CIK: 0000085338
申告総資産額
$19.1億
上位200銘柄を表示中（全3427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 | 4.30% | -0.51% | -1.36% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.83% | -0.33% | -2.47% | |
| 3 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.93% | -0.33% | -2.61% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.53% | -0.34% | -1.61% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.86% | -0.33% | -0.74% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.76% | -0.18% | -1.13% | |
| 7 | BX | Blackstone INC | 株式-金融 | 1.66% | -0.43% | -1.64% | |
| 8 | PRF | Invesco Rafi US 1000 ETF | ETF-その他 | 1.60% | — | +0.26% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.53% | -0.17% | -7.50% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.45% | +0.13% | +2.50% | |
| 11 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.25% | — | -2.41% | |
| 12 | CGDG | Cap Group Dividend Growers | ETF-その他 | 1.17% | +0.07% | +4.10% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | +0.13% | -0.92% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.10% | -0.19% | -0.19% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.07% | +0.10% | -3.98% | |
| 16 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.05% | — | +2.67% | |
| 17 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 1.05% | — | +1.14% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-中小型株 | 1.05% | +0.06% | +2.50% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 1.05% | +0.02% | -1.52% | |
| 20 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.02% | — | +3.73% | |
| 21 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.01% | +0.08% | -2.65% | |
| 22 | FYLD | Cambria Foreign Shareholder | ETF-その他 | 1.00% | +0.14% | +6.34% | |
| 23 | SYLD | Cambria Shareholder Yield Et | ETF-その他 | 0.95% | +0.14% | +6.59% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | +0.31% | -0.79% | |
| 25 | GD | General Dynamics CORP | 株式-資本財 | 0.88% | -0.16% | -1.76% | |
| 26 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.82% | -0.16% | -1.24% | |
| 27 | ORCL | Oracle CORP | 株式-IT | 0.79% | -0.21% | -2.74% | |
| 28 | GE | General Electric | 株式-資本財 | 0.79% | — | -2.24% | |
| 29 | AVGO | Broadcom INC | 株式-IT | 0.79% | — | -1.15% | |
| 30 | PANW | Palo Alto Networks INC | 株式-IT | 0.77% | -0.12% | -2.41% | |
| 31 | BBIN | JPM Betabuilders Intl Eqty | ETF-その他 | 0.75% | — | +2.30% | |
| 32 | CAT | Caterpillar INC | 株式-資本財 | 0.70% | +0.15% | -18.37% | |
| 33 | ITW | Illinois Tool Works | 株式-資本財 | 0.67% | — | -1.02% | |
| 34 | DLR | Digital Realty Trust INC | 株式-不動産 | 0.66% | -0.12% | -3.84% | |
| 35 | HON | Honeywell International INC | 株式-資本財 | 0.65% | +0.10% | -1.60% | |
| 36 | JEPQ | JPM Nasdaq Equity Premium | ETF-テック型 | 0.65% | — | +0.15% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.64% | — | -0.95% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.63% | — | +13.50% | |
| 39 | NFLX | Netflix INC | 株式-通信サービス | 0.62% | +0.23% | +1003.80% | |
| 40 | AIG | American International Group | 株式-金融 | 0.61% | -0.11% | -2.06% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.61% | -0.11% | +1.63% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | — | +0.91% | |
| 43 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.60% | — | +4.34% | |
| 44 | QCOM | Qualcomm INC | 株式-IT | 0.59% | -0.14% | -1.29% | |
| 45 | SYK | Stryker CORP | 株式-ヘルスケア | 0.55% | — | -2.19% | |
| 46 | CGDV | Cap Group Dividend Value | ETF-その他 | 0.54% | +0.11% | +7.09% | |
| 47 | PAVE | Global X US Infrastructure | ETF-その他 | 0.54% | — | +10700.42% | |
| 48 | CGGO | Cap Group Global Growth | ETF-その他 | 0.52% | +0.12% | +13.87% | |
| 49 | HD | Home Depot INC | 株式-一般消費財 | 0.51% | — | -1.63% | |
| 50 | WMT | Walmart INC | 株式-生活必需品 | 0.51% | — | -9.70% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +0.5% | -2.61% | 減少 |
| 2 | PAVE | Global X US Infrastructure | +0.5% | +10700.42% | 増加 |
| 3 | TOST | Toast Inc-class A | +0.3% | +37076.63% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -7.50% | 減少 |
| 5 | STBF | Perf Trust Short Term Bd ETF | +0.2% | +528.50% | 増加 |
| 6 | LLY | Eli Lilly & Co | +0.2% | +1.63% | 増加 |
| 7 | EXLS | Exlservice Holdings INC | +0.1% | +2882.98% | 増加 |
| 8 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +43.86% | 増加 |
| 9 | AMGN | Amgen INC | +0.1% | -1.52% | 減少 |
| 10 | TMO | Thermo Fisher Scientific INC | +0.1% | -1.24% | 減少 |
| 11 | CGMS | Cap Group US Multi-sect Bond | +0.1% | +68.04% | 増加 |
| 12 | AMD | Advanced Micro Devices | +0.1% | -1.41% | 減少 |
| 13 | HII | Huntington Ingalls Industrie | +0.1% | +478.06% | 増加 |
| 14 | JNJ | Johnson & Johnson | +0.1% | -0.92% | 減少 |
| 15 | FYLD | Cambria Foreign Shareholder | +0.1% | +6.34% | 増加 |
| 16 | AMZN | Amazon.com INC | +0.1% | +2.50% | 増加 |
| 17 | MRK | Merck & Co. INC. | +0.1% | -3.60% | 減少 |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +32.63% | 増加 |
| 19 | AIOT | Powerfleet INC | +0.1% | +122848.50% | 増加 |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | +0.1% | +13.50% | 増加 |
| 21 | CGGO | Cap Group Global Growth | +0.1% | +13.87% | 増加 |
| 22 | NUE | Nucor CORP | +0.1% | -0.63% | 減少 |
| 23 | AAPL | Apple INC | +0.1% | -2.47% | 減少 |
| 24 | CGDG | Cap Group Dividend Growers | +0.1% | +4.10% | 増加 |
| 25 | SYLD | Cambria Shareholder Yield Et | +0.1% | +6.59% | 増加 |
| 26 | CSCO | Cisco Systems INC | +0.1% | -0.95% | 減少 |
| 27 | PRF | Invesco Rafi US 1000 ETF | 0% | +0.26% | 増加 |
| 28 | PFF | Ishares Preferred & Income S | -0.1% | -37.62% | 減少 |
| 29 | PSA | Public Storage | -0.1% | -7.70% | 減少 |
| 30 | HON | Honeywell International INC | -0.1% | -1.60% | 減少 |
| 31 | VZ | Verizon Communications INC | -0.1% | -10.07% | 減少 |
| 32 | CVX | Chevron CORP | -0.1% | -3.98% | 減少 |
| 33 | NTNX | Nutanix INC - A | -0.1% | -15.69% | 減少 |
| 34 | CIEN | Ciena CORP | -0.1% | -88.91% | 減少 |
| 35 | NFLX | Netflix INC | -0.1% | +1003.80% | 増加 |
| 36 | PANW | Palo Alto Networks INC | -0.1% | -2.41% | 減少 |
| 37 | HD | Home Depot INC | -0.1% | -1.63% | 減少 |
| 38 | DLR | Digital Realty Trust INC | -0.1% | -3.84% | 減少 |
| 39 | COST | Costco Wholesale CORP | -0.1% | -2.65% | 減少 |
| 40 | ARE | Alexandria Real Estate Equit | -0.1% | -99.12% | 減少 |
| 41 | NKE | Nike INC -cl B | -0.1% | -12.43% | 減少 |
| 42 | META | Meta Platforms Inc-class A | -0.2% | -0.19% | 減少 |
| 43 | MSFT | Microsoft CORP | -0.2% | -0.74% | 減少 |
| 44 | BX | Blackstone INC | -0.3% | -1.64% | 減少 |
| 45 | APO | Apollo Global Management INC | -0.3% | -80.82% | 減少 |
| 46 | FWRD | Forward Air CORP | -0.3% | -74.06% | 減少 |
| 47 | TLT | Ishares 20+ Year Treasury Bd | -0.3% | -98.35% | 減少 |
| 48 | ORCL | Oracle CORP | -0.4% | -2.74% | 減少 |
| 49 | TCHP | T Rowe Price Blue Chip Growt | — | NEW | 新規購入 |
| 50 | USEW | Cambria US Ew ETF | — | NEW | 新規購入 |