CIK: 0001157436
申告総資産額
$10.0億
上位200銘柄を表示中（全397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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 4.60% | -0.01% | +3.40% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.20% | +0.10% | +0.54% | |
| 3 | KO | Coca-cola Co/the | 株式-生活必需品 | 2.74% | — | +0.00% | |
| 4 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.40% | +0.03% | -2.59% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.36% | +0.24% | -7.03% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 2.31% | +0.01% | -0.23% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 1.98% | +0.04% | -10.00% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 1.58% | +0.23% | +0.88% | |
| 9 | CPRT | Copart INC | 株式-資本財 | 1.56% | -0.20% | -1.28% | |
| 10 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型株・グロース | 1.56% | +0.03% | +40.16% | |
| 11 | TSCO | Tractor Supply Company | 株式-一般消費財 | 1.51% | -0.41% | — | |
| 12 | INTU | Intuit INC | 株式-IT | 1.47% | -0.27% | +0.12% | |
| 13 | NVDA | Nvidia CORP | 株式-IT | 1.46% | +0.01% | -4.28% | |
| 14 | ECL | Ecolab INC | 株式-素材 | 1.45% | — | -0.22% | |
| 15 | SUB | Ishares Short-term National | ETF-その他 | 1.44% | -0.43% | -3.53% | |
| 16 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.29% | +0.22% | +0.16% | |
| 17 | AAPL | Apple INC | 株式-IT | 1.18% | +0.01% | -1.16% | |
| 18 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.17% | — | -0.14% | |
| 19 | ULTA | Ulta Beauty INC | 株式-一般消費財 | 1.04% | -0.25% | — | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 0.99% | — | +9.75% | |
| 21 | PSA | Public Storage | 株式-不動産 | 0.97% | +0.03% | +0.00% | |
| 22 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 0.97% | — | +1.89% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.94% | -0.38% | +0.66% | |
| 24 | IQV | Iqvia Holdings INC | 株式-ヘルスケア | 0.91% | — | — | |
| 25 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.90% | — | +1.40% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.86% | -0.21% | -3.44% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.84% | +0.02% | -1.32% | |
| 28 | UBER | Uber Technologies INC | 株式-資本財 | 0.81% | — | +0.31% | |
| 29 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.80% | — | -0.45% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.78% | +0.01% | +0.00% | |
| 31 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | — | -0.34% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-その他 | 0.72% | — | +9.17% | |
| 33 | GWW | Ww Grainger INC | 株式-資本財 | 0.69% | +0.06% | -0.25% | |
| 34 | NOW | Servicenow INC | 株式-IT | 0.67% | — | +13.60% | |
| 35 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 0.67% | — | -0.39% | |
| 36 | WPC | Wp Carey INC | 株式-不動産 | 0.67% | — | -4.18% | |
| 37 | ACN | Accenture plc | 株式-IT | 0.67% | — | +0.76% | |
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.66% | -0.12% | — | |
| 39 | DGRO | Ishares Core Dividend Growth | ETF-その他 | 0.66% | -0.01% | +5.33% | |
| 40 | OTIS | Otis Worldwide CORP | 株式-資本財 | 0.65% | — | — | |
| 41 | AMGN | Amgen INC | 株式-ヘルスケア | 0.64% | — | -0.84% | |
| 42 | SPG | Simon Property Group INC | 株式-不動産 | 0.64% | +0.03% | -0.35% | |
| 43 | PGR | Progressive CORP | 株式-金融 | 0.58% | — | -1.45% | |
| 44 | PULS | Pgim Ultra Short Bond ETF | ETF-その他 | 0.58% | — | +2.58% | |
| 45 | COR | Cencora INC | 株式-ヘルスケア | 0.58% | — | — | |
| 46 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 0.57% | — | -0.13% | |
| 47 | HD | Home Depot INC | 株式-一般消費財 | 0.57% | -0.32% | -0.04% | |
| 48 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.52% | — | -1.34% | |
| 49 | OUSM | Alps Oshares US Small-cap Qu | ETF-その他 | 0.51% | — | -0.54% | |
| 50 | TMUS | T-mobile US INC | 株式-通信サービス | 0.49% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.5% | +40.16% | 増加 |
| 2 | NVDA | Nvidia CORP | +0.4% | -4.28% | 減少 |
| 3 | VOO | Vanguard S&p 500 ETF | +0.3% | +3.40% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.3% | +9.75% | 増加 |
| 5 | INTU | Intuit INC | +0.3% | +0.12% | 増加 |
| 6 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +113.84% | 増加 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.2% | +0.54% | 増加 |
| 8 | OEF | Ishares S&p 100 ETF | +0.2% | +148.95% | 増加 |
| 9 | NOW | Servicenow INC | +0.2% | +13.60% | 増加 |
| 10 | ULTA | Ulta Beauty INC | +0.2% | — | 変化なし |
| 11 | SPHQ | Invesco S&p 500 Quality ETF | +0.2% | NEW | 新規購入 |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | +0.88% | 増加 |
| 13 | UBER | Uber Technologies INC | +0.1% | +0.31% | 増加 |
| 14 | ALLW | State Street Brgwtr All Wthr | +0.1% | NEW | 新規購入 |
| 15 | AMZN | Amazon.com INC | +0.1% | -2.59% | 減少 |
| 16 | AMD | Advanced Micro Devices | +0.1% | +83.09% | 増加 |
| 17 | MTZ | Mastec INC | +0.1% | +0.64% | 増加 |
| 18 | VTIP | Vanguard Short-term Tips | +0.1% | NEW | 新規購入 |
| 19 | CCJ | Cameco CORP | +0.1% | NEW | 新規購入 |
| 20 | CEFS | Saba Closed End Funds ETF | +0.1% | NEW | 新規購入 |
| 21 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | +9.17% | 増加 |
| 22 | C | Citigroup INC | +0.1% | NEW | 新規購入 |
| 23 | NGDN | New Gold INC | +0.1% | NEW | 新規購入 |
| 24 | FLQM | Franklin U.s. Mid Cap Multif | +0.1% | NEW | 新規購入 |
| 25 | SPOT | Spotify Technology S.A. | +0.1% | NEW | 新規購入 |
| 26 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +268.40% | 増加 |
| 27 | DASH | Doordash INC - A | +0.1% | NEW | 新規購入 |
| 28 | RSPR | Invesco S&p 500 Equal Weight | +0.1% | NEW | 新規購入 |
| 29 | BCS | Barclays Plc-spons Adr | +0.1% | NEW | 新規購入 |
| 30 | JPM | Jpmorgan Chase & Co | +0.1% | -0.34% | 減少 |
| 31 | SCHW | Schwab (charles) CORP | +0.1% | +92.31% | 増加 |
| 32 | GWRE | Guidewire Software INC | +0.1% | NEW | 新規購入 |
| 33 | GOOG | Alphabet Inc-cl C | 0% | -7.03% | 減少 |
| 34 | FISV | Fiserv INC | -0.1% | -67.53% | 減少 |
| 35 | PFE | Pfizer INC | -0.1% | -52.18% | 減少 |
| 36 | XLRE | Ss Real Estate Select Sector | -0.1% | EXIT | 全売却 |
| 37 | CVS | Cvs Health CORP | -0.1% | -67.73% | 減少 |
| 38 | EXLS | Exlservice Holdings INC | -0.1% | -49.36% | 減少 |
| 39 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.1% | -45.84% | 減少 |
| 40 | XMHQ | Invesco S&p Midcap Qual ETF | -0.1% | EXIT | 全売却 |
| 41 | UNH | Unitedhealth Group INC | -0.1% | +1.96% | 増加 |
| 42 | EPD | Enterprise Products Partners | -0.1% | -0.45% | 減少 |
| 43 | XOM | Exxon Mobil CORP | -0.2% | +0.66% | 増加 |
| 44 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | -0.2% | -33.26% | 減少 |
| 45 | IQV | Iqvia Holdings INC | -0.2% | — | 変化なし |
| 46 | AAPL | Apple INC | -0.2% | -1.16% | 減少 |
| 47 | PEP | Pepsico INC | -0.2% | -3.44% | 減少 |
| 48 | RSP | Invesco S&p 500 Equal Weight | -0.4% | -41.39% | 減少 |
| 49 | CPRT | Copart INC | -0.4% | -1.28% | 減少 |
| 50 | GBIL | Goldman Sachs Access Treasur | -1.8% | -95.22% | 減少 |