CIK: 0001360798
申告総資産額
$23.7億
上位200銘柄を表示中(全210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 | AMZN | Amazon.com INC | 株式-一般消費財 | 17.78% | +2.20% | — | |
| 2 | ✓ | Credit Suisse Nassau Brh Etn L | 株式-その他 | 7.23% | — | +16.84% | |
| 3 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 6.26% | +0.13% | +0.96% | |
| 4 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 5.79% | +0.28% | -7.02% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-その他 | 5.67% | — | -4.11% | |
| 6 | JPM | Jpmorgan Chase & Co | 株式-金融 | 5.54% | — | +1693.19% | |
| 7 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 2.94% | — | -0.94% | |
| 8 | AMJEUR | Jpmorgan Alerian Mlp Index | ETF-大型株・グロース | 2.82% | — | -0.33% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 2.73% | — | -4.28% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.59% | — | +0.07% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.26% | — | +14.26% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-その他 | 1.83% | -0.34% | EXIT | |
| 13 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.79% | -0.38% | EXIT | |
| 14 | MSFT | Microsoft CORP | 株式-IT | 1.79% | -0.01% | +10.41% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-その他 | 1.50% | — | +594.08% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 1.25% | — | -1.68% | |
| 17 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.12% | +0.18% | +21.71% | |
| 18 | AAPL | Apple INC | 株式-IT | 1.10% | +0.43% | — | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.87% | -0.23% | EXIT | |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.73% | — | -2.52% | |
| 21 | INTC | Intel CORP | 株式-IT | 0.71% | -0.32% | EXIT | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | — | |
| 23 | GBX | Greenbrier Companies INC | 株式-その他 | 0.58% | — | +1.78% | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.55% | — | +13.96% | |
| 25 | TMUS | T-mobile US INC | 株式-通信サービス | 0.53% | — | +816.93% | |
| 26 | IWO | Ishares Russell 2000 Growth | ETF-中小型株 | 0.50% | — | -1.32% | |
| 27 | PCAR | Paccar INC | 株式-資本財 | 0.44% | — | +0.46% | |
| 28 | WFC | Wells Fargo & Co | 株式-金融 | 0.42% | — | +0.77% | |
| 29 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.39% | -0.12% | EXIT | |
| 30 | UAA | Under Armour Inc-class A | 株式-一般消費財 | 0.38% | — | -0.23% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.37% | — | +10.76% | |
| 32 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.37% | — | -25.07% | |
| 33 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.35% | — | -1.99% | |
| 34 | HD | Home Depot INC | 株式-一般消費財 | 0.35% | — | -4.67% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.34% | +0.53% | -4.20% | |
| 36 | ACN | Accenture plc | 株式-IT | 0.33% | — | +5.36% | |
| 37 | ✓ | 株式-その他 | 0.33% | — | +155.52% | ||
| 38 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.32% | — | +4.61% | |
| 39 | IBM | Intl Business Machines CORP | 株式-IT | 0.32% | — | -6.35% | |
| 40 | IWS | Ishares Russell Mid-cap Valu | ETF-その他 | 0.32% | — | -4.83% | |
| 41 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.31% | — | +0.04% | |
| 42 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.30% | — | -14.98% | |
| 43 | VV | Vanguard Large-cap ETF | ETF-その他 | 0.29% | — | +59.92% | |
| 44 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.29% | — | -5.02% | |
| 45 | VO | Vanguard Mid-cap ETF | ETF-その他 | 0.28% | — | +16.09% | |
| 46 | TEX | Terex CORP | 株式-資本財 | 0.28% | — | +64.01% | |
| 47 | ✓ | Time Warner Cable INC | 株式-その他 | 0.28% | — | -3.39% | |
| 48 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.25% | — | +84.11% | |
| 49 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.25% | — | +7.79% | |
| 50 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.25% | -0.57% | EXIT |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | +5.2% | +1693.19% | 増加 |
| 2 | ITOT | Ishares Core S&p Total U.s. | +1.3% | +594.08% | 増加 |
| 3 | TMUS | T-mobile US INC | +0.5% | +816.93% | 増加 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.2% | +14.26% | 増加 |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.2% | +172.96% | 増加 |
| 6 | SBUX | Starbucks CORP | +0.1% | +21.71% | 増加 |
| 7 | TEX | Terex CORP | +0.1% | +64.01% | 増加 |
| 8 | ✓ | +0.1% | +155.52% | 増加 | |
| 9 | MRK | Merck & Co. INC. | +0.1% | +84.11% | 増加 |
| 10 | VV | Vanguard Large-cap ETF | +0.1% | +59.92% | 増加 |
| 11 | MSFT | Microsoft CORP | +0.1% | +10.41% | 増加 |
| 12 | ACWI | Ishares Msci Acwi ETF | +0.1% | +76.63% | 増加 |
| 13 | AEP | American Electric Power Company, Inc. | 0% | +13.96% | 増加 |
| 14 | ADBE | Adobe INC | -0.1% | -34.90% | 減少 |
| 15 | NEWREUR | New Relic INC | -0.1% | — | 変化なし |
| 16 | GBX | Greenbrier Companies INC | -0.1% | +1.78% | 増加 |
| 17 | AGG | Ishares Core U.s. Aggregate | -0.1% | -25.07% | 減少 |
| 18 | ✓ | Credit Suisse Nassau Brh Etn L | -0.2% | +16.84% | 増加 |
| 19 | VEU | Vanguard Ftse All-world Ex-u | -0.2% | -55.41% | 減少 |
| 20 | SCZ | Ishares Msci Eafe Small-cap | -0.2% | -4.51% | 減少 |
| 21 | IWB | Ishares Russell 1000 ETF | -0.3% | +0.96% | 増加 |
| 22 | EFA | Ishares Msci Eafe ETF | -0.4% | -4.28% | 減少 |
| 23 | AMJEUR | Jpmorgan Alerian Mlp Index | -0.4% | -0.33% | 減少 |
| 24 | IWV | Ishares Russell 3000 ETF | -0.6% | -4.11% | 減少 |
| 25 | VTI | Vanguard Total Stock Mkt ETF | -0.8% | -7.02% | 減少 |
| 26 | AMZN | Amazon.com, Inc. | — | EXIT | 全売却 |
| 27 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 28 | AAPL | Apple INC | — | NEW | 新規購入 |
| 29 | AAPL | Apple Computer | — | EXIT | 全売却 |
| 30 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | 新規購入 |
| 31 | BRK-B | Berkshire Hathaway Inc. | — | EXIT | 全売却 |
| 32 | SDY | Ss Spdr S&p Dividend ETF | — | NEW | 新規購入 |
| 33 | BAC | Bank of America Corporation | — | EXIT | 全売却 |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | 新規購入 |
| 35 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | 全売却 |
| 36 | BA | The Boeing Company | — | EXIT | 全売却 |
| 37 | BA | Boeing Co/the | — | NEW | 新規購入 |
| 38 | TBI | Trueblue INC | — | EXIT | 全売却 |
| 39 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | 新規購入 |
| 40 | BAC | Bank Of America CORP | — | NEW | 新規購入 |
| 41 | VOE | Vanguard Mid-cap Value ETF | — | NEW | 新規購入 |
| 42 | ✓ | American Intl Group INC | — | EXIT | 全売却 |
| 43 | ✓ | Belden INC | — | EXIT | 全売却 |
| 44 | CWB | Ss Spdr Bb Conv Sec ETF | — | NEW | 新規購入 |
| 45 | VOT | Vanguard Mid-cap Growth ETF | — | NEW | 新規購入 |
| 46 | AMGN | Amgen Inc. | — | EXIT | 全売却 |
| 47 | BDC | Belden INC | — | NEW | 新規購入 |
| 48 | AMGN | Amgen INC | — | NEW | 新規購入 |
| 49 | AIG | American International Group | — | NEW | 新規購入 |
| 50 | ADP | Automatic Data Processing | — | NEW | 新規購入 |