CIK: 0001343916
申告総資産額
$2.2億
| # | 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 | JELD | Jeld-wen Holding INC | 株式-その他 | 24.20% | +1.42% | NEW | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.28% | +4.77% | NEW | |
| 3 | AAPL | Apple INC | 株式-IT | 2.17% | +6.37% | NEW | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 1.64% | +0.61% | NEW | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.59% | +4.73% | NEW | |
| 6 | INTC | Intel CORP | 株式-IT | 1.58% | — | -8.62% | |
| 7 | BAC | Bank Of America CORP | 株式-金融 | 1.52% | +1.00% | NEW | |
| 8 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.46% | +1.03% | NEW | |
| 9 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.46% | +5.66% | NEW | |
| 10 | DLTR | Dollar Tree INC | 株式-生活必需品 | 1.43% | — | -7.75% | |
| 11 | CME | Cme Group INC | 株式-金融 | 1.41% | — | -21.73% | |
| 12 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.34% | +3.76% | NEW | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 1.29% | +0.65% | NEW | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.22% | +1.05% | NEW | |
| 15 | PYPL | Paypal Holdings INC | 株式-金融 | 1.20% | — | +9.14% | |
| 16 | BLKCHF | Blackrock INC | 株式-その他 | 1.19% | — | -7.72% | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.19% | +1.02% | NEW | |
| 18 | WMT | Walmart INC | 株式-生活必需品 | 1.16% | +0.71% | NEW | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.16% | +0.83% | NEW | |
| 20 | BA | Boeing Co/the | 株式-資本財 | 1.15% | +0.67% | NEW | |
| 21 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 1.15% | +1.82% | NEW | |
| 22 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.13% | +0.83% | NEW | |
| 23 | SPGI | S&p Global INC | 株式-金融 | 1.10% | +0.94% | NEW | |
| 24 | DPZ | Domino's Pizza INC | 株式-一般消費財 | 1.06% | — | -5.80% | |
| 25 | YUM | Yum! Brands INC | 株式-一般消費財 | 1.05% | — | -3.47% | |
| 26 | JPEM | JPM Diversified Ret Em Equit | ETF-その他 | 1.02% | — | +853.61% | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.02% | — | +27.13% | |
| 28 | SCI | Service CORP International | 株式-一般消費財 | 0.99% | — | -13.88% | |
| 29 | NFLX | Netflix INC | 株式-通信サービス | 0.97% | — | +36.49% | |
| 30 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.96% | +1.22% | NEW | |
| 31 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.95% | — | -10.53% | |
| 32 | ZTS | Zoetis INC | 株式-ヘルスケア | 0.93% | — | -21.41% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.89% | — | -12.40% | |
| 34 | WFC | Wells Fargo & Co | 株式-金融 | 0.86% | +1.87% | NEW | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.85% | +1.62% | NEW | |
| 36 | UMPQUSD | Umpqua Holdings CORP | 株式-その他 | 0.82% | — | -12.77% | |
| 37 | COF | Capital One Financial CORP | 株式-金融 | 0.79% | — | -1.56% | |
| 38 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.78% | +2.92% | NEW | |
| 39 | KSUEUR | Kansas City Southern | 株式-その他 | 0.77% | — | — | |
| 40 | NYCBEUR | New York Community Bancorp | 株式-その他 | 0.76% | — | -13.99% | |
| 41 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.74% | — | -8.74% | |
| 42 | HP | Helmerich & Payne | 株式-エネルギー | 0.74% | — | -18.72% | |
| 43 | SPHD | Invesco S&p 500 High Dividen | ETF-大型株・グロース | 0.73% | — | +503.32% | |
| 44 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 0.73% | — | — | |
| 45 | 9990302D | Apache CORP | 株式-その他 | 0.73% | — | +38.33% | |
| 46 | NVDA | Nvidia CORP | 株式-IT | 0.72% | +4.73% | NEW | |
| 47 | SWK | Stanley Black & Decker INC | 株式-資本財 | 0.71% | — | +0.02% | |
| 48 | DON | Wisdomtree US Midcap Dividen | ETF-その他 | 0.71% | — | — | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | +2.16% | NEW | |
| 50 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.71% | — | +41.97% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IWP | Ishares Russell Mid-cap Grow | +1.1% | +2121.65% | 増加 |
| 2 | JPEM | JPM Diversified Ret Em Equit | +0.9% | +853.61% | 増加 |
| 3 | BAC | Bank Of America CORP | +0.7% | +67.05% | 増加 |
| 4 | BA | Boeing Co/the | +0.7% | +122.52% | 増加 |
| 5 | NVDA | Nvidia CORP | +0.7% | +1992.70% | 増加 |
| 6 | QCOM | Qualcomm INC | +0.7% | +87.78% | 増加 |
| 7 | SPHD | Invesco S&p 500 High Dividen | +0.6% | +503.32% | 増加 |
| 8 | EA | Electronic Arts INC | +0.5% | +1231.16% | 増加 |
| 9 | MRK | Merck & Co. INC. | +0.5% | +27.13% | 増加 |
| 10 | FLTR | Vaneck Ig Floating Rate ETF | +0.4% | +1145.46% | 増加 |
| 11 | 3IV1 | Innovator Ibd 50 ETF | +0.4% | +491.55% | 増加 |
| 12 | VB | Vanguard Small-cap ETF | +0.3% | +2224.00% | 増加 |
| 13 | JNJ | Johnson & Johnson | +0.2% | -13.25% | 減少 |
| 14 | GOOG | Alphabet Inc-cl C | +0.2% | -5.53% | 減少 |
| 15 | MSFT | Microsoft CORP | +0.1% | -11.24% | 減少 |
| 16 | WMT | Walmart INC | +0.1% | -19.57% | 減少 |
| 17 | DPZ | Domino's Pizza INC | +0.1% | -5.80% | 減少 |
| 18 | SCI | Service CORP International | +0.1% | -13.88% | 減少 |
| 19 | BLKCHF | Blackrock INC | +0.1% | -7.72% | 減少 |
| 20 | GILD | Gilead Sciences INC | 0% | -8.74% | 減少 |
| 21 | ZTS | Zoetis INC | 0% | -21.41% | 減少 |
| 22 | BMY | Bristol-myers Squibb Co | 0% | -12.40% | 減少 |
| 23 | AAPL | Apple INC | — | +3.50% | 増加 |
| 24 | TJX | Tjx Companies INC | -0.1% | +74.05% | 増加 |
| 25 | LMT | Lockheed Martin CORP | -0.1% | -11.07% | 減少 |
| 26 | UMPQUSD | Umpqua Holdings CORP | -0.1% | -12.77% | 減少 |
| 27 | CAH | Cardinal Health INC | -0.1% | -23.39% | 減少 |
| 28 | EW | Edwards Lifesciences CORP | -0.1% | -29.17% | 減少 |
| 29 | HP | Helmerich & Payne | -0.2% | -18.72% | 減少 |
| 30 | AMD | Advanced Micro Devices | -0.2% | -16.78% | 減少 |
| 31 | PAYX | Paychex INC | -0.7% | -59.36% | 減少 |
| 32 | JELD | Jeld-wen Holding INC | -6.3% | -0.16% | 減少 |
| 33 | JPST | Jpmorgan Ultra-short Income | — | NEW | 新規購入 |
| 34 | IWF | Ishares Russell 1000 Growth | — | NEW | 新規購入 |
| 35 | VST | Vistra CORP | — | EXIT | 全売却 |
| 36 | ARNCCHF | Arconic INC | — | EXIT | 全売却 |
| 37 | PDCOEUR | Patterson Cos INC | — | EXIT | 全売却 |
| 38 | COLB | Columbia Banking System INC | — | EXIT | 全売却 |
| 39 | FRCB | First Republic Bank/ca | — | EXIT | 全売却 |
| 40 | DON | Wisdomtree US Midcap Dividen | — | NEW | 新規購入 |
| 41 | NUE | Nucor CORP | — | EXIT | 全売却 |
| 42 | SRCLEUR | Stericycle INC | — | EXIT | 全売却 |
| 43 | BKD | Brookdale Senior Living INC | — | EXIT | 全売却 |
| 44 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 45 | QRVO | Qorvo INC | — | EXIT | 全売却 |
| 46 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | — | NEW | 新規購入 |
| 47 | TXN | Texas Instruments INC | — | EXIT | 全売却 |
| 48 | T | At&t INC | — | EXIT | 全売却 |
| 49 | IJR | Ishares Core S&p Small-cap E | — | NEW | 新規購入 |
| 50 | DD | DuPont de Nemours, Inc. | — | EXIT | 全売却 |