CIK: 0000315014
申告総資産額
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上位200銘柄を表示中（全626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 | BF-A | Brown-forman Corp-class A | 株式-その他 | 12.73% | — | +1.87% | |
| 2 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 12.05% | — | -2.60% | |
| 3 | BF-B | Brown-forman Corp-class B | 株式-その他 | 7.47% | — | +1.82% | |
| 4 | COM | Direxion Auspice Brd Cmdty | ETF-その他 | 3.34% | — | +0.78% | |
| 5 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 3.28% | — | -0.20% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 1.88% | — | -3.05% | |
| 7 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.73% | — | -9.54% | |
| 8 | AAPL | Apple INC | 株式-IT | 1.63% | — | -6.96% | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.33% | — | — | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.22% | — | -1.27% | |
| 11 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.17% | — | -0.21% | |
| 12 | RRC | Range Resources CORP | 株式-エネルギー | 1.14% | — | -0.68% | |
| 13 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 1.01% | — | -19.63% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.82% | — | -0.56% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.74% | — | -1.99% | |
| 16 | NVDA | Nvidia CORP | 株式-IT | 0.69% | — | -8.42% | |
| 17 | INTU | Intuit INC | 株式-IT | 0.65% | — | -5.73% | |
| 18 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.63% | — | -2.28% | |
| 19 | NOW | Servicenow INC | 株式-IT | 0.62% | — | +13.28% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.59% | — | +13.19% | |
| 21 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.59% | — | +26.33% | |
| 22 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | — | -0.07% | |
| 23 | ADBE | Adobe INC | 株式-IT | 0.55% | — | -3.04% | |
| 24 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.53% | — | -5.85% | |
| 25 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.51% | — | -2.99% | |
| 26 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.50% | — | +194.64% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 0.46% | — | +2.87% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.46% | — | +20.37% | |
| 29 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.45% | — | +2.81% | |
| 30 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.43% | — | — | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.41% | — | -1.26% | |
| 32 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.40% | — | +0.06% | |
| 33 | PYPL | Paypal Holdings INC | 株式-金融 | 0.40% | — | -2.38% | |
| 34 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.39% | — | — | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.39% | — | -3.18% | |
| 36 | SBAC | Sba Communications CORP | 株式-不動産 | 0.38% | — | -0.20% | |
| 37 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.38% | — | -1.48% | |
| 38 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.38% | — | +236.17% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.37% | — | -18.63% | |
| 40 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.35% | — | -1.13% | |
| 41 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.35% | — | -2.56% | |
| 42 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.32% | — | +7.58% | |
| 43 | F | Ford Motor Co | 株式-一般消費財 | 0.32% | — | +18.37% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.31% | — | -1.49% | |
| 45 | SHOP | Shopify INC - Class A | 株式-IT | 0.31% | — | +2.19% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.29% | — | +0.29% | |
| 47 | LHX | L3harris Technologies INC | 株式-資本財 | 0.29% | — | +0.79% | |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.29% | — | — | |
| 49 | CTAS | Cintas CORP | 株式-資本財 | 0.29% | — | +0.79% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.28% | — | -1.72% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BF-A | Brown-forman Corp-class A | +0.3% | +1.87% | 増加 |
| 2 | AGG | Ishares Core U.s. Aggregate | +0.3% | NEW | 新規購入 |
| 3 | GLD | Spdr Gold Shares | +0.3% | +236.17% | 増加 |
| 4 | BF-B | Brown-forman Corp-class B | +0.2% | +1.82% | 増加 |
| 5 | DIS | Walt Disney Co/the | +0.2% | NEW | 新規購入 |
| 6 | MSFT | Microsoft CORP | +0.1% | -3.05% | 減少 |
| 7 | AAPL | Apple INC | +0.1% | -6.96% | 減少 |
| 8 | VTHR | Vanguard Russell 3000 | +0.1% | +26.33% | 増加 |
| 9 | NVDA | Nvidia CORP | +0.1% | -8.42% | 減少 |
| 10 | F | Ford Motor Co | +0.1% | +18.37% | 増加 |
| 11 | PG | Procter & Gamble Co/the | +0.1% | -0.21% | 減少 |
| 12 | IWF | Ishares Russell 1000 Growth | +0.1% | +13.19% | 増加 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +20.37% | 増加 |
| 14 | UNH | Unitedhealth Group INC | +0.1% | +2.81% | 増加 |
| 15 | EEM | Ishares Msci Emerging Market | +0.1% | NEW | 新規購入 |
| 16 | ESGE | Ishares INC Ishares Esg Awar | +0.1% | NEW | 新規購入 |
| 17 | HPQ | Hp INC | +0.1% | +8.93% | 増加 |
| 18 | TSLA | Tesla INC | +0.1% | +2.64% | 増加 |
| 19 | PAYX | Paychex INC | +0.1% | NEW | 新規購入 |
| 20 | NOW | Servicenow INC | +0.1% | +13.28% | 増加 |
| 21 | ZTS | Zoetis INC | +0.1% | -2.99% | 減少 |
| 22 | VRTX | Vertex Pharmaceuticals INC | +0.1% | +298.93% | 増加 |
| 23 | IPG | Interpublic Group Of Cos INC | +0.1% | NEW | 新規購入 |
| 24 | DGX | Quest Diagnostics INC | +0.1% | +92.02% | 増加 |
| 25 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +194.19% | 増加 |
| 26 | ZWS | Zurn Elkay Water Solutions C | +0.1% | NEW | 新規購入 |
| 27 | COST | Costco Wholesale CORP | +0.1% | -3.18% | 減少 |
| 28 | SHW | Sherwin-williams Co/the | +0.1% | -1.13% | 減少 |
| 29 | LOW | Lowe's Cos INC | +0.1% | -2.56% | 減少 |
| 30 | AMGN | Amgen INC | +0.1% | +25.07% | 増加 |
| 31 | MDLZ | Mondelez International Inc-a | +0.1% | +51.12% | 増加 |
| 32 | TMO | Thermo Fisher Scientific INC | 0% | -2.28% | 減少 |
| 33 | EL | Estee Lauder Companies-cl A | 0% | -1.48% | 減少 |
| 34 | NXPI | NXP Semiconductors N.V. | 0% | +7.58% | 増加 |
| 35 | INTU | Intuit INC | 0% | -5.73% | 減少 |
| 36 | SBAC | Sba Communications CORP | 0% | -0.20% | 減少 |
| 37 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 変化なし |
| 38 | GOOG | Alphabet Inc-cl C | — | -0.56% | 減少 |
| 39 | CHWY | Chewy INC - Class A | -0.1% | -26.32% | 減少 |
| 40 | BIIB | Biogen INC | -0.1% | -51.48% | 減少 |
| 41 | RXNEUR | Rexnord CORP | -0.1% | EXIT | 全売却 |
| 42 | XYZ | Block INC | -0.1% | -6.38% | 減少 |
| 43 | MA | Mastercard INC - A | -0.1% | -18.63% | 減少 |
| 44 | MTCH | Match Group INC | -0.1% | -7.81% | 減少 |
| 45 | IWV | Ishares Russell 3000 ETF | -0.2% | -2.60% | 減少 |
| 46 | SE | Sea Ltd-adr | -0.2% | -17.43% | 減少 |
| 47 | PYPL | Paypal Holdings INC | -0.2% | -2.38% | 減少 |
| 48 | OUNZ | Vaneck Merk Gold ETF | -0.3% | -19.63% | 減少 |
| 49 | RRC | Range Resources CORP | -0.4% | -0.68% | 減少 |
| 50 | COM | Direxion Auspice Brd Cmdty | -0.5% | +0.78% | 増加 |