CIK: 0001399794
申告総資産額
$51.1億
上位200銘柄を表示中（全250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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 16.74% | +0.10% | +3.50% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 12.46% | +0.08% | +3.66% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 6.09% | — | -5.09% | |
| 4 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 4.59% | — | -6.57% | |
| 5 | EFG | Ishares Msci Eafe Growth ETF | ETF-その他 | 4.18% | — | -15.70% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 3.98% | — | -5.38% | |
| 7 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 3.50% | — | +3.06% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.07% | — | +14.87% | |
| 9 | ✓ | Invesco Intl Developed Low Vol | 株式-その他 | 2.77% | — | +219.55% | |
| 10 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 2.51% | — | +172.75% | |
| 11 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.99% | — | -3.45% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.42% | — | +28.67% | |
| 13 | IBM | Intl Business Machines CORP | 株式-IT | 1.40% | — | -0.21% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.34% | -0.07% | -1.30% | |
| 15 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.25% | — | -34.97% | |
| 16 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.03% | +0.13% | -1.63% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.99% | — | -0.99% | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-新興国市場 | 0.98% | — | -2.18% | |
| 19 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.95% | — | +0.73% | |
| 20 | ADI | Analog Devices INC | 株式-IT | 0.85% | — | — | |
| 21 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-その他 | 0.69% | — | -13.63% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.66% | — | -2.27% | |
| 23 | PFE | Pfizer INC | 株式-ヘルスケア | 0.63% | — | -4.38% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.56% | +0.11% | +1.62% | |
| 25 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.55% | +0.05% | +1.57% | |
| 26 | AAPL | Apple INC | 株式-IT | 0.53% | -0.23% | -0.92% | |
| 27 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.52% | — | +1.01% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.49% | — | -3.20% | |
| 29 | MSFT | Microsoft CORP | 株式-IT | 0.48% | -0.74% | -0.58% | |
| 30 | UTXZ | United Tech CORP | 株式-その他 | 0.45% | — | -3.41% | |
| 31 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.43% | — | — | |
| 32 | INTC | Intel CORP | 株式-IT | 0.41% | — | +2.91% | |
| 33 | EMR | Emerson Electric Co | 株式-資本財 | 0.39% | — | +2.72% | |
| 34 | WDAY | Workday Inc-class A | 株式-IT | 0.39% | — | +41.36% | |
| 35 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.39% | — | -0.11% | |
| 36 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.39% | -0.14% | +0.38% | |
| 37 | RWX | State Street Spdr Dow Jones | ETF-その他 | 0.39% | — | -15.38% | |
| 38 | UNP | Union Pacific CORP | 株式-資本財 | 0.38% | — | -0.06% | |
| 39 | AFL | Aflac INC | 株式-金融 | 0.37% | — | -2.41% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.37% | — | -5.52% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.37% | — | -0.45% | |
| 42 | WFC | Wells Fargo & Co | 株式-金融 | 0.35% | — | +0.85% | |
| 43 | AMP | Ameriprise Financial INC | 株式-金融 | 0.35% | — | -3.32% | |
| 44 | GOOG | Alphabet A | 株式-通信サービス | 0.32% | — | -2.01% | |
| 45 | USB | US Bancorp | 株式-金融 | 0.32% | — | -3.90% | |
| 46 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.31% | — | +0.77% | |
| 47 | CELG | Celgene CORP | 株式-その他 | 0.31% | — | -5.67% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.31% | — | -4.18% | |
| 49 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.29% | — | +0.89% | |
| 50 | HD | Home Depot INC | 株式-一般消費財 | 0.28% | -0.15% | +1.33% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Invesco Intl Developed Low Vol | +1.9% | +219.55% | 増加 |
| 2 | ✓ | Powershares ETF Tr Ii | +1.5% | +172.75% | 増加 |
| 3 | VEA | Vanguard Ftse Developed ETF | +0.7% | +3.66% | 増加 |
| 4 | MDY | State Street Spdr S&p Midcap | +0.4% | +14.87% | 増加 |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.3% | +28.67% | 増加 |
| 6 | PKWUSD | Invesco Buyback Achievers Et | +0.2% | +3.06% | 増加 |
| 7 | WDAY | Workday Inc-class A | +0.2% | +41.36% | 増加 |
| 8 | CTSH | Cognizant Tech Solutions-a | +0.1% | -0.11% | 減少 |
| 9 | PANW | Palo Alto Networks INC | +0.1% | +45.64% | 増加 |
| 10 | AAPL | Apple INC | +0.1% | -0.92% | 減少 |
| 11 | META | Meta Platforms Inc-class A | +0.1% | -3.06% | 減少 |
| 12 | EMR | Emerson Electric Co | 0% | +2.72% | 増加 |
| 13 | CELG | Celgene CORP | 0% | -5.67% | 減少 |
| 14 | IVV | Ishares Core S&p 500 ETF | 0% | +3.50% | 増加 |
| 15 | SLB | Slb LTD | 0% | -1.97% | 減少 |
| 16 | AMGN | Amgen INC | 0% | +2.19% | 増加 |
| 17 | CCFEUR | Chase CORP | 0% | — | 変化なし |
| 18 | UTXZ | United Tech CORP | 0% | -3.41% | 減少 |
| 19 | ABBV | Abbvie INC | 0% | +1.01% | 増加 |
| 20 | KR | Kroger Co | 0% | -1.04% | 減少 |
| 21 | QCOM | Qualcomm INC | 0% | +2.19% | 増加 |
| 22 | PRGS | Progress Software CORP | 0% | — | 変化なし |
| 23 | ✓ | 0% | -4.64% | 減少 | |
| 24 | AMP | Ameriprise Financial INC | — | -3.32% | 減少 |
| 25 | DEO | Diageo Plc-sponsored Adr | — | +1.29% | 増加 |
| 26 | MOS | Mosaic Co/the | 0% | -10.61% | 減少 |
| 27 | SYK | Stryker CORP | 0% | -32.35% | 減少 |
| 28 | ADI | Analog Devices INC | 0% | — | 変化なし |
| 29 | EWX | State Street Spdr S&p Emergi | 0% | -36.16% | 減少 |
| 30 | EEM | Ishares Msci Emerging Market | 0% | -2.18% | 減少 |
| 31 | AVGO | Broadcom Inc. | 0% | -13.82% | 減少 |
| 32 | AEP | American Electric Power Company, Inc. | -0.1% | +0.73% | 増加 |
| 33 | KO | Coca-cola Co/the | -0.1% | -8.05% | 減少 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -1.30% | 減少 |
| 35 | VZ | Verizon Communications INC | -0.1% | -0.45% | 減少 |
| 36 | RWX | State Street Spdr Dow Jones | -0.1% | -15.38% | 減少 |
| 37 | PG | Procter & Gamble Co/the | -0.1% | -0.99% | 減少 |
| 38 | VNQI | Vanguard Glbl Ex-us Real Est | -0.1% | -13.63% | 減少 |
| 39 | XOM | Exxon Mobil CORP | -0.2% | -1.63% | 減少 |
| 40 | IBM | Intl Business Machines CORP | -0.2% | -0.21% | 減少 |
| 41 | EFA | Ishares Msci Eafe ETF | -0.2% | -6.57% | 減少 |
| 42 | DGS | Wisdomtree Em Small Cap | -0.2% | -3.45% | 減少 |
| 43 | EWC | Ishares Msci Canada ETF | -0.4% | -67.38% | 減少 |
| 44 | VSS | Vanguard Ftse All Wo X-us Sc | -0.6% | -34.97% | 減少 |
| 45 | VWO | Vanguard Ftse Emerging Marke | -0.6% | -5.09% | 減少 |
| 46 | EFG | Ishares Msci Eafe Growth ETF | -0.7% | -15.70% | 減少 |
| 47 | USMV | Ishares Msci USA Min Vol Fac | — | NEW | 新規購入 |
| 48 | DXJ | Wisdomtree Japan Hedged Eq | — | EXIT | 全売却 |
| 49 | IAUUSD | Ishares Gold Trust | — | EXIT | 全売却 |
| 50 | DE | Deere & Co | — | NEW | 新規購入 |