CIK: 0001138060
申告総資産額
$61.6億
上位200銘柄を表示中（全245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 | 3.75% | -0.38% | +2.13% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.42% | — | -17.42% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.15% | — | -11.60% | |
| 4 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 1.85% | +0.09% | +4.06% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 1.78% | — | -17.41% | |
| 6 | USB | US Bancorp | 株式-金融 | 1.70% | +0.06% | -2.05% | |
| 7 | MKL | Markel Group INC | 株式-金融 | 1.63% | — | +0.05% | |
| 8 | OMC | Omnicom Group | 株式-通信サービス | 1.59% | — | +66.22% | |
| 9 | CDW | Cdw Corp/de | 株式-IT | 1.48% | +0.08% | -7.60% | |
| 10 | AMT | American Tower CORP | 株式-不動産 | 1.46% | — | -14.61% | |
| 11 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.38% | — | -4.67% | |
| 12 | PXGBX | Praxair INC | 株式-その他 | 1.37% | — | +10.65% | |
| 13 | TEL | TE Connectivity plc | 株式-IT | 1.37% | — | -1.40% | |
| 14 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.37% | — | -1.06% | |
| 15 | CPRT | Copart INC | 株式-資本財 | 1.34% | +0.02% | +95.93% | |
| 16 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 1.32% | — | +25.75% | |
| 17 | BND | Vanguard Total Bond Market | ETF-その他 | 1.32% | — | -0.32% | |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.31% | — | -9.28% | |
| 19 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.29% | — | -20.10% | |
| 20 | DG | Dollar General CORP | 株式-生活必需品 | 1.28% | — | -10.29% | |
| 21 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.19% | -0.69% | -3.24% | |
| 22 | ACN | Accenture plc | 株式-IT | 1.17% | — | +14.27% | |
| 23 | ORCL | Oracle CORP | 株式-IT | 1.15% | — | -7.84% | |
| 24 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.09% | +0.07% | -9.21% | |
| 25 | KMX | Carmax INC | 株式-一般消費財 | 1.06% | — | -0.54% | |
| 26 | MSFT | Microsoft CORP | 株式-IT | 1.06% | -0.21% | -12.36% | |
| 27 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.01% | — | +1.59% | |
| 28 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.99% | -0.04% | +17.15% | |
| 29 | DHR | Danaher CORP | 株式-ヘルスケア | 0.97% | — | +0.09% | |
| 30 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 0.95% | — | -1.07% | |
| 31 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | — | +2.94% | |
| 32 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.88% | — | -8.76% | |
| 33 | PPG | Ppg Industries INC | 株式-素材 | 0.87% | — | +0.22% | |
| 34 | LBTYA | Liberty Global Ltd. | 株式-その他 | 0.83% | -0.49% | EXIT | |
| 35 | ROST | Ross Stores INC | 株式-一般消費財 | 0.82% | — | +13.46% | |
| 36 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.79% | — | +0.21% | |
| 37 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.79% | — | -1.06% | |
| 38 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.78% | — | +722.17% | |
| 39 | BRO | Brown & Brown INC | 株式-金融 | 0.77% | — | -1.04% | |
| 40 | AXTA | Axalta Coating Systems Ltd. | 株式-素材 | 0.76% | — | -0.47% | |
| 41 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 0.75% | — | -16.64% | |
| 42 | IHS | Ihs Markit LTD | 株式-その他 | 0.74% | — | +2.54% | |
| 43 | DVA | Davita INC | 株式-ヘルスケア | 0.73% | — | -2.86% | |
| 44 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.73% | — | -15.35% | |
| 45 | WRB | Wr Berkley CORP | 株式-金融 | 0.71% | — | +0.87% | |
| 46 | CCK | Crown Holdings INC | 株式-一般消費財 | 0.71% | — | -0.97% | |
| 47 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.70% | — | +13.07% | |
| 48 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.70% | +0.09% | -0.60% | |
| 49 | VAREUR | Varian Medical Systems INC | 株式-その他 | 0.69% | +0.37% | -22.47% | |
| 50 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.68% | — | -7.64% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | EZU | Ishares Msci Eurozone ETF | +0.7% | +722.17% | 増加 |
| 2 | OMC | Omnicom Group | +0.6% | +66.22% | 増加 |
| 3 | LOW | Lowe's Cos INC | +0.4% | +1801.66% | 増加 |
| 4 | DEO | Diageo Plc-sponsored Adr | +0.3% | +25.75% | 増加 |
| 5 | PXGBX | Praxair INC | +0.3% | +10.65% | 増加 |
| 6 | VEU | Vanguard Ftse All-world Ex-u | +0.2% | +2.13% | 増加 |
| 7 | BAM | Brookfield Asset Management Ltd. | +0.2% | +4.06% | 増加 |
| 8 | GBCI | Glacier Bancorp INC | +0.2% | +48.55% | 増加 |
| 9 | ACN | Accenture plc | +0.2% | +14.27% | 増加 |
| 10 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +17.15% | 増加 |
| 11 | NVS | Novartis Ag-sponsored Adr | +0.1% | +1.59% | 増加 |
| 12 | DOW | Dow Chem Co | +0.1% | +25.30% | 増加 |
| 13 | COST | Costco Wholesale CORP | +0.1% | +64.72% | 増加 |
| 14 | VGT | Vanguard Info Tech ETF | -0.1% | -16.64% | 減少 |
| 15 | AMT | American Tower CORP | -0.1% | -14.61% | 減少 |
| 16 | UTXZ | United Tech CORP | -0.1% | -29.40% | 減少 |
| 17 | TIP | Ishares Tips Bond ETF | -0.1% | -15.35% | 減少 |
| 18 | 9990302D | Apache CORP | -0.1% | -42.40% | 減少 |
| 19 | PKWUSD | Invesco Buyback Achievers Et | -0.1% | -25.19% | 減少 |
| 20 | KRE | Ss Spdr S&p Regional Bank | -0.2% | -55.37% | 減少 |
| 21 | AAPL | Apple INC | -0.2% | -21.45% | 減少 |
| 22 | GM | General Motors Co | -0.2% | -30.99% | 減少 |
| 23 | PYPL | Paypal Holdings INC | -0.2% | -76.86% | 減少 |
| 24 | TIFEUR | Tiffany & Co | -0.2% | -96.96% | 減少 |
| 25 | CSCO | Cisco Systems INC | -0.2% | -26.15% | 減少 |
| 26 | SJM | Jm Smucker Co/the | -0.2% | -8.76% | 減少 |
| 27 | JECUSD | Jacobs Engineering Group INC | -0.2% | -22.06% | 減少 |
| 28 | FTV | Fortive CORP | -0.2% | -96.84% | 減少 |
| 29 | BAX | Baxter International INC | -0.2% | -50.13% | 減少 |
| 30 | JNJ | Johnson & Johnson | -0.2% | -20.10% | 減少 |
| 31 | IJH | Ishares Core S&p Midcap ETF | -0.3% | -11.60% | 減少 |
| 32 | VUG | Vanguard Growth ETF | -0.3% | -17.41% | 減少 |
| 33 | IEI | Ishares 3-7 Year Treasury Bo | -0.3% | -52.84% | 減少 |
| 34 | IEF | Ishares 7-10 Year Treasury B | -0.5% | -17.42% | 減少 |
| 35 | DISCKUSD | Discovery Inc-c | -1.2% | -91.16% | 減少 |
| 36 | SCHR | Schwab Intermediate-term US | — | NEW | 新規購入 |
| 37 | WAB | Wabtec CORP | — | NEW | 新規購入 |
| 38 | SBH | Sally Beauty Holdings INC | — | EXIT | 全売却 |
| 39 | NSRGY | Nestle Sa-spons Adr | — | NEW | 新規購入 |
| 40 | WHR | Whirlpool CORP | — | NEW | 新規購入 |
| 41 | SCHW | Schwab (charles) CORP | — | NEW | 新規購入 |
| 42 | DAL | Delta Air Lines INC | — | NEW | 新規購入 |
| 43 | HUM | Humana INC | — | NEW | 新規購入 |
| 44 | LAD | Lithia Motors INC | — | NEW | 新規購入 |
| 45 | MTB | M & T Bank CORP | — | EXIT | 全売却 |
| 46 | DLR | Digital Realty Trust INC | — | EXIT | 全売却 |
| 47 | DOX | Amdocs Limited | — | NEW | 新規購入 |
| 48 | HIG | Hartford Insurance Group INC | — | NEW | 新規購入 |
| 49 | NDAQ | Nasdaq INC | — | EXIT | 全売却 |
| 50 | VFH | Vanguard Financials ETF | — | NEW | 新規購入 |