CIK: 0001080201
申告総資産額
$4.6億
| # | 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 | 7.44% | -0.34% | -0.19% | |
| 2 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.15% | +0.37% | -6.04% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.04% | -0.70% | -1.27% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.44% | -1.04% | -4.04% | |
| 5 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.67% | — | +74.29% | |
| 6 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 3.66% | -0.54% | -1.10% | |
| 7 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.58% | -0.19% | +0.47% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.52% | -0.58% | +1.76% | |
| 9 | WMT | Walmart INC | 株式-生活必需品 | 2.72% | +0.35% | -2.80% | |
| 10 | RTX | Rtx CORP | 株式-資本財 | 2.68% | — | +1.26% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 2.59% | +0.32% | +1.94% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 2.48% | +0.16% | +6.87% | |
| 13 | NEM | Newmont CORP | 株式-素材 | 2.35% | -1.76% | EXIT | |
| 14 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 2.33% | — | -0.98% | |
| 15 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.98% | -0.14% | — | |
| 16 | MDT | Medtronic plc | 株式-ヘルスケア | 1.94% | — | +0.58% | |
| 17 | PPH | Vaneck Pharmaceutical ETF | ETF-その他 | 1.90% | — | -6.18% | |
| 18 | ✓ | Visa Inc. | 株式-その他 | 1.87% | +0.01% | -21.35% | |
| 19 | AMD | Advanced Micro Devices | 株式-IT | 1.83% | -0.12% | -28.85% | |
| 20 | VMWEUR | Vmware Inc-class A | 株式-その他 | 1.76% | — | -14.71% | |
| 21 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 1.63% | — | +6.48% | |
| 22 | PEP | Pepsico INC | 株式-生活必需品 | 1.56% | +0.15% | -0.77% | |
| 23 | ✓ | Zoetis Inc. | 株式-その他 | 1.52% | -0.02% | +0.63% | |
| 24 | GRMN | Garmin Ltd. | 株式-IT | 1.49% | +0.10% | -3.26% | |
| 25 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.46% | -0.02% | +0.07% | |
| 26 | GLW | Corning INC | 株式-IT | 1.41% | +1.01% | -0.66% | |
| 27 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.41% | +0.28% | +6.33% | |
| 28 | ✓ | Ishares Tr | 株式-その他 | 1.24% | — | +18.30% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 1.22% | — | -0.64% | |
| 30 | TDY | Teledyne Technologies INC | 株式-IT | 1.16% | +0.13% | -8.84% | |
| 31 | DG | Dollar General CORP | 株式-生活必需品 | 1.14% | — | +70.34% | |
| 32 | UNP | Union Pacific CORP | 株式-資本財 | 1.09% | — | -0.62% | |
| 33 | PYPL | Paypal Holdings INC | 株式-金融 | 0.95% | — | +11.29% | |
| 34 | NEE | Nextera Energy INC | 株式-公益事業 | 0.93% | — | +1.28% | |
| 35 | XLE | Ss Energy Select Sector | ETF-その他 | 0.91% | +0.11% | -4.82% | |
| 36 | ASTE | Astec Industries INC | 株式-その他 | 0.88% | — | -0.58% | |
| 37 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.84% | -1.96% | +4.44% | |
| 38 | SCHI | Schwab 5-10 Year Corporate B | ETF-投資適格社債 | 0.83% | — | — | |
| 39 | KEY | Keycorp | 株式-金融 | 0.78% | — | +0.53% | |
| 40 | ABBNY | Abb Ltd-spon Adr | 株式-資本財 | 0.69% | — | -0.43% | |
| 41 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.58% | — | -1.06% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.52% | -0.13% | -0.08% | |
| 43 | GEHC | GE Healthcare Technology | 株式-ヘルスケア | 0.51% | — | — | |
| 44 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.48% | — | -34.01% | |
| 45 | HES | Hess CORP | 株式-その他 | 0.47% | — | — | |
| 46 | DFSEUR | Discover Financial Services | 株式-その他 | 0.47% | — | -45.96% | |
| 47 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.43% | — | +9.97% | |
| 48 | EDV | Vanguard Extended Dur Treas | ETF-その他 | 0.42% | — | -0.17% | |
| 49 | GS | Goldman Sachs Group INC | 株式-金融 | 0.41% | — | -0.79% | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.41% | — | -0.03% |