CIK: 0001482689
申告総資産額
$63.6億
上位200銘柄を表示中（全370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 | MSFT | Microsoft CORP | 株式-IT | 3.76% | -1.19% | +0.50% | |
| 2 | MA | Mastercard INC - A | 株式-金融 | 3.58% | -0.26% | -1.04% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.41% | -0.16% | +0.14% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.34% | -0.28% | +1.28% | |
| 5 | AMZN | Amazon.com INC | 株式-一般消費財 | 3.18% | -0.19% | -0.73% | |
| 6 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 2.81% | -0.27% | +0.87% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.64% | +0.02% | +2.97% | |
| 8 | AMT | American Tower CORP | 株式-不動産 | 2.63% | — | -0.26% | |
| 9 | CBRE | Cbre Group INC - A | 株式-不動産 | 2.19% | -0.25% | +1.41% | |
| 10 | ACN | Accenture plc | 株式-IT | 2.16% | -0.22% | +1.11% | |
| 11 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.14% | -0.38% | +0.18% | |
| 12 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.08% | -0.01% | +99.84% | |
| 13 | CB | Chubb Limited | 株式-金融 | 2.00% | — | +0.72% | |
| 14 | ROP | Roper Technologies INC | 株式-IT | 1.89% | -0.05% | +1.29% | |
| 15 | BXUSD | Blackstone Group Lp/the | 株式-その他 | 1.88% | — | +5.74% | |
| 16 | AZO | Autozone INC | 株式-一般消費財 | 1.78% | — | -3.02% | |
| 17 | LW | Lamb Weston Holdings INC | 株式-生活必需品 | 1.76% | — | -10.94% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.75% | -0.02% | +1.20% | |
| 19 | CE | Celanese CORP | 株式-素材 | 1.71% | — | +1.82% | |
| 20 | ADBE | Adobe INC | 株式-IT | 1.69% | -0.30% | +4.73% | |
| 21 | MMM | 3m Co | 株式-資本財 | 1.68% | — | +3.34% | |
| 22 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.57% | -0.04% | +417.48% | |
| 23 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.56% | -0.22% | +0.62% | |
| 24 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.47% | — | -0.02% | |
| 25 | BLKCHF | Blackrock INC | 株式-その他 | 1.46% | — | +0.99% | |
| 26 | TXN | Texas Instruments INC | 株式-IT | 1.44% | — | +0.89% | |
| 27 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.40% | — | +1.50% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.37% | +0.02% | +31.43% | |
| 29 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.36% | — | +5.93% | |
| 30 | AOS | Smith (a.o.) CORP | 株式-資本財 | 1.34% | — | +0.90% | |
| 31 | DORM | Dorman Products INC | 株式-一般消費財 | 1.31% | — | -5.30% | |
| 32 | RCL | Royal Caribbean Cruises Ltd. | 株式-一般消費財 | 1.15% | — | +8.72% | |
| 33 | EWBC | East West Bancorp INC | 株式-金融 | 1.11% | — | -3.17% | |
| 34 | ✓ | WisdomTree Large Cap Dividend | 株式-その他 | 1.05% | — | -0.11% | |
| 35 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.99% | +0.29% | -0.15% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.99% | — | +57.77% | |
| 37 | AKX | Ansys INC | 株式-その他 | 0.94% | — | -2.04% | |
| 38 | WRKUSD | Westrock Co | 株式-その他 | 0.90% | — | -12.22% | |
| 39 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | +0.13% | -1.72% | |
| 40 | SYF | Synchrony Financial | 株式-金融 | 0.80% | — | -29.19% | |
| 41 | IPGP | Ipg Photonics CORP | 株式-IT | 0.72% | — | -12.65% | |
| 42 | WY | Weyerhaeuser Co | 株式-不動産 | 0.71% | — | -37.44% | |
| 43 | PEP | Pepsico INC | 株式-生活必需品 | 0.60% | — | -0.95% | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | — | -0.57% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.58% | +0.06% | -5.17% | |
| 46 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.56% | — | -1.79% | |
| 47 | PFE | Pfizer INC | 株式-ヘルスケア | 0.55% | — | -3.23% | |
| 48 | INTC | Intel CORP | 株式-IT | 0.53% | — | -0.85% | |
| 49 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.51% | — | -8.98% | |
| 50 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.47% | -0.31% | -0.17% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ABT | Abbott Laboratories | +1.3% | +417.48% | 増加 |
| 2 | AMT | American Tower CORP | +0.6% | -0.26% | 減少 |
| 3 | EFA | Ishares Msci Eafe ETF | +0.4% | +57.77% | 増加 |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +31.43% | 増加 |
| 5 | UNH | Unitedhealth Group INC | +0.3% | +0.14% | 増加 |
| 6 | DORM | Dorman Products INC | +0.3% | -5.30% | 減少 |
| 7 | TMO | Thermo Fisher Scientific INC | +0.2% | +0.87% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.2% | +0.50% | 増加 |
| 9 | CBRE | Cbre Group INC - A | +0.2% | +1.41% | 増加 |
| 10 | MMM | 3m Co | +0.2% | +3.34% | 増加 |
| 11 | ROP | Roper Technologies INC | +0.1% | +1.29% | 増加 |
| 12 | JNJ | Johnson & Johnson | +0.1% | -0.02% | 減少 |
| 13 | TXN | Texas Instruments INC | +0.1% | +0.89% | 増加 |
| 14 | DPZ | Domino's Pizza INC | +0.1% | +5.93% | 増加 |
| 15 | ADBE | Adobe INC | +0.1% | +4.73% | 増加 |
| 16 | NKE | Nike INC -cl B | +0.1% | +1.50% | 増加 |
| 17 | GOOG | Alphabet Inc-cl C | +0.1% | +0.18% | 増加 |
| 18 | GOOGL | Alphabet Inc-cl A | +0.1% | +0.62% | 増加 |
| 19 | ✓ | WisdomTree Large Cap Dividend | +0.1% | -0.11% | 減少 |
| 20 | HD | Home Depot INC | 0% | +2.97% | 増加 |
| 21 | CVX | Chevron CORP | 0% | -1.72% | 減少 |
| 22 | COST | Costco Wholesale CORP | 0% | -0.15% | 減少 |
| 23 | BLKCHF | Blackrock INC | — | +0.99% | 増加 |
| 24 | SHW | Sherwin-williams Co/the | — | -1.79% | 減少 |
| 25 | ACN | Accenture plc | 0% | +1.11% | 増加 |
| 26 | MA | Mastercard INC - A | 0% | -1.04% | 減少 |
| 27 | RCL | Royal Caribbean Cruises Ltd. | 0% | +8.72% | 増加 |
| 28 | IVV | Ishares Core S&p 500 ETF | 0% | -8.98% | 減少 |
| 29 | BXUSD | Blackstone Group Lp/the | -0.1% | +5.74% | 増加 |
| 30 | UTXZ | United Tech CORP | -0.1% | +0.53% | 増加 |
| 31 | IDXX | Idexx Laboratories INC | -0.1% | -3.61% | 減少 |
| 32 | AOS | Smith (a.o.) CORP | -0.1% | +0.90% | 増加 |
| 33 | XOM | Exxon Mobil CORP | -0.1% | -5.17% | 減少 |
| 34 | CE | Celanese CORP | -0.1% | +1.82% | 増加 |
| 35 | TJX | Tjx Companies INC | -0.1% | +99.84% | 増加 |
| 36 | AKX | Ansys INC | -0.1% | -2.04% | 減少 |
| 37 | AN | Autonation INC | -0.2% | -57.44% | 減少 |
| 38 | EWBC | East West Bancorp INC | -0.2% | -3.17% | 減少 |
| 39 | IPGP | Ipg Photonics CORP | -0.2% | -12.65% | 減少 |
| 40 | WRKUSD | Westrock Co | -0.3% | -12.22% | 減少 |
| 41 | AMAT | Applied Materials INC | -0.3% | -50.02% | 減少 |
| 42 | SLB | Slb LTD | -0.4% | -37.63% | 減少 |
| 43 | AMZN | Amazon.com INC | -0.4% | -0.73% | 減少 |
| 44 | SYF | Synchrony Financial | -0.5% | -29.19% | 減少 |
| 45 | CLB | Core Laboratories Inc. | -0.6% | -27.93% | 減少 |
| 46 | AAPL | Apple INC | -0.7% | +1.28% | 増加 |
| 47 | WY | Weyerhaeuser Co | -0.7% | -37.44% | 減少 |
| 48 | MFS1EUR | Welbilt INC | -0.8% | -90.08% | 減少 |
| 49 | ✓ | Investors Real Estate Trust | — | EXIT | 全売却 |
| 50 | IRET1USD | Investors Real Estate Trust | — | NEW | 新規購入 |