
| 42 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.51% | — | +0.64% | |
| 43 | XIFR | Xplr Infrastructure LP | 株式-公益事業 | 0.51% | — | +10.33% | |
| 44 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.50% | -0.01% | +127.38% | |
| 45 | ACN | Accenture plc | 株式-IT | 0.47% | — | -0.60% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.45% | — | -0.14% | |
| 47 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.45% | +0.28% | -0.36% | |
| 48 | XLE | Ss Energy Select Sector | ETF-その他 | 0.44% | +0.05% | +3.74% | |
| 49 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.44% | — | +7.55% | |
| 50 | NVDA | Nvidia CORP | 株式-IT | 0.44% | +0.81% | -8.01% |
| # | 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 | +1.7% | -2.83% | 減少 |
| 2 | MSFT | Microsoft CORP | +0.4% | -1.14% | 減少 |
| 3 | EPD | Enterprise Products Partners | +0.3% | +127.38% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.3% | -1.77% | 減少 |
| 5 | BX | Blackstone INC | +0.2% | +31.42% | 増加 |
| 6 | NVDA | Nvidia CORP | +0.2% | -8.01% | 減少 |
| 7 | GOOGL | Alphabet Inc-cl A | +0.2% | +1.21% | 増加 |
| 8 | TSLA | Tesla INC | +0.1% | +5.06% | 増加 |
| 9 | ET | Energy Transfer LP | +0.1% | +22.32% | 増加 |
| 10 | PICK | Ishares Msci Global Metals & | +0.1% | +83.28% | 増加 |
| 11 | CRM | Salesforce INC | +0.1% | -0.74% | 減少 |
| 12 | DVN | Devon Energy CORP | +0.1% | +46.47% | 増加 |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +11.93% | 増加 |
| 14 | FTNT | Fortinet INC | +0.1% | -1.09% | 減少 |
| 15 | BHP | Bhp Group Ltd-spon Adr | +0.1% | NEW | 新規購入 |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.74% | 増加 |
| 17 | QUS | Ss Spdr Msci U Stratfact ETF | +0.1% | +67.96% | 増加 |
| 18 | RIO | Rio Tinto Plc-spon Adr | +0.1% | +35.98% | 増加 |
| 19 | WM | Waste Management INC | +0.1% | +225.72% | 増加 |
| 20 | LIN | Linde plc | +0.1% | NEW | 新規購入 |
| 21 | CSCO | Cisco Systems INC | +0.1% | +6.25% | 増加 |
| 22 | AMD | Advanced Micro Devices | +0.1% | -2.59% | 減少 |
| 23 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +82.46% | 増加 |
| 24 | VXUS | Vanguard Total Intl Stock | +0.1% | +169.04% | 増加 |
| 25 | IWB | Ishares Russell 1000 ETF | +0.1% | NEW | 新規購入 |
| 26 | GOOG | Alphabet Inc-cl C | +0.1% | -0.36% | 減少 |
| 27 | BKNG | Booking Holdings INC | +0.1% | -0.79% | 減少 |
| 28 | ORCL | Oracle CORP | 0% | -2.53% | 減少 |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | +1.01% | 増加 |
| 30 | CMCSA | Comcast Corp-class A | 0% | -0.50% | 減少 |
| 31 | V | Visa Inc-class A Shares | 0% | +0.17% | 増加 |
| 32 | TMO | Thermo Fisher Scientific INC | — | -0.54% | 減少 |
| 33 | LIN | Linde plc | -0.1% | EXIT | 全売却 |
| 34 | INTC | Intel CORP | -0.1% | -27.31% | 減少 |
| 35 | NEE | Nextera Energy INC | -0.1% | -0.88% | 減少 |
| 36 | CVS | Cvs Health CORP | -0.1% | +1.18% | 増加 |
| 37 | ABBV | Abbvie INC | -0.1% | -3.30% | 減少 |
| 38 | COP | Conocophillips | -0.1% | -2.12% | 減少 |
| 39 | DHR | Danaher CORP | -0.1% | -1.02% | 減少 |
| 40 | ABT | Abbott Laboratories | -0.1% | -4.04% | 減少 |
| 41 | LLY | Eli Lilly & Co | -0.1% | -3.32% | 減少 |
| 42 | CVX | Chevron CORP | -0.1% | +3.43% | 増加 |
| 43 | PFE | Pfizer INC | -0.1% | +6.27% | 増加 |
| 44 | HD | Home Depot INC | -0.1% | -0.43% | 減少 |
| 45 | TFC | Truist Financial CORP | -0.1% | EXIT | 全売却 |
| 46 | AMT | American Tower CORP | -0.2% | -17.65% | 減少 |
| 47 | HON | Honeywell International INC | -0.2% | -4.53% | 減少 |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -1.63% | 減少 |
| 49 | JNJ | Johnson & Johnson | -0.3% | -1.56% | 減少 |
| 50 | MMM | 3m Co | -1.3% | -8.34% | 減少 |