CIK: 0001456114
申告総資産額
$14.2億
上位200銘柄を表示中（全345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 | 3.74% | — | +3.03% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 2.88% | — | +21.80% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.80% | — | +17.24% | |
| 4 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.76% | — | +20.27% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.66% | — | +8.53% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.55% | — | +10.20% | |
| 7 | WFC | Wells Fargo & Co | 株式-金融 | 1.51% | — | +6.89% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.45% | — | +11.63% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.40% | — | — | |
| 10 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.30% | — | — | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 1.29% | — | +12.92% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.19% | — | +18.64% | |
| 13 | PFE | Pfizer INC | 株式-ヘルスケア | 1.13% | — | -0.71% | |
| 14 | INTC | Intel CORP | 株式-IT | 1.12% | — | +26.54% | |
| 15 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.12% | — | +15.05% | |
| 16 | CVX | Chevron CORP | 株式-エネルギー | 1.10% | — | +23.22% | |
| 17 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.06% | — | +9.43% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.05% | — | +12.89% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.04% | — | +10.04% | |
| 20 | T | At&t INC | 株式-通信サービス | 1.03% | — | -5.80% | |
| 21 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 0.96% | — | +10.17% | |
| 22 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.94% | — | +1.40% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.93% | — | +30.80% | |
| 24 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.93% | — | +24.66% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.91% | — | +16.54% | |
| 26 | V | Visa Inc-class A Shares | 株式-金融 | 0.91% | — | +9.70% | |
| 27 | MO | Altria Group INC | 株式-生活必需品 | 0.90% | — | +23.15% | |
| 28 | C | Citigroup INC | 株式-金融 | 0.90% | — | +7.70% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.89% | — | +14.65% | |
| 30 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.87% | — | +8.84% | |
| 31 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.83% | — | -8.49% | |
| 32 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.82% | — | +10.88% | |
| 33 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.77% | — | +21.19% | |
| 34 | CSCO | Cisco Systems INC | 株式-IT | 0.74% | — | +10.23% | |
| 35 | ORCL | Oracle CORP | 株式-IT | 0.69% | — | +19.17% | |
| 36 | PM | Philip Morris International | 株式-生活必需品 | 0.68% | — | +43.02% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.68% | — | +22.31% | |
| 38 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.68% | — | +23.15% | |
| 39 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.68% | — | +24.47% | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.64% | — | +46.34% | |
| 41 | MMM | 3m Co | 株式-資本財 | 0.63% | — | +46.45% | |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.63% | — | +118.98% | |
| 43 | IBM | Intl Business Machines CORP | 株式-IT | 0.62% | — | +1.97% | |
| 44 | MA | Mastercard INC - A | 株式-金融 | 0.60% | — | +20.38% | |
| 45 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.58% | — | +146.82% | |
| 46 | RY | Royal Bank Of Canada | 株式-金融 | 0.57% | — | +52.06% | |
| 47 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 0.56% | — | +31.30% | |
| 48 | BA | Boeing Co/the | 株式-資本財 | 0.56% | — | +29.46% | |
| 49 | TD | Toronto-dominion Bank | 株式-金融 | 0.55% | — | +117.30% | |
| 50 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.54% | — | +28.37% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.6% | +21.80% | 増加 |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +118.98% | 増加 |
| 3 | AEP | American Electric Power Company, Inc. | +0.3% | +20.27% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.3% | +11.63% | 増加 |
| 5 | TD | Toronto-dominion Bank | +0.2% | +117.30% | 増加 |
| 6 | MDT | Medtronic plc | +0.2% | +149.47% | 増加 |
| 7 | EFA | Ishares Msci Eafe ETF | +0.2% | +108.26% | 増加 |
| 8 | INTC | Intel CORP | +0.2% | +26.54% | 増加 |
| 9 | PM | Philip Morris International | +0.2% | +43.02% | 増加 |
| 10 | LOW | Lowe's Cos INC | +0.2% | +46.34% | 増加 |
| 11 | BMY | Bristol-myers Squibb Co | +0.1% | +24.66% | 増加 |
| 12 | ✓ | +0.1% | +47.55% | 増加 | |
| 13 | MMM | 3m Co | +0.1% | +46.45% | 増加 |
| 14 | MCD | Mcdonald's CORP | +0.1% | +21.19% | 増加 |
| 15 | UBS | UBS Group AG | +0.1% | +66.19% | 増加 |
| 16 | DHR | Danaher CORP | +0.1% | +79.72% | 増加 |
| 17 | CVX | Chevron CORP | +0.1% | +23.22% | 増加 |
| 18 | SO | Southern Co/the | +0.1% | +81.04% | 増加 |
| 19 | META | Meta Platforms Inc-class A | +0.1% | +15.05% | 増加 |
| 20 | VZ | Verizon Communications INC | +0.1% | +30.80% | 増加 |
| 21 | AMGN | Amgen INC | +0.1% | +22.31% | 増加 |
| 22 | NEE | Nextera Energy INC | +0.1% | +58.18% | 増加 |
| 23 | ADBE | Adobe INC | +0.1% | +38.70% | 増加 |
| 24 | COST | Costco Wholesale CORP | +0.1% | +24.47% | 増加 |
| 25 | BA | Boeing Co/the | +0.1% | +29.46% | 増加 |
| 26 | CNI | Canadian Natl Railway Co | +0.1% | +47.92% | 増加 |
| 27 | JNJ | Johnson & Johnson | +0.1% | +17.24% | 増加 |
| 28 | HD | Home Depot INC | +0.1% | +12.92% | 増加 |
| 29 | RY | Royal Bank Of Canada | +0.1% | +52.06% | 増加 |
| 30 | MDLZ | Mondelez International Inc-a | +0.1% | +31.30% | 増加 |
| 31 | AXP | American Express Company | +0.1% | +31.00% | 増加 |
| 32 | PG | Procter & Gamble Co/the | +0.1% | +18.64% | 増加 |
| 33 | MO | Altria Group INC | +0.1% | +23.15% | 増加 |
| 34 | KO | Coca-cola Co/the | 0% | +16.54% | 増加 |
| 35 | V | Visa Inc-class A Shares | — | +9.70% | 増加 |
| 36 | PEP | Pepsico INC | 0% | +14.65% | 増加 |
| 37 | BAC | Bank Of America CORP | 0% | +12.89% | 増加 |
| 38 | MRK | Merck & Co. INC. | -0.1% | +9.43% | 増加 |
| 39 | JPM | Jpmorgan Chase & Co | -0.1% | +10.20% | 増加 |
| 40 | WFC | Wells Fargo & Co | -0.2% | +6.89% | 増加 |
| 41 | XOM | Exxon Mobil CORP | -0.2% | +8.53% | 増加 |
| 42 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 43 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 44 | GOOG | Alphabet A | — | EXIT | 全売却 |
| 45 | ✓ | Google INC Class C | — | EXIT | 全売却 |
| 46 | SU | Suncor Energy INC | — | NEW | 新規購入 |
| 47 | HPE | Hewlett-Packard Company | — | EXIT | 全売却 |
| 48 | VALE | Vale S.A. | — | EXIT | 全売却 |
| 49 | ECL | Ecolab INC | — | NEW | 新規購入 |
| 50 | BND | Vanguard Total Bond Market | — | NEW | 新規購入 |