CIK: 0001427202
申告総資産額
$36.8億
上位200銘柄を表示中（全208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 | 3.88% | -0.23% | -0.96% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.44% | — | +1.07% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.65% | -0.02% | -0.21% | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.47% | +0.27% | +5.41% | |
| 5 | PFE | Pfizer INC | 株式-ヘルスケア | 2.21% | +0.07% | +0.81% | |
| 6 | NKE | Nike INC -cl B | 株式-一般消費財 | 2.13% | — | -0.55% | |
| 7 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.11% | -0.07% | +0.34% | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.05% | +0.34% | +0.68% | |
| 9 | PEP | Pepsico INC | 株式-生活必需品 | 2.01% | +0.09% | +0.57% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 1.97% | +0.13% | +5.33% | |
| 11 | WFC | Wells Fargo & Co | 株式-金融 | 1.95% | — | +0.35% | |
| 12 | ORCL | Oracle CORP | 株式-IT | 1.91% | -0.23% | +0.86% | |
| 13 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.81% | — | +0.10% | |
| 14 | PCRIX | Pimco Commodity And Real Ret | 株式-その他 | 1.62% | — | +9.95% | |
| 15 | MSFT | Microsoft CORP | 株式-IT | 1.60% | -1.22% | +0.73% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.60% | — | +1.65% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.59% | +0.26% | -0.57% | |
| 18 | BLKCHF | Blackrock INC | 株式-その他 | 1.59% | — | +0.22% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.56% | +0.30% | -2.10% | |
| 20 | SLB | Slb LTD | 株式-エネルギー | 1.48% | +0.13% | +0.10% | |
| 21 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.47% | — | -0.56% | |
| 22 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.46% | -0.09% | +1.14% | |
| 23 | ✓ | Google INC Class C | 株式-その他 | 1.45% | — | +4.74% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.41% | -0.03% | +1.94% | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.38% | — | +0.20% | |
| 26 | MDT | Medtronic plc | 株式-ヘルスケア | 1.37% | — | +0.42% | |
| 27 | DHR | Danaher CORP | 株式-ヘルスケア | 1.30% | -0.08% | +0.30% | |
| 28 | AXP | American Express Company | 株式-金融 | 1.23% | — | +1.16% | |
| 29 | UTXZ | United Tech CORP | 株式-その他 | 1.16% | — | +0.64% | |
| 30 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.16% | — | -0.73% | |
| 31 | AMGN | Amgen INC | 株式-ヘルスケア | 1.08% | +0.08% | +0.51% | |
| 32 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.06% | — | +1.25% | |
| 33 | AIG | American International Group | 株式-金融 | 1.06% | — | +1.30% | |
| 34 | COF | Capital One Financial CORP | 株式-金融 | 1.05% | -0.13% | +59.43% | |
| 35 | INTC | Intel CORP | 株式-IT | 1.02% | — | +0.85% | |
| 36 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 1.02% | — | +5.64% | |
| 37 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.98% | -0.23% | +5.56% | |
| 38 | EMR | Emerson Electric Co | 株式-資本財 | 0.97% | — | +0.73% | |
| 39 | UNP | Union Pacific CORP | 株式-資本財 | 0.92% | — | +0.36% | |
| 40 | CELG | Celgene CORP | 株式-その他 | 0.91% | — | +1.59% | |
| 41 | EOG | Eog Resources INC | 株式-エネルギー | 0.89% | — | +0.78% | |
| 42 | USB | US Bancorp | 株式-金融 | 0.87% | — | +0.89% | |
| 43 | EXC | Exelon CORP | 株式-公益事業 | 0.85% | +0.08% | +2.04% | |
| 44 | NOVEUR | National Oilwell Varco INC | 株式-その他 | 0.83% | — | +0.41% | |
| 45 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.81% | -0.22% | +2.31% | |
| 46 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.81% | — | +2.00% | |
| 47 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 0.79% | -0.08% | +14.90% | |
| 48 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.77% | — | +102.60% | |
| 49 | BIIB | Biogen INC | 株式-ヘルスケア | 0.76% | — | +2.01% | |
| 50 | CSCO | Cisco Systems INC | 株式-IT | 0.73% | — | +0.93% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MO | Altria Group INC | +0.6% | +1076.12% | 増加 |
| 2 | COF | Capital One Financial CORP | +0.5% | +59.43% | 増加 |
| 3 | GILD | Gilead Sciences INC | +0.2% | +5.64% | 増加 |
| 4 | PCRIX | Pimco Commodity And Real Ret | +0.2% | +9.95% | 増加 |
| 5 | DIS | Walt Disney Co/the | +0.2% | +0.34% | 増加 |
| 6 | JPM | Jpmorgan Chase & Co | +0.2% | +1.14% | 増加 |
| 7 | NKE | Nike INC -cl B | +0.1% | -0.55% | 減少 |
| 8 | MSFT | Microsoft CORP | +0.1% | +0.73% | 増加 |
| 9 | AIG | American International Group | +0.1% | +1.30% | 増加 |
| 10 | AMZN | Amazon.com INC | +0.1% | +2.31% | 増加 |
| 11 | AEP | American Electric Power Company, Inc. | +0.1% | +0.10% | 増加 |
| 12 | LYB | LyondellBasell Industries N.V. | +0.1% | +7.57% | 増加 |
| 13 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +5.41% | 増加 |
| 14 | IVW | Ishares S&p 500 Growth ETF | +0.1% | +14.90% | 増加 |
| 15 | SBUX | Starbucks CORP | +0.1% | +102.60% | 増加 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +5.56% | 増加 |
| 17 | GT | Goodyear Tire & Rubber Co | +0.1% | +1.18% | 増加 |
| 18 | WFC | Wells Fargo & Co | +0.1% | +0.35% | 増加 |
| 19 | RF | Regions Financial CORP | +0.1% | +2.48% | 増加 |
| 20 | TWXCHF | Time Warner INC | +0.1% | +5.08% | 増加 |
| 21 | SLB | Slb LTD | 0% | +0.10% | 増加 |
| 22 | VCIT | Vanguard Int-term Corporate | 0% | +5.33% | 増加 |
| 23 | IWM | Ishares Russell 2000 ETF | 0% | +1.07% | 増加 |
| 24 | AXP | American Express Co | -0.1% | -14.00% | 減少 |
| 25 | QCOM | Qualcomm INC | -0.1% | +3.53% | 増加 |
| 26 | VTR | Ventas INC | -0.1% | +7.64% | 増加 |
| 27 | VZ | Verizon Communications INC | -0.1% | -17.66% | 減少 |
| 28 | UTXZ | United Tech CORP | -0.1% | +0.64% | 増加 |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | +1.94% | 増加 |
| 30 | AA | Alcoa INC Com | -0.1% | +2.53% | 増加 |
| 31 | JNJ | Johnson & Johnson | -0.1% | +0.68% | 増加 |
| 32 | CL | Colgate-palmolive Co | -0.1% | +1.25% | 増加 |
| 33 | PG | Procter & Gamble Co/the | -0.1% | +1.65% | 増加 |
| 34 | ONB | Old National Bancorp | -0.1% | -38.86% | 減少 |
| 35 | PFE | Pfizer INC | -0.1% | +0.81% | 増加 |
| 36 | RTN1USD | Raytheon Company | -0.1% | +3.61% | 増加 |
| 37 | IBM | Intl Business Machines CORP | -0.1% | -22.56% | 減少 |
| 38 | MCD | Mcdonald's CORP | -0.1% | -13.36% | 減少 |
| 39 | XOM | Exxon Mobil CORP | -0.1% | -2.10% | 減少 |
| 40 | MDT | Medtronic plc | -0.1% | +0.42% | 増加 |
| 41 | BLKCHF | Blackrock INC | -0.1% | +0.22% | 増加 |
| 42 | UNP | Union Pacific CORP | -0.1% | +0.36% | 増加 |
| 43 | ORCL | Oracle CORP | -0.1% | +0.86% | 増加 |
| 44 | CVX | Chevron CORP | -0.2% | -0.57% | 減少 |
| 45 | LOW | Lowe's Cos INC | -0.2% | -0.56% | 減少 |
| 46 | XRX | Xerox Holdings Corporation | -0.4% | -80.53% | 減少 |
| 47 | DEO | Diageo Plc-sponsored Adr | -0.6% | -95.04% | 減少 |
| 48 | GS | Goldman Sachs Group INC | — | NEW | 新規購入 |
| 49 | DCMYY | Ntt Docomo Inc-spon Adr | — | EXIT | 全売却 |
| 50 | GAL | Ss Global Allocation ETF | — | NEW | 新規購入 |