CIK: 0001018674
申告総資産額
$21.9億
上位200銘柄を表示中（全461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 | 8.58% | -0.03% | +0.70% | |
| 2 | MMM | 3m Co | 株式-資本財 | 4.43% | -1.07% | -0.00% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 3.58% | -0.47% | +0.04% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.45% | -0.07% | -0.01% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.82% | -0.09% | -0.37% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.45% | +0.88% | +0.80% | |
| 7 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.44% | +0.05% | -0.08% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.79% | +0.07% | +0.23% | |
| 9 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.72% | +0.35% | +4.96% | |
| 10 | IBM | Intl Business Machines CORP | 株式-IT | 1.62% | -0.49% | -3.60% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.49% | — | — | |
| 12 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.43% | — | +0.54% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.41% | +0.81% | -2.90% | |
| 14 | CAT | Caterpillar INC | 株式-資本財 | 1.21% | +0.01% | -1.09% | |
| 15 | AVGO | Broadcom INC | 株式-IT | 1.17% | -0.42% | -2.36% | |
| 16 | ORCL | Oracle CORP | 株式-IT | 1.16% | -0.46% | -4.98% | |
| 17 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.09% | — | +0.16% | |
| 18 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.08% | +0.01% | +2.47% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.93% | — | +3.50% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.88% | +0.28% | -1.06% | |
| 21 | BX | Blackstone INC | 株式-金融 | 0.87% | -0.32% | -3.18% | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 0.85% | — | +0.19% | |
| 23 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.80% | — | -1.58% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.75% | — | -0.82% | |
| 25 | ET | Energy Transfer LP | 株式-エネルギー | 0.74% | — | -1.81% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | +0.26% | -2.34% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.71% | — | -1.25% | |
| 28 | TCAF | T Rowe Prc Cap Appreciation | ETF-その他 | 0.69% | -0.32% | +2.00% | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.68% | — | +0.29% | |
| 30 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.67% | — | +1.64% | |
| 31 | FLTR | Vaneck Ig Floating Rate ETF | ETF-その他 | 0.66% | — | +12.39% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.64% | — | +0.34% | |
| 33 | FLOT | Ishares Floating Rate Bond E | ETF-その他 | 0.64% | — | +12.76% | |
| 34 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-その他 | 0.64% | — | +9.94% | |
| 35 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.61% | -0.01% | +0.31% | |
| 36 | HON | Honeywell International INC | 株式-資本財 | 0.59% | +0.03% | +1.93% | |
| 37 | VRIG | Invesco Variable Rate Invest | ETF-その他 | 0.55% | — | +26.14% | |
| 38 | SOLV | Solventum CORP | 株式-ヘルスケア | 0.54% | — | -0.07% | |
| 39 | BLK | Blackrock INC | 株式-金融 | 0.50% | — | — | |
| 40 | RTX | Rtx CORP | 株式-資本財 | 0.50% | +0.58% | -0.65% | |
| 41 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.48% | — | -14.76% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.48% | +0.22% | +0.77% | |
| 43 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.46% | — | +0.18% | |
| 44 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.45% | +0.09% | -0.01% | |
| 45 | CMI | Cummins INC | 株式-資本財 | 0.44% | — | -0.03% | |
| 46 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.43% | — | +3.50% | |
| 47 | PSLV | Sprott Physical Silver Trust | 株式-その他 | 0.42% | — | +0.25% | |
| 48 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.42% | — | +95.10% | |
| 49 | EQX | Equinox Gold CORP | 株式-その他 | 0.41% | — | +2.35% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.40% | — | +2.54% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | -0.08% | 減少 |
| 2 | LLY | Eli Lilly & Co | +0.4% | +0.54% | 増加 |
| 3 | AAPL | Apple INC | +0.3% | +0.70% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -1.06% | 減少 |
| 5 | CAT | Caterpillar INC | +0.2% | -1.09% | 減少 |
| 6 | XOM | Exxon Mobil CORP | +0.1% | +4.96% | 増加 |
| 7 | PSLV | Sprott Physical Silver Trust | +0.1% | +0.25% | 増加 |
| 8 | VRIG | Invesco Variable Rate Invest | +0.1% | +26.14% | 増加 |
| 9 | JMST | JPM Ultra-short Muni Income | +0.1% | +135.06% | 増加 |
| 10 | TMO | Thermo Fisher Scientific INC | +0.1% | +0.29% | 増加 |
| 11 | JNJ | Johnson & Johnson | +0.1% | +0.16% | 増加 |
| 12 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +33.14% | 増加 |
| 13 | EQX | Equinox Gold CORP | +0.1% | +2.35% | 増加 |
| 14 | GDX | Vaneck Gold Miners ETF | +0.1% | +1.64% | 増加 |
| 15 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +47.11% | 増加 |
| 16 | SPSB | Ss Spdr P St C CORP ETF | +0.1% | +29.94% | 増加 |
| 17 | CMI | Cummins INC | +0.1% | -0.03% | 減少 |
| 18 | FLTR | Vaneck Ig Floating Rate ETF | +0.1% | +12.39% | 増加 |
| 19 | FLOT | Ishares Floating Rate Bond E | +0.1% | +12.76% | 増加 |
| 20 | RLMD | Relmada Therapeutics INC | +0.1% | +61.02% | 増加 |
| 21 | AMZN | Amazon.com INC | 0% | -0.37% | 減少 |
| 22 | GLD | Spdr Gold Shares | 0% | -1.58% | 減少 |
| 23 | CSCO | Cisco Systems INC | 0% | +0.77% | 増加 |
| 24 | AMGN | Amgen INC | 0% | +0.75% | 増加 |
| 25 | FLRN | Ss Spdr Bb Ig Float Rt ETF | 0% | +9.94% | 増加 |
| 26 | PH | Parker Hannifin CORP | 0% | +0.97% | 増加 |
| 27 | VCIT | Vanguard Int-term Corporate | 0% | +32.40% | 増加 |
| 28 | AMD | Advanced Micro Devices | 0% | -1.68% | 減少 |
| 29 | IVV | Ishares Core S&p 500 ETF | 0% | +3.50% | 増加 |
| 30 | MMM | 3m Co | 0% | -0.00% | 減少 |
| 31 | VOO | Vanguard S&p 500 ETF | 0% | +0.23% | 増加 |
| 32 | JPM | Jpmorgan Chase & Co | 0% | +0.80% | 増加 |
| 33 | GSY | Invesco Ultra Short Duration | -0.1% | -25.14% | 減少 |
| 34 | KHC | Kraft Heinz Co/the | -0.1% | -74.57% | 減少 |
| 35 | ROP | Roper Technologies INC | -0.1% | -7.80% | 減少 |
| 36 | MINT | Pimco Enhanced Short Maturit | -0.1% | -16.45% | 減少 |
| 37 | TSLA | Tesla INC | -0.1% | -17.63% | 減少 |
| 38 | BLK | Blackrock INC | -0.1% | — | 変化なし |
| 39 | CLPT | Clearpoint Neuro INC | -0.1% | +3.12% | 増加 |
| 40 | ET | Energy Transfer LP | -0.1% | -1.81% | 減少 |
| 41 | CPNG | Coupang INC | -0.1% | -0.49% | 減少 |
| 42 | ADP | Automatic Data Processing | -0.1% | -10.79% | 減少 |
| 43 | PG | Procter & Gamble Co/the | -0.1% | -1.25% | 減少 |
| 44 | BX | Blackstone INC | -0.2% | -3.18% | 減少 |
| 45 | HD | Home Depot INC | -0.2% | +0.19% | 増加 |
| 46 | MSFT | Microsoft CORP | -0.4% | -0.01% | 減少 |
| 47 | ORCL | Oracle CORP | -0.7% | -4.98% | 減少 |
| 48 | O | Realty Income CORP | — | EXIT | 全売却 |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | — | NEW | 新規購入 |
| 50 | ACWI | Ishares Msci Acwi ETF | — | NEW | 新規購入 |