CIK: 0001050743
申告総資産額
$78.2億
上位200銘柄を表示中（全351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 | 2.95% | -0.16% | -0.67% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.95% | -0.36% | +0.56% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.50% | -0.08% | +2.47% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.26% | -0.18% | -0.27% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.13% | +0.47% | +0.15% | |
| 6 | PEP | Pepsico INC | 株式-生活必需品 | 2.10% | — | -0.34% | |
| 7 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.08% | +0.19% | -1.02% | |
| 8 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.05% | +0.12% | -0.56% | |
| 9 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.96% | — | +0.91% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.93% | -0.59% | -2.57% | |
| 11 | UNP | Union Pacific CORP | 株式-資本財 | 1.89% | — | -0.20% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.61% | — | -9.91% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.56% | -0.32% | +0.41% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.52% | -0.09% | -2.51% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.50% | +0.23% | +0.44% | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.40% | -0.07% | +2.48% | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.39% | — | -1.81% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.39% | — | +0.86% | |
| 19 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.34% | — | +0.47% | |
| 20 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.32% | — | -0.65% | |
| 21 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.24% | — | +0.91% | |
| 22 | UTXZ | United Tech CORP | 株式-その他 | 1.17% | — | -0.16% | |
| 23 | BLKCHF | Blackrock INC | 株式-その他 | 1.17% | — | +1.65% | |
| 24 | PYPL | Paypal Holdings INC | 株式-金融 | 1.09% | — | +3.12% | |
| 25 | PGC | Peapack Gladstone Finl CORP | 株式-その他 | 1.08% | — | -0.85% | |
| 26 | ADP | Automatic Data Processing | 株式-IT | 1.05% | -0.11% | -3.49% | |
| 27 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.05% | — | -2.56% | |
| 28 | INTC | Intel CORP | 株式-IT | 1.04% | — | -0.12% | |
| 29 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.03% | — | +3.05% | |
| 30 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.03% | +0.14% | -1.11% | |
| 31 | VHT | Vanguard Health Care ETF | ETF-その他 | 1.03% | — | -1.49% | |
| 32 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.97% | -0.17% | -0.09% | |
| 33 | T | At&t INC | 株式-通信サービス | 0.96% | — | +0.71% | |
| 34 | BA | Boeing Co/the | 株式-資本財 | 0.94% | — | +9.80% | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.93% | — | -1.15% | |
| 36 | PNC | Pnc Financial Services Group | 株式-金融 | 0.93% | — | -0.07% | |
| 37 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.93% | — | -0.60% | |
| 38 | NEE | Nextera Energy INC | 株式-公益事業 | 0.91% | +0.10% | -4.33% | |
| 39 | WM | Waste Management INC | 株式-資本財 | 0.89% | — | -6.07% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.88% | — | +0.85% | |
| 41 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.86% | — | +2.41% | |
| 42 | VFC | Vf CORP | 株式-一般消費財 | 0.81% | — | +1.63% | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.78% | — | +0.51% | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.75% | — | -0.24% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | -0.11% | -2.54% | |
| 46 | SYY | Sysco CORP | 株式-生活必需品 | 0.72% | — | -0.86% | |
| 47 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.71% | — | +2.18% | |
| 48 | BBTUSD | Bb&t CORP | 株式-その他 | 0.70% | — | -0.66% | |
| 49 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.66% | — | -6.12% | |
| 50 | ORCL | Oracle CORP | 株式-IT | 0.65% | -0.18% | +1.44% |
| # | 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 | +0.3% | +0.56% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.41% | 増加 |
| 3 | BA | Boeing Co/the | +0.1% | +9.80% | 増加 |
| 4 | HD | Home Depot INC | +0.1% | -1.81% | 減少 |
| 5 | T | At&t INC | +0.1% | +0.71% | 増加 |
| 6 | CVS | Cvs Health CORP | +0.1% | +9.09% | 増加 |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | -0.09% | 減少 |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | -0.27% | 減少 |
| 9 | BMY | Bristol-myers Squibb Co | +0.1% | -0.60% | 減少 |
| 10 | ICE | Intercontinental Exchange In | +0.1% | +214.25% | 増加 |
| 11 | DG | Dollar General CORP | +0.1% | +0.01% | 増加 |
| 12 | KO | Coca-cola Co/the | +0.1% | +33.60% | 増加 |
| 13 | YUSD | Alleghany CORP | +0.1% | — | 変化なし |
| 14 | VOO | Vanguard S&p 500 ETF | +0.1% | +2.47% | 増加 |
| 15 | PEP | Pepsico INC | +0.1% | -0.34% | 減少 |
| 16 | NEE | Nextera Energy INC | +0.1% | -4.33% | 減少 |
| 17 | COST | Costco Wholesale CORP | +0.1% | -1.11% | 減少 |
| 18 | SYY | Sysco CORP | +0.1% | -0.86% | 減少 |
| 19 | INTC | Intel CORP | +0.1% | -0.12% | 減少 |
| 20 | PKG | Packaging CORP Of America | +0.1% | — | 変化なし |
| 21 | TJX | Tjx Companies INC | +0.1% | +2.41% | 増加 |
| 22 | LOW | Lowe's Cos INC | +0.1% | -0.33% | 減少 |
| 23 | UTXZ | United Tech CORP | 0% | -0.16% | 減少 |
| 24 | BBTUSD | Bb&t CORP | 0% | -0.66% | 減少 |
| 25 | IBB | Ishares Biotechnology ETF | -0.1% | -10.06% | 減少 |
| 26 | FDX | Fedex CORP | -0.1% | -4.26% | 減少 |
| 27 | ✓ | Cbs CORP New | -0.1% | -0.10% | 減少 |
| 28 | BP | Bp Plc-spons Adr | -0.1% | -63.89% | 減少 |
| 29 | COP | Conocophillips | -0.1% | -37.86% | 減少 |
| 30 | ADBE | Adobe INC | -0.1% | -20.68% | 減少 |
| 31 | MMM | 3m Co | -0.1% | -1.15% | 減少 |
| 32 | WM | Waste Management INC | -0.1% | -6.07% | 減少 |
| 33 | VHT | Vanguard Health Care ETF | -0.1% | -1.49% | 減少 |
| 34 | CVX | Chevron CORP | -0.1% | +0.44% | 増加 |
| 35 | ADP | Automatic Data Processing | -0.1% | -3.49% | 減少 |
| 36 | DIS | Walt Disney Co/the | -0.1% | +2.48% | 増加 |
| 37 | PFE | Pfizer INC | -0.1% | -2.37% | 減少 |
| 38 | AMZN | Amazon.com INC | -0.1% | -2.54% | 減少 |
| 39 | CSCO | Cisco Systems INC | -0.1% | +0.51% | 増加 |
| 40 | PYPL | Paypal Holdings INC | -0.1% | +3.12% | 増加 |
| 41 | UNP | Union Pacific CORP | -0.1% | -0.20% | 減少 |
| 42 | UPS | United Parcel Service-cl B | -0.1% | -64.24% | 減少 |
| 43 | JNJ | Johnson & Johnson | -0.2% | -1.02% | 減少 |
| 44 | XOM | Exxon Mobil CORP | -0.2% | +0.15% | 増加 |
| 45 | LHX | L3harris Technologies INC | — | NEW | 新規購入 |
| 46 | HRSEUR | L3harris Technologies INC | — | EXIT | 全売却 |
| 47 | BX | Blackstone INC | — | NEW | 新規購入 |
| 48 | BXUSD | Blackstone Group Lp/the | — | EXIT | 全売却 |
| 49 | FAST | Fastenal Co | — | NEW | 新規購入 |
| 50 | JPST | Jpmorgan Ultra-short Income | — | NEW | 新規購入 |