CIK: 0001138060
申告総資産額
$61.6億
上位200銘柄を表示中（全248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 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.97% | — | +17.64% | |
| 2 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.49% | — | +2.26% | |
| 3 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 2.49% | -0.38% | +37.25% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 1.98% | — | +12.78% | |
| 5 | USB | US Bancorp | 株式-金融 | 1.80% | +0.06% | +7.78% | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.62% | — | -3.71% | |
| 7 | MKL | Markel Group INC | 株式-金融 | 1.58% | — | -17.23% | |
| 8 | KMX | Carmax INC | 株式-一般消費財 | 1.56% | — | -2.22% | |
| 9 | DISCKUSD | Discovery Inc-c | 株式-その他 | 1.56% | -0.25% | +4.28% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.56% | — | -13.56% | |
| 11 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 1.55% | +0.09% | +4.55% | |
| 12 | DG | Dollar General CORP | 株式-生活必需品 | 1.53% | — | -0.82% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.45% | — | -34.41% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.42% | — | -1.64% | |
| 15 | CDW | Cdw Corp/de | 株式-IT | 1.39% | +0.08% | -9.96% | |
| 16 | BND | Vanguard Total Bond Market | ETF-その他 | 1.37% | — | +0.48% | |
| 17 | AMT | American Tower CORP | 株式-不動産 | 1.32% | — | +41.27% | |
| 18 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 1.27% | — | +10.55% | |
| 19 | CPRT | Copart INC | 株式-資本財 | 1.24% | +0.02% | -24.53% | |
| 20 | TEL | TE Connectivity plc | 株式-IT | 1.23% | — | +14.04% | |
| 21 | MSFT | Microsoft CORP | 株式-IT | 1.15% | -0.21% | -2.94% | |
| 22 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.11% | -0.69% | +168.81% | |
| 23 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 1.06% | — | -8.53% | |
| 24 | ORCL | Oracle CORP | 株式-IT | 1.05% | — | -22.58% | |
| 25 | OMC | Omnicom Group | 株式-通信サービス | 1.04% | — | -0.78% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.01% | +0.07% | +27.50% | |
| 27 | ACN | Accenture plc | 株式-IT | 1.01% | — | -1.48% | |
| 28 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.97% | — | -5.84% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.94% | — | -28.82% | |
| 30 | DHR | Danaher CORP | 株式-ヘルスケア | 0.93% | — | -1.80% | |
| 31 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 0.86% | — | -2.76% | |
| 32 | SBH | Sally Beauty Holdings INC | 株式-その他 | 0.86% | — | -2.37% | |
| 33 | ROST | Ross Stores INC | 株式-一般消費財 | 0.85% | — | -2.44% | |
| 34 | BRO | Brown & Brown INC | 株式-金融 | 0.84% | — | -0.74% | |
| 35 | SLB | Slb LTD | 株式-エネルギー | 0.84% | — | -4.35% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.82% | -0.04% | -6.82% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.82% | — | +19.54% | |
| 38 | LBTYA | Liberty Global Ltd. | 株式-その他 | 0.80% | -0.49% | EXIT | |
| 39 | PKWUSD | Invesco Buyback Achievers Et | ETF-その他 | 0.80% | — | -3.98% | |
| 40 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.78% | — | -0.81% | |
| 41 | PPG | Ppg Industries INC | 株式-素材 | 0.78% | — | +10.55% | |
| 42 | DVA | Davita INC | 株式-ヘルスケア | 0.77% | — | +11.14% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.76% | — | -0.60% | |
| 44 | VAREUR | Varian Medical Systems INC | 株式-その他 | 0.71% | +0.37% | +0.06% | |
| 45 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.71% | +0.05% | +0.47% | |
| 46 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.71% | — | +1.05% | |
| 47 | WRB | Wr Berkley CORP | 株式-金融 | 0.70% | — | -0.73% | |
| 48 | ✓ | Powershares | 株式-その他 | 0.68% | — | -7.81% | |
| 49 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.68% | +0.09% | -0.60% | |
| 50 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.68% | — | -0.84% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.7% | +168.81% | 増加 |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +0.6% | +37.25% | 増加 |
| 3 | USB | US Bancorp | +0.4% | +7.78% | 増加 |
| 4 | DOW | Dow Chem Co | +0.4% | +183.17% | 増加 |
| 5 | VHT | Vanguard Health Care ETF | +0.3% | +497.20% | 増加 |
| 6 | AMT | American Tower CORP | +0.3% | +41.27% | 増加 |
| 7 | KRE | Ss Spdr S&p Regional Bank | +0.3% | +77.90% | 増加 |
| 8 | DXJ | Wisdomtree Japan Hedged Eq | +0.2% | +55.46% | 増加 |
| 9 | IEF | Ishares 7-10 Year Treasury B | +0.2% | +17.64% | 増加 |
| 10 | FDX | Fedex CORP | +0.2% | +116.59% | 増加 |
| 11 | KMX | Carmax INC | +0.2% | -2.22% | 減少 |
| 12 | TEL | TE Connectivity plc | +0.2% | +14.04% | 増加 |
| 13 | GOOG | Alphabet Inc-cl C | +0.2% | +27.50% | 増加 |
| 14 | AXTA | Axalta Coating Systems Ltd. | +0.2% | +47.28% | 増加 |
| 15 | VUG | Vanguard Growth ETF | +0.2% | +12.78% | 増加 |
| 16 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +2.26% | 増加 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.64% | 減少 |
| 18 | AEP | American Electric Power Company, Inc. | -0.2% | -32.71% | 減少 |
| 19 | PFE | Pfizer INC | -0.2% | -21.31% | 減少 |
| 20 | ✓ | Cbs CORP New | -0.2% | -71.86% | 減少 |
| 21 | TRV | Travelers Cos Inc/the | -0.2% | -42.36% | 減少 |
| 22 | GLD | Spdr Gold Shares | -0.2% | -20.70% | 減少 |
| 23 | DEO | Diageo Plc-sponsored Adr | -0.2% | -5.84% | 減少 |
| 24 | MCK | Mckesson CORP | -0.3% | -68.69% | 減少 |
| 25 | CSCO | Cisco Systems INC | -0.3% | -27.48% | 減少 |
| 26 | PG | Procter & Gamble Co/the | -0.3% | -43.95% | 減少 |
| 27 | JNJ | Johnson & Johnson | -0.3% | -13.56% | 減少 |
| 28 | TIFEUR | Tiffany & Co | -0.4% | -55.06% | 減少 |
| 29 | ORCL | Oracle CORP | -0.4% | -22.58% | 減少 |
| 30 | IEI | Ishares 3-7 Year Treasury Bo | -0.4% | -37.34% | 減少 |
| 31 | CPRT | Copart INC | -0.4% | -24.53% | 減少 |
| 32 | VGT | Vanguard Info Tech ETF | -0.4% | -28.82% | 減少 |
| 33 | MKL | Markel Group INC | -0.4% | -17.23% | 減少 |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.7% | -34.41% | 減少 |
| 35 | EFAV | Ishares Msci Eafe Min Vol Fa | -0.8% | -65.01% | 減少 |
| 36 | NSRGY | Nestle Sa-spons Adr | — | EXIT | 全売却 |
| 37 | NVS | Novartis Ag-sponsored Adr | — | NEW | 新規購入 |
| 38 | GM | General Motors Co | — | NEW | 新規購入 |
| 39 | MPC | Marathon Petroleum CORP | — | NEW | 新規購入 |
| 40 | BAC | Bank Of America CORP | — | NEW | 新規購入 |
| 41 | MAT | Mattel INC | — | EXIT | 全売却 |
| 42 | VCLT | Vanguard Long-term CORP Bond | — | NEW | 新規購入 |
| 43 | IWR | Ishares Russell Mid-cap ETF | — | EXIT | 全売却 |
| 44 | CB | Chubb Limited | — | NEW | 新規購入 |
| 45 | XLNXEUR | Xilinx INC | — | NEW | 新規購入 |
| 46 | GD | General Dynamics CORP | — | NEW | 新規購入 |
| 47 | VTIP | Vanguard Short-term Tips | — | NEW | 新規購入 |
| 48 | VGK | Vanguard Ftse Europe ETF | — | NEW | 新規購入 |
| 49 | NUE | Nucor CORP | — | NEW | 新規購入 |
| 50 | RRC | Range Resources CORP | — | NEW | 新規購入 |