CIK: 0001532520
申告総資産額
$9.4億
上位200銘柄を表示中（全915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 | ✓ | Invesco S&p 500 Downsidehedged ETF | ETF-大型株・グロース | 25.93% | — | — | |
| 2 | MINT | Pimco Enhanced Short Maturit | ETF-その他 | 10.68% | — | -2.05% | |
| 3 | ✓ | Bemis INC | 株式-その他 | 7.41% | — | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.55% | — | +633.13% | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 4.33% | +0.08% | +4.91% | |
| 6 | PEP | Pepsico INC | 株式-生活必需品 | 2.17% | — | -0.02% | |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-その他 | 1.59% | — | +1.04% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 1.27% | — | +781.73% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.17% | -0.01% | -3.35% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.13% | — | -0.10% | |
| 11 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.88% | — | — | |
| 12 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.86% | — | — | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.83% | -0.14% | +968.82% | |
| 14 | BA | Boeing Co/the | 株式-資本財 | 0.81% | — | -9.92% | |
| 15 | VB | Vanguard Small-cap ETF | ETF-その他 | 0.75% | +0.14% | — | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.71% | — | +11.53% | |
| 17 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.68% | +0.01% | +0.06% | |
| 18 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.66% | — | +0.05% | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.57% | — | -1.69% | |
| 20 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.54% | — | -7.00% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.50% | +0.03% | -6.57% | |
| 22 | VZ | Verizon Communications INC | 株式-通信サービス | 0.47% | — | -0.09% | |
| 23 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.46% | — | — | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.42% | — | -0.33% | |
| 25 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.41% | — | -4.39% | |
| 26 | ORCL | Oracle CORP | 株式-IT | 0.39% | — | +4.85% | |
| 27 | YUMC | Yum China Holdings INC | 株式-一般消費財 | 0.37% | — | — | |
| 28 | ACN | Accenture plc | 株式-IT | 0.37% | — | -0.12% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.36% | — | -9.67% | |
| 30 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.36% | +0.01% | -2.33% | |
| 31 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.34% | +0.01% | +19.29% | |
| 32 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.34% | +0.01% | -0.13% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.33% | +0.11% | +34.68% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.32% | — | -0.14% | |
| 35 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.32% | — | +2.17% | |
| 36 | MO | Altria Group INC | 株式-生活必需品 | 0.32% | — | — | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | — | -0.29% | |
| 38 | CB | Chubb Limited | 株式-金融 | 0.31% | — | -4.56% | |
| 39 | WFC | Wells Fargo & Co | 株式-金融 | 0.30% | — | -0.13% | |
| 40 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.28% | — | -1.81% | |
| 41 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 0.26% | -0.24% | — | |
| 42 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 0.26% | — | — | |
| 43 | MMM | 3m Co | 株式-資本財 | 0.25% | — | — | |
| 44 | CVX | Chevron CORP | 株式-エネルギー | 0.25% | -0.03% | — | |
| 45 | CSCO | Cisco Systems INC | 株式-IT | 0.25% | — | — | |
| 46 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.24% | — | +6.55% | |
| 47 | HAS | Hasbro INC | 株式-一般消費財 | 0.24% | — | — | |
| 48 | USB | US Bancorp | 株式-金融 | 0.23% | — | -0.21% | |
| 49 | KYN | Kayne Anderson Energy Infra | 株式-その他 | 0.23% | — | +8.73% | |
| 50 | TXN | Texas Instruments INC | 株式-IT | 0.22% | +0.01% | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +3.7% | +633.13% | 増加 |
| 2 | EFA | Ishares Msci Eafe ETF | +1.1% | +781.73% | 増加 |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.7% | +968.82% | 増加 |
| 4 | ALB | Albemarle CORP | +0.1% | +400.36% | 増加 |
| 5 | KMB | Kimberly-clark CORP | +0.1% | +86.32% | 増加 |
| 6 | EMB | Ishares Jp Morgan Usd Emergi | 0% | +169.16% | 増加 |
| 7 | ADP | Automatic Data Processing | 0% | +131.98% | 増加 |
| 8 | AVB | Avalonbay Communities INC | 0% | +294.20% | 増加 |
| 9 | AGREUR | Avangrid INC | 0% | +70.75% | 増加 |
| 10 | ABEV | Ambev Sa-adr | 0% | +54.45% | 増加 |
| 11 | PPG | Ppg Industries INC | 0% | +57.61% | 増加 |
| 12 | KSUEUR | Kansas City Southern | 0% | +63.47% | 増加 |
| 13 | VTI | Vanguard Total Stock Mkt ETF | 0% | +34.68% | 増加 |
| 14 | PM | Philip Morris International | 0% | +5.09% | 増加 |
| 15 | REGN | Regeneron Pharmaceuticals | 0% | +24.70% | 増加 |
| 16 | CL | Colgate-palmolive Co | 0% | +12.50% | 増加 |
| 17 | HAS | Hasbro INC | 0% | — | 変化なし |
| 18 | BKNG | Booking Hldgs INC | -0.1% | — | 変化なし |
| 19 | PYPL | Paypal Holdings INC | -0.1% | -87.04% | 減少 |
| 20 | MCD | Mcdonald's CORP | -0.1% | +19.29% | 増加 |
| 21 | PXGBX | Praxair INC | -0.1% | -53.36% | 減少 |
| 22 | KYN | Kayne Anderson Energy Infra | -0.1% | +8.73% | 増加 |
| 23 | AMZN | Amazon.com INC | -0.1% | +2.17% | 増加 |
| 24 | ORCL | Oracle CORP | -0.1% | +4.85% | 増加 |
| 25 | CMI | Cummins INC | -0.1% | -51.07% | 減少 |
| 26 | SNA | Snap-on INC | -0.1% | -32.81% | 減少 |
| 27 | TGT | Target CORP | -0.1% | -3.26% | 減少 |
| 28 | MS | Morgan Stanley | -0.1% | -25.73% | 減少 |
| 29 | IVV | Ishares Core S&p 500 ETF | -0.1% | -31.49% | 減少 |
| 30 | FRCB | First Republic Bank/ca | -0.1% | -28.21% | 減少 |
| 31 | V | Visa Inc-class A Shares | -0.1% | -0.33% | 減少 |
| 32 | META | Meta Platforms Inc-class A | -0.1% | -9.67% | 減少 |
| 33 | GOOG | Alphabet Inc-cl C | -0.2% | +11.53% | 増加 |
| 34 | MRK | Merck & Co. INC. | -0.2% | — | 変化なし |
| 35 | XOM | Exxon Mobil CORP | -0.2% | -1.81% | 減少 |
| 36 | GILD | Gilead Sciences INC | -0.2% | -51.63% | 減少 |
| 37 | VWO | Vanguard Ftse Emerging Marke | -0.3% | +0.05% | 増加 |
| 38 | AAPL | Apple INC | -0.3% | -0.10% | 減少 |
| 39 | AEP | American Electric Power Company, Inc. | -0.3% | -4.39% | 減少 |
| 40 | IWB | Ishares Russell 1000 ETF | -0.3% | +0.06% | 増加 |
| 41 | VZ | Verizon Communications INC | -0.3% | -0.09% | 減少 |
| 42 | JNJ | Johnson & Johnson | -0.4% | — | 変化なし |
| 43 | VSS | Vanguard Ftse All Wo X-us Sc | -0.6% | +1.04% | 増加 |
| 44 | PEP | Pepsico INC | -0.9% | -0.02% | 減少 |
| 45 | ACWI | Ishares Msci Acwi ETF | -1.6% | +4.91% | 増加 |
| 46 | ✓ | Bemis INC | -3.7% | — | 変化なし |
| 47 | MINT | Pimco Enhanced Short Maturit | -6% | -2.05% | 減少 |
| 48 | ✓ | Invesco S&p 500 Downsidehedged ETF | — | NEW | 新規購入 |
| 49 | ✓ | FTSE RAFI US 1500 Small Cap | — | EXIT | 全売却 |
| 50 | ✓ | SPDR MSCI ACWI ex-US ETF | — | EXIT | 全売却 |