CIK: 0001259969
申告総資産額
$41.3億
上位200銘柄を表示中（全847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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.79% | +0.03% | -0.04% | |
| 2 | NNI | Nelnet Inc-cl A | 株式-その他 | 4.76% | -0.40% | +4.17% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.41% | +0.10% | +2.90% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.42% | -0.24% | -0.49% | |
| 5 | AAPL | Apple INC | 株式-IT | 3.04% | +0.06% | -0.23% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 2.24% | — | +0.70% | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.86% | -0.15% | +47.13% | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.82% | +0.11% | +8.91% | |
| 9 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.40% | — | -0.04% | |
| 10 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-その他 | 1.37% | — | +4.68% | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.36% | — | +0.20% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.23% | -0.17% | +0.17% | |
| 13 | WMT | Walmart INC | 株式-生活必需品 | 1.22% | -0.33% | -0.04% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.15% | +0.16% | -0.11% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.13% | — | -0.29% | |
| 16 | USB | US Bancorp | 株式-金融 | 1.11% | — | -1.40% | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.09% | — | +0.15% | |
| 18 | VZ | Verizon Communications INC | 株式-通信サービス | 1.08% | — | +1.10% | |
| 19 | PYPL | Paypal Holdings INC | 株式-金融 | 1.06% | -0.11% | -8.81% | |
| 20 | UNP | Union Pacific CORP | 株式-資本財 | 1.03% | — | +2.64% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.02% | — | +0.14% | |
| 22 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.99% | +0.14% | +0.02% | |
| 23 | TXN | Texas Instruments INC | 株式-IT | 0.98% | +0.21% | -0.27% | |
| 24 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.97% | — | -0.09% | |
| 25 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | — | -4.96% | |
| 26 | APD | Air Products & Chemicals INC | 株式-素材 | 0.94% | — | +0.02% | |
| 27 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.92% | — | +0.06% | |
| 28 | MDT | Medtronic plc | 株式-ヘルスケア | 0.91% | — | -0.09% | |
| 29 | BND | Vanguard Total Bond Market | ETF-その他 | 0.89% | — | +0.97% | |
| 30 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.88% | — | +0.26% | |
| 31 | D | Dominion Energy INC | 株式-公益事業 | 0.81% | — | +6.63% | |
| 32 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.81% | -0.02% | +0.44% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.79% | -0.10% | -0.38% | |
| 34 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.79% | — | -2.17% | |
| 35 | GIS | General Mills INC | 株式-生活必需品 | 0.77% | — | +25.44% | |
| 36 | CSCO | Cisco Systems INC | 株式-IT | 0.76% | +0.21% | +0.02% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 0.76% | +0.01% | -0.05% | |
| 38 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.75% | +0.04% | -41.39% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.68% | +0.15% | +1.51% | |
| 40 | SYY | Sysco CORP | 株式-生活必需品 | 0.68% | — | -0.12% | |
| 41 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.68% | — | +0.19% | |
| 42 | HD | Home Depot INC | 株式-一般消費財 | 0.66% | — | +0.57% | |
| 43 | APH | Amphenol Corp-cl A | 株式-IT | 0.65% | +0.31% | -3.73% | |
| 44 | ORCL | Oracle CORP | 株式-IT | 0.65% | — | -0.05% | |
| 45 | DHR | Danaher CORP | 株式-ヘルスケア | 0.64% | — | +0.06% | |
| 46 | BAC | Bank Of America CORP | 株式-金融 | 0.63% | +0.02% | -0.50% | |
| 47 | HON | Honeywell International INC | 株式-資本財 | 0.63% | -0.31% | EXIT | |
| 48 | EMR | Emerson Electric Co | 株式-資本財 | 0.62% | — | +0.65% | |
| 49 | XLNXEUR | Xilinx INC | 株式-その他 | 0.61% | — | — | |
| 50 | ROP | Roper Technologies INC | 株式-IT | 0.60% | — | -1.23% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +0.7% | +47.13% | 増加 |
| 2 | AAPL | Apple INC | +0.6% | -0.23% | 減少 |
| 3 | LOW | Lowe's Cos INC | +0.4% | -0.04% | 減少 |
| 4 | PYPL | Paypal Holdings INC | +0.3% | -8.81% | 減少 |
| 5 | MSFT | Microsoft CORP | +0.3% | -0.49% | 減少 |
| 6 | AMZN | Amazon.com INC | +0.3% | +1414.68% | 増加 |
| 7 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +8.91% | 増加 |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.2% | +2.90% | 増加 |
| 9 | GIS | General Mills INC | +0.2% | +25.44% | 増加 |
| 10 | AME | Ametek INC | +0.2% | +22911.01% | 増加 |
| 11 | ABBV | Abbvie INC | +0.1% | +17.87% | 増加 |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +27.75% | 増加 |
| 13 | WCC | Wesco International INC | +0.1% | +43.39% | 増加 |
| 14 | TXN | Texas Instruments INC | +0.1% | -0.27% | 減少 |
| 15 | HD | Home Depot INC | +0.1% | +0.57% | 増加 |
| 16 | CVX | Chevron CORP | +0.1% | +9.86% | 増加 |
| 17 | EMR | Emerson Electric Co | +0.1% | +0.65% | 増加 |
| 18 | AMP | Ameriprise Financial INC | +0.1% | +0.06% | 増加 |
| 19 | SWK | Stanley Black & Decker INC | +0.1% | +0.54% | 増加 |
| 20 | UNP | Union Pacific CORP | +0.1% | +2.64% | 増加 |
| 21 | DHR | Danaher CORP | +0.1% | +0.06% | 増加 |
| 22 | APH | Amphenol Corp-cl A | +0.1% | -3.73% | 減少 |
| 23 | AVGO | Broadcom INC | +0.1% | +0.07% | 増加 |
| 24 | VWO | Vanguard Ftse Emerging Marke | 0% | +0.70% | 増加 |
| 25 | XLNXEUR | Xilinx INC | 0% | — | 変化なし |
| 26 | APD | Air Products & Chemicals INC | 0% | +0.02% | 増加 |
| 27 | GOOGL | Alphabet Inc-cl A | 0% | +1.51% | 増加 |
| 28 | ROP | Roper Technologies INC | 0% | -1.23% | 減少 |
| 29 | D | Dominion Energy INC | 0% | +6.63% | 増加 |
| 30 | VOO | Vanguard S&p 500 ETF | 0% | -0.05% | 減少 |
| 31 | LLY | Eli Lilly & Co | 0% | +1.60% | 増加 |
| 32 | UNH | Unitedhealth Group INC | 0% | -0.11% | 減少 |
| 33 | CSCO | Cisco Systems INC | 0% | +0.02% | 増加 |
| 34 | SYY | Sysco CORP | 0% | -0.12% | 減少 |
| 35 | ABT | Abbott Laboratories | 0% | +0.15% | 増加 |
| 36 | DIS | Walt Disney Co/the | 0% | +0.06% | 増加 |
| 37 | V | Visa Inc-class A Shares | 0% | -4.96% | 減少 |
| 38 | VEA | Vanguard Ftse Developed ETF | 0% | -0.04% | 減少 |
| 39 | CMCSA | Comcast Corp-class A | 0% | -0.09% | 減少 |
| 40 | MCD | Mcdonald's CORP | 0% | +0.26% | 増加 |
| 41 | INTC | Intel CORP | -0.1% | +0.14% | 増加 |
| 42 | PEP | Pepsico INC | -0.1% | +0.17% | 増加 |
| 43 | SLQD | Ishares 0-5 Yr Inv Grd CORP | -0.1% | +4.68% | 増加 |
| 44 | JNJ | Johnson & Johnson | -0.1% | +0.20% | 増加 |
| 45 | DAL | Delta Air Lines INC | -0.2% | -61.78% | 減少 |
| 46 | NNI | Nelnet Inc-cl A | -0.3% | +4.17% | 増加 |
| 47 | IWM | Ishares Russell 2000 ETF | -0.5% | -41.39% | 減少 |
| 48 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 49 | DELL | Dell Technologies -c | — | NEW | 新規購入 |
| 50 | ✓ | — | EXIT | 全売却 |