CIK: 0000796848
申告総資産額
$240.0億
上位200銘柄を表示中（全1619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 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 14.35% | -12.24% | +164.71% | |
| 2 | NVDA | Nvidia CORP | 株式-IT | 4.94% | +0.66% | +11.41% | |
| 3 | AAPL | Apple INC | 株式-IT | 4.40% | +0.53% | +11.05% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.70% | -0.25% | +11.67% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.30% | +0.21% | +10.68% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 2.04% | +0.25% | +12.21% | |
| 7 | AVGO | Broadcom INC | 株式-IT | 1.76% | +0.08% | +13.28% | |
| 8 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.61% | +0.18% | +7.57% | |
| 9 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.60% | +0.05% | +11.84% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.50% | — | +27.69% | |
| 11 | TSLA | Tesla INC | 株式-一般消費財 | 1.20% | +0.02% | +5.42% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.00% | -0.11% | +11.09% | |
| 13 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.00% | — | -7.55% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-その他 | 0.83% | — | +2.04% | |
| 15 | GLD | Spdr Gold Shares | ETF-コモディティ | 0.78% | -0.78% | EXIT | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.73% | — | +6.87% | |
| 17 | MA | Mastercard INC - A | 株式-金融 | 0.65% | — | +11.44% | |
| 18 | V | Visa Inc-class A Shares | 株式-金融 | 0.60% | — | +20.48% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.59% | +0.25% | -8.46% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 0.57% | — | +18.59% | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.56% | +0.37% | +1.39% | |
| 22 | PLTR | Palantir Technologies Inc-a | 株式-IT | 0.52% | — | +10.59% | |
| 23 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.51% | — | +89.47% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 0.50% | — | +31.44% | |
| 25 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.49% | — | +92.05% | |
| 26 | GE | General Electric | 株式-資本財 | 0.49% | — | +15.67% | |
| 27 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.48% | — | +19.84% | |
| 28 | NFLX | Netflix INC | 株式-通信サービス | 0.48% | — | +991.81% | |
| 29 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.47% | -0.06% | +2.57% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.43% | — | +19.42% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.42% | — | +24.49% | |
| 32 | HD | Home Depot INC | 株式-一般消費財 | 0.39% | — | +11.62% | |
| 33 | WFC | Wells Fargo & Co | 株式-金融 | 0.39% | — | +13.99% | |
| 34 | ADSK | Autodesk INC | 株式-IT | 0.38% | -0.20% | +3.88% | |
| 35 | LRCX | Lam Research CORP | 株式-IT | 0.37% | — | +10.21% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.36% | — | -0.08% | |
| 37 | CAT | Caterpillar INC | 株式-資本財 | 0.34% | — | +9.72% | |
| 38 | AMD | Advanced Micro Devices | 株式-IT | 0.33% | — | +31.47% | |
| 39 | INTC | Intel CORP | 株式-IT | 0.33% | — | +11.07% | |
| 40 | IBM | Intl Business Machines CORP | 株式-IT | 0.32% | — | +17.84% | |
| 41 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.32% | — | +13.48% | |
| 42 | GEV | GE Vernova INC | 株式-資本財 | 0.32% | +0.28% | +13.98% | |
| 43 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.31% | — | +3.41% | |
| 44 | SLV | Ishares Silver Trust | ETF-コモディティ | 0.31% | -0.31% | EXIT | |
| 45 | VZ | Verizon Communications INC | 株式-通信サービス | 0.31% | — | +41.04% | |
| 46 | INTU | Intuit INC | 株式-IT | 0.31% | — | +8.40% | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.30% | — | +7.60% | |
| 48 | PM | Philip Morris International | 株式-生活必需品 | 0.30% | — | -3.14% | |
| 49 | APH | Amphenol Corp-cl A | 株式-IT | 0.30% | — | -0.63% | |
| 50 | APG | Api Group CORP | 株式-資本財 | 0.30% | -0.07% | +0.35% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +8.2% | +164.71% | 増加 |
| 2 | GOOGL | Alphabet Inc-cl A | +0.4% | +12.21% | 増加 |
| 3 | GLD | Spdr Gold Shares | +0.4% | +103.65% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | +0.3% | +7.57% | 増加 |
| 5 | SLV | Ishares Silver Trust | +0.2% | +259.90% | 増加 |
| 6 | EQR | Equity Residential | +0.2% | +2011.99% | 増加 |
| 7 | AVB | Avalonbay Communities INC | +0.2% | +1765.82% | 増加 |
| 8 | VB | Vanguard Small-cap ETF | +0.2% | +89.47% | 増加 |
| 9 | IJR | Ishares Core S&p Small-cap E | +0.2% | +92.05% | 増加 |
| 10 | WDC | Western Digital CORP | +0.2% | +534.57% | 増加 |
| 11 | WMB | Williams Cos INC | +0.2% | +423.62% | 増加 |
| 12 | IVV | Ishares Core S&p 500 ETF | +0.2% | +27.69% | 増加 |
| 13 | MU | Micron Technology INC | +0.2% | +51.64% | 増加 |
| 14 | ESS | Essex Property Trust INC | +0.1% | +1768.04% | 増加 |
| 15 | MAA | Mid-america Apartment Comm | +0.1% | +1766.49% | 増加 |
| 16 | LLY | Eli Lilly & Co | +0.1% | -7.55% | 減少 |
| 17 | AMD | Advanced Micro Devices | +0.1% | +31.47% | 増加 |
| 18 | FIX | Comfort Systems USA INC | +0.1% | +372.13% | 増加 |
| 19 | HON | Honeywell International INC | +0.1% | +117.45% | 増加 |
| 20 | VEEV | Veeva Systems Inc-class A | +0.1% | +180.80% | 増加 |
| 21 | STX | Seagate Technology Holdings plc | +0.1% | +293.77% | 増加 |
| 22 | CRDO | Credo Technology Group Holding Ltd | +0.1% | +486.19% | 増加 |
| 23 | BAC | Bank Of America CORP | +0.1% | +31.44% | 増加 |
| 24 | UDR | Udr INC | +0.1% | +1766.80% | 増加 |
| 25 | BL | Blackline INC | +0.1% | +5776.76% | 増加 |
| 26 | AAPL | Apple INC | +0.1% | +11.05% | 増加 |
| 27 | LRCX | Lam Research CORP | +0.1% | +10.21% | 増加 |
| 28 | AG | First Majestic Silver CORP | +0.1% | +9.75% | 増加 |
| 29 | WMT | Walmart INC | +0.1% | +18.59% | 増加 |
| 30 | AVGO | Broadcom INC | 0% | +13.28% | 増加 |
| 31 | V | Visa Inc-class A Shares | 0% | +20.48% | 増加 |
| 32 | AMZN | Amazon.com INC | — | +10.68% | 増加 |
| 33 | JPM | Jpmorgan Chase & Co | 0% | +11.09% | 増加 |
| 34 | IT | Gartner INC | -0.1% | -75.71% | 減少 |
| 35 | EQT | Eqt CORP | -0.1% | -96.28% | 減少 |
| 36 | VST | Vistra CORP | -0.1% | -68.48% | 減少 |
| 37 | KMB | Kimberly-clark CORP | -0.1% | -75.07% | 減少 |
| 38 | CCK | Crown Holdings INC | -0.1% | -96.52% | 減少 |
| 39 | APP | Applovin Corp-class A | -0.1% | -44.11% | 減少 |
| 40 | NDAQ | Nasdaq INC | -0.2% | -92.46% | 減少 |
| 41 | UNP | Union Pacific CORP | -0.2% | -45.29% | 減少 |
| 42 | ORCL | Oracle CORP | -0.2% | +7.60% | 増加 |
| 43 | ILMN | Illumina INC | -0.2% | -99.03% | 減少 |
| 44 | AZO | Autozone INC | -0.2% | -23.00% | 減少 |
| 45 | BJ | Bj's Wholesale Club Holdings | -0.2% | -86.88% | 減少 |
| 46 | NVDA | Nvidia CORP | -0.2% | +11.41% | 増加 |
| 47 | GDX | Vaneck Gold Miners ETF | -0.2% | -92.17% | 減少 |
| 48 | MSFT | Microsoft CORP | -0.4% | +11.67% | 増加 |
| 49 | B | Barrick Mining CORP | — | NEW | 新規購入 |
| 50 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新規購入 |