CIK: 0001310658
申告総資産額
$11.5億
上位200銘柄を表示中（全265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 | 3.77% | -0.35% | +2.13% | |
| 2 | QDF | Flexshares Quality Dividend | ETF-その他 | 3.65% | -0.22% | -2.62% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.38% | -1.18% | -0.57% | |
| 4 | CSCO | Cisco Systems INC | 株式-IT | 2.58% | — | -0.75% | |
| 5 | INTC | Intel CORP | 株式-IT | 2.48% | — | -9.16% | |
| 6 | PFE | Pfizer INC | 株式-ヘルスケア | 2.20% | +0.06% | -6.43% | |
| 7 | VV | Vanguard Large-cap ETF | ETF-その他 | 1.72% | -0.08% | -2.26% | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.68% | -0.26% | -0.35% | |
| 9 | V | Visa Inc-class A Shares | 株式-金融 | 1.49% | -0.20% | -6.96% | |
| 10 | ABBNY | Abb Ltd-spon Adr | 株式-資本財 | 1.48% | — | +107.17% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.43% | +0.22% | -6.69% | |
| 12 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.37% | — | -7.08% | |
| 13 | ✓ | 株式-その他 | 1.29% | — | -0.42% | ||
| 14 | ORCL | Oracle CORP | 株式-IT | 1.29% | -0.10% | -2.13% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.25% | -0.06% | -1.10% | |
| 16 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.23% | +0.12% | -6.83% | |
| 17 | VOE | Vanguard Mid-cap Value ETF | ETF-その他 | 1.20% | +0.09% | -3.09% | |
| 18 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.19% | — | -7.61% | |
| 19 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.17% | -0.34% | -0.74% | |
| 20 | NVO | Novo-nordisk A/s-spons Adr | 株式-ヘルスケア | 1.08% | — | -1.71% | |
| 21 | AVGO | Broadcom INC | 株式-IT | 1.07% | -0.59% | — | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.06% | — | +3.60% | |
| 23 | VYM | Vanguard High Dvd Yield ETF | ETF-その他 | 1.04% | — | +10.02% | |
| 24 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.03% | — | +4.40% | |
| 25 | SDY | Ss Spdr S&p Dividend ETF | ETF-その他 | 1.00% | — | -2.67% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 0.98% | — | -3.69% | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.97% | — | -5.98% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.94% | -0.07% | -10.46% | |
| 29 | MDT | Medtronic plc | 株式-ヘルスケア | 0.89% | -0.06% | -0.32% | |
| 30 | DG | Dollar General CORP | 株式-生活必需品 | 0.88% | — | +1.54% | |
| 31 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 0.87% | — | -13.19% | |
| 32 | AMGN | Amgen INC | 株式-ヘルスケア | 0.87% | — | -8.33% | |
| 33 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.87% | — | -1.76% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-その他 | 0.85% | — | -2.52% | |
| 35 | FLIR | Flir Systems INC | 株式-その他 | 0.84% | — | -1.17% | |
| 36 | EBAY | Ebay INC | 株式-一般消費財 | 0.83% | — | — | |
| 37 | VTIP | Vanguard Short-term Tips | ETF-その他 | 0.83% | — | -3.21% | |
| 38 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.82% | -1.03% | -14.76% | |
| 39 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.81% | -0.19% | -1.12% | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.81% | — | -7.42% | |
| 41 | VIS | Vanguard Industrials ETF | ETF-その他 | 0.80% | — | +2971.16% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 0.77% | — | -34.91% | |
| 43 | ICE | Intercontinental Exchange In | 株式-金融 | 0.75% | — | +1.65% | |
| 44 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.75% | — | +4.89% | |
| 45 | CMI | Cummins INC | 株式-資本財 | 0.74% | — | +3.16% | |
| 46 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.74% | — | +19.14% | |
| 47 | SYK | Stryker CORP | 株式-ヘルスケア | 0.73% | — | -1.55% | |
| 48 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.71% | — | +1.86% | |
| 49 | WY | Weyerhaeuser Co | 株式-不動産 | 0.71% | — | +1.70% | |
| 50 | VZ | Verizon Communications INC | 株式-通信サービス | 0.71% | — | +13.19% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VIS | Vanguard Industrials ETF | +0.8% | +2971.16% | 増加 |
| 2 | ABBNY | Abb Ltd-spon Adr | +0.8% | +107.17% | 増加 |
| 3 | AAPL | Apple INC | +0.7% | +2.13% | 増加 |
| 4 | LUV | Southwest Airlines Co | +0.7% | +43892.73% | 増加 |
| 5 | REGN | Regeneron Pharmaceuticals | +0.5% | +3884.58% | 増加 |
| 6 | CSCO | Cisco Systems INC | +0.5% | -0.75% | 減少 |
| 7 | MSFT | Microsoft CORP | +0.5% | -0.57% | 減少 |
| 8 | QDF | Flexshares Quality Dividend | +0.3% | -2.62% | 減少 |
| 9 | AMZN | Amazon.com INC | +0.3% | -0.35% | 減少 |
| 10 | ✓ | +0.2% | -0.42% | 減少 | |
| 11 | ORCL | Oracle CORP | +0.2% | -2.13% | 減少 |
| 12 | VYM | Vanguard High Dvd Yield ETF | +0.2% | +10.02% | 増加 |
| 13 | VGK | Vanguard Ftse Europe ETF | +0.2% | +19.14% | 増加 |
| 14 | VV | Vanguard Large-cap ETF | +0.2% | -2.26% | 減少 |
| 15 | VTI | Vanguard Total Stock Mkt ETF | +0.2% | +3.60% | 増加 |
| 16 | VIG | Vanguard Dividend Apprec ETF | +0.2% | +4.40% | 増加 |
| 17 | SYK | Stryker CORP | +0.1% | -1.55% | 減少 |
| 18 | V | Visa Inc-class A Shares | +0.1% | -6.96% | 減少 |
| 19 | XOM | Exxon Mobil CORP | +0.1% | -6.69% | 減少 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | -0.41% | 減少 |
| 21 | CMI | Cummins INC | +0.1% | +3.16% | 増加 |
| 22 | WY | Weyerhaeuser Co | +0.1% | +1.70% | 増加 |
| 23 | ETN | Eaton Corporation plc | +0.1% | +8.49% | 増加 |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.74% | 減少 |
| 25 | HD | Home Depot INC | +0.1% | -1.10% | 減少 |
| 26 | VOT | Vanguard Mid-cap Growth ETF | +0.1% | -2.52% | 減少 |
| 27 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +4.89% | 増加 |
| 28 | VZ | Verizon Communications INC | +0.1% | +13.19% | 増加 |
| 29 | XLI | Ss Industrial Select Sector | -0.1% | -55.69% | 減少 |
| 30 | VDE | Vanguard Energy ETF | -0.1% | -35.90% | 減少 |
| 31 | GUNR | Flexshares Global Upstream N | -0.1% | -71.89% | 減少 |
| 32 | XLF | Ss Financial Select Sector | -0.1% | -53.20% | 減少 |
| 33 | CSX | Csx CORP | -0.1% | -78.10% | 減少 |
| 34 | AMAT | Applied Materials INC | -0.2% | -71.90% | 減少 |
| 35 | PFE | Pfizer INC | -0.2% | -6.43% | 減少 |
| 36 | ECL | Ecolab INC | -0.2% | -61.85% | 減少 |
| 37 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -34.91% | 減少 |
| 38 | IJR | Ishares Core S&p Small-cap E | -0.4% | -59.82% | 減少 |
| 39 | CVS | Cvs Health CORP | -0.5% | -78.73% | 減少 |
| 40 | WELL | Welltower INC | -0.7% | -91.15% | 減少 |
| 41 | NKE | Nike INC -cl B | -0.8% | -76.79% | 減少 |
| 42 | VSBSX | Vanguard S/t Trsry Indx-adm | — | EXIT | 全売却 |
| 43 | FIKMX | Fidelity Adv Real Est Inc-z | — | EXIT | 全売却 |
| 44 | AVGO | Broadcom INC | — | NEW | 新規購入 |
| 45 | EBAY | Ebay INC | — | NEW | 新規購入 |
| 46 | SWX | Southwest Gas Holdings INC | — | NEW | 新規購入 |
| 47 | TEN1 | Tenneco Inc-class A | — | EXIT | 全売却 |
| 48 | BIIB | Biogen INC | — | EXIT | 全売却 |
| 49 | IEO | Ishares U.s. Oil & Gas Explo | — | EXIT | 全売却 |
| 50 | IWV | Ishares Russell 3000 ETF | — | NEW | 新規購入 |