CIK: 0001134008
申告総資産額
$24.0億
上位200銘柄を表示中（全928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 | 3.76% | +0.33% | -1.77% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.66% | -0.47% | -0.58% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.05% | +0.08% | -1.35% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.96% | +0.21% | -1.17% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.94% | +0.05% | +0.10% | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.93% | +0.90% | -0.24% | |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.82% | — | +1.19% | |
| 8 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.70% | — | +0.57% | |
| 9 | UTXZ | United Tech CORP | 株式-その他 | 1.63% | — | +1.04% | |
| 10 | MA | Mastercard INC - A | 株式-金融 | 1.55% | — | -1.28% | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.53% | — | +0.51% | |
| 12 | MMM | 3m Co | 株式-資本財 | 1.51% | — | +0.65% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.50% | — | -0.09% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.36% | -0.15% | +0.21% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.36% | — | +0.99% | |
| 16 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.31% | -0.15% | -0.25% | |
| 17 | ENB | Enbridge INC | 株式-エネルギー | 1.29% | — | +3.68% | |
| 18 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.29% | -0.07% | +2.71% | |
| 19 | ACN | Accenture plc | 株式-IT | 1.29% | -0.27% | -0.41% | |
| 20 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.21% | -0.12% | +0.30% | |
| 21 | T | At&t INC | 株式-通信サービス | 1.18% | — | +1.87% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.17% | +0.04% | +1.64% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 1.13% | +0.08% | -1.38% | |
| 24 | BLKCHF | Blackrock INC | 株式-その他 | 1.12% | — | +1.14% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 1.10% | -0.20% | -0.06% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 1.06% | — | +2.15% | |
| 27 | INTC | Intel CORP | 株式-IT | 1.06% | — | -0.14% | |
| 28 | APD | Air Products & Chemicals INC | 株式-素材 | 1.02% | -0.08% | -0.24% | |
| 29 | HON | Honeywell International INC | 株式-資本財 | 1.02% | -0.11% | +1.11% | |
| 30 | HD | Home Depot INC | 株式-一般消費財 | 1.01% | -0.15% | -1.04% | |
| 31 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.00% | -0.20% | +1.14% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.97% | — | -0.01% | |
| 33 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.96% | +0.15% | -1.72% | |
| 34 | ECL | Ecolab INC | 株式-素材 | 0.93% | — | +0.25% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.91% | — | -3.74% | |
| 36 | CVX | Chevron CORP | 株式-エネルギー | 0.91% | — | +1.00% | |
| 37 | AMT | American Tower CORP | 株式-不動産 | 0.88% | -0.07% | +3.08% | |
| 38 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.88% | — | -0.43% | |
| 39 | ADP | Automatic Data Processing | 株式-IT | 0.84% | -0.11% | -0.70% | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.83% | — | -0.59% | |
| 41 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.83% | — | +0.35% | |
| 42 | ITW | Illinois Tool Works | 株式-資本財 | 0.82% | — | -3.67% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.81% | — | +2.64% | |
| 44 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.78% | — | -0.95% | |
| 45 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.77% | — | -0.66% | |
| 46 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.74% | — | +5.82% | |
| 47 | AMGN | Amgen INC | 株式-ヘルスケア | 0.74% | — | -1.34% | |
| 48 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.72% | — | +0.27% | |
| 49 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.72% | — | -0.81% | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.70% | — | +7.87% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.7% | -1.77% | 減少 |
| 2 | BMY | Bristol-myers Squibb Co | +0.3% | +90.08% | 増加 |
| 3 | JPM | Jpmorgan Chase & Co | +0.2% | -0.09% | 減少 |
| 4 | MSFT | Microsoft CORP | +0.2% | -0.58% | 減少 |
| 5 | ENB | Enbridge INC | +0.1% | +3.68% | 増加 |
| 6 | ABBV | Abbvie INC | +0.1% | -0.25% | 減少 |
| 7 | CVS | Cvs Health CORP | +0.1% | +7.87% | 増加 |
| 8 | AMGN | Amgen INC | +0.1% | -1.34% | 減少 |
| 9 | JNJ | Johnson & Johnson | +0.1% | -1.17% | 減少 |
| 10 | INTC | Intel CORP | +0.1% | -0.14% | 減少 |
| 11 | DIS | Walt Disney Co/the | +0.1% | +0.57% | 増加 |
| 12 | PANW | Palo Alto Networks INC | +0.1% | +95.90% | 増加 |
| 13 | UTXZ | United Tech CORP | +0.1% | +1.04% | 増加 |
| 14 | BLKCHF | Blackrock INC | +0.1% | +1.14% | 増加 |
| 15 | MSM | Msc Industrial Direct Co-a | +0.1% | +81.57% | 増加 |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +1.19% | 増加 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | -0.24% | 減少 |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +5.82% | 増加 |
| 19 | BDX | Becton Dickinson And Co | +0.1% | +2.71% | 増加 |
| 20 | UNP | Union Pacific CORP | +0.1% | -0.06% | 減少 |
| 21 | META | Meta Platforms Inc-class A | +0.1% | -1.01% | 減少 |
| 22 | AMAT | Applied Materials INC | +0.1% | -0.48% | 減少 |
| 23 | UNH | Unitedhealth Group INC | +0.1% | +2.27% | 増加 |
| 24 | COF | Capital One Financial CORP | +0.1% | +4.68% | 増加 |
| 25 | PFE | Pfizer INC | 0% | +2.64% | 増加 |
| 26 | BND | Vanguard Total Bond Market | 0% | +14.89% | 増加 |
| 27 | MA | Mastercard INC - A | 0% | -1.28% | 減少 |
| 28 | IJR | Ishares Core S&p Small-cap E | 0% | +0.51% | 増加 |
| 29 | ACN | Accenture plc | 0% | -0.41% | 減少 |
| 30 | ITW | Illinois Tool Works | 0% | -3.67% | 減少 |
| 31 | MMM | 3m Co | 0% | +0.65% | 増加 |
| 32 | VEA | Vanguard Ftse Developed ETF | 0% | +1.64% | 増加 |
| 33 | TMO | Thermo Fisher Scientific INC | 0% | -1.72% | 減少 |
| 34 | NKE | Nike INC -cl B | 0% | -0.01% | 減少 |
| 35 | IJH | Ishares Core S&p Midcap ETF | — | +0.10% | 増加 |
| 36 | AMZN | Amazon.com INC | 0% | -1.35% | 減少 |
| 37 | FDX | Fedex CORP | -0.1% | -36.99% | 減少 |
| 38 | MCD | Mcdonald's CORP | -0.1% | +0.35% | 増加 |
| 39 | BA | Boeing Co/the | -0.1% | -2.14% | 減少 |
| 40 | HD | Home Depot INC | -0.2% | -1.04% | 減少 |
| 41 | CELG | Celgene CORP | — | EXIT | 全売却 |
| 42 | TFC | Truist Financial CORP | — | NEW | 新規購入 |
| 43 | BBTUSD | Bb&t CORP | — | EXIT | 全売却 |
| 44 | NSRGY | Nestle Sa-spons Adr | — | EXIT | 全売却 |
| 45 | 0VVB | Paramount Global-class B | — | NEW | 新規購入 |
| 46 | DOC | Healthpeak Properties, Inc. | — | EXIT | 全売却 |
| 47 | DOC | Healthpeak Properties INC | — | NEW | 新規購入 |
| 48 | ✓ | Cbs CORP New | — | EXIT | 全売却 |
| 49 | RHHBY | Roche Holdings Ltd-spons Adr | — | EXIT | 全売却 |
| 50 | ✓ | Matthews Intl Fds Asian Grw In | — | EXIT | 全売却 |