CIK: 0001018674
申告総資産額
$21.9億
上位200銘柄を表示中（全438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 | 7.65% | -0.03% | -16.01% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.03% | -0.47% | +0.34% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.93% | -0.07% | -1.36% | |
| 4 | MMM | 3m Co | 株式-資本財 | 3.66% | -1.07% | -0.15% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.89% | -0.09% | -2.57% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.98% | +0.88% | -0.67% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.96% | +0.35% | +0.63% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.62% | +0.05% | -0.34% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.55% | +0.07% | +3.72% | |
| 10 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.54% | — | +1.10% | |
| 11 | IBM | Intl Business Machines CORP | 株式-IT | 1.49% | -0.49% | +0.07% | |
| 12 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.24% | — | -15.40% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.23% | — | -0.41% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.17% | — | -1.31% | |
| 15 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.16% | +0.01% | -0.85% | |
| 16 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.14% | — | +0.00% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.11% | — | -1.08% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.08% | +0.26% | +21.70% | |
| 19 | ORCL | Oracle CORP | 株式-IT | 1.08% | -0.46% | +11.82% | |
| 20 | BX | Blackstone INC | 株式-金融 | 1.02% | -0.32% | -0.06% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.00% | — | -0.37% | |
| 22 | CAT | Caterpillar INC | 株式-資本財 | 1.00% | +0.01% | +1.33% | |
| 23 | NVDA | Nvidia CORP | 株式-IT | 0.99% | +0.81% | -19.73% | |
| 24 | HON | Honeywell International INC | 株式-資本財 | 0.80% | +0.03% | -1.00% | |
| 25 | DHR | Danaher CORP | 株式-ヘルスケア | 0.80% | — | +1.39% | |
| 26 | ET | Energy Transfer LP | 株式-エネルギー | 0.80% | — | — | |
| 27 | V | Visa Inc-class A Shares | 株式-金融 | 0.79% | — | +0.36% | |
| 28 | BLKCHF | Blackrock INC | 株式-その他 | 0.68% | — | -1.67% | |
| 29 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.68% | -0.01% | -0.17% | |
| 30 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.63% | — | +1.96% | |
| 31 | AVGO | Broadcom INC | 株式-IT | 0.62% | -0.42% | -1.86% | |
| 32 | PEP | Pepsico INC | 株式-生活必需品 | 0.61% | — | -2.37% | |
| 33 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.60% | — | -3.05% | |
| 34 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.57% | +0.28% | -1.83% | |
| 35 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.52% | — | -3.11% | |
| 36 | ACN | Accenture plc | 株式-IT | 0.51% | — | -0.14% | |
| 37 | GGG | Graco INC | 株式-資本財 | 0.50% | — | — | |
| 38 | CSCO | Cisco Systems INC | 株式-IT | 0.48% | +0.22% | -1.92% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.48% | — | +4.67% | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.47% | — | -1.00% | |
| 41 | AMT | American Tower CORP | 株式-不動産 | 0.46% | — | +0.62% | |
| 42 | XLE | Ss Energy Select Sector | ETF-その他 | 0.45% | +0.05% | +2.52% | |
| 43 | PGR | Progressive CORP | 株式-金融 | 0.45% | — | -1.27% | |
| 44 | DVN | Devon Energy CORP | 株式-エネルギー | 0.45% | — | -10.14% | |
| 45 | COP | Conocophillips | 株式-エネルギー | 0.44% | — | -0.59% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.43% | — | -0.85% | |
| 47 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.43% | — | -51.43% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.42% | — | -6.87% | |
| 49 | ROP | Roper Technologies INC | 株式-IT | 0.41% | +0.06% | +1.32% | |
| 50 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 0.41% | — | +1.10% |
| # | 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 | +0.5% | +0.34% | 増加 |
| 2 | LLY | Eli Lilly & Co | +0.4% | +1.10% | 増加 |
| 3 | AMZN | Amazon.com INC | +0.3% | -2.57% | 減少 |
| 4 | NVDA | Nvidia CORP | +0.3% | -19.73% | 減少 |
| 5 | ORCL | Oracle CORP | +0.2% | +11.82% | 増加 |
| 6 | MSFT | Microsoft CORP | +0.2% | -1.36% | 減少 |
| 7 | JPM | Jpmorgan Chase & Co | +0.2% | -0.67% | 減少 |
| 8 | XOM | Exxon Mobil CORP | +0.2% | +0.63% | 増加 |
| 9 | CVX | Chevron CORP | +0.2% | +21.70% | 増加 |
| 10 | CAT | Caterpillar INC | +0.2% | +1.33% | 増加 |
| 11 | IBM | Intl Business Machines CORP | +0.2% | +0.07% | 増加 |
| 12 | MRK | Merck & Co. INC. | +0.2% | +0.00% | 増加 |
| 13 | VOO | Vanguard S&p 500 ETF | +0.1% | +3.72% | 増加 |
| 14 | CPNG | Coupang INC | +0.1% | NEW | 新規購入 |
| 15 | ABBV | Abbvie INC | +0.1% | -0.85% | 減少 |
| 16 | O | Realty Income CORP | +0.1% | +79.48% | 増加 |
| 17 | PGR | Progressive CORP | +0.1% | -1.27% | 減少 |
| 18 | SCHW | Schwab (charles) CORP | +0.1% | NEW | 新規購入 |
| 19 | HD | Home Depot INC | +0.1% | -0.41% | 減少 |
| 20 | ET | Energy Transfer LP | +0.1% | — | 変化なし |
| 21 | AVGO | Broadcom INC | +0.1% | -1.86% | 減少 |
| 22 | WSM | Williams-sonoma INC | +0.1% | +4.73% | 増加 |
| 23 | AMD | Advanced Micro Devices | +0.1% | +3.42% | 増加 |
| 24 | PH | Parker Hannifin CORP | +0.1% | +25.90% | 増加 |
| 25 | PG | Procter & Gamble Co/the | +0.1% | -1.08% | 減少 |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +14.47% | 増加 |
| 27 | SILJ | Amplify Junior Silver Miners | +0.1% | NEW | 新規購入 |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.34% | 減少 |
| 29 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.37% | 減少 |
| 30 | COST | Costco Wholesale CORP | +0.1% | +4.67% | 増加 |
| 31 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +9.69% | 増加 |
| 32 | CSL | Carlisle Cos INC | +0.1% | +5.88% | 増加 |
| 33 | DHR | Danaher CORP | 0% | +1.39% | 増加 |
| 34 | XLE | Ss Energy Select Sector | 0% | +2.52% | 増加 |
| 35 | RSP | Invesco S&p 500 Equal Weight | 0% | +10.34% | 増加 |
| 36 | EPD | Enterprise Products Partners | 0% | -0.17% | 減少 |
| 37 | ✓ | ETF Managers Tr | -0.1% | EXIT | 全売却 |
| 38 | DE | Deere & Co | -0.1% | -24.05% | 減少 |
| 39 | BIP | Brookfield Infrastructure Partners L.P. | -0.1% | EXIT | 全売却 |
| 40 | NKE | Nike INC -cl B | -0.1% | -3.20% | 減少 |
| 41 | CVS | Cvs Health CORP | -0.1% | -30.83% | 減少 |
| 42 | BMY | Bristol-myers Squibb Co | -0.1% | -20.49% | 減少 |
| 43 | KO | Coca-cola Co/the | -0.1% | -48.83% | 減少 |
| 44 | INTC | Intel CORP | -0.1% | -6.87% | 減少 |
| 45 | TSLA | Tesla INC | -0.1% | -7.59% | 減少 |
| 46 | MCD | Mcdonald's CORP | -0.2% | -19.78% | 減少 |
| 47 | TMO | Thermo Fisher Scientific INC | -0.2% | -15.40% | 減少 |
| 48 | MMM | 3m Co | -0.3% | -0.15% | 減少 |
| 49 | CMCSA | Comcast Corp-class A | -0.5% | -51.43% | 減少 |
| 50 | AAPL | Apple INC | -3% | -16.01% | 減少 |