CIK: 0000908195
申告総資産額
$14.7億
上位200銘柄を表示中（全278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 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 5.26% | — | +2.20% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.57% | -0.03% | -3.40% | |
| 3 | GLW | Corning INC | 株式-IT | 4.53% | +1.29% | -1.63% | |
| 4 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 3.69% | — | +574.61% | |
| 5 | USMV | Ishares Msci USA Min Vol Fac | ETF-その他 | 3.21% | — | +4.61% | |
| 6 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.96% | -0.31% | -0.87% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.93% | -0.14% | +2.93% | |
| 8 | AVY | Avery Dennison CORP | 株式-一般消費財 | 2.91% | — | +1.08% | |
| 9 | INTC | Intel CORP | 株式-IT | 2.81% | — | -1.86% | |
| 10 | TXN | Texas Instruments INC | 株式-IT | 2.78% | +0.20% | +0.00% | |
| 11 | SPSB | Ss Spdr P St C CORP ETF | ETF-その他 | 2.46% | — | +63.57% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.40% | -0.77% | -3.33% | |
| 13 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.30% | — | -1.14% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.15% | -0.20% | -1.04% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.99% | -0.10% | -11.29% | |
| 16 | QCOM | Qualcomm INC | 株式-IT | 1.87% | -0.38% | +0.60% | |
| 17 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 1.81% | — | +72.44% | |
| 18 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.80% | — | -8.10% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 1.75% | — | -3.38% | |
| 20 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.73% | +0.07% | -2.19% | |
| 21 | SON | Sonoco Products Co | 株式-一般消費財 | 1.72% | — | -0.10% | |
| 22 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 1.71% | -1.04% | -34.95% | |
| 23 | LEN | Lennar Corp-a | 株式-一般消費財 | 1.51% | -0.06% | -7.29% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.40% | — | +3.34% | |
| 25 | COHR | Coherent Corp. | 株式-IT | 1.33% | — | -27.06% | |
| 26 | BWA | Borgwarner INC | 株式-一般消費財 | 1.33% | — | -6.00% | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.24% | — | -5.89% | |
| 28 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 1.20% | — | +574.51% | |
| 29 | WD | Walker & Dunlop INC | 株式-その他 | 1.10% | -0.05% | -23.09% | |
| 30 | AMGN | Amgen INC | 株式-ヘルスケア | 1.02% | +0.06% | -14.25% | |
| 31 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 1.01% | — | -1.00% | |
| 32 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.97% | +0.16% | +4819.09% | |
| 33 | CRM | Salesforce INC | 株式-IT | 0.95% | -0.29% | +8.20% | |
| 34 | ARCC | Ares Capital CORP | 株式-金融 | 0.91% | — | +3.85% | |
| 35 | KMT | Kennametal INC | 株式-その他 | 0.90% | — | -4.25% | |
| 36 | YUSD | Alleghany CORP | 株式-その他 | 0.86% | — | -31.68% | |
| 37 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.77% | -0.05% | -3.30% | |
| 38 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.74% | — | -4.06% | |
| 39 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.73% | -0.13% | -1.40% | |
| 40 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 0.66% | — | +17.93% | |
| 41 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.65% | -0.47% | -0.45% | |
| 42 | GDX | Vaneck Gold Miners ETF | ETF-コモディティ | 0.64% | +0.16% | — | |
| 43 | LSXMKUSD | Liberty Media Cor-siriusxm C | 株式-その他 | 0.64% | — | -2.10% | |
| 44 | ITW | Illinois Tool Works | 株式-資本財 | 0.60% | — | -19.74% | |
| 45 | AZO | Autozone INC | 株式-一般消費財 | 0.55% | — | -23.52% | |
| 46 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.53% | — | +170.79% | |
| 47 | NTR | Nutrien LTD | 株式-素材 | 0.52% | — | -27.77% | |
| 48 | ABBNY | Abb Ltd-spon Adr | 株式-資本財 | 0.52% | — | +0.09% | |
| 49 | AON | Aon plc | 株式-金融 | 0.47% | -0.24% | EXIT | |
| 50 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.47% | — | — |