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 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 7.67% | +0.37% | +5.98% | |
| 2 | AAPL | Apple INC | 株式-IT | 7.24% | -0.34% | -0.86% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.66% | -0.70% | -1.49% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.86% | -1.04% | -0.33% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.12% | -0.19% | -0.16% | |
| 6 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.97% | -0.58% | -1.31% | |
| 7 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 3.43% | -0.54% | -0.23% | |
| 8 | AMD | Advanced Micro Devices | 株式-IT | 3.24% | -0.12% | +33.68% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.17% | — | -0.05% | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 2.78% | +0.16% | +8.33% | |
| 11 | WMT | Walmart INC | 株式-生活必需品 | 2.68% | +0.35% | +1.70% | |
| 12 | CVX | Chevron CORP | 株式-エネルギー | 2.48% | +0.32% | -3.52% | |
| 13 | NEM | Newmont CORP | 株式-素材 | 2.37% | -1.76% | EXIT | |
| 14 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 2.37% | -0.14% | +13.83% | |
| 15 | RTX | Rtx CORP | 株式-資本財 | 2.21% | — | -2.40% | |
| 16 | ✓ | Visa Inc. | 株式-その他 | 2.15% | +0.01% | +6.25% | |
| 17 | PPH | Vaneck Pharmaceutical ETF | ETF-その他 | 1.83% | — | -6.82% | |
| 18 | ✓ | Zoetis Inc. | 株式-その他 | 1.79% | -0.02% | +2.99% | |
| 19 | ✓ | Broadcom Inc. | 株式-その他 | 1.67% | -0.24% | — | |
| 20 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.61% | -0.02% | +15.54% | |
| 21 | MDT | Medtronic plc | 株式-ヘルスケア | 1.55% | — | -7.50% | |
| 22 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.47% | +0.28% | +0.73% | |
| 23 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 1.43% | — | -4.26% | |
| 24 | PEP | Pepsico INC | 株式-生活必需品 | 1.39% | +0.15% | -2.16% | |
| 25 | UNP | Union Pacific CORP | 株式-資本財 | 1.30% | — | +2.71% | |
| 26 | TDY | Teledyne Technologies INC | 株式-IT | 1.22% | +0.13% | +2.76% | |
| 27 | GLW | Corning INC | 株式-IT | 1.22% | +1.01% | -1.74% | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 1.11% | — | +30.09% | |
| 29 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.03% | — | +20.37% | |
| 30 | RSPD | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.92% | — | — | |
| 31 | KEY | Keycorp | 株式-金融 | 0.89% | — | -29.79% | |
| 32 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.87% | -1.96% | +1.68% | |
| 33 | AXP | American Express Co | 株式-金融 | 0.82% | — | — | |
| 34 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.81% | — | -62.72% | |
| 35 | XLE | Ss Energy Select Sector | ETF-その他 | 0.81% | +0.11% | -11.27% | |
| 36 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.74% | — | — | |
| 37 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 0.73% | — | +3.16% | |
| 38 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.69% | — | — | |
| 39 | GRMN | Garmin Ltd. | 株式-IT | 0.60% | +0.10% | -64.48% | |
| 40 | ROK | Rockwell Automation INC | 株式-資本財 | 0.60% | — | +710.83% | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 0.59% | -0.13% | -4.55% | |
| 42 | GEHC | GE Healthcare Technology | 株式-ヘルスケア | 0.58% | — | +7.36% | |
| 43 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.54% | — | -0.63% | |
| 44 | GLDM | Spdr Gold Minishares Trust | ETF-コモディティ | 0.52% | +0.09% | +47.15% | |
| 45 | HES | Hess CORP | 株式-その他 | 0.50% | — | -1.16% | |
| 46 | ✓ | Kenvue Inc. | 株式-その他 | 0.46% | — | -9.40% | |
| 47 | GS | Goldman Sachs Group INC | 株式-金融 | 0.45% | — | -4.11% | |
| 48 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-中小型株 | 0.45% | — | -1.48% | |
| 49 | JPIN | JPM Diversified Ret Intl Eq | ETF-その他 | 0.41% | — | +2.02% | |
| 50 | MO | Altria Group INC | 株式-生活必需品 | 0.38% | — | +9.40% |