CIK: 0001018674
申告総資産額
$21.9億
上位200銘柄を表示中（全432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 | 8.78% | -0.03% | -3.50% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 4.21% | -0.47% | -1.00% | |
| 3 | MMM | 3m Co | 株式-資本財 | 4.04% | -1.07% | +0.10% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 4.00% | -0.07% | -0.70% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.23% | +0.88% | -0.65% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.96% | -0.09% | -1.16% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.63% | +0.35% | -0.03% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.57% | — | +800.00% | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.57% | +0.81% | -3.17% | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.55% | +0.05% | -0.67% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.47% | +0.07% | +2.11% | |
| 12 | IBM | Intl Business Machines CORP | 株式-IT | 1.42% | -0.49% | -6.63% | |
| 13 | NEE | Nextera Energy INC | 株式-公益事業 | 1.31% | +1.08% | -0.31% | |
| 14 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.23% | +0.01% | -3.80% | |
| 15 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.18% | — | -4.13% | |
| 16 | EMR | Emerson Electric Co | 株式-資本財 | 1.04% | +0.75% | -0.91% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.04% | — | -1.63% | |
| 18 | ROP | Roper Technologies INC | 株式-IT | 0.99% | +0.06% | -0.20% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 0.98% | +0.26% | -5.99% | |
| 20 | ORCL | Oracle CORP | 株式-IT | 0.98% | -0.46% | -1.37% | |
| 21 | V | Visa Inc-class A Shares | 株式-金融 | 0.93% | — | -2.41% | |
| 22 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.93% | — | -5.50% | |
| 23 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.90% | — | -0.16% | |
| 24 | RTX | Rtx CORP | 株式-資本財 | 0.88% | +0.58% | -0.46% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.88% | — | -2.71% | |
| 26 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.84% | — | -1.72% | |
| 27 | BX | Blackstone INC | 株式-金融 | 0.82% | -0.32% | -4.28% | |
| 28 | ET | Energy Transfer LP | 株式-エネルギー | 0.79% | — | -0.01% | |
| 29 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.76% | — | -1.39% | |
| 30 | CAT | Caterpillar INC | 株式-資本財 | 0.72% | +0.01% | -1.04% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.72% | +0.28% | -1.74% | |
| 32 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.64% | -0.01% | — | |
| 33 | HON | Honeywell International INC | 株式-資本財 | 0.64% | +0.03% | -1.60% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | +0.22% | +3.62% | |
| 35 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.59% | — | -8.30% | |
| 36 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.59% | — | +2.52% | |
| 37 | AVGO | Broadcom INC | 株式-IT | 0.58% | -0.42% | -0.55% | |
| 38 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 0.57% | -0.32% | +4.22% | |
| 39 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.54% | — | +28.06% | |
| 40 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.53% | — | +8.82% | |
| 41 | SOLV | Solventum CORP | 株式-ヘルスケア | 0.52% | — | -0.10% | |
| 42 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.51% | — | +43.89% | |
| 43 | BLK | Blackrock INC | 株式-金融 | 0.50% | — | +0.13% | |
| 44 | DHR | Danaher CORP | 株式-ヘルスケア | 0.50% | — | -28.49% | |
| 45 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.49% | +0.09% | +0.05% | |
| 46 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.49% | — | -0.79% | |
| 47 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.48% | +0.37% | -2.70% | |
| 48 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.48% | — | +50.98% | |
| 49 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.46% | +0.33% | +0.29% | |
| 50 | BAC | Bank Of America CORP | 株式-金融 | 0.46% | +0.11% | +0.60% |