CIK: 0001325261
申告総資産額
$3.8億
| # | 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 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 9.27% | -1.35% | -8.37% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.35% | +0.91% | -0.12% | |
| 3 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.28% | — | — | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.80% | — | +0.85% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.41% | +0.34% | -2.07% | |
| 6 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.37% | — | +7.30% | |
| 7 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.92% | — | +64.10% | |
| 8 | HD | Home Depot INC | 株式-一般消費財 | 1.89% | -0.34% | -0.16% | |
| 9 | AMGN | Amgen INC | 株式-ヘルスケア | 1.74% | -0.40% | -13.39% | |
| 10 | KFY | Korn Ferry | 株式-資本財 | 1.67% | — | — | |
| 11 | RMD | Resmed INC | 株式-ヘルスケア | 1.61% | — | +3.32% | |
| 12 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.60% | — | +6.77% | |
| 13 | AVGO | Broadcom INC | 株式-IT | 1.51% | +0.15% | -7.85% | |
| 14 | WCN | Waste Connections INC | 株式-資本財 | 1.48% | — | +6.27% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.43% | -0.27% | +0.15% | |
| 16 | DHR | Danaher CORP | 株式-ヘルスケア | 1.32% | — | +9.14% | |
| 17 | ACN | Accenture plc | 株式-IT | 1.31% | — | +8.39% | |
| 18 | DE | Deere & Co | 株式-資本財 | 1.18% | -0.35% | +3.58% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.12% | +0.12% | +1410.96% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | — | -7.47% | |
| 21 | AXP | American Express Co | 株式-金融 | 1.09% | +0.10% | -1.49% | |
| 22 | ADP | Automatic Data Processing | 株式-IT | 1.08% | -0.32% | +5.16% | |
| 23 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.07% | — | +54.01% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.95% | +0.11% | +3.15% | |
| 25 | FAST | Fastenal Co | 株式-資本財 | 0.93% | — | +6.06% | |
| 26 | TSLA | Tesla INC | 株式-一般消費財 | 0.92% | +0.19% | +171.28% | |
| 27 | PEP | Pepsico INC | 株式-生活必需品 | 0.87% | — | -4.75% | |
| 28 | FISV | Fiserv INC | 株式-その他 | 0.86% | — | +10.78% | |
| 29 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.86% | — | -4.75% | |
| 30 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.85% | — | +0.72% | |
| 31 | EMR | Emerson Electric Co | 株式-資本財 | 0.83% | -0.30% | -16.35% | |
| 32 | PFE | Pfizer INC | 株式-ヘルスケア | 0.78% | -0.30% | -15.72% | |
| 33 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.76% | — | +113.20% | |
| 34 | SYK | Stryker CORP | 株式-ヘルスケア | 0.75% | — | -10.20% | |
| 35 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | -16.07% | |
| 36 | SNOW | Snowflake INC | 株式-IT | 0.67% | +0.27% | +218.76% | |
| 37 | UNP | Union Pacific CORP | 株式-資本財 | 0.67% | — | -8.40% | |
| 38 | ITW | Illinois Tool Works | 株式-資本財 | 0.67% | — | -2.73% | |
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.64% | — | +14.98% | |
| 40 | CAT | Caterpillar INC | 株式-資本財 | 0.62% | — | -14.57% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.62% | +0.54% | -7.32% | |
| 42 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.61% | -0.25% | +171.01% | |
| 43 | AWK | American Water Works Co INC | 株式-公益事業 | 0.61% | — | +6.46% | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.60% | — | +78.89% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | — | -21.85% | |
| 46 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.60% | — | -19.65% | |
| 47 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.60% | -0.29% | +19.96% | |
| 48 | INTU | Intuit INC | 株式-IT | 0.60% | — | +3.13% | |
| 49 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.57% | — | -20.10% | |
| 50 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.56% | — | +3.26% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | LNG | Cheniere Energy INC | +1.1% | +64.10% | 増加 |
| 2 | ILMN | Illumina INC | +0.6% | NEW | 新規購入 |
| 3 | GPC | Genuine Parts Co | +0.5% | +54.01% | 増加 |
| 4 | SNOW | Snowflake INC | +0.5% | +218.76% | 増加 |
| 5 | JPM | Jpmorgan Chase & Co | +0.4% | +113.20% | 増加 |
| 6 | TJX | Tjx Companies INC | +0.4% | +171.01% | 増加 |
| 7 | H | Hyatt Hotels CORP - Cl A | +0.4% | NEW | 新規購入 |
| 8 | ZS | Zscaler INC | +0.4% | +404.30% | 増加 |
| 9 | SLB | Slb LTD | +0.4% | +273.18% | 増加 |
| 10 | CVX | Chevron CORP | +0.3% | +78.89% | 増加 |
| 11 | URI | United Rentals INC | +0.3% | NEW | 新規購入 |
| 12 | DE | Deere & Co | +0.3% | +3.58% | 増加 |
| 13 | HLT | Hilton Worldwide Holdings In | +0.3% | +292.16% | 増加 |
| 14 | FSLR | First Solar INC | +0.2% | NEW | 新規購入 |
| 15 | EWBC | East West Bancorp INC | +0.2% | NEW | 新規購入 |
| 16 | MELI | Mercadolibre INC | +0.2% | NEW | 新規購入 |
| 17 | XOM | Exxon Mobil CORP | +0.2% | +3.15% | 増加 |
| 18 | HUBS | Hubspot INC | +0.2% | +353.80% | 増加 |
| 19 | ULTA | Ulta Beauty INC | +0.2% | +72.24% | 増加 |
| 20 | BAC | Bank Of America CORP | +0.2% | +51.46% | 増加 |
| 21 | CTVA | Corteva INC | +0.2% | +110.48% | 増加 |
| 22 | BIO | Bio-rad Laboratories-a | +0.2% | NEW | 新規購入 |
| 23 | TSLA | Tesla INC | -0.1% | +171.28% | 増加 |
| 24 | QCOM | Qualcomm INC | -0.1% | -11.14% | 減少 |
| 25 | NOW | Servicenow INC | -0.1% | -4.73% | 減少 |
| 26 | AMGN | Amgen INC | -0.2% | -13.39% | 減少 |
| 27 | DUK | Duke Energy CORP | -0.2% | -35.46% | 減少 |
| 28 | ADBE | Adobe INC | -0.2% | -51.58% | 減少 |
| 29 | KFY | Korn Ferry | -0.2% | — | 変化なし |
| 30 | PG | Procter & Gamble Co/the | -0.2% | -7.47% | 減少 |
| 31 | GNRC | Generac Holdings INC | -0.2% | EXIT | 全売却 |
| 32 | V | Visa Inc-class A Shares | -0.2% | -21.85% | 減少 |
| 33 | NVDA | Nvidia CORP | -0.2% | -7.32% | 減少 |
| 34 | SHW | Sherwin-williams Co/the | -0.2% | -20.10% | 減少 |
| 35 | FTNT | Fortinet INC | -0.2% | EXIT | 全売却 |
| 36 | SO | Southern Co/the | -0.2% | -45.89% | 減少 |
| 37 | MSFT | Microsoft CORP | -0.2% | -2.07% | 減少 |
| 38 | CHD | Church & Dwight Co INC | -0.2% | EXIT | 全売却 |
| 39 | GSK | GSK plc ADRhedged | -0.2% | EXIT | 全売却 |
| 40 | AMT | American Tower CORP | -0.2% | -65.64% | 減少 |
| 41 | BABA | Alibaba Group Holding-sp Adr | -0.2% | EXIT | 全売却 |
| 42 | AVGO | Broadcom INC | -0.3% | -7.85% | 減少 |
| 43 | AMD | Advanced Micro Devices | -0.3% | -61.55% | 減少 |
| 44 | PFE | Pfizer INC | -0.3% | -15.72% | 減少 |
| 45 | UPS | United Parcel Service-cl B | -0.4% | -43.21% | 減少 |
| 46 | DFUV | Dimensional US Marketwide Va | -0.4% | -8.37% | 減少 |
| 47 | CCI | Crown Castle INC | -0.5% | -58.52% | 減少 |
| 48 | GOOGL | Alphabet Inc-cl A | -0.6% | +1410.96% | 増加 |
| 49 | GLD | Spdr Gold Shares | -0.7% | -79.39% | 減少 |
| 50 | T | At&t INC | -0.9% | -92.27% | 減少 |