CIK: 0001134008
申告総資産額
$24.0億
上位200銘柄を表示中（全766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 | 5.40% | +0.33% | -2.08% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.33% | +0.08% | -1.09% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.06% | -0.47% | -0.45% | |
| 4 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.26% | +0.90% | +0.47% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.98% | — | +2.42% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.81% | +0.21% | +1.22% | |
| 7 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.80% | — | -1.14% | |
| 8 | MA | Mastercard INC - A | 株式-金融 | 1.68% | — | +1.96% | |
| 9 | BLKCHF | Blackrock INC | 株式-その他 | 1.56% | — | +0.92% | |
| 10 | SLQT | Selectquote INC | 株式-その他 | 1.49% | — | — | |
| 11 | ACN | Accenture plc | 株式-IT | 1.43% | -0.27% | +1.35% | |
| 12 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.43% | -0.15% | +2.58% | |
| 13 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.42% | — | +4.07% | |
| 14 | HON | Honeywell International INC | 株式-資本財 | 1.41% | -0.11% | +1.35% | |
| 15 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.37% | -0.12% | +0.74% | |
| 16 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.29% | -0.20% | +2.49% | |
| 17 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.26% | +0.15% | -2.02% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.24% | -0.15% | +2.62% | |
| 19 | PEP | Pepsico INC | 株式-生活必需品 | 1.24% | — | +1.78% | |
| 20 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.23% | -0.07% | +3.39% | |
| 21 | MMM | 3m Co | 株式-資本財 | 1.20% | — | -0.66% | |
| 22 | UNP | Union Pacific CORP | 株式-資本財 | 1.17% | -0.20% | +0.83% | |
| 23 | NEE | Nextera Energy INC | 株式-公益事業 | 1.14% | +0.08% | +300.97% | |
| 24 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.12% | — | -0.82% | |
| 25 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.10% | — | -0.42% | |
| 26 | PYPL | Paypal Holdings INC | 株式-金融 | 1.00% | — | +1.03% | |
| 27 | ECL | Ecolab INC | 株式-素材 | 0.97% | — | +2.57% | |
| 28 | HD | Home Depot INC | 株式-一般消費財 | 0.96% | -0.15% | +1.22% | |
| 29 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.95% | — | +3.49% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.95% | — | +3.79% | |
| 31 | APD | Air Products & Chemicals INC | 株式-素材 | 0.95% | -0.08% | +1.53% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.90% | +0.05% | +2.50% | |
| 33 | VZ | Verizon Communications INC | 株式-通信サービス | 0.88% | — | +5.41% | |
| 34 | ENB | Enbridge INC | 株式-エネルギー | 0.86% | — | -4.78% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.85% | -0.15% | +2.61% | |
| 36 | AMT | American Tower CORP | 株式-不動産 | 0.85% | -0.07% | +3.27% | |
| 37 | T | At&t INC | 株式-通信サービス | 0.81% | — | +0.03% | |
| 38 | BND | Vanguard Total Bond Market | ETF-その他 | 0.81% | — | +20.04% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.80% | — | +6.80% | |
| 40 | ITW | Illinois Tool Works | 株式-資本財 | 0.77% | — | -1.37% | |
| 41 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.77% | — | +13.49% | |
| 42 | INTC | Intel CORP | 株式-IT | 0.74% | — | +9.34% | |
| 43 | ADP | Automatic Data Processing | 株式-IT | 0.74% | -0.11% | -0.62% | |
| 44 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.73% | — | +103.73% | |
| 45 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.69% | — | -0.23% | |
| 46 | AMAT | Applied Materials INC | 株式-IT | 0.67% | +0.23% | +3.32% | |
| 47 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.65% | — | +3.25% | |
| 48 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.65% | — | +2.94% | |
| 49 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.64% | — | -0.50% | |
| 50 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.63% | -0.11% | +4.29% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DIS | Walt Disney Co/the | +0.4% | -1.14% | 減少 |
| 2 | JPM | Jpmorgan Chase & Co | +0.2% | +4.07% | 増加 |
| 3 | HON | Honeywell International INC | +0.2% | +1.35% | 増加 |
| 4 | BLKCHF | Blackrock INC | +0.2% | +0.92% | 増加 |
| 5 | AMAT | Applied Materials INC | +0.2% | +3.32% | 増加 |
| 6 | IJR | Ishares Core S&p Small-cap E | +0.2% | +3.79% | 増加 |
| 7 | ABBV | Abbvie INC | +0.1% | +2.58% | 増加 |
| 8 | PANW | Palo Alto Networks INC | +0.1% | +13.20% | 増加 |
| 9 | TAN | Invesco Solar ETF | +0.1% | +38.67% | 増加 |
| 10 | SBUX | Starbucks CORP | +0.1% | +3.49% | 増加 |
| 11 | CVS | Cvs Health CORP | +0.1% | +13.49% | 増加 |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +0.47% | 増加 |
| 13 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.50% | 増加 |
| 14 | LM03 | Liberty Media Cor-siriusxm A | +0.1% | +9.22% | 増加 |
| 15 | 0VVB | Paramount Global-class B | +0.1% | +1.23% | 増加 |
| 16 | COF | Capital One Financial CORP | +0.1% | +4.04% | 増加 |
| 17 | CCK | Crown Holdings INC | +0.1% | +8.69% | 増加 |
| 18 | ADP | Automatic Data Processing | +0.1% | -0.62% | 減少 |
| 19 | MSM | Msc Industrial Direct Co-a | +0.1% | +13.48% | 増加 |
| 20 | TSLA | Tesla INC | +0.1% | -14.64% | 減少 |
| 21 | EBAY | Ebay INC | +0.1% | +78.29% | 増加 |
| 22 | PYPL | Paypal Holdings INC | +0.1% | +1.03% | 増加 |
| 23 | USB | US Bancorp | +0.1% | +2.25% | 増加 |
| 24 | UL | Unilever PLC | +0.1% | +48.35% | 増加 |
| 25 | BAC | Bank Of America CORP | +0.1% | +18.87% | 増加 |
| 26 | BND | Vanguard Total Bond Market | 0% | +20.04% | 増加 |
| 27 | ADI | Analog Devices INC | 0% | -1.84% | 減少 |
| 28 | ACN | Accenture plc | 0% | +1.35% | 増加 |
| 29 | ATVIEUR | Activision Blizzard INC | 0% | +8.89% | 増加 |
| 30 | CB | Chubb Limited | 0% | -1.94% | 減少 |
| 31 | VWO | Vanguard Ftse Emerging Marke | 0% | +3.25% | 増加 |
| 32 | CMCSA | Comcast Corp-class A | 0% | +4.29% | 増加 |
| 33 | GOOGL | Alphabet Inc-cl A | 0% | -0.27% | 減少 |
| 34 | VEA | Vanguard Ftse Developed ETF | 0% | +1.22% | 増加 |
| 35 | NKE | Nike INC -cl B | 0% | -0.82% | 減少 |
| 36 | BDX | Becton Dickinson And Co | 0% | +3.39% | 増加 |
| 37 | NEE | Nextera Energy INC | 0% | +300.97% | 増加 |
| 38 | ECL | Ecolab INC | 0% | +2.57% | 増加 |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +2.42% | 増加 |
| 40 | COST | Costco Wholesale CORP | -0.1% | +2.49% | 増加 |
| 41 | PEP | Pepsico INC | -0.1% | +1.78% | 増加 |
| 42 | MMM | 3m Co | -0.1% | -0.66% | 減少 |
| 43 | UNP | Union Pacific CORP | -0.1% | +0.83% | 増加 |
| 44 | MA | Mastercard INC - A | -0.1% | +1.96% | 増加 |
| 45 | AAPL | Apple INC | -0.1% | -2.08% | 減少 |
| 46 | JNJ | Johnson & Johnson | -0.1% | +1.22% | 増加 |
| 47 | MSFT | Microsoft CORP | -0.3% | -0.45% | 減少 |
| 48 | AMZN | Amazon.com INC | -0.4% | -1.09% | 減少 |
| 49 | SLQT | Selectquote INC | — | NEW | 新規購入 |
| 50 | UNUSD | Unilever N V -ny Shares | — | EXIT | 全売却 |