CIK: 0001055290
申告総資産額
$16.3億
上位200銘柄を表示中（全259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 | 3.81% | -0.11% | +0.28% | |
| 2 | GSLC | Goldman Activebeta US Lc ETF | ETF-コモディティ | 3.74% | — | +1.07% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.72% | -0.01% | -9.10% | |
| 4 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.61% | -0.10% | +2.78% | |
| 5 | HD | Home Depot INC | 株式-一般消費財 | 2.56% | — | +2.08% | |
| 6 | V | Visa Inc-class A Shares | 株式-金融 | 2.54% | -0.02% | -0.39% | |
| 7 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.87% | — | -1.10% | |
| 8 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.82% | — | -0.23% | |
| 9 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.54% | — | +0.89% | |
| 10 | BAC | Bank Of America CORP | 株式-金融 | 1.47% | — | +6.71% | |
| 11 | AMT | American Tower CORP | 株式-不動産 | 1.44% | — | +0.69% | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.44% | — | -0.03% | |
| 13 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.44% | — | +1.82% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.43% | — | +2.42% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.37% | -0.02% | +4.98% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.34% | — | +2.98% | |
| 17 | STZ | Constellation Brands Inc-a | 株式-生活必需品 | 1.24% | — | +0.21% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.12% | — | +0.14% | |
| 19 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.11% | — | -1.07% | |
| 20 | GS | Goldman Sachs Group INC | 株式-金融 | 1.09% | — | +0.43% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.09% | — | -7.16% | |
| 22 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.07% | +0.25% | +3.42% | |
| 23 | ICE | Intercontinental Exchange In | 株式-金融 | 1.04% | -0.32% | +2.42% | |
| 24 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.03% | — | -1.35% | |
| 25 | INTU | Intuit INC | 株式-IT | 1.02% | -0.12% | +0.26% | |
| 26 | EFAV | Ishares Msci Eafe Min Vol Fa | ETF-その他 | 0.98% | — | -14.60% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.92% | — | -0.25% | |
| 28 | VZ | Verizon Communications INC | 株式-通信サービス | 0.92% | — | -1.43% | |
| 29 | QEMM | State Street Spdr Msci Emerg | ETF-その他 | 0.92% | — | +13.98% | |
| 30 | MDT | Medtronic plc | 株式-ヘルスケア | 0.92% | — | -2.55% | |
| 31 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.89% | — | +0.85% | |
| 32 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.89% | +0.01% | +202.29% | |
| 33 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.87% | — | -0.85% | |
| 34 | AVGO | Broadcom Inc. | 株式-IT | 0.87% | — | +7.18% | |
| 35 | SPGI | S&p Global INC | 株式-金融 | 0.87% | — | -0.68% | |
| 36 | ROP | Roper Technologies INC | 株式-IT | 0.86% | — | -0.74% | |
| 37 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.85% | — | -2.81% | |
| 38 | NXPI | NXP Semiconductors N.V. | 株式-IT | 0.82% | — | -0.15% | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.81% | — | +2.29% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | +0.21% | -0.13% | |
| 41 | ADBE | Adobe INC | 株式-IT | 0.75% | — | +9.64% | |
| 42 | CCL1EUR | Carnival CORP LTD | 株式-一般消費財 | 0.73% | — | +7.85% | |
| 43 | ACN | Accenture plc | 株式-IT | 0.71% | — | +0.35% | |
| 44 | PYPL | Paypal Holdings INC | 株式-金融 | 0.71% | — | -0.41% | |
| 45 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.71% | — | -0.15% | |
| 46 | SCHX | Schwab US Large-cap ETF | ETF-その他 | 0.70% | +0.06% | +1329.89% | |
| 47 | DD | DuPont de Nemours, Inc. | 株式-その他 | 0.69% | — | +0.35% | |
| 48 | VMC | Vulcan Materials Co | 株式-素材 | 0.68% | — | -0.39% | |
| 49 | ✓ | Invesco Financial Preferred ETF | ETF-その他 | 0.67% | — | +1.71% | |
| 50 | SMLV | Ss Spdr US Sc Low Vol Idx | ETF-その他 | 0.67% | — | -17.85% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHX | Schwab US Large-cap ETF | +0.7% | +1329.89% | 増加 |
| 2 | AMZN | Amazon.com INC | +0.2% | +4.98% | 増加 |
| 3 | HD | Home Depot INC | +0.2% | +2.08% | 増加 |
| 4 | BAC | Bank Of America CORP | +0.2% | +6.71% | 増加 |
| 5 | JPM | Jpmorgan Chase & Co | +0.1% | +2.78% | 増加 |
| 6 | MSFT | Microsoft CORP | +0.1% | +2.98% | 増加 |
| 7 | ADBE | Adobe INC | +0.1% | +9.64% | 増加 |
| 8 | SCHA | Schwab US Small-cap ETF | +0.1% | +94.93% | 増加 |
| 9 | QEMM | State Street Spdr Msci Emerg | +0.1% | +13.98% | 増加 |
| 10 | STZ | Constellation Brands Inc-a | +0.1% | +0.21% | 増加 |
| 11 | UNH | Unitedhealth Group INC | +0.1% | +3.42% | 増加 |
| 12 | AAPL | Apple INC | +0.1% | +0.28% | 増加 |
| 13 | VLO | Valero Energy CORP | +0.1% | -0.28% | 減少 |
| 14 | MMM | 3m Co | +0.1% | +4.20% | 増加 |
| 15 | FHI | Federated Hermes INC | +0.1% | -1.65% | 減少 |
| 16 | SHW | Sherwin-williams Co/the | 0% | -1.07% | 減少 |
| 17 | ZTS | Zoetis INC | 0% | +0.85% | 増加 |
| 18 | AVGO | Broadcom Inc. | 0% | +7.18% | 増加 |
| 19 | PYPL | Paypal Holdings INC | 0% | -0.41% | 減少 |
| 20 | COST | Costco Wholesale CORP | 0% | -1.35% | 減少 |
| 21 | INTU | Intuit INC | 0% | +0.26% | 増加 |
| 22 | ACN | Accenture plc | 0% | +0.35% | 増加 |
| 23 | PEP | Pepsico INC | 0% | +2.42% | 増加 |
| 24 | CCL1EUR | Carnival CORP LTD | 0% | +7.85% | 増加 |
| 25 | ABBV | Abbvie INC | — | -0.25% | 減少 |
| 26 | V | Visa Inc-class A Shares | 0% | -0.39% | 減少 |
| 27 | GS | Goldman Sachs Group INC | 0% | +0.43% | 増加 |
| 28 | GSLC | Goldman Activebeta US Lc ETF | 0% | +1.07% | 増加 |
| 29 | JNJ | Johnson & Johnson | 0% | -0.03% | 減少 |
| 30 | LMT | Lockheed Martin CORP | 0% | +1.82% | 増加 |
| 31 | AMT | American Tower CORP | -0.1% | +0.69% | 増加 |
| 32 | EA | Electronic Arts INC | -0.1% | -31.19% | 減少 |
| 33 | CELG | Celgene CORP | -0.1% | -0.13% | 減少 |
| 34 | DPZ | Domino's Pizza INC | -0.2% | -15.38% | 減少 |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.2% | -14.60% | 減少 |
| 36 | SMLV | Ss Spdr US Sc Low Vol Idx | -0.3% | -17.85% | 減少 |
| 37 | ✓ | -0.4% | -51.49% | 減少 | |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | -9.10% | 減少 |
| 39 | AEP | American Electric Power Company, Inc. | -0.6% | -46.25% | 減少 |
| 40 | GSIE | Goldman Sachs Activebeta Int | — | NEW | 新規購入 |
| 41 | ST | Sensata Technologies Holding plc | — | NEW | 新規購入 |
| 42 | SCHF | Schwab Intl Equity ETF | — | NEW | 新規購入 |
| 43 | VCSH | Vanguard S/t CORP Bond ETF | — | NEW | 新規購入 |
| 44 | ✓ | Delphi Automotive PLC | — | EXIT | 全売却 |
| 45 | IAGG | Ishares Intl Aggregate Bond | — | NEW | 新規購入 |
| 46 | JPME | JPM Diver Ret US Mc Equity | — | NEW | 新規購入 |
| 47 | APTV | Aptiv PLC | — | NEW | 新規購入 |
| 48 | WEC | Wec Energy Group INC | — | NEW | 新規購入 |
| 49 | JPSE | JPM Diversified Rt Small Cap | — | NEW | 新規購入 |
| 50 | TMUS | T-mobile US INC | — | NEW | 新規購入 |