CIK: 0000757657
申告総資産額
$79.9億
上位200銘柄を表示中（全1300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 | AAPL | Apple INC | 株式-IT | 2.84% | -0.24% | +1.72% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 2.81% | -0.17% | -3.70% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 2.18% | -0.41% | +2.68% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 2.05% | -0.15% | +3.63% | |
| 5 | WMT | Walmart INC | 株式-生活必需品 | 2.00% | +0.40% | +3.99% | |
| 6 | NVDA | Nvidia CORP | 株式-IT | 1.83% | — | +1.19% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 1.74% | -0.14% | +0.84% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.72% | — | +5.94% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.67% | -0.31% | +2.35% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.67% | -0.11% | +4.55% | |
| 11 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 1.63% | -0.07% | -1.21% | |
| 12 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.50% | -0.10% | +0.32% | |
| 13 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 1.48% | -0.23% | -0.36% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.33% | -0.10% | +3.91% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.28% | -0.17% | -1.83% | |
| 16 | VTV | Vanguard Value ETF | ETF-その他 | 0.99% | — | +3.88% | |
| 17 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.94% | -0.10% | +0.90% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.89% | — | +9.06% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 0.85% | — | +3.25% | |
| 20 | GS | Goldman Sachs Group INC | 株式-金融 | 0.83% | — | +11.71% | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | — | +2.60% | |
| 22 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 0.76% | — | +5.99% | |
| 23 | IOO | Ishares Global 100 ETF | ETF-その他 | 0.74% | — | +12.69% | |
| 24 | VBR | Vanguard Small-cap Value ETF | ETF-その他 | 0.71% | — | -0.21% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.65% | -0.08% | -0.65% | |
| 26 | AMLP | Alerian Mlp ETF | ETF-その他 | 0.59% | +0.08% | -6.57% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.58% | +0.11% | +28.93% | |
| 28 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.58% | -0.09% | -4.57% | |
| 29 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.57% | — | -4.83% | |
| 30 | BX | Blackstone INC | 株式-金融 | 0.57% | -0.15% | -2.39% | |
| 31 | VONG | Vanguard Russell 1000 Growth | ETF-その他 | 0.55% | — | -2.13% | |
| 32 | KRUS | Kura Sushi USA Inc-class A | 株式-その他 | 0.55% | +0.42% | +15.32% | |
| 33 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | -0.08% | +8.81% | |
| 34 | BIV | Vanguard Intermediate-term B | ETF-その他 | 0.53% | — | +16.71% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.53% | +0.13% | +0.99% | |
| 36 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 0.51% | — | -0.15% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 0.51% | — | +6.20% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.50% | — | +8.79% | |
| 39 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.50% | -0.07% | -2.38% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公債 | 0.50% | — | -5.43% | |
| 41 | CVX | Chevron CORP | 株式-エネルギー | 0.49% | +0.20% | -1.65% | |
| 42 | VBK | Vanguard Small-cap Grwth ETF | ETF-その他 | 0.49% | — | -3.53% | |
| 43 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.49% | — | -2.46% | |
| 44 | MOAT | Vaneck Morningstar Wide Moat | ETF-その他 | 0.48% | — | +0.45% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.48% | — | +11.16% | |
| 46 | CSCO | Cisco Systems INC | 株式-IT | 0.47% | — | -6.85% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.45% | — | +8.66% | |
| 48 | DUK | Duke Energy CORP | 株式-公益事業 | 0.45% | +0.12% | -4.20% | |
| 49 | JEPI | Jpmorgan Equity Premium Inco | ETF-その他 | 0.44% | — | -3.76% | |
| 50 | AMGN | Amgen INC | 株式-ヘルスケア | 0.43% | +0.08% | +10.45% |
| # | 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 | +0.3% | +3.91% | 増加 |
| 2 | GOOG | Alphabet Inc-cl C | +0.2% | -1.83% | 減少 |
| 3 | WMT | Walmart INC | +0.2% | +3.99% | 増加 |
| 4 | AAPL | Apple INC | +0.2% | +1.72% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.1% | +5.94% | 増加 |
| 6 | GS | Goldman Sachs Group INC | +0.1% | +11.71% | 増加 |
| 7 | NEM | Newmont CORP | +0.1% | +34.48% | 増加 |
| 8 | LLY | Eli Lilly & Co | +0.1% | -2.38% | 減少 |
| 9 | SCHD | Schwab US Dvd Equity ETF | +0.1% | +28.93% | 増加 |
| 10 | MRK | Merck & Co. INC. | +0.1% | +8.66% | 増加 |
| 11 | IOO | Ishares Global 100 ETF | +0.1% | +12.69% | 増加 |
| 12 | AMGN | Amgen INC | +0.1% | +10.45% | 増加 |
| 13 | JBHT | Hunt (jb) Transprt Svcs INC | +0.1% | -2.64% | 減少 |
| 14 | TGT | Target CORP | +0.1% | +362.82% | 増加 |
| 15 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +3.63% | 増加 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +4.55% | 増加 |
| 17 | VOO | Vanguard S&p 500 ETF | +0.1% | +9.06% | 増加 |
| 18 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +36.85% | 増加 |
| 19 | EFA | Ishares Msci Eafe ETF | +0.1% | +27.62% | 増加 |
| 20 | AVGO | Broadcom INC | +0.1% | +0.84% | 増加 |
| 21 | BIV | Vanguard Intermediate-term B | +0.1% | +16.71% | 増加 |
| 22 | CGGO | Cap Group Global Growth | +0.1% | +69.66% | 増加 |
| 23 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +11.16% | 増加 |
| 24 | SLV | Ishares Silver Trust | +0.1% | +17.15% | 増加 |
| 25 | V | Visa Inc-class A Shares | +0.1% | +8.81% | 増加 |
| 26 | CAT | Caterpillar INC | +0.1% | -4.76% | 減少 |
| 27 | MTZ | Mastec INC | +0.1% | +74.66% | 増加 |
| 28 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +16.49% | 増加 |
| 29 | IWV | Ishares Russell 3000 ETF | 0% | +5.99% | 増加 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +2.35% | 増加 |
| 31 | VTV | Vanguard Value ETF | 0% | +3.88% | 増加 |
| 32 | FMAR | Ft Vest US Equity Buffer ETF | -0.1% | -27.40% | 減少 |
| 33 | OWL | Blue Owl Capital INC | -0.1% | -34.13% | 減少 |
| 34 | PFF | Ishares Preferred & Income S | -0.1% | -19.85% | 減少 |
| 35 | ZTS | Zoetis INC | -0.1% | -7.15% | 減少 |
| 36 | ETN | Eaton Corporation plc | -0.1% | -4.82% | 減少 |
| 37 | IGSB | Ishares 1-5y Inv Grade CORP | -0.1% | -10.97% | 減少 |
| 38 | T | At&t INC | -0.1% | -13.31% | 減少 |
| 39 | FFEB | Ft Vest US Equity Buffer ETF | -0.1% | -25.89% | 減少 |
| 40 | NFLX | Netflix INC | -0.1% | +849.16% | 増加 |
| 41 | META | Meta Platforms Inc-class A | -0.1% | +2.60% | 増加 |
| 42 | KTOS | Kratos Defense & Security | -0.1% | -3.94% | 減少 |
| 43 | BX | Blackstone INC | -0.1% | -2.39% | 減少 |
| 44 | EBAY | Ebay INC | -0.1% | -91.00% | 減少 |
| 45 | FJAN | Ft Vest U.s. Equity Buffer E | -0.1% | -29.38% | 減少 |
| 46 | ORCL | Oracle CORP | -0.1% | -21.87% | 減少 |
| 47 | CMCSA | Comcast Corp-class A | -0.1% | -74.40% | 減少 |
| 48 | OBDC | Blue Owl Capital CORP | -0.1% | -32.24% | 減少 |
| 49 | MSFT | Microsoft CORP | -0.1% | +2.68% | 増加 |
| 50 | OTF | Blue Owl Technology Finance | — | NEW | 新規購入 |