CIK: 0001135439
申告総資産額
$13.2億
上位200銘柄を表示中（全215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 | AVGO | Broadcom INC | 株式-IT | 5.51% | +0.41% | -1.91% | |
| 2 | SPIB | Ss Spdr P Int C CORP ETF | ETF-その他 | 4.39% | -0.27% | +4.16% | |
| 3 | GVI | Ishares Intermediate Governm | ETF-その他 | 4.14% | -0.32% | +3.55% | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-その他 | 3.77% | +0.01% | -0.40% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-その他 | 3.74% | +0.12% | -0.83% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 3.55% | — | -0.81% | |
| 7 | AAPL | Apple INC | 株式-IT | 3.40% | +0.09% | -3.21% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.95% | +0.02% | -6.02% | |
| 9 | GLW | Corning INC | 株式-IT | 2.19% | +1.45% | -1.09% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.09% | -0.03% | -2.39% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.04% | -0.14% | -1.84% | |
| 12 | XLC | Ss Comm Select Sector Spdr | ETF-その他 | 1.84% | -0.24% | -1.22% | |
| 13 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.78% | -0.27% | -1.99% | |
| 14 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.77% | +0.33% | -2.05% | |
| 15 | CSCO | Cisco Systems INC | 株式-IT | 1.73% | +0.60% | -2.69% | |
| 16 | AMGN | Amgen INC | 株式-ヘルスケア | 1.69% | — | -0.22% | |
| 17 | V | Visa Inc-class A Shares | 株式-金融 | 1.67% | +0.03% | -2.61% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.61% | -0.47% | -1.59% | |
| 19 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.59% | +0.05% | -0.41% | |
| 20 | BLK | Blackrock INC | 株式-金融 | 1.50% | — | -1.47% | |
| 21 | CB | Chubb Limited | 株式-金融 | 1.49% | -0.10% | -2.20% | |
| 22 | VIOO | Vanguard S&p Small-cap 600 E | ETF-その他 | 1.44% | +0.11% | -1.32% | |
| 23 | VNQ | Vanguard Real Estate ETF | ETF-その他 | 1.42% | -0.02% | +1.01% | |
| 24 | FAST | Fastenal Co | 株式-資本財 | 1.29% | — | -2.54% | |
| 25 | HD | Home Depot INC | 株式-一般消費財 | 1.27% | -0.03% | -0.77% | |
| 26 | WMB | Williams Cos INC | 株式-エネルギー | 1.26% | — | -1.95% | |
| 27 | WM | Waste Management INC | 株式-資本財 | 1.26% | — | -0.98% | |
| 28 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.23% | +0.35% | -1.85% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 1.23% | +0.09% | +1.80% | |
| 30 | IRM | Iron Mountain INC | 株式-不動産 | 1.21% | +0.13% | -0.38% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | — | +4.43% | |
| 32 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.14% | -0.38% | -2.49% | |
| 33 | CSX | Csx CORP | 株式-資本財 | 1.10% | +0.04% | -1.38% | |
| 34 | PEP | Pepsico INC | 株式-生活必需品 | 1.10% | -0.24% | -0.92% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.08% | -0.16% | -1.14% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.05% | -0.19% | -1.01% | |
| 37 | XLB | Ss Materials Select Sector | ETF-その他 | 1.01% | — | -0.10% | |
| 38 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.00% | — | -0.01% | |
| 39 | USB | US Bancorp | 株式-金融 | 0.98% | +0.04% | -1.80% | |
| 40 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.97% | +0.38% | +1.32% | |
| 41 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.96% | — | -0.74% | |
| 42 | PM | Philip Morris International | 株式-生活必需品 | 0.96% | -0.02% | +7.44% | |
| 43 | ADP | Automatic Data Processing | 株式-IT | 0.91% | -0.01% | -2.38% | |
| 44 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.80% | -0.03% | +1.27% | |
| 45 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.68% | -0.01% | -2.10% | |
| 46 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.60% | — | -2.18% | |
| 47 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.57% | — | -3.13% | |
| 48 | O | Realty Income CORP | 株式-不動産 | 0.57% | — | +7.95% | |
| 49 | XLF | Ss Financial Select Sector | ETF-その他 | 0.52% | +0.01% | -0.26% | |
| 50 | BX | Blackstone INC | 株式-金融 | 0.51% | — | +2559.65% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | GLW | Corning INC | +0.8% | -1.09% | 減少 |
| 2 | BX | Blackstone INC | +0.5% | +2559.65% | 増加 |
| 3 | CVX | Chevron CORP | +0.5% | -1.59% | 減少 |
| 4 | JNJ | Johnson & Johnson | +0.3% | -1.84% | 減少 |
| 5 | SPIB | Ss Spdr P Int C CORP ETF | +0.3% | +4.16% | 増加 |
| 6 | GVI | Ishares Intermediate Governm | +0.3% | +3.55% | 増加 |
| 7 | IRM | Iron Mountain INC | +0.3% | -0.38% | 減少 |
| 8 | WMB | Williams Cos INC | +0.2% | -1.95% | 減少 |
| 9 | NOC | Northrop Grumman CORP | +0.2% | -2.49% | 減少 |
| 10 | FAST | Fastenal Co | +0.2% | -2.54% | 減少 |
| 11 | COST | Costco Wholesale CORP | +0.2% | -1.14% | 減少 |
| 12 | AMGN | Amgen INC | +0.2% | -0.22% | 減少 |
| 13 | CSX | Csx CORP | +0.2% | -1.38% | 減少 |
| 14 | PM | Philip Morris International | +0.1% | +7.44% | 増加 |
| 15 | XLB | Ss Materials Select Sector | +0.1% | -0.10% | 減少 |
| 16 | PEP | Pepsico INC | +0.1% | -0.92% | 減少 |
| 17 | XOM | Exxon Mobil CORP | +0.1% | -6.78% | 減少 |
| 18 | O | Realty Income CORP | +0.1% | +7.95% | 増加 |
| 19 | PG | Procter & Gamble Co/the | +0.1% | +4.43% | 増加 |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | +0.1% | -0.74% | 減少 |
| 21 | VO | Vanguard Mid-cap ETF | +0.1% | -0.40% | 減少 |
| 22 | MRK | Merck & Co. INC. | +0.1% | -3.13% | 減少 |
| 23 | XLE | Ss Energy Select Sector | +0.1% | -0.19% | 減少 |
| 24 | NVDA | Nvidia CORP | 0% | +1.80% | 増加 |
| 25 | HD | Home Depot INC | 0% | -0.77% | 減少 |
| 26 | XLF | Ss Financial Select Sector | 0% | -0.26% | 減少 |
| 27 | XLY | Ss Consumer Disc Select Sect | 0% | -3.11% | 減少 |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -11.02% | 減少 |
| 29 | XLC | Ss Comm Select Sector Spdr | -0.1% | -1.22% | 減少 |
| 30 | ABBV | Abbvie INC | -0.1% | -22.77% | 減少 |
| 31 | XLK | Ss Technology Select Sector | -0.1% | -1.85% | 減少 |
| 32 | AMZN | Amazon.com INC | -0.1% | -0.41% | 減少 |
| 33 | BLK | Blackrock INC | -0.1% | -1.47% | 減少 |
| 34 | UNH | Unitedhealth Group INC | -0.2% | +1.32% | 増加 |
| 35 | ACN | Accenture plc | -0.2% | -2.36% | 減少 |
| 36 | JPM | Jpmorgan Chase & Co | -0.2% | -2.39% | 減少 |
| 37 | INTU | Intuit INC | -0.2% | -1.75% | 減少 |
| 38 | ORCL | Oracle CORP | -0.2% | -21.76% | 減少 |
| 39 | ABT | Abbott Laboratories | -0.2% | -1.01% | 減少 |
| 40 | AAPL | Apple INC | -0.2% | -3.21% | 減少 |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -6.02% | 減少 |
| 42 | ADP | Automatic Data Processing | -0.2% | -2.38% | 減少 |
| 43 | V | Visa Inc-class A Shares | -0.3% | -2.61% | 減少 |
| 44 | ADBE | Adobe INC | -0.3% | -8.25% | 減少 |
| 45 | LLY | Eli Lilly & Co | -0.3% | -2.05% | 減少 |
| 46 | AVGO | Broadcom INC | -0.5% | -1.91% | 減少 |
| 47 | MSFT | Microsoft CORP | -1% | -0.81% | 減少 |
| 48 | TROW | T Rowe Price Group INC | — | EXIT | 全売却 |
| 49 | ZTS | Zoetis INC | — | EXIT | 全売却 |
| 50 | ALL | Allstate CORP | — | EXIT | 全売却 |