CIK: 0000733444
申告総資産額
$3.6億
上位200銘柄を表示中（全256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 | NVDA | Nvidia CORP | 株式-IT | 6.42% | — | -1.52% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 4.62% | -0.46% | +1.63% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.31% | +0.37% | -0.36% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.23% | -0.06% | -0.02% | |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.47% | -0.02% | -14.77% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.44% | +0.02% | +4.40% | |
| 7 | MA | Mastercard INC - A | 株式-金融 | 2.33% | -0.01% | +0.34% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.85% | — | +0.39% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 1.82% | +0.29% | +0.86% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 1.62% | — | +0.64% | |
| 11 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.57% | -0.16% | -20.06% | |
| 12 | CI | THE Cigna Group | 株式-ヘルスケア | 1.31% | — | +16.95% | |
| 13 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.31% | -0.60% | +9.68% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.20% | — | +5.24% | |
| 15 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.20% | -0.05% | -1.59% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.19% | — | +3.69% | |
| 17 | EOI | Eaton Vance Enhanced Eq Incm | 株式-その他 | 1.15% | — | +3.70% | |
| 18 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 1.15% | -0.65% | +7.60% | |
| 19 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.12% | — | +1.80% | |
| 20 | ORCL | Oracle CORP | 株式-IT | 1.11% | -0.07% | +0.15% | |
| 21 | FTCS | First Trust Capital Strength | ETF-その他 | 1.07% | — | -1.24% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.96% | +0.37% | +5.42% | |
| 23 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.95% | — | +1.75% | |
| 24 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.95% | — | -1.98% | |
| 25 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.95% | — | +15.39% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.94% | -0.07% | +2.09% | |
| 27 | CAT | Caterpillar INC | 株式-資本財 | 0.81% | +0.23% | +6.84% | |
| 28 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.79% | — | +21.21% | |
| 29 | GE | General Electric | 株式-資本財 | 0.79% | — | +0.37% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.76% | -0.13% | +17.35% | |
| 31 | SSUS | Day Hagan Smart Sector ETF | ETF-その他 | 0.71% | — | +15.89% | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.69% | — | +1.35% | |
| 33 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.67% | — | +3.81% | |
| 34 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.64% | -0.62% | +4.83% | |
| 35 | NFLX | Netflix INC | 株式-通信サービス | 0.64% | -0.19% | -22.76% | |
| 36 | RTX | Rtx CORP | 株式-資本財 | 0.63% | — | +57.98% | |
| 37 | NUV | Nuveen Municipal Value | 株式-その他 | 0.59% | — | +8.92% | |
| 38 | PH | Parker Hannifin CORP | 株式-資本財 | 0.57% | — | — | |
| 39 | ANET | Arista Networks INC | 株式-IT | 0.57% | — | +11.34% | |
| 40 | HWM | Howmet Aerospace INC | 株式-資本財 | 0.57% | — | -1.15% | |
| 41 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | — | +0.17% | |
| 42 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.55% | — | +67.00% | |
| 43 | AVGO | Broadcom INC | 株式-IT | 0.54% | — | +9.11% | |
| 44 | V | Visa Inc-class A Shares | 株式-金融 | 0.52% | — | +20.14% | |
| 45 | EOS | Eaton Vance Enh Eqt INC Ii | 株式-その他 | 0.51% | — | +1.42% | |
| 46 | CEG | Constellation Energy | 株式-公益事業 | 0.51% | — | +9.29% | |
| 47 | CTAS | Cintas CORP | 株式-資本財 | 0.50% | — | -4.04% | |
| 48 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.48% | — | +1.34% | |
| 49 | NDAQ | Nasdaq INC | 株式-金融 | 0.48% | — | -0.07% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.48% | — | -2.38% |