CIK: 0001116247
申告総資産額
$1.8億
| # | 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 | 4.77% | -1.62% | +2.54% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 4.24% | -0.29% | +13.12% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 4.11% | -0.16% | — | |
| 4 | LOW | Lowe's Cos INC | 株式-一般消費財 | 3.84% | -0.01% | +4.00% | |
| 5 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 3.55% | +1.22% | — | |
| 6 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.46% | -0.43% | +7.07% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 株式-IT | 3.19% | -0.60% | +0.97% | |
| 8 | ORCL | Oracle CORP | 株式-IT | 3.02% | -1.18% | +4.27% | |
| 9 | RY | Royal Bank Of Canada | 株式-金融 | 2.62% | -0.05% | +4.22% | |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.60% | — | +7.26% | |
| 11 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 2.41% | — | +8.16% | |
| 12 | WFC | Wells Fargo & Co | 株式-金融 | 2.33% | — | +6.77% | |
| 13 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 2.31% | — | +5.19% | |
| 14 | AAPL | Apple INC | 株式-IT | 2.15% | — | -0.72% | |
| 15 | NEOG | Neogen CORP | 株式-ヘルスケア | 2.09% | — | +7.16% | |
| 16 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 2.08% | — | +7.57% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 2.03% | — | +4.48% | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.90% | — | +3.33% | |
| 19 | CVX | Chevron CORP | 株式-エネルギー | 1.89% | +0.31% | +2.64% | |
| 20 | IFF | Intl Flavors & Fragrances | 株式-素材 | 1.78% | — | -19.62% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.73% | +0.18% | +2.17% | |
| 22 | AMGN | Amgen INC | 株式-ヘルスケア | 1.65% | — | +3.67% | |
| 23 | PM | Philip Morris International | 株式-生活必需品 | 1.56% | — | +1.04% | |
| 24 | ✓ | Nutanix | 株式-その他 | 1.48% | — | — | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.24% | — | — | |
| 26 | ILMN | Illumina INC | 株式-ヘルスケア | 1.14% | — | +1.36% | |
| 27 | SMCIUSD | Super Micro Computer INC | 株式-その他 | 1.09% | — | -0.55% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.08% | — | -14.12% | |
| 29 | CHD | Church & Dwight Co INC | 株式-生活必需品 | 0.99% | +0.17% | +5.14% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.98% | — | — | |
| 31 | BIIB | Biogen INC | 株式-ヘルスケア | 0.88% | — | — | |
| 32 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 0.85% | -0.15% | +5.91% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.85% | — | +67.71% | |
| 34 | VAL | Valaris Limited | 株式-エネルギー | 0.83% | — | +73.93% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 0.82% | -0.47% | -15.87% | |
| 36 | T | At&t INC | 株式-通信サービス | 0.69% | +0.22% | NEW | |
| 37 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | — | — | |
| 38 | YUMC | Yum China Holdings INC | 株式-一般消費財 | 0.67% | — | +0.17% | |
| 39 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.67% | +0.42% | -2.10% | |
| 40 | HSY | Hershey Co/the | 株式-生活必需品 | 0.63% | — | — | |
| 41 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.58% | — | +14.71% | |
| 42 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.57% | -0.16% | — | |
| 43 | UNP | Union Pacific CORP | 株式-資本財 | 0.57% | — | +5.50% | |
| 44 | RHHBY | Roche Holdings Ltd-spons Adr | 株式-その他 | 0.56% | — | +11.28% | |
| 45 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.55% | — | +371.27% | |
| 46 | IBM | Intl Business Machines CORP | 株式-IT | 0.51% | — | -1.04% | |
| 47 | UBAUSD | Urstadt Biddle - Class A | 株式-その他 | 0.51% | — | +12.26% | |
| 48 | CELG | Celgene CORP | 株式-その他 | 0.46% | — | +22.52% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.46% | — | +14.36% | |
| 50 | XPO | Xpo INC | 株式-資本財 | 0.46% | +0.15% | NEW |
| # | 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 | +0.8% | +13.12% | 増加 |
| 2 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +371.27% | 増加 |
| 3 | VTI | Vanguard Total Stock Mkt ETF | +0.3% | +67.71% | 増加 |
| 4 | VAL | Valaris Limited | +0.3% | +73.93% | 増加 |
| 5 | WMT | Walmart INC | +0.3% | +3.33% | 増加 |
| 6 | LOW | Lowe's Cos INC | +0.2% | +4.00% | 増加 |
| 7 | SJM | Jm Smucker Co/the | +0.2% | +7.57% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.2% | +2.54% | 増加 |
| 9 | XPO | Xpo INC | +0.2% | +27.56% | 増加 |
| 10 | TCEHY | Tencent Holdings Ltd-uns Adr | +0.1% | +188.24% | 増加 |
| 11 | NKTREUR | Nektar Therapeutics | +0.1% | — | 変化なし |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +7.07% | 増加 |
| 13 | ✓ | Athenahealth INC | +0.1% | +154.39% | 増加 |
| 14 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +117.96% | 増加 |
| 15 | WFC | Wells Fargo & Co | +0.1% | +6.77% | 増加 |
| 16 | LMT | Lockheed Martin CORP | +0.1% | +34.53% | 増加 |
| 17 | CMCSA | Comcast Corp-class A | +0.1% | +40.68% | 増加 |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +7.26% | 増加 |
| 19 | DIS | Walt Disney Co/the | +0.1% | +14.71% | 増加 |
| 20 | UNP | Union Pacific CORP | 0% | +5.50% | 増加 |
| 21 | NVO | Novo-nordisk A/s-spons Adr | 0% | +5.91% | 増加 |
| 22 | ✓ | Laboratory CORP Amer Hldgs | 0% | +8.16% | 増加 |
| 23 | NEOG | Neogen CORP | — | +7.16% | 増加 |
| 24 | PEP | Pepsico INC | 0% | +4.48% | 増加 |
| 25 | ILMN | Illumina INC | 0% | +1.36% | 増加 |
| 26 | MCD | Mcdonald's CORP | 0% | — | 変化なし |
| 27 | CHD | Church & Dwight Co INC | 0% | +5.14% | 増加 |
| 28 | JNJ | Johnson & Johnson | -0.1% | +2.17% | 増加 |
| 29 | CVX | Chevron CORP | -0.1% | +2.64% | 増加 |
| 30 | RY | Royal Bank Of Canada | -0.1% | +4.22% | 増加 |
| 31 | AAPL | Apple INC | -0.1% | -0.72% | 減少 |
| 32 | AEP | American Electric Power Company, Inc. | -0.2% | +5.29% | 増加 |
| 33 | TSM | Taiwan Semiconductor-sp Adr | -0.2% | +0.97% | 増加 |
| 34 | PG | Procter & Gamble Co/the | -0.3% | -14.12% | 減少 |
| 35 | IFF | Intl Flavors & Fragrances | -0.6% | -19.62% | 減少 |
| 36 | ADM | Archer-daniels-midland Co | -0.7% | — | 変化なし |
| 37 | JPM | Jpmorgan Chase & Co | — | NEW | 新規購入 |
| 38 | ✓ | J P Morgan Chase And Co | — | EXIT | 全売却 |
| 39 | ✓ | Nutanix | — | NEW | 新規購入 |
| 40 | IVV | Ishares Core S&p 500 ETF | — | NEW | 新規購入 |
| 41 | NTNX | Nutanix INC - A | — | EXIT | 全売却 |
| 42 | ✓ | Brocade Communications Sys I | — | EXIT | 全売却 |
| 43 | IJR | Ishares Core S&p Small-cap E | — | NEW | 新規購入 |
| 44 | VFH | Vanguard Financials ETF | — | NEW | 新規購入 |
| 45 | VUG | Vanguard Growth ETF | — | NEW | 新規購入 |
| 46 | MBIN | Merchants Bancorp/in | — | NEW | 新規購入 |
| 47 | ✓ | Hortonworks, Inc. | — | NEW | 新規購入 |
| 48 | ✓ | — | EXIT | 全売却 | |
| 49 | PANW | Palo Alto Networks INC | — | NEW | 新規購入 |
| 50 | BA | Boeing Co/the | — | NEW | 新規購入 |