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 | 7.52% | +0.37% | -0.95% | |
| 2 | AAPL | Apple INC | 株式-IT | 6.40% | -0.34% | -2.02% | |
| 3 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.07% | -0.70% | -2.51% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 5.19% | -1.04% | +0.34% | |
| 5 | JPM | Jpmorgan Chase & Co | 株式-金融 | 3.59% | -0.19% | -10.28% | |
| 6 | ISRG | Intuitive Surgical INC | 株式-ヘルスケア | 3.55% | -0.54% | -8.04% | |
| 7 | JQUA | Jpmorgan US Quality Factor | ETF-その他 | 3.50% | +0.86% | +98.01% | |
| 8 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 3.35% | -0.58% | -6.40% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 3.29% | — | +4.46% | |
| 10 | WMT | Walmart INC | 株式-生活必需品 | 3.13% | +0.35% | -0.39% | |
| 11 | RTX | Rtx CORP | 株式-資本財 | 2.52% | — | -3.55% | |
| 12 | VZ | Verizon Communications INC | 株式-通信サービス | 2.48% | +0.16% | -5.36% | |
| 13 | ✓ | Broadcom Inc. | 株式-その他 | 2.43% | -0.24% | +6.34% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.43% | +0.01% | +4.21% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 2.38% | +0.32% | -0.88% | |
| 16 | ✓ | Visa Inc. | 株式-その他 | 2.25% | +0.01% | — | |
| 17 | AMD | Advanced Micro Devices | 株式-IT | 2.03% | -0.12% | +3.98% | |
| 18 | PEP | Pepsico INC | 株式-生活必需品 | 1.94% | +0.15% | +1.18% | |
| 19 | MGK | Vanguard Mega Cap Growth ETF | ETF-その他 | 1.92% | -0.14% | -0.81% | |
| 20 | BTI | British American Tob-sp Adr | 株式-生活必需品 | 1.88% | — | -1.25% | |
| 21 | GLW | Corning INC | 株式-IT | 1.83% | +1.01% | -0.86% | |
| 22 | AZNN | Astrazeneca Plc-spons Adr | 株式-その他 | 1.43% | -1.19% | EXIT | |
| 23 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.37% | -0.02% | -0.20% | |
| 24 | IHI | Ishares U.s. Medical Devices | ETF-その他 | 1.34% | -0.13% | +43.62% | |
| 25 | NOC | Northrop Grumman CORP | 株式-資本財 | 1.33% | +0.28% | +2.83% | |
| 26 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.29% | — | +3.39% | |
| 27 | NEM | Newmont CORP | 株式-素材 | 1.28% | -1.76% | EXIT | |
| 28 | ✓ | Zoetis Inc. | 株式-その他 | 1.22% | -0.02% | -0.48% | |
| 29 | NVDA | Nvidia CORP | 株式-IT | 1.20% | -0.03% | +49.76% | |
| 30 | UNP | Union Pacific CORP | 株式-資本財 | 1.01% | — | -1.38% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.96% | — | +1.54% | |
| 32 | BKR | Baker Hughes Co | 株式-エネルギー | 0.93% | — | +2.29% | |
| 33 | TDY | Teledyne Technologies INC | 株式-IT | 0.92% | +0.13% | -1.70% | |
| 34 | XLE | Ss Energy Select Sector | ETF-その他 | 0.91% | +0.11% | +3.52% | |
| 35 | ADBE | Adobe INC | 株式-IT | 0.89% | — | +20.82% | |
| 36 | SCHF | Schwab Intl Equity ETF | ETF-その他 | 0.87% | -1.96% | -7.24% | |
| 37 | CMG | Chipotle Mexican Grill INC | 株式-一般消費財 | 0.85% | — | — | |
| 38 | PANW | Palo Alto Networks INC | 株式-IT | 0.84% | +0.18% | +15.06% | |
| 39 | GRMN | Garmin Ltd. | 株式-IT | 0.81% | +0.10% | -1.33% | |
| 40 | THLLY | Thales SA - Unsp Adr | 株式-その他 | 0.78% | — | -31.36% | |
| 41 | NFLX | Netflix INC | 株式-通信サービス | 0.75% | +0.42% | +8.11% | |
| 42 | IBM | Intl Business Machines CORP | 株式-IT | 0.74% | -0.13% | -0.04% | |
| 43 | ZS | Zscaler INC | 株式-IT | 0.73% | +0.34% | -0.27% | |
| 44 | ✓ | Kenvue Inc. | 株式-その他 | 0.69% | — | +3.88% | |
| 45 | ROL | Rollins INC | 株式-一般消費財 | 0.55% | -0.03% | -0.37% | |
| 46 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.52% | — | -0.80% | |
| 47 | GS | Goldman Sachs Group INC | 株式-金融 | 0.52% | — | -0.13% | |
| 48 | RSPT | Invesco S&p 500 Equal Weight | ETF-大型株・グロース | 0.50% | — | +1.12% | |
| 49 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.50% | — | -3.46% | |
| 50 | PM | Philip Morris International | 株式-生活必需品 | 0.46% | — | -0.67% |