CIK: 0001482689
申告総資産額
$63.6億
上位200銘柄を表示中（全918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 | 3.59% | -0.28% | -1.24% | |
| 2 | MA | Mastercard INC - A | 株式-金融 | 3.07% | -0.26% | -2.40% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.05% | -1.19% | -2.10% | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.01% | -0.16% | -2.67% | |
| 5 | HD | Home Depot INC | 株式-一般消費財 | 2.80% | +0.02% | -1.76% | |
| 6 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.58% | -0.19% | -2.20% | |
| 7 | CBRE | Cbre Group INC - A | 株式-不動産 | 2.33% | -0.25% | -2.93% | |
| 8 | AMT | American Tower CORP | 株式-不動産 | 2.32% | — | -1.66% | |
| 9 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.26% | -0.27% | -0.80% | |
| 10 | CB | Chubb Limited | 株式-金融 | 2.17% | — | -1.11% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.08% | -0.38% | -2.31% | |
| 12 | ACN | Accenture plc | 株式-IT | 2.06% | -0.22% | -1.52% | |
| 13 | CE | Celanese CORP | 株式-素材 | 1.85% | — | -7.77% | |
| 14 | SYF | Synchrony Financial | 株式-金融 | 1.81% | — | -1.15% | |
| 15 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.81% | -0.01% | -1.48% | |
| 16 | ROP | Roper Technologies INC | 株式-IT | 1.79% | -0.05% | -1.91% | |
| 17 | AOS | Smith (a.o.) CORP | 株式-資本財 | 1.76% | — | -1.04% | |
| 18 | WY | Weyerhaeuser Co | 株式-不動産 | 1.76% | — | -1.67% | |
| 19 | BLKCHF | Blackrock INC | 株式-その他 | 1.76% | — | -1.34% | |
| 20 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 1.75% | — | -1.82% | |
| 21 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 1.74% | — | -2.64% | |
| 22 | MMM | 3m Co | 株式-資本財 | 1.73% | — | -1.80% | |
| 23 | NXPI | NXP Semiconductors N.V. | 株式-IT | 1.60% | — | -20.90% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.59% | — | -2.18% | |
| 25 | TXN | Texas Instruments INC | 株式-IT | 1.58% | — | -0.85% | |
| 26 | EWBC | East West Bancorp INC | 株式-金融 | 1.54% | — | -0.65% | |
| 27 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.54% | -0.22% | -0.84% | |
| 28 | AZO | Autozone INC | 株式-一般消費財 | 1.54% | — | -9.29% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.50% | -0.02% | -0.39% | |
| 30 | ✓ | WisdomTree Large Cap Dividend | 株式-その他 | 1.44% | — | -1.03% | |
| 31 | WRKUSD | Westrock Co | 株式-その他 | 1.40% | — | -1.33% | |
| 32 | ADBE | Adobe INC | 株式-IT | 1.36% | -0.30% | +2.68% | |
| 33 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.26% | — | -2.27% | |
| 34 | MFS1EUR | Welbilt INC | 株式-その他 | 1.06% | — | +4.36% | |
| 35 | CLB | Core Laboratories Inc. | 株式-その他 | 1.02% | — | +7.76% | |
| 36 | AKX | Ansys INC | 株式-その他 | 0.97% | — | -1.49% | |
| 37 | DORM | Dorman Products INC | 株式-一般消費財 | 0.96% | — | +13.40% | |
| 38 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.91% | +0.29% | -3.93% | |
| 39 | SLB | Slb LTD | 株式-エネルギー | 0.82% | — | -26.90% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.76% | +0.13% | -1.21% | |
| 41 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.74% | — | -8.31% | |
| 42 | AN | Autonation INC | 株式-一般消費財 | 0.69% | — | -3.42% | |
| 43 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.68% | +0.06% | -2.50% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.67% | +0.02% | -3.25% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.62% | — | +1.17% | |
| 46 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.59% | — | -0.46% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.50% | — | -1.67% | |
| 48 | PEP | Pepsico INC | 株式-生活必需品 | 0.47% | — | -2.00% | |
| 49 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.45% | -0.31% | +2.32% | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.43% | — | -9.48% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +0.3% | -2.20% | 減少 |
| 2 | SYF | Synchrony Financial | +0.3% | -1.15% | 減少 |
| 3 | HD | Home Depot INC | +0.2% | -1.76% | 減少 |
| 4 | MSFT | Microsoft CORP | +0.2% | -2.10% | 減少 |
| 5 | LW | Lamb Weston Holdings INC | +0.2% | -1.82% | 減少 |
| 6 | ADBE | Adobe INC | +0.2% | +2.68% | 増加 |
| 7 | TXN | Texas Instruments INC | +0.2% | -0.85% | 減少 |
| 8 | NKE | Nike INC -cl B | +0.1% | -2.27% | 減少 |
| 9 | UNH | Unitedhealth Group INC | +0.1% | -2.67% | 減少 |
| 10 | CBRE | Cbre Group INC - A | +0.1% | -2.93% | 減少 |
| 11 | ACN | Accenture plc | +0.1% | -1.52% | 減少 |
| 12 | BLKCHF | Blackrock INC | +0.1% | -1.34% | 減少 |
| 13 | AAPL | Apple INC | +0.1% | -1.24% | 減少 |
| 14 | CLB | Core Laboratories Inc. | +0.1% | +7.76% | 増加 |
| 15 | AKX | Ansys INC | +0.1% | -1.49% | 減少 |
| 16 | MMM | 3m Co | +0.1% | -1.80% | 減少 |
| 17 | WRKUSD | Westrock Co | +0.1% | -1.33% | 減少 |
| 18 | AZO | Autozone INC | +0.1% | -9.29% | 減少 |
| 19 | INTC | Intel CORP | +0.1% | +2.17% | 増加 |
| 20 | DSI | Ishares Esg Msci Kld 400 ETF | +0.1% | +1242.60% | 増加 |
| 21 | GOOG | Alphabet Inc-cl C | 0% | -2.31% | 減少 |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.39% | 減少 |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | -0.84% | 減少 |
| 24 | COST | Costco Wholesale CORP | 0% | -3.93% | 減少 |
| 25 | SHW | Sherwin-williams Co/the | 0% | -0.46% | 減少 |
| 26 | JPM | Jpmorgan Chase & Co | 0% | +2.32% | 増加 |
| 27 | CSCO | Cisco Systems INC | 0% | -1.67% | 減少 |
| 28 | SCHW | Schwab (charles) CORP | 0% | -3.04% | 減少 |
| 29 | MFS1EUR | Welbilt INC | 0% | +4.36% | 増加 |
| 30 | MA | Mastercard INC - A | — | -2.40% | 減少 |
| 31 | JNJ | Johnson & Johnson | — | -2.18% | 減少 |
| 32 | ROP | Roper Technologies INC | — | -1.91% | 減少 |
| 33 | ✓ | WisdomTree Large Cap Dividend | — | -1.03% | 減少 |
| 34 | CVX | Chevron CORP | — | -1.21% | 減少 |
| 35 | AMT | American Tower CORP | -0.1% | -1.66% | 減少 |
| 36 | AMCX | Amc Global Media INC | -0.1% | -86.22% | 減少 |
| 37 | MRK | Merck & Co. INC. | -0.1% | -0.56% | 減少 |
| 38 | TJX | Tjx Companies INC | -0.1% | -1.48% | 減少 |
| 39 | GILD | Gilead Sciences INC | -0.1% | -31.24% | 減少 |
| 40 | DXGEUSD | Wisdomtree Germany Hedged Eq | -0.1% | -69.31% | 減少 |
| 41 | T | At&t INC | -0.1% | -39.84% | 減少 |
| 42 | AEP | American Electric Power Company, Inc. | -0.1% | -7.07% | 減少 |
| 43 | CE | Celanese CORP | -0.2% | -7.77% | 減少 |
| 44 | BXUSD | Blackstone Group Lp/the | -0.2% | -2.64% | 減少 |
| 45 | SLB | Slb LTD | -0.4% | -26.90% | 減少 |
| 46 | NXPI | NXP Semiconductors N.V. | -0.5% | -20.90% | 減少 |
| 47 | ✓ | -0.5% | -44.15% | 減少 | |
| 48 | ✓ | Dynatronics CORP | — | NEW | 新規購入 |
| 49 | IEZ | Ishares U.s. Oil Equipment & | — | NEW | 新規購入 |
| 50 | MGK | Vanguard Mega Cap Growth ETF | — | NEW | 新規購入 |