CIK: 0001050743
申告総資産額
$78.2億
上位200銘柄を表示中（全383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 | 5.19% | -0.36% | +293.88% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 3.63% | -0.16% | +0.00% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.65% | -0.08% | -0.88% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 2.42% | -0.59% | +1.09% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.96% | +0.19% | +0.18% | |
| 6 | PYPL | Paypal Holdings INC | 株式-金融 | 1.95% | — | +0.91% | |
| 7 | UNP | Union Pacific CORP | 株式-資本財 | 1.89% | — | -0.28% | |
| 8 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.77% | +0.12% | +0.32% | |
| 9 | PEP | Pepsico INC | 株式-生活必需品 | 1.75% | — | -0.40% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.66% | — | +0.19% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.62% | -0.18% | +0.56% | |
| 12 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.59% | -0.32% | +1.71% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.57% | — | +0.81% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.49% | — | +0.24% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.40% | -0.09% | -0.42% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.36% | — | +1.53% | |
| 17 | BLKCHF | Blackrock INC | 株式-その他 | 1.26% | — | +1.29% | |
| 18 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.21% | — | -1.85% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.21% | +0.14% | -0.32% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.19% | -0.17% | +0.52% | |
| 21 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.15% | -0.11% | +4.08% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.15% | — | -4.33% | |
| 23 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.13% | — | +1.34% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.12% | -0.07% | +2.86% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 1.11% | — | +1.58% | |
| 26 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.99% | — | +10.42% | |
| 27 | VHT | Vanguard Health Care ETF | ETF-その他 | 0.99% | — | -0.06% | |
| 28 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.93% | — | +4.40% | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.92% | +0.23% | +1.02% | |
| 30 | NEE | Nextera Energy INC | 株式-公益事業 | 0.90% | +0.10% | +2.27% | |
| 31 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.88% | — | -0.08% | |
| 32 | INTC | Intel CORP | 株式-IT | 0.88% | — | +2.51% | |
| 33 | APD | Air Products & Chemicals INC | 株式-素材 | 0.87% | — | +8.36% | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.86% | — | +4.37% | |
| 35 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.82% | -0.05% | -0.07% | |
| 36 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.81% | — | +0.98% | |
| 37 | WM | Waste Management INC | 株式-資本財 | 0.79% | — | +0.02% | |
| 38 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.78% | +0.47% | -8.42% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.76% | — | +0.18% | |
| 40 | ADP | Automatic Data Processing | 株式-IT | 0.76% | -0.11% | -0.90% | |
| 41 | T | At&t INC | 株式-通信サービス | 0.74% | — | +3.32% | |
| 42 | PNC | Pnc Financial Services Group | 株式-金融 | 0.74% | — | -0.44% | |
| 43 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.73% | — | +8.21% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.70% | — | +3.94% | |
| 45 | ORCL | Oracle CORP | 株式-IT | 0.67% | -0.18% | -0.27% | |
| 46 | QCOM | Qualcomm INC | 株式-IT | 0.67% | -0.11% | +31.80% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.64% | -0.12% | +5.94% | |
| 48 | AMGN | Amgen INC | 株式-ヘルスケア | 0.62% | — | +4.45% | |
| 49 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | -0.14% | +5.09% | |
| 50 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.58% | — | +9.10% |
| # | 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 | +0.7% | +293.88% | 増加 |
| 2 | QCOM | Qualcomm INC | +0.2% | +31.80% | 増加 |
| 3 | APD | Air Products & Chemicals INC | +0.2% | +8.36% | 増加 |
| 4 | FDX | Fedex CORP | +0.1% | -0.25% | 減少 |
| 5 | UNP | Union Pacific CORP | +0.1% | -0.28% | 減少 |
| 6 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +0.00% | 増加 |
| 7 | MCD | Mcdonald's CORP | +0.1% | +4.40% | 増加 |
| 8 | PG | Procter & Gamble Co/the | +0.1% | +0.24% | 増加 |
| 9 | PYPL | Paypal Holdings INC | +0.1% | +0.91% | 増加 |
| 10 | AMZN | Amazon.com INC | +0.1% | +4.08% | 増加 |
| 11 | LOW | Lowe's Cos INC | +0.1% | -0.07% | 減少 |
| 12 | ✓ | Laboratory CORP Amer Hldgs | +0.1% | +8.21% | 増加 |
| 13 | DE | Deere & Co | +0.1% | +135.84% | 増加 |
| 14 | COST | Costco Wholesale CORP | +0.1% | -0.32% | 減少 |
| 15 | TMO | Thermo Fisher Scientific INC | +0.1% | +7.39% | 増加 |
| 16 | TT | Trane Technologies plc | +0.1% | -2.05% | 減少 |
| 17 | NKE | Nike INC -cl B | +0.1% | +10.26% | 増加 |
| 18 | VNQ | Vanguard Real Estate ETF | +0.1% | +67.16% | 増加 |
| 19 | NEE | Nextera Energy INC | +0.1% | +2.27% | 増加 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +5.94% | 増加 |
| 21 | DHR | Danaher CORP | +0.1% | +2.20% | 増加 |
| 22 | JPST | Jpmorgan Ultra-short Income | +0.1% | +30.88% | 増加 |
| 23 | HON | Honeywell International INC | +0.1% | +12.90% | 増加 |
| 24 | CRM | Salesforce INC | +0.1% | +29.24% | 増加 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -4.33% | 減少 |
| 26 | DIS | Walt Disney Co/the | +0.1% | +2.86% | 増加 |
| 27 | HD | Home Depot INC | 0% | +0.81% | 増加 |
| 28 | VZ | Verizon Communications INC | 0% | +4.37% | 増加 |
| 29 | SYK | Stryker CORP | 0% | +0.94% | 増加 |
| 30 | VFC | Vf CORP | 0% | -0.18% | 減少 |
| 31 | UNH | Unitedhealth Group INC | 0% | +13.23% | 増加 |
| 32 | VWO | Vanguard Ftse Emerging Marke | 0% | +1.58% | 増加 |
| 33 | TJX | Tjx Companies INC | 0% | +0.98% | 増加 |
| 34 | AMGN | Amgen INC | 0% | +4.45% | 増加 |
| 35 | VO | Vanguard Mid-cap ETF | 0% | +1.53% | 増加 |
| 36 | BSV | Vanguard Short-term Bond ETF | 0% | +10.42% | 増加 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.42% | 減少 |
| 38 | MRK | Merck & Co. INC. | 0% | +0.32% | 増加 |
| 39 | VOO | Vanguard S&p 500 ETF | 0% | -0.88% | 減少 |
| 40 | VB | Vanguard Small-cap ETF | -0.1% | +0.19% | 増加 |
| 41 | JNJ | Johnson & Johnson | -0.1% | +0.18% | 増加 |
| 42 | GOOGL | Alphabet Inc-cl A | -0.1% | +1.71% | 増加 |
| 43 | PEP | Pepsico INC | -0.1% | -0.40% | 減少 |
| 44 | MSFT | Microsoft CORP | -0.1% | +1.09% | 増加 |
| 45 | LLY | Eli Lilly & Co | -0.1% | -10.33% | 減少 |
| 46 | PGC | Peapack Gladstone Finl CORP | -0.2% | -4.07% | 減少 |
| 47 | CSCO | Cisco Systems INC | -0.2% | +3.94% | 増加 |
| 48 | INTC | Intel CORP | -0.2% | +2.51% | 増加 |
| 49 | CVX | Chevron CORP | -0.3% | +1.02% | 増加 |
| 50 | XOM | Exxon Mobil CORP | -0.4% | -8.42% | 減少 |