CIK: 0000908195
申告総資産額
$14.7億
上位200銘柄を表示中（全335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 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-その他 | 8.22% | -0.22% | — | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 4.08% | -0.03% | -13.63% | |
| 3 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.82% | — | -25.20% | |
| 4 | NEAR | Ishares Sh Dba ETF Usd INC | ETF-その他 | 3.59% | — | +155.39% | |
| 5 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 3.16% | -0.31% | -4.02% | |
| 6 | AAPL | Apple INC | 株式-IT | 2.98% | -0.14% | -1.95% | |
| 7 | GLW | Corning INC | 株式-IT | 2.90% | +1.29% | -23.88% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 2.77% | -0.77% | -3.38% | |
| 9 | CEF | Sprott Physical Gold And Sil | 株式-その他 | 2.74% | -1.04% | +3.22% | |
| 10 | TXN | Texas Instruments INC | 株式-IT | 2.72% | +0.20% | -0.26% | |
| 11 | INTC | Intel CORP | 株式-IT | 2.38% | — | -2.11% | |
| 12 | INFL | Horizon Kinetics Infl Benef | ETF-その他 | 2.17% | — | +37.66% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.09% | +0.07% | -2.04% | |
| 14 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.07% | -0.20% | -1.98% | |
| 15 | AVY | Avery Dennison CORP | 株式-一般消費財 | 1.97% | — | -27.58% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.90% | -0.10% | -19.16% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 1.85% | — | -0.65% | |
| 18 | QCOM | Qualcomm INC | 株式-IT | 1.71% | -0.38% | -1.67% | |
| 19 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.53% | — | -24.48% | |
| 20 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 1.44% | — | -0.78% | |
| 21 | QUAL | Ishares Msci USA Quality Fac | ETF-その他 | 1.30% | — | -2.40% | |
| 22 | ICSH | Ishares Ultra Short Duration | ETF-その他 | 1.24% | — | -1.68% | |
| 23 | LEN | Lennar Corp-a | 株式-一般消費財 | 1.21% | -0.06% | -1.30% | |
| 24 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.15% | +0.16% | -3.70% | |
| 25 | DSTL | Distillate US Fundamental St | ETF-その他 | 1.12% | — | +3.89% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.02% | -0.47% | +0.22% | |
| 27 | OPLN | Openlane INC | 株式-その他 | 1.01% | — | +21.95% | |
| 28 | WD | Walker & Dunlop INC | 株式-その他 | 0.99% | -0.05% | -7.66% | |
| 29 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.98% | -0.13% | -1.59% | |
| 30 | COIN | Coinbase Global INC -class A | 株式-金融 | 0.95% | — | +2431.36% | |
| 31 | COHR | Coherent Corp. | 株式-IT | 0.94% | — | -4.02% | |
| 32 | BSV | Vanguard Short-term Bond ETF | ETF-その他 | 0.90% | — | -3.01% | |
| 33 | AMGN | Amgen INC | 株式-ヘルスケア | 0.89% | +0.06% | -2.96% | |
| 34 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.87% | — | +0.38% | |
| 35 | GSEW | Goldman Sachs Eql Wght Large | ETF-コモディティ | 0.87% | — | -13.43% | |
| 36 | ARCC | Ares Capital CORP | 株式-金融 | 0.83% | — | -1.51% | |
| 37 | BWA | Borgwarner INC | 株式-一般消費財 | 0.82% | — | -0.57% | |
| 38 | NTR | Nutrien LTD | 株式-素材 | 0.80% | — | -5.47% | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.77% | — | -20.77% | |
| 40 | CRM | Salesforce INC | 株式-IT | 0.75% | -0.29% | -1.74% | |
| 41 | YUSD | Alleghany CORP | 株式-その他 | 0.70% | — | -7.50% | |
| 42 | AZO | Autozone INC | 株式-一般消費財 | 0.59% | — | -20.10% | |
| 43 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 0.58% | — | -2.76% | |
| 44 | LSXMKUSD | Liberty Media Cor-siriusxm C | 株式-その他 | 0.57% | — | +1.94% | |
| 45 | ABBNY | Abb Ltd-spon Adr | 株式-資本財 | 0.53% | — | -1.02% | |
| 46 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.50% | -0.05% | +3.48% | |
| 47 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.49% | +0.13% | +82.19% | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.49% | +0.20% | NEW | |
| 49 | ITW | Illinois Tool Works | 株式-資本財 | 0.48% | — | -6.58% | |
| 50 | AON | Aon plc | 株式-金融 | 0.48% | -0.24% | EXIT |