CIK: 0000915325
申告総資産額
$26.9億
| # | 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 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.97% | -5.20% | EXIT | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.18% | -3.92% | EXIT | |
| 3 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.87% | -3.14% | EXIT | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.80% | -2.48% | EXIT | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.66% | -2.66% | EXIT | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.39% | -2.88% | EXIT | |
| 7 | AAPL | Apple INC | 株式-IT | 2.11% | -3.42% | EXIT | |
| 8 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.10% | -1.97% | EXIT | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.94% | — | +2.09% | |
| 10 | V | Visa Inc-class A Shares | 株式-金融 | 1.78% | -1.44% | EXIT | |
| 11 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.71% | — | +33.28% | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.67% | -1.71% | EXIT | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.59% | -0.99% | EXIT | |
| 14 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.34% | -1.10% | EXIT | |
| 15 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 1.33% | — | +2.36% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.33% | -0.98% | EXIT | |
| 17 | NEE | Nextera Energy INC | 株式-公益事業 | 1.31% | -1.12% | EXIT | |
| 18 | BA | Boeing Co/the | 株式-資本財 | 1.26% | — | -1.18% | |
| 19 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.24% | -0.75% | EXIT | |
| 20 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 1.24% | -1.93% | EXIT | |
| 21 | DHR | Danaher CORP | 株式-ヘルスケア | 1.21% | -1.19% | EXIT | |
| 22 | HD | Home Depot INC | 株式-一般消費財 | 1.16% | -0.98% | EXIT | |
| 23 | FIS | Fidelity National Info Serv | 株式-IT | 1.16% | -0.94% | EXIT | |
| 24 | ECL | Ecolab INC | 株式-素材 | 1.11% | -0.80% | EXIT | |
| 25 | MDT | Medtronic plc | 株式-ヘルスケア | 1.08% | -0.95% | EXIT | |
| 26 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.07% | -1.14% | EXIT | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 1.07% | — | +1.85% | |
| 28 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 1.06% | -2.11% | EXIT | |
| 29 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.06% | -1.19% | EXIT | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.05% | — | +3.94% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.03% | -0.76% | EXIT | |
| 32 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 1.01% | -1.02% | EXIT | |
| 33 | PYPL | Paypal Holdings INC | 株式-金融 | 0.98% | -1.44% | EXIT | |
| 34 | VZ | Verizon Communications INC | 株式-通信サービス | 0.97% | — | +19.02% | |
| 35 | PLD | Prologis INC | 株式-不動産 | 0.96% | -0.96% | EXIT | |
| 36 | CRM | Salesforce INC | 株式-IT | 0.94% | -0.90% | EXIT | |
| 37 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.93% | — | +2.23% | |
| 38 | MRSH | Marsh & Mclennan Cos | 株式-金融 | 0.91% | — | +1.63% | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.90% | -0.87% | EXIT | |
| 40 | UNP | Union Pacific CORP | 株式-資本財 | 0.89% | -0.92% | EXIT | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.89% | -1.07% | EXIT | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.88% | -0.80% | EXIT | |
| 43 | HON | Honeywell International INC | 株式-資本財 | 0.87% | — | +1.61% | |
| 44 | PFE | Pfizer INC | 株式-ヘルスケア | 0.87% | — | +2.78% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.84% | -0.85% | EXIT | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.84% | — | +1.13% | |
| 47 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.82% | — | +4.11% | |
| 48 | WMT | Walmart INC | 株式-生活必需品 | 0.80% | -0.77% | EXIT | |
| 49 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.80% | -0.89% | EXIT | |
| 50 | AMT | American Tower CORP | 株式-不動産 | 0.80% | — | +1.37% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | +0.7% | +36.81% | 増加 |
| 2 | CMCSA | Comcast Corp-class A | +0.5% | +2107.37% | 増加 |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | +0.4% | +33.28% | 増加 |
| 4 | UTXZ | United Tech CORP | +0.3% | +76.43% | 増加 |
| 5 | AAPL | Apple INC | +0.2% | +0.89% | 増加 |
| 6 | MSFT | Microsoft CORP | +0.2% | +4.55% | 増加 |
| 7 | PG | Procter & Gamble Co/the | +0.2% | +4.92% | 増加 |
| 8 | VZ | Verizon Communications INC | +0.2% | +19.02% | 増加 |
| 9 | NEE | Nextera Energy INC | +0.2% | +1.08% | 増加 |
| 10 | MDT | Medtronic plc | +0.1% | +3.90% | 増加 |
| 11 | WEC | Wec Energy Group INC | +0.1% | +4.11% | 増加 |
| 12 | HD | Home Depot INC | +0.1% | +1.57% | 増加 |
| 13 | COST | Costco Wholesale CORP | +0.1% | +2.09% | 増加 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +3.24% | 増加 |
| 15 | LRCXEUR | Lam Research CORP | +0.1% | +2.73% | 増加 |
| 16 | SHW | Sherwin-williams Co/the | +0.1% | +3.35% | 増加 |
| 17 | GOOGL | Alphabet Inc-cl A | +0.1% | +1.42% | 増加 |
| 18 | EQIX | Equinix INC | +0.1% | +2.28% | 増加 |
| 19 | CVX | Chevron CORP | +0.1% | +18.83% | 増加 |
| 20 | FIS | Fidelity National Info Serv | +0.1% | +1.09% | 増加 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -0.14% | 減少 |
| 22 | PLD | Prologis INC | +0.1% | +4.23% | 増加 |
| 23 | WMT | Walmart INC | +0.1% | +4.93% | 増加 |
| 24 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +4.99% | 増加 |
| 25 | DLR | Digital Realty Trust INC | +0.1% | +4.73% | 増加 |
| 26 | AMT | American Tower CORP | +0.1% | +1.37% | 増加 |
| 27 | RTN1USD | Raytheon Company | +0.1% | +5.05% | 増加 |
| 28 | MCD | Mcdonald's CORP | +0.1% | +3.94% | 増加 |
| 29 | ✓ | CoStar Group, Inc. | +0.1% | +5.51% | 増加 |
| 30 | IWR | Ishares Russell Mid-cap ETF | 0% | +5.54% | 増加 |
| 31 | BBTUSD | Bb&t CORP | 0% | +2.80% | 増加 |
| 32 | IWN | Ishares Russell 2000 Value E | 0% | +6.88% | 増加 |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | +6.55% | 増加 |
| 34 | MAR | Marriott International -cl A | -0.1% | +0.94% | 増加 |
| 35 | UNH | Unitedhealth Group INC | -0.1% | +1.15% | 増加 |
| 36 | FTV | Fortive CORP | -0.1% | +3.51% | 増加 |
| 37 | EOG | Eog Resources INC | -0.1% | +3.74% | 増加 |
| 38 | CSCO | Cisco Systems INC | -0.1% | +1.85% | 増加 |
| 39 | PYPL | Paypal Holdings INC | -0.1% | -0.51% | 減少 |
| 40 | META | Meta Platforms Inc-class A | -0.1% | -1.02% | 減少 |
| 41 | VWO | Vanguard Ftse Emerging Marke | -0.1% | +1.08% | 増加 |
| 42 | PFE | Pfizer INC | -0.2% | +2.78% | 増加 |
| 43 | AMZN | Amazon.com INC | -0.2% | +2.78% | 増加 |
| 44 | NFLX | Netflix INC | -0.3% | -1.45% | 減少 |
| 45 | JNJ | Johnson & Johnson | -0.5% | -28.31% | 減少 |
| 46 | ✓ | Invesco Ftse Rafi US 1500 Smal | -0.7% | -95.61% | 減少 |
| 47 | VT | Vanguard Tot World Stk ETF | — | EXIT | 全売却 |
| 48 | DXC | Dxc Technology Co | — | EXIT | 全売却 |
| 49 | DOW | Dow INC | — | EXIT | 全売却 |
| 50 | ARRYEUR | Array Biopharma INC | — | EXIT | 全売却 |