CIK: 0001325261
申告総資産額
$3.8億
上位200銘柄を表示中（全201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 | DFUV | Dimensional US Marketwide Va | ETF-その他 | 9.29% | -1.35% | -6.22% | |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 4.76% | — | — | |
| 3 | AAPL | Apple INC | 株式-IT | 4.55% | +0.91% | -4.16% | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.32% | — | -4.31% | |
| 5 | COST | Costco Wholesale CORP | 株式-生活必需品 | 2.30% | — | -2.67% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 2.16% | -0.34% | +0.30% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.10% | +0.34% | -8.04% | |
| 8 | AMGN | Amgen INC | 株式-ヘルスケア | 1.92% | -0.40% | +1.81% | |
| 9 | DE | Deere & Co | 株式-資本財 | 1.82% | -0.35% | +34.33% | |
| 10 | AVGO | Broadcom INC | 株式-IT | 1.75% | +0.15% | -10.31% | |
| 11 | KFY | Korn Ferry | 株式-資本財 | 1.65% | — | — | |
| 12 | RMD | Resmed INC | 株式-ヘルスケア | 1.51% | — | -3.21% | |
| 13 | BA | Boeing Co/the | 株式-資本財 | 1.42% | — | +109.46% | |
| 14 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.34% | — | -13.18% | |
| 15 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.25% | -0.27% | -16.10% | |
| 16 | ADP | Automatic Data Processing | 株式-IT | 1.22% | -0.32% | +12.28% | |
| 17 | WCN | Waste Connections INC | 株式-資本財 | 1.22% | — | -15.19% | |
| 18 | LNG | Cheniere Energy INC | 株式-エネルギー | 1.16% | — | -27.83% | |
| 19 | ACN | Accenture plc | 株式-IT | 1.15% | — | -13.41% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.13% | — | -10.51% | |
| 21 | GPC | Genuine Parts Co | 株式-一般消費財 | 1.12% | — | +0.05% | |
| 22 | AXP | American Express Co | 株式-金融 | 1.10% | +0.10% | -2.00% | |
| 23 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | +0.11% | +7.87% | |
| 24 | CAT | Caterpillar INC | 株式-資本財 | 1.05% | — | +28.71% | |
| 25 | EMR | Emerson Electric Co | 株式-資本財 | 1.05% | -0.30% | +8.18% | |
| 26 | DHR | Danaher CORP | 株式-ヘルスケア | 1.02% | — | -23.36% | |
| 27 | SYK | Stryker CORP | 株式-ヘルスケア | 0.88% | — | -1.96% | |
| 28 | FAST | Fastenal Co | 株式-資本財 | 0.86% | — | -10.59% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.85% | — | -2.63% | |
| 30 | FISV | Fiserv INC | 株式-その他 | 0.83% | — | -6.28% | |
| 31 | CB | Chubb Limited | 株式-金融 | 0.82% | -0.17% | +138.83% | |
| 32 | SLB | Slb LTD | 株式-エネルギー | 0.81% | -0.31% | +47.17% | |
| 33 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.80% | -0.25% | +7.06% | |
| 34 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 0.76% | — | -7.09% | |
| 35 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.76% | — | -9.89% | |
| 36 | ITW | Illinois Tool Works | 株式-資本財 | 0.75% | — | -2.60% | |
| 37 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.73% | -0.29% | +15.57% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | — | -6.46% | |
| 39 | ETN | Eaton Corporation plc | 株式-資本財 | 0.70% | -0.16% | +47.35% | |
| 40 | NVDA | Nvidia CORP | 株式-IT | 0.70% | +0.54% | -12.26% | |
| 41 | PFE | Pfizer INC | 株式-ヘルスケア | 0.70% | -0.30% | -16.93% | |
| 42 | V | Visa Inc-class A Shares | 株式-金融 | 0.69% | — | -1.43% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | +0.12% | -30.19% | |
| 44 | AWK | American Water Works Co INC | 株式-公益事業 | 0.66% | — | -7.13% | |
| 45 | CVX | Chevron CORP | 株式-エネルギー | 0.63% | — | +2.39% | |
| 46 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.61% | — | -2.71% | |
| 47 | UNP | Union Pacific CORP | 株式-資本財 | 0.60% | — | -14.51% | |
| 48 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | -35.54% | |
| 49 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.55% | — | +32.73% | |
| 50 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.54% | — | -12.01% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | BA | Boeing Co/the | +1% | +109.46% | 増加 |
| 2 | DE | Deere & Co | +0.6% | +34.33% | 増加 |
| 3 | CB | Chubb Limited | +0.5% | +138.83% | 増加 |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | +0.5% | — | 変化なし |
| 5 | CAT | Caterpillar INC | +0.4% | +28.71% | 増加 |
| 6 | SLB | Slb LTD | +0.4% | +47.17% | 増加 |
| 7 | APD | Air Products & Chemicals INC | +0.4% | NEW | 新規購入 |
| 8 | SEDG | Solaredge Technologies INC | +0.3% | +287.82% | 増加 |
| 9 | SCCO | Southern Copper CORP | +0.3% | NEW | 新規購入 |
| 10 | ETN | Eaton Corporation plc | +0.3% | +47.35% | 増加 |
| 11 | HD | Home Depot INC | +0.3% | +0.30% | 増加 |
| 12 | BHP | Bhp Group Ltd-spon Adr | +0.3% | +79.27% | 増加 |
| 13 | FSLR | First Solar INC | +0.3% | +46.48% | 増加 |
| 14 | AVGO | Broadcom INC | +0.2% | -10.31% | 減少 |
| 15 | RIO | Rio Tinto Plc-spon Adr | +0.2% | +54.93% | 増加 |
| 16 | BKNG | Booking Holdings INC | +0.2% | +278.23% | 増加 |
| 17 | EMR | Emerson Electric Co | +0.2% | +8.18% | 増加 |
| 18 | JNJ | Johnson & Johnson | +0.2% | +32.73% | 増加 |
| 19 | EXK | Exact Sciences CORP | +0.2% | NEW | 新規購入 |
| 20 | SCHW | Schwab (charles) CORP | +0.2% | +93.41% | 増加 |
| 21 | TJX | Tjx Companies INC | +0.2% | +7.06% | 増加 |
| 22 | AMGN | Amgen INC | +0.2% | +1.81% | 増加 |
| 23 | FCX | Freeport-mcmoran INC | +0.2% | +59.63% | 増加 |
| 24 | ADP | Automatic Data Processing | +0.1% | +12.28% | 増加 |
| 25 | DFUV | Dimensional US Marketwide Va | 0% | -6.22% | 減少 |
| 26 | ABMDEUR | Abiomed INC | -0.2% | EXIT | 全売却 |
| 27 | PANW | Palo Alto Networks INC | -0.2% | -50.00% | 減少 |
| 28 | BIO | Bio-rad Laboratories-a | -0.2% | EXIT | 全売却 |
| 29 | JPM | Jpmorgan Chase & Co | -0.2% | -35.54% | 減少 |
| 30 | ICSH | Ishares Ultra Short Duration | -0.2% | -63.29% | 減少 |
| 31 | ILMN | Illumina INC | -0.2% | -31.66% | 減少 |
| 32 | ULTA | Ulta Beauty INC | -0.2% | -51.95% | 減少 |
| 33 | HUBS | Hubspot INC | -0.2% | -77.32% | 減少 |
| 34 | AMZN | Amazon.com INC | -0.2% | -30.48% | 減少 |
| 35 | EWBC | East West Bancorp INC | -0.2% | EXIT | 全売却 |
| 36 | MELI | Mercadolibre INC | -0.2% | EXIT | 全売却 |
| 37 | DIS | Walt Disney Co/the | -0.3% | -37.14% | 減少 |
| 38 | WCN | Waste Connections INC | -0.3% | -15.19% | 減少 |
| 39 | STZ | Constellation Brands Inc-a | -0.3% | -13.18% | 減少 |
| 40 | CRWD | Crowdstrike Holdings INC - A | -0.3% | -70.12% | 減少 |
| 41 | PCRX | Pacira Biosciences INC | -0.3% | -52.51% | 減少 |
| 42 | DHR | Danaher CORP | -0.3% | -23.36% | 減少 |
| 43 | MSFT | Microsoft CORP | -0.3% | -8.04% | 減少 |
| 44 | SNOW | Snowflake INC | -0.4% | -55.99% | 減少 |
| 45 | GOOGL | Alphabet Inc-cl A | -0.4% | -30.19% | 減少 |
| 46 | TSLA | Tesla INC | -0.5% | -6.65% | 減少 |
| 47 | UNH | Unitedhealth Group INC | -0.5% | -4.31% | 減少 |
| 48 | ZS | Zscaler INC | -0.5% | EXIT | 全売却 |
| 49 | LNG | Cheniere Energy INC | -0.8% | -27.83% | 減少 |
| 50 | AAPL | Apple INC | -0.8% | -4.16% | 減少 |