CIK: 0001138060
申告総資産額
$61.6億
上位200銘柄を表示中（全247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 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 3.54% | -0.38% | +36.73% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.92% | — | +1.50% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.41% | — | -2.78% | |
| 4 | VUG | Vanguard Growth ETF | ETF-その他 | 2.08% | — | -0.10% | |
| 5 | USB | US Bancorp | 株式-金融 | 1.74% | +0.06% | -0.01% | |
| 6 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 1.66% | +0.09% | +1.00% | |
| 7 | MKL | Markel Group INC | 株式-金融 | 1.64% | — | +0.61% | |
| 8 | AMT | American Tower CORP | 株式-不動産 | 1.58% | — | +8.47% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.53% | — | -5.61% | |
| 10 | CDW | Cdw Corp/de | 株式-IT | 1.48% | +0.08% | -0.02% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.42% | — | -3.76% | |
| 12 | DG | Dollar General CORP | 株式-生活必需品 | 1.39% | — | +0.63% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.37% | — | -1.75% | |
| 14 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.36% | — | +830.85% | |
| 15 | CPRT | Copart INC | 株式-資本財 | 1.34% | +0.02% | +0.34% | |
| 16 | TEL | TE Connectivity plc | 株式-IT | 1.32% | — | +4.36% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.32% | — | +0.01% | |
| 18 | DISCKUSD | Discovery Inc-c | 株式-その他 | 1.26% | -0.25% | -20.89% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.20% | -0.69% | +6.78% | |
| 20 | MSFT | Microsoft CORP | 株式-IT | 1.16% | -0.21% | -0.68% | |
| 21 | ORCL | Oracle CORP | 株式-IT | 1.12% | — | -4.55% | |
| 22 | PXGBX | Praxair INC | 株式-その他 | 1.12% | — | +302.88% | |
| 23 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.10% | +0.07% | +5.30% | |
| 24 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 1.08% | — | -13.58% | |
| 25 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.02% | — | -1.51% | |
| 26 | KMX | Carmax INC | 株式-一般消費財 | 1.01% | — | -27.13% | |
| 27 | OMC | Omnicom Group | 株式-通信サービス | 1.00% | — | -1.48% | |
| 28 | ACN | Accenture plc | 株式-IT | 1.00% | — | +0.35% | |
| 29 | DHR | Danaher CORP | 株式-ヘルスケア | 0.99% | — | +0.15% | |
| 30 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 0.97% | — | -0.04% | |
| 31 | LBTYA | Liberty Global Ltd. | 株式-その他 | 0.92% | -0.49% | EXIT | |
| 32 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.89% | — | -9.44% | |
| 33 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.89% | — | +67.57% | |
| 34 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.87% | — | -44.46% | |
| 35 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.87% | — | -13.34% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.85% | -0.04% | +7.15% | |
| 37 | PPG | Ppg Industries INC | 株式-素材 | 0.83% | — | +0.26% | |
| 38 | ROST | Ross Stores INC | 株式-一般消費財 | 0.83% | — | +0.56% | |
| 39 | V | Visa Inc-class A Shares | 株式-金融 | 0.82% | — | -7.96% | |
| 40 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.80% | — | -0.16% | |
| 41 | VAREUR | Varian Medical Systems INC | 株式-その他 | 0.80% | +0.37% | +15.17% | |
| 42 | DVA | Davita INC | 株式-ヘルスケア | 0.79% | — | +0.93% | |
| 43 | AXTA | Axalta Coating Systems Ltd. | 株式-素材 | 0.77% | — | +0.58% | |
| 44 | BRO | Brown & Brown INC | 株式-金融 | 0.76% | — | +0.37% | |
| 45 | AAPL | Apple INC | 株式-IT | 0.75% | — | +0.58% | |
| 46 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.74% | — | +1.85% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.74% | — | +99.41% | |
| 48 | WRB | Wr Berkley CORP | 株式-金融 | 0.73% | — | +1.92% | |
| 49 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.72% | +0.09% | +0.45% | |
| 50 | IHS | Ihs Markit LTD | 株式-その他 | 0.69% | — | +2.07% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VGK | Vanguard Ftse Europe ETF | +1.2% | +830.85% | 増加 |
| 2 | VEU | Vanguard Ftse All-world Ex-u | +1.1% | +36.73% | 増加 |
| 3 | PXGBX | Praxair INC | +0.8% | +302.88% | 増加 |
| 4 | ZTS | Zoetis INC | +0.5% | +2595.64% | 増加 |
| 5 | WY | Weyerhaeuser Co | +0.4% | +331.85% | 増加 |
| 6 | NVS | Novartis Ag-sponsored Adr | +0.4% | +67.57% | 増加 |
| 7 | NOVEUR | National Oilwell Varco INC | +0.3% | +239.05% | 増加 |
| 8 | TLT | Ishares 20+ Year Treasury Bd | +0.3% | +126.07% | 増加 |
| 9 | AMT | American Tower CORP | +0.3% | +8.47% | 増加 |
| 10 | FDX | Fedex CORP | +0.3% | +63.56% | 増加 |
| 11 | MPC | Marathon Petroleum CORP | +0.2% | +72.78% | 増加 |
| 12 | DUK | Du Pont E I De Nemour&Co | +0.2% | +2980.30% | 増加 |
| 13 | NUE | Nucor CORP | +0.2% | +131.25% | 増加 |
| 14 | BAC | Bank Of America CORP | +0.2% | +45.78% | 増加 |
| 15 | GM | General Motors Co | +0.2% | +41.97% | 増加 |
| 16 | BAX | Baxter International INC | +0.1% | +19.44% | 増加 |
| 17 | DXJ | Wisdomtree Japan Hedged Eq | +0.1% | +26.72% | 増加 |
| 18 | AAPL | Apple INC | +0.1% | +0.58% | 増加 |
| 19 | LBTYA | Liberty Global Ltd. | +0.1% | +1.11% | 増加 |
| 20 | BAM | Brookfield Asset Management Ltd. | +0.1% | +1.00% | 増加 |
| 21 | VUG | Vanguard Growth ETF | +0.1% | -0.10% | 減少 |
| 22 | CPRT | Copart INC | +0.1% | +0.34% | 増加 |
| 23 | TEL | TE Connectivity plc | +0.1% | +4.36% | 増加 |
| 24 | CDW | Cdw Corp/de | +0.1% | -0.02% | 減少 |
| 25 | XLE | Ss Energy Select Sector | -0.2% | -75.27% | 減少 |
| 26 | KRE | Ss Spdr S&p Regional Bank | -0.2% | -33.33% | 減少 |
| 27 | 9990302D | Apache CORP | -0.2% | -24.69% | 減少 |
| 28 | PKWUSD | Invesco Buyback Achievers Et | -0.2% | -25.56% | 減少 |
| 29 | CAT | Caterpillar INC | -0.2% | -42.08% | 減少 |
| 30 | AFL | Aflac INC | -0.2% | -95.61% | 減少 |
| 31 | MTB | M & T Bank CORP | -0.2% | -38.51% | 減少 |
| 32 | OXY | Occidental Petroleum CORP | -0.2% | -60.62% | 減少 |
| 33 | CVX | Chevron CORP | -0.2% | -33.15% | 減少 |
| 34 | XOM | Exxon Mobil CORP | -0.3% | -25.25% | 減少 |
| 35 | VTV | Vanguard Value ETF | -0.3% | -90.68% | 減少 |
| 36 | DISCKUSD | Discovery Inc-c | -0.3% | -20.89% | 減少 |
| 37 | SBH | Sally Beauty Holdings INC | -0.3% | -16.42% | 減少 |
| 38 | IEFA | Ishares Core Msci Eafe ETF | -0.4% | -92.19% | 減少 |
| 39 | SLB | Slb LTD | -0.4% | -40.51% | 減少 |
| 40 | KMX | Carmax INC | -0.6% | -27.13% | 減少 |
| 41 | HEDJ | Wisdomtree Europe Hedged Equ | -0.7% | -98.84% | 減少 |
| 42 | TIP | Ishares Tips Bond ETF | -0.8% | -44.46% | 減少 |
| 43 | ✓ | Powershares | — | EXIT | 全売却 |
| 44 | WKC | World Kinect CORP | — | EXIT | 全売却 |
| 45 | NRG | Nrg Energy INC | — | NEW | 新規購入 |
| 46 | PCAR | Paccar INC | — | EXIT | 全売却 |
| 47 | CCL1EUR | Carnival CORP LTD | — | NEW | 新規購入 |
| 48 | SCHP | Schwab U.s. Tips ETF | — | NEW | 新規購入 |
| 49 | PCG | P G & E CORP | — | EXIT | 全売却 |
| 50 | BALL | Ball CORP | — | EXIT | 全売却 |