CIK: 0001132699
申告総資産額
$13.8億
| # | 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 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 6.29% | — | +164.19% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.06% | +0.46% | +8.09% | |
| 3 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.27% | — | +3.02% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.94% | — | +3.90% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 2.79% | -3.22% | -0.51% | |
| 6 | USB | US Bancorp | 株式-金融 | 2.74% | — | -2.07% | |
| 7 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 2.71% | — | +2.10% | |
| 8 | AAPL | Apple INC | 株式-IT | 2.71% | -2.20% | -0.83% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.47% | -1.06% | -1.65% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.44% | — | +5.69% | |
| 11 | BAC | Bank Of America CORP | 株式-金融 | 2.38% | -1.88% | -1.73% | |
| 12 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.31% | -0.69% | +4.36% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.31% | — | +5.05% | |
| 14 | NSC | Norfolk Southern CORP | 株式-資本財 | 2.28% | — | -1.43% | |
| 15 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 2.24% | — | +5.43% | |
| 16 | MDT | Medtronic plc | 株式-ヘルスケア | 2.23% | — | +107.45% | |
| 17 | DD | DuPont de Nemours, Inc. | 株式-その他 | 2.14% | — | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.96% | — | +1.14% | |
| 19 | VUG | Vanguard Growth ETF | ETF-その他 | 1.93% | — | +2.18% | |
| 20 | PEP | Pepsico INC | 株式-生活必需品 | 1.92% | — | -5.40% | |
| 21 | HON | Honeywell International INC | 株式-資本財 | 1.92% | — | -1.04% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.78% | +0.68% | NEW | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.72% | -4.65% | +1.95% | |
| 24 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.70% | +0.72% | -0.85% | |
| 25 | T | At&t INC | 株式-通信サービス | 1.65% | -0.41% | +71.46% | |
| 26 | ✓ | Select Sector Spdr Tr | 株式-その他 | 1.52% | — | +3.51% | |
| 27 | EWJ | Ishares Msci Japan ETF | ETF-その他 | 1.49% | — | +4.13% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.48% | — | -0.87% | |
| 29 | CI | The Cigna Group | 株式-ヘルスケア | 1.48% | — | +38.96% | |
| 30 | VZ | Verizon Communications INC | 株式-通信サービス | 1.42% | — | -0.54% | |
| 31 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 1.39% | — | -2.14% | |
| 32 | ✓ | Rydex ETF Trust | ETF-その他 | 1.39% | — | +1.40% | |
| 33 | IBM | Intl Business Machines CORP | 株式-IT | 1.33% | — | +19.62% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 1.33% | — | -2.97% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.25% | — | +16.02% | |
| 36 | MA | Mastercard INC - A | 株式-金融 | 1.22% | — | +2.31% | |
| 37 | SOXX | Ishares Semiconductor ETF | ETF-その他 | 1.10% | — | +1.22% | |
| 38 | HD | Home Depot INC | 株式-一般消費財 | 1.10% | — | -52.29% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.07% | — | +0.35% | |
| 40 | EWU | Ishares Msci United Kingdom | ETF-その他 | 0.98% | — | +10.78% | |
| 41 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 0.94% | — | -1.20% | |
| 42 | PSX | Phillips 66 | 株式-エネルギー | 0.93% | — | -46.51% | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.90% | — | +106.39% | |
| 44 | MU | Micron Technology INC | 株式-IT | 0.86% | +0.53% | +1.74% | |
| 45 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 0.83% | — | +1.36% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.77% | -0.49% | +3.56% | |
| 47 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 0.76% | — | +1.18% | |
| 48 | FISV | Fiserv INC | 株式-その他 | 0.74% | — | -0.35% | |
| 49 | AVGO | Broadcom Inc. | 株式-IT | 0.73% | — | -11.59% | |
| 50 | ✓ | NVIDIA Corporation | 株式-その他 | 0.72% | — | +3.53% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | UNH | Unitedhealth Group INC | +3.9% | +164.19% | 増加 |
| 2 | MDT | Medtronic plc | +0.9% | +107.45% | 増加 |
| 3 | T | At&t INC | +0.7% | +71.46% | 増加 |
| 4 | ORCL | Oracle CORP | +0.5% | +3817.02% | 増加 |
| 5 | UNP | Union Pacific CORP | +0.5% | +106.39% | 増加 |
| 6 | CI | The Cigna Group | +0.5% | +38.96% | 増加 |
| 7 | EFA | Ishares Msci Eafe ETF | +0.2% | +8.09% | 増加 |
| 8 | MU | Micron Technology INC | +0.2% | +1.74% | 増加 |
| 9 | IVV | Ishares Core S&p 500 ETF | +0.1% | +16.02% | 増加 |
| 10 | ABT | Abbott Laboratories | +0.1% | +4.36% | 増加 |
| 11 | ✓ | NVIDIA Corporation | +0.1% | +3.53% | 増加 |
| 12 | MA | Mastercard INC - A | +0.1% | +2.31% | 増加 |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +3.90% | 増加 |
| 14 | EWU | Ishares Msci United Kingdom | +0.1% | +10.78% | 増加 |
| 15 | IBM | Intl Business Machines CORP | +0.1% | +19.62% | 増加 |
| 16 | SOXX | Ishares Semiconductor ETF | +0.1% | +1.22% | 増加 |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +3.56% | 増加 |
| 18 | KLAC | Kla CORP | +0.1% | +2.44% | 増加 |
| 19 | INTC | Intel CORP | 0% | -1.72% | 減少 |
| 20 | XBI | Ss Spdr S&p Biotech ETF | 0% | +1.18% | 増加 |
| 21 | IJR | Ishares Core S&p Small-cap E | 0% | +3.02% | 増加 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +1.14% | 増加 |
| 23 | VZ | Verizon Communications INC | 0% | -0.54% | 減少 |
| 24 | IJH | Ishares Core S&p Midcap ETF | 0% | +5.69% | 増加 |
| 25 | V | Visa Inc-class A Shares | — | -2.97% | 減少 |
| 26 | SCZ | Ishares Msci Eafe Small-cap | — | +1.36% | 増加 |
| 27 | ✓ | Powershares Qqq Trust Ser 1 | 0% | +2.10% | 増加 |
| 28 | GOOG | Alphabet Inc-cl C | 0% | +1.95% | 増加 |
| 29 | EWJ | Ishares Msci Japan ETF | 0% | +4.13% | 増加 |
| 30 | ✓ | Rydex ETF Trust | 0% | +1.40% | 増加 |
| 31 | MSFT | Microsoft CORP | 0% | -0.51% | 減少 |
| 32 | NSC | Norfolk Southern CORP | 0% | -1.43% | 減少 |
| 33 | VUG | Vanguard Growth ETF | 0% | +2.18% | 増加 |
| 34 | AAPL | Apple INC | -0.1% | -0.83% | 減少 |
| 35 | BDX | Becton Dickinson And Co | -0.1% | +5.43% | 増加 |
| 36 | HON | Honeywell International INC | -0.1% | -1.04% | 減少 |
| 37 | JNJ | Johnson & Johnson | -0.1% | +5.05% | 増加 |
| 38 | JPM | Jpmorgan Chase & Co | -0.1% | -1.65% | 減少 |
| 39 | AMJEUR | Jpmorgan Alerian Mlp Index | -0.2% | -2.14% | 減少 |
| 40 | PEP | Pepsico INC | -0.4% | -5.40% | 減少 |
| 41 | PSX | Phillips 66 | -0.8% | -46.51% | 減少 |
| 42 | SLB | Slb LTD | -0.9% | -98.72% | 減少 |
| 43 | EMN | Eastman Chemical Co | -0.9% | -79.64% | 減少 |
| 44 | HD | Home Depot INC | -1.2% | -52.29% | 減少 |
| 45 | WFC | Wells Fargo & Co | -2.2% | -93.36% | 減少 |
| 46 | DD | DuPont de Nemours, Inc. | — | NEW | 新規購入 |
| 47 | DOW | Dow Chem Co | — | EXIT | 全売却 |
| 48 | INDA | Ishares Msci India ETF | — | NEW | 新規購入 |
| 49 | VMWEUR | Vmware Inc-class A | — | NEW | 新規購入 |
| 50 | AZO | Autozone INC | — | EXIT | 全売却 |