CIK: 0001034886
申告総資産額
$25.1億
上位200銘柄を表示中（全364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 | FISV | Fiserv INC | 株式-その他 | 21.18% | -1.05% | +0.02% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.73% | -0.11% | +0.41% | |
| 3 | VO | Vanguard Mid-cap ETF | ETF-その他 | 1.83% | -0.14% | -1.63% | |
| 4 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 1.64% | — | +4.41% | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 1.44% | -0.06% | +1.04% | |
| 6 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.36% | -0.22% | +0.02% | |
| 7 | VB | Vanguard Small-cap ETF | ETF-その他 | 1.29% | — | +0.51% | |
| 8 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.29% | — | -4.67% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.26% | -0.13% | +0.01% | |
| 10 | MSFT | Microsoft CORP | 株式-IT | 1.21% | -0.45% | +0.09% | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 1.18% | — | -2.33% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.12% | -0.14% | -1.68% | |
| 13 | CRM | Salesforce INC | 株式-IT | 1.12% | -0.57% | +0.03% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 1.06% | — | -5.73% | |
| 15 | CME | Cme Group INC | 株式-金融 | 1.06% | — | -0.18% | |
| 16 | ACN | Accenture plc | 株式-IT | 1.04% | — | +0.94% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 1.01% | +0.74% | -0.88% | |
| 18 | HON | Honeywell International INC | 株式-資本財 | 0.92% | — | +1.05% | |
| 19 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 0.90% | — | -0.25% | |
| 20 | AAPL | Apple INC | 株式-IT | 0.89% | -0.07% | +3.76% | |
| 21 | AMT | American Tower CORP | 株式-不動産 | 0.88% | — | +6.17% | |
| 22 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.85% | +0.36% | +0.15% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.85% | -0.15% | +4.49% | |
| 24 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.84% | — | +6.80% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.82% | -0.11% | +1.28% | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.82% | — | +49.24% | |
| 27 | UNP | Union Pacific CORP | 株式-資本財 | 0.81% | — | +1.91% | |
| 28 | CB | Chubb Limited | 株式-金融 | 0.77% | — | -2.94% | |
| 29 | CSCO | Cisco Systems INC | 株式-IT | 0.76% | — | +0.25% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | -0.08% | +5.73% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.76% | — | +1.12% | |
| 32 | PYPL | Paypal Holdings INC | 株式-金融 | 0.74% | — | +3.65% | |
| 33 | BLKCHF | Blackrock INC | 株式-その他 | 0.71% | — | +1.33% | |
| 34 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.71% | — | +101.97% | |
| 35 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.68% | — | +0.27% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.68% | +0.12% | +18.71% | |
| 37 | CLX | Clorox Company | 株式-生活必需品 | 0.67% | — | +0.60% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.66% | — | +4.49% | |
| 39 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.66% | — | +5.03% | |
| 40 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.66% | — | -8.20% | |
| 41 | WM | Waste Management INC | 株式-資本財 | 0.65% | — | +1.83% | |
| 42 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.65% | — | +0.25% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.65% | +0.18% | -0.83% | |
| 44 | INTC | Intel CORP | 株式-IT | 0.64% | — | +0.23% | |
| 45 | TRV | Travelers Cos Inc/the | 株式-金融 | 0.61% | — | +0.27% | |
| 46 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.61% | — | +0.60% | |
| 47 | PEP | Pepsico INC | 株式-生活必需品 | 0.61% | — | +2.22% | |
| 48 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-その他 | 0.60% | — | -2.76% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.60% | — | +4.84% | |
| 50 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.58% | — | +4.39% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | FISV | Fiserv INC | +0.8% | +0.02% | 増加 |
| 2 | NKE | Nike INC -cl B | +0.3% | +49.24% | 増加 |
| 3 | T | At&t INC | +0.2% | +319.62% | 増加 |
| 4 | MSFT | Microsoft CORP | 0% | +0.09% | 増加 |
| 5 | VV | Vanguard Large-cap ETF | 0% | +0.02% | 増加 |
| 6 | CRM | Salesforce INC | — | +0.03% | 増加 |
| 7 | V | Visa Inc-class A Shares | — | -1.68% | 減少 |
| 8 | BDX | Becton Dickinson And Co | — | -0.25% | 減少 |
| 9 | COST | Costco Wholesale CORP | — | +0.15% | 増加 |
| 10 | UNP | Union Pacific CORP | — | +1.91% | 増加 |
| 11 | MA | Mastercard INC - A | 0% | +1.28% | 増加 |
| 12 | RSP | Invesco S&p 500 Equal Weight | 0% | -0.88% | 減少 |
| 13 | BLKCHF | Blackrock INC | 0% | +1.33% | 増加 |
| 14 | ACN | Accenture plc | 0% | +0.94% | 増加 |
| 15 | TJX | Tjx Companies INC | 0% | +101.97% | 増加 |
| 16 | SCHD | Schwab US Dvd Equity ETF | 0% | -8.20% | 減少 |
| 17 | IWM | Ishares Russell 2000 ETF | -0.1% | +4.41% | 増加 |
| 18 | MDY | State Street Spdr S&p Midcap | -0.1% | +1.04% | 増加 |
| 19 | VO | Vanguard Mid-cap ETF | -0.1% | -1.63% | 減少 |
| 20 | VB | Vanguard Small-cap ETF | -0.1% | +0.51% | 増加 |
| 21 | HON | Honeywell International INC | -0.1% | +1.05% | 増加 |
| 22 | MPC | Marathon Petroleum CORP | -0.1% | -5.35% | 減少 |
| 23 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +0.41% | 増加 |
| 24 | SCHF | Schwab Intl Equity ETF | -0.1% | -5.73% | 減少 |
| 25 | CERNCHF | Cerner CORP | -0.1% | -10.32% | 減少 |
| 26 | GD | General Dynamics CORP | -0.1% | -10.04% | 減少 |
| 27 | UTXZ | United Tech CORP | -0.1% | -5.79% | 減少 |
| 28 | SCZ | Ishares Msci Eafe Small-cap | -0.1% | -4.67% | 減少 |
| 29 | FDX | Fedex CORP | -0.1% | -3.84% | 減少 |
| 30 | HD | Home Depot INC | -0.1% | -23.30% | 減少 |
| 31 | ABBV | Abbvie INC | -0.1% | -62.65% | 減少 |
| 32 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -31.67% | 減少 |
| 33 | AAPL | Apple INC | -0.2% | +3.76% | 増加 |
| 34 | AMZN | Amazon.com INC | -0.2% | +0.01% | 増加 |
| 35 | NFLX | Netflix INC | -0.2% | -19.38% | 減少 |
| 36 | VLO | Valero Energy CORP | -0.3% | -58.87% | 減少 |
| 37 | RTN1USD | Raytheon Company | -0.3% | -33.23% | 減少 |
| 38 | STZ | Constellation Brands Inc-a | -0.3% | -55.55% | 減少 |
| 39 | GS | Goldman Sachs Group INC | -0.3% | -65.74% | 減少 |
| 40 | EOG | Eog Resources INC | -0.3% | -55.48% | 減少 |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.3% | -96.64% | 減少 |
| 42 | C | Citigroup INC | -0.4% | -96.61% | 減少 |
| 43 | META | Meta Platforms Inc-class A | -0.5% | -69.93% | 減少 |
| 44 | ✓ | — | EXIT | 全売却 | |
| 45 | ISTB | Ishares Core 1-5 Year Usd Bo | — | NEW | 新規購入 |
| 46 | NVO | Novo-nordisk A/s-spons Adr | — | NEW | 新規購入 |
| 47 | BHP | Bhp Group Ltd-spon Adr | — | EXIT | 全売却 |
| 48 | LIN | Linde plc | — | NEW | 新規購入 |
| 49 | KHC | Kraft Heinz Co/the | — | EXIT | 全売却 |
| 50 | MKC | Mccormick & Co-non Vtg Shrs | — | NEW | 新規購入 |