CIK: 0001050743
申告総資産額
$78.2億
上位200銘柄を表示中（全329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 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.98% | -0.16% | +16.58% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.68% | -0.08% | +17.58% | |
| 3 | AAPL | Apple INC | 株式-IT | 2.52% | -0.36% | +36.27% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.45% | +0.19% | +35.91% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.32% | +0.47% | +11.81% | |
| 6 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.19% | +0.12% | +37.67% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.15% | -0.18% | +0.30% | |
| 8 | PEP | Pepsico INC | 株式-生活必需品 | 2.00% | — | +18.17% | |
| 9 | UNP | Union Pacific CORP | 株式-資本財 | 1.95% | — | +55.39% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.88% | — | +0.20% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 1.75% | -0.59% | +1.40% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.64% | -0.09% | +0.38% | |
| 13 | CVX | Chevron CORP | 株式-エネルギー | 1.62% | +0.23% | +1.56% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.59% | — | +123.15% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.57% | — | +22.73% | |
| 16 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.55% | -0.32% | +26.43% | |
| 17 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.38% | — | +0.22% | |
| 18 | MMM | 3m Co | 株式-資本財 | 1.30% | — | +97.58% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.29% | — | -1.00% | |
| 20 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.24% | — | -15.42% | |
| 21 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.20% | — | +16.51% | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 1.19% | — | -0.42% | |
| 23 | PGC | Peapack Gladstone Finl CORP | 株式-その他 | 1.18% | — | +39.65% | |
| 24 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.15% | — | +1.63% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.14% | -0.07% | -0.43% | |
| 26 | INTC | Intel CORP | 株式-IT | 1.12% | — | -0.19% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 1.10% | — | -5.57% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.08% | — | +3.05% | |
| 29 | ADP | Automatic Data Processing | 株式-IT | 1.07% | -0.11% | +45.15% | |
| 30 | UTXZ | United Tech CORP | 株式-その他 | 1.05% | — | +8.85% | |
| 31 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.98% | -0.17% | +452.99% | |
| 32 | PYPL | Paypal Holdings INC | 株式-金融 | 0.97% | — | +0.18% | |
| 33 | PNC | Pnc Financial Services Group | 株式-金融 | 0.96% | — | +92.42% | |
| 34 | WM | Waste Management INC | 株式-資本財 | 0.92% | — | -0.19% | |
| 35 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.92% | — | -12.27% | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.91% | — | +10.10% | |
| 37 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.89% | +0.14% | -1.01% | |
| 38 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.87% | — | -0.26% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.85% | — | +2.50% | |
| 40 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.84% | — | -1.06% | |
| 41 | NEE | Nextera Energy INC | 株式-公益事業 | 0.82% | +0.10% | -0.68% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.82% | — | +11.78% | |
| 43 | VZ | Verizon Communications INC | 株式-通信サービス | 0.81% | — | -1.99% | |
| 44 | VFC | Vf CORP | 株式-一般消費財 | 0.80% | — | +0.22% | |
| 45 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.78% | — | +106.81% | |
| 46 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.76% | -0.11% | +1.69% | |
| 47 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.74% | — | +0.95% | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.70% | — | +0.16% | |
| 49 | SYY | Sysco CORP | 株式-生活必需品 | 0.68% | — | -2.76% | |
| 50 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.66% | -0.05% | -0.68% |
| # | 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 | +0.9% | +123.15% | 増加 |
| 2 | GOOG | Alphabet Inc-cl C | +0.8% | +452.99% | 増加 |
| 3 | MRK | Merck & Co. INC. | +0.8% | +37.67% | 増加 |
| 4 | JNJ | Johnson & Johnson | +0.6% | +35.91% | 増加 |
| 5 | MMM | 3m Co | +0.6% | +97.58% | 増加 |
| 6 | UNP | Union Pacific CORP | +0.5% | +55.39% | 増加 |
| 7 | PG | Procter & Gamble Co/the | +0.5% | +22.73% | 増加 |
| 8 | DG | Dollar General CORP | +0.5% | +3432.42% | 増加 |
| 9 | PNC | Pnc Financial Services Group | +0.4% | +92.42% | 増加 |
| 10 | IR | Ingersoll-rand PLC | +0.4% | +441.09% | 増加 |
| 11 | PEP | Pepsico INC | +0.4% | +18.17% | 増加 |
| 12 | ADP | Automatic Data Processing | +0.3% | +45.15% | 増加 |
| 13 | GOOGL | Alphabet Inc-cl A | +0.2% | +26.43% | 増加 |
| 14 | PGC | Peapack Gladstone Finl CORP | +0.2% | +39.65% | 増加 |
| 15 | NVS | Novartis Ag-sponsored Adr | +0.2% | +235.65% | 増加 |
| 16 | CVX | Chevron CORP | -0.1% | +1.56% | 増加 |
| 17 | MSFT | Microsoft CORP | -0.1% | +1.40% | 増加 |
| 18 | COST | Costco Wholesale CORP | -0.1% | -1.01% | 減少 |
| 19 | SYY | Sysco CORP | -0.1% | -2.76% | 減少 |
| 20 | T | At&t INC | -0.1% | -3.18% | 減少 |
| 21 | LOW | Lowe's Cos INC | -0.1% | -0.68% | 減少 |
| 22 | TJX | Tjx Companies INC | -0.1% | +106.81% | 増加 |
| 23 | SCHW | Schwab (charles) CORP | -0.1% | -1.06% | 減少 |
| 24 | AEP | American Electric Power Company, Inc. | -0.1% | -46.82% | 減少 |
| 25 | DD | DuPont de Nemours, Inc. | -0.1% | -0.26% | 減少 |
| 26 | GD | General Dynamics CORP | -0.1% | -1.69% | 減少 |
| 27 | VO | Vanguard Mid-cap ETF | -0.1% | +1.63% | 増加 |
| 28 | FDX | Fedex CORP | -0.1% | +3.56% | 増加 |
| 29 | XOM | Exxon Mobil CORP | -0.2% | +11.81% | 増加 |
| 30 | META | Meta Platforms Inc-class A | -0.2% | -20.91% | 減少 |
| 31 | UTXZ | United Tech CORP | -0.2% | +8.85% | 増加 |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | +0.38% | 増加 |
| 33 | QCOM | Qualcomm INC | -0.2% | -17.88% | 減少 |
| 34 | BLKCHF | Blackrock INC | -0.2% | -0.42% | 減少 |
| 35 | BA | Boeing Co/the | -0.2% | -5.57% | 減少 |
| 36 | VFC | Vf CORP | -0.2% | +0.22% | 増加 |
| 37 | AMZN | Amazon.com INC | -0.2% | +1.69% | 増加 |
| 38 | HD | Home Depot INC | -0.2% | -1.00% | 減少 |
| 39 | ✓ | Laboratory CORP Amer Hldgs | -0.2% | -2.42% | 減少 |
| 40 | JPM | Jpmorgan Chase & Co | -0.2% | +0.30% | 増加 |
| 41 | MDY | State Street Spdr S&p Midcap | -0.2% | +0.22% | 増加 |
| 42 | CELG | Celgene CORP | -0.2% | -19.05% | 減少 |
| 43 | HON | Honeywell International INC | -0.2% | -45.52% | 減少 |
| 44 | IBM | Intl Business Machines CORP | -0.3% | -23.88% | 減少 |
| 45 | SLB | Slb LTD | -0.3% | -33.97% | 減少 |
| 46 | VB | Vanguard Small-cap ETF | -0.3% | +0.20% | 増加 |
| 47 | VGK | Vanguard Ftse Europe ETF | -0.4% | -15.42% | 減少 |
| 48 | PKG | Packaging CORP Of America | — | NEW | 新規購入 |
| 49 | FIZZ | National Beverage CORP | — | NEW | 新規購入 |
| 50 | ROK | Rockwell Automation, Inc. | — | EXIT | 全売却 |