CIK: 0000315014
申告総資産額
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上位200銘柄を表示中（全604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 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 11.37% | — | +0.11% | |
| 2 | COM | Direxion Auspice Brd Cmdty | ETF-その他 | 3.69% | — | -2.51% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.96% | — | -2.41% | |
| 4 | CWI | State Street Spdr Msci Acwi | ETF-その他 | 2.49% | — | -41.05% | |
| 5 | AAPL | Apple INC | 株式-IT | 2.42% | — | +18.44% | |
| 6 | QAI | Nyli Hdg Multi-str Trk ETF | ETF-その他 | 2.05% | — | -2.79% | |
| 7 | OUNZ | Vaneck Merk Gold ETF | ETF-コモディティ | 1.88% | — | -2.75% | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.87% | — | — | |
| 9 | NVDA | Nvidia CORP | 株式-IT | 1.84% | — | +9.34% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.72% | — | +8.86% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.42% | — | +0.15% | |
| 12 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 1.33% | — | -2.53% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.28% | — | +3.15% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.03% | — | +16.97% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.93% | — | — | |
| 16 | AVGO | Broadcom INC | 株式-IT | 0.91% | — | +44.39% | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.91% | — | +9.27% | |
| 18 | ADBE | Adobe INC | 株式-IT | 0.84% | — | +10.83% | |
| 19 | NOW | Servicenow INC | 株式-IT | 0.82% | — | -4.14% | |
| 20 | ACWX | Ishares Msci Acwi Ex US ETF | ETF-その他 | 0.79% | — | -15.66% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.74% | — | +1.88% | |
| 22 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | — | +29.64% | |
| 23 | V | Visa Inc-class A Shares | 株式-金融 | 0.71% | — | +24.40% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | — | -1.02% | |
| 25 | INTU | Intuit INC | 株式-IT | 0.71% | — | -1.77% | |
| 26 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.69% | — | +23.12% | |
| 27 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.68% | — | -1.72% | |
| 28 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.64% | — | -0.78% | |
| 29 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.64% | — | +3.55% | |
| 30 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 0.63% | — | -0.10% | |
| 31 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.60% | — | +362.81% | |
| 32 | VTHR | Vanguard Russell 3000 | ETF-その他 | 0.60% | — | -0.48% | |
| 33 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.58% | — | +1.67% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.55% | — | -0.68% | |
| 35 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.54% | — | +17.19% | |
| 36 | UBER | Uber Technologies INC | 株式-資本財 | 0.52% | — | +20.52% | |
| 37 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.49% | — | -1.37% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.45% | — | +2.90% | |
| 39 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.43% | — | -0.27% | |
| 40 | CTAS | Cintas CORP | 株式-資本財 | 0.42% | — | -0.28% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.41% | — | -0.20% | |
| 42 | TEAM | Atlassian Corp-cl A | 株式-IT | 0.41% | — | +9.24% | |
| 43 | BND | Vanguard Total Bond Market | ETF-その他 | 0.40% | — | — | |
| 44 | LULU | Lululemon Athletica INC | 株式-一般消費財 | 0.40% | — | +9.86% | |
| 45 | FICO | Fair Isaac CORP | 株式-IT | 0.37% | — | -38.12% | |
| 46 | SPGI | S&p Global INC | 株式-金融 | 0.37% | — | +17.10% | |
| 47 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.36% | — | -30.49% | |
| 48 | CSGP | Costar Group INC | 株式-不動産 | 0.35% | — | +7.77% | |
| 49 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.35% | — | +14.35% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.34% | — | +15.15% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | +0.5% | +362.81% | 増加 |
| 2 | AAPL | Apple INC | +0.4% | +18.44% | 増加 |
| 3 | BND | Vanguard Total Bond Market | +0.4% | NEW | 新規購入 |
| 4 | AVGO | Broadcom INC | +0.4% | +44.39% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.3% | +8.86% | 増加 |
| 6 | HYD | Vaneck High Yield Muni ETF | +0.3% | NEW | 新規購入 |
| 7 | NVDA | Nvidia CORP | +0.2% | +9.34% | 増加 |
| 8 | META | Meta Platforms Inc-class A | +0.2% | +29.64% | 増加 |
| 9 | VLTO | Veralto CORP | +0.2% | NEW | 新規購入 |
| 10 | UBER | Uber Technologies INC | +0.2% | +20.52% | 増加 |
| 11 | V | Visa Inc-class A Shares | +0.2% | +24.40% | 増加 |
| 12 | XBIL | F/m US Treasury 6 Month Bill | +0.2% | NEW | 新規購入 |
| 13 | MSFT | Microsoft CORP | +0.1% | -2.41% | 減少 |
| 14 | ADBE | Adobe INC | +0.1% | +10.83% | 増加 |
| 15 | HPQ | Hp INC | +0.1% | +89.80% | 増加 |
| 16 | EXPE | Expedia Group INC | +0.1% | +217.15% | 増加 |
| 17 | SONY | Sony Group CORP - Sp Adr | +0.1% | NEW | 新規購入 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +16.97% | 増加 |
| 19 | BLDR | Builders Firstsource INC | +0.1% | +37.17% | 増加 |
| 20 | JPM | Jpmorgan Chase & Co | +0.1% | +17.19% | 増加 |
| 21 | LULU | Lululemon Athletica INC | +0.1% | +9.86% | 増加 |
| 22 | SYK | Stryker CORP | +0.1% | +46.63% | 増加 |
| 23 | UNH | Unitedhealth Group INC | +0.1% | +23.12% | 増加 |
| 24 | DIS | Walt Disney Co/the | +0.1% | +45.34% | 増加 |
| 25 | SPGI | S&p Global INC | +0.1% | +17.10% | 増加 |
| 26 | BAC | Bank Of America CORP | +0.1% | +24.94% | 増加 |
| 27 | SBAC | Sba Communications CORP | +0.1% | +13.77% | 増加 |
| 28 | ABT | Abbott Laboratories | +0.1% | +37.82% | 増加 |
| 29 | NOW | Servicenow INC | +0.1% | -4.14% | 減少 |
| 30 | MS | Morgan Stanley | +0.1% | +33.78% | 増加 |
| 31 | ACN | Accenture plc | +0.1% | +25.86% | 増加 |
| 32 | IWV | Ishares Russell 3000 ETF | +0.1% | +0.11% | 増加 |
| 33 | TEAM | Atlassian Corp-cl A | +0.1% | +9.24% | 増加 |
| 34 | GOOG | Alphabet Inc-cl C | +0.1% | +9.27% | 増加 |
| 35 | INTU | Intuit INC | +0.1% | -1.77% | 減少 |
| 36 | CTAS | Cintas CORP | +0.1% | -0.28% | 減少 |
| 37 | IWF | Ishares Russell 1000 Growth | 0% | +3.55% | 増加 |
| 38 | COST | Costco Wholesale CORP | 0% | +1.67% | 増加 |
| 39 | VTI | Vanguard Total Stock Mkt ETF | 0% | +1.88% | 増加 |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | — | 変化なし |
| 41 | IWB | Ishares Russell 1000 ETF | 0% | -2.53% | 減少 |
| 42 | OUNZ | Vaneck Merk Gold ETF | -0.1% | -2.75% | 減少 |
| 43 | HPE | Hewlett Packard Enterprise | -0.1% | -55.15% | 減少 |
| 44 | IEX | Idex CORP | -0.1% | -47.95% | 減少 |
| 45 | EFA | Ishares Msci Eafe ETF | -0.2% | EXIT | 全売却 |
| 46 | EPD | Enterprise Products Partners | -0.2% | EXIT | 全売却 |
| 47 | TBIL | F/m US Treasury 3 Month Bill | -0.2% | EXIT | 全売却 |
| 48 | EFV | Ishares Msci Eafe Value ETF | -0.3% | EXIT | 全売却 |
| 49 | COM | Direxion Auspice Brd Cmdty | -0.8% | -2.51% | 減少 |
| 50 | CWI | State Street Spdr Msci Acwi | -1.8% | -41.05% | 減少 |