CIK: 0000733444
申告総資産額
$3.6億
上位200銘柄を表示中（全264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 | 5.52% | — | -1.50% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.96% | +0.37% | +2.04% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.80% | -0.46% | +0.94% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.22% | -0.06% | -0.04% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.89% | +0.02% | +0.72% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.54% | -0.02% | +4.87% | |
| 7 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 2.08% | -0.16% | +1.88% | |
| 8 | WMT | Walmart INC | 株式-生活必需品 | 2.04% | +0.29% | -0.28% | |
| 9 | MA | Mastercard INC - A | 株式-金融 | 2.01% | -0.01% | -8.24% | |
| 10 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.87% | — | +0.61% | |
| 11 | VUG | Vanguard Growth ETF | ETF-その他 | 1.52% | — | +0.74% | |
| 12 | NOBL | Proshares S&p 500 Dividend A | ETF-大型株・グロース | 1.24% | -0.05% | -2.61% | |
| 13 | CI | THE Cigna Group | 株式-ヘルスケア | 1.21% | — | +0.54% | |
| 14 | EOI | Eaton Vance Enhanced Eq Incm | 株式-その他 | 1.19% | — | +6.40% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.17% | — | -0.83% | |
| 16 | FTCS | First Trust Capital Strength | ETF-その他 | 1.09% | — | -0.54% | |
| 17 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 1.08% | +0.37% | +5.89% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.01% | -0.60% | -19.16% | |
| 19 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | — | -53.79% | |
| 20 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.93% | — | +0.45% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.93% | -0.13% | +4.32% | |
| 22 | CAT | Caterpillar INC | 株式-資本財 | 0.91% | +0.23% | +3.72% | |
| 23 | HD | Home Depot INC | 株式-一般消費財 | 0.91% | -0.07% | -2.01% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.90% | — | -23.41% | |
| 25 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.89% | — | -5.23% | |
| 26 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.87% | -0.65% | -20.44% | |
| 27 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.82% | -0.62% | +24.82% | |
| 28 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.77% | — | -1.41% | |
| 29 | GE | General Electric | 株式-資本財 | 0.74% | — | +1.82% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.71% | — | +25.12% | |
| 31 | ORCL | Oracle CORP | 株式-IT | 0.71% | -0.07% | +1.33% | |
| 32 | IJS | Ishares S&p Small-cap 600 Va | ETF-その他 | 0.71% | -0.36% | — | |
| 33 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.70% | -0.39% | +90.80% | |
| 34 | RTX | Rtx CORP | 株式-資本財 | 0.69% | — | +0.82% | |
| 35 | SSUS | Day Hagan Smart Sector ETF | ETF-その他 | 0.69% | — | -0.69% | |
| 36 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.68% | — | +0.13% | |
| 37 | PH | Parker Hannifin CORP | 株式-資本財 | 0.67% | — | -0.07% | |
| 38 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.67% | — | +4.17% | |
| 39 | HWM | Howmet Aerospace INC | 株式-資本財 | 0.60% | — | — | |
| 40 | NUV | Nuveen Municipal Value | 株式-その他 | 0.59% | — | +2.26% | |
| 41 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.59% | — | -4.75% | |
| 42 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.57% | -0.20% | +57.20% | |
| 43 | NDAQ | Nasdaq INC | 株式-金融 | 0.55% | — | +0.11% | |
| 44 | RKLB | Rocket Lab CORP | 株式-資本財 | 0.53% | -0.10% | +29.76% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.52% | — | +1.23% | |
| 46 | GEV | GE Vernova INC | 株式-資本財 | 0.52% | +0.27% | -2.58% | |
| 47 | ETW | Eaton Vance T/m Glbl Buy-wr | 株式-その他 | 0.52% | — | +6.77% | |
| 48 | HII | Huntington Ingalls Industrie | 株式-資本財 | 0.51% | — | +10.80% | |
| 49 | EOS | Eaton Vance Enh Eqt INC Ii | 株式-その他 | 0.49% | — | +5.18% | |
| 50 | EMR | Emerson Electric Co | 株式-資本財 | 0.48% | — | -0.15% |