CIK: 0001138060
申告総資産額
$61.6億
上位200銘柄を表示中（全257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 | 4.11% | -0.38% | -0.58% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.22% | — | +4.70% | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.11% | — | -6.58% | |
| 4 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 1.73% | +0.09% | -7.48% | |
| 5 | USB | US Bancorp | 株式-金融 | 1.67% | +0.06% | +4.83% | |
| 6 | CPRT | Copart INC | 株式-資本財 | 1.62% | +0.02% | -2.55% | |
| 7 | MKL | Markel Group INC | 株式-金融 | 1.61% | — | -2.36% | |
| 8 | VUG | Vanguard Growth ETF | ETF-その他 | 1.60% | — | +0.62% | |
| 9 | OMC | Omnicom Group | 株式-通信サービス | 1.57% | — | +3.52% | |
| 10 | PXGBX | Praxair INC | 株式-その他 | 1.50% | — | -2.10% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.45% | — | -1.30% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.38% | — | +2.82% | |
| 13 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.37% | — | +134.56% | |
| 14 | TIP | Ishares Tips Bond ETF | ETF-その他 | 1.37% | — | +108.85% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.33% | -0.04% | +13.80% | |
| 16 | CDW | Cdw Corp/de | 株式-IT | 1.32% | +0.08% | -11.81% | |
| 17 | TEL | TE Connectivity plc | 株式-IT | 1.30% | — | -11.74% | |
| 18 | AMT | American Tower CORP | 株式-不動産 | 1.27% | — | -11.09% | |
| 19 | BND | Vanguard Total Bond Market | ETF-その他 | 1.24% | — | +3.34% | |
| 20 | KMX | Carmax INC | 株式-一般消費財 | 1.22% | — | +23.55% | |
| 21 | HSIC | Henry Schein INC | 株式-ヘルスケア | 1.22% | -0.35% | EXIT | |
| 22 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.20% | — | -4.90% | |
| 23 | ACN | Accenture plc | 株式-IT | 1.15% | — | -12.67% | |
| 24 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.12% | — | +13.96% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.11% | — | -9.60% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.10% | +0.07% | -12.49% | |
| 27 | PPG | Ppg Industries INC | 株式-素材 | 1.06% | — | -1.52% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.03% | — | +35.47% | |
| 29 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.99% | — | -15.61% | |
| 30 | DHR | Danaher CORP | 株式-ヘルスケア | 0.98% | — | -0.96% | |
| 31 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.97% | — | +0.02% | |
| 32 | ORCL | Oracle CORP | 株式-IT | 0.97% | — | -0.55% | |
| 33 | FAST | Fastenal Co | 株式-資本財 | 0.97% | — | +65.22% | |
| 34 | V | Visa Inc-class A Shares | 株式-金融 | 0.96% | — | -13.90% | |
| 35 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.92% | -0.69% | -10.36% | |
| 36 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 0.91% | — | +1.27% | |
| 37 | LBTYA | Liberty Global Ltd. | 株式-その他 | 0.81% | -0.49% | EXIT | |
| 38 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 0.81% | — | +33.18% | |
| 39 | BRO | Brown & Brown INC | 株式-金融 | 0.80% | — | -3.83% | |
| 40 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.80% | — | -4.34% | |
| 41 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.79% | — | — | |
| 42 | MSFT | Microsoft CORP | 株式-IT | 0.79% | -0.21% | -18.98% | |
| 43 | AXTA | Axalta Coating Systems Ltd. | 株式-素材 | 0.75% | — | -3.43% | |
| 44 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.75% | — | -8.55% | |
| 45 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.73% | — | -1.89% | |
| 46 | DVA | Davita INC | 株式-ヘルスケア | 0.70% | — | -6.96% | |
| 47 | IHS | Ihs Markit LTD | 株式-その他 | 0.68% | — | -1.98% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.68% | -0.25% | +38.15% | |
| 49 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.67% | — | -2.29% | |
| 50 | WRB | Wr Berkley CORP | 株式-金融 | 0.67% | — | -1.89% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | TJX | Tjx Companies INC | +0.8% | +134.56% | 増加 |
| 2 | TIP | Ishares Tips Bond ETF | +0.7% | +108.85% | 増加 |
| 3 | FAST | Fastenal Co | +0.5% | +65.22% | 増加 |
| 4 | HSIC | Henry Schein INC | +0.4% | +75.88% | 増加 |
| 5 | FCX | Freeport-mcmoran INC | +0.3% | +158.80% | 増加 |
| 6 | EWJ | Ishares Msci Japan ETF | +0.3% | +145.93% | 増加 |
| 7 | XLE | Ss Energy Select Sector | +0.3% | +210.45% | 増加 |
| 8 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +35.47% | 増加 |
| 9 | CPRT | Copart INC | +0.2% | -2.55% | 減少 |
| 10 | SCHD | Schwab US Dvd Equity ETF | +0.2% | +38.15% | 増加 |
| 11 | SCHP | Schwab U.s. Tips ETF | +0.2% | +175.06% | 増加 |
| 12 | TXT | Textron INC | +0.2% | +71.54% | 増加 |
| 13 | VFH | Vanguard Financials ETF | +0.2% | +61.62% | 増加 |
| 14 | ✓ | Powershares Act Mang Comm Fd | +0.2% | +64.26% | 増加 |
| 15 | HIG | Hartford Insurance Group INC | +0.1% | +68.21% | 増加 |
| 16 | ✓ | Powershares ETF Trust | +0.1% | +35.40% | 増加 |
| 17 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +27.07% | 増加 |
| 18 | LBRDK | Liberty Broadband-c | +0.1% | +33.18% | 増加 |
| 19 | UNP | Union Pacific CORP | +0.1% | +28.27% | 増加 |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +13.80% | 増加 |
| 21 | BAX | Baxter International INC | +0.1% | +23.70% | 増加 |
| 22 | JECUSD | Jacobs Engineering Group INC | +0.1% | +1.27% | 増加 |
| 23 | NVS | Novartis Ag-sponsored Adr | +0.1% | +13.96% | 増加 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +2.82% | 増加 |
| 25 | PXGBX | Praxair INC | +0.1% | -2.10% | 減少 |
| 26 | VEU | Vanguard Ftse All-world Ex-u | -0.1% | -0.58% | 減少 |
| 27 | SCHD | Schwab U.S. Dividend Equity ETF | -0.1% | -81.79% | 減少 |
| 28 | VTV | Vanguard Value ETF | -0.1% | -95.19% | 減少 |
| 29 | MPC | Marathon Petroleum CORP | -0.1% | -34.73% | 減少 |
| 30 | VTIP | Vanguard Short-term Tips | -0.1% | -94.59% | 減少 |
| 31 | VCIT | Vanguard Int-term Corporate | -0.1% | -61.16% | 減少 |
| 32 | BSV | Vanguard Short-term Bond ETF | -0.1% | -95.87% | 減少 |
| 33 | VHT | Vanguard Health Care ETF | -0.1% | -49.57% | 減少 |
| 34 | GD | General Dynamics CORP | -0.1% | -57.35% | 減少 |
| 35 | BIIB | Biogen INC | -0.2% | -63.24% | 減少 |
| 36 | AMGN | Amgen INC | -0.2% | -25.93% | 減少 |
| 37 | WAB | Wabtec CORP | -0.2% | -52.61% | 減少 |
| 38 | ROST | Ross Stores INC | -0.3% | -43.05% | 減少 |
| 39 | SCHR | Schwab Intermediate-term US | -0.5% | -50.73% | 減少 |
| 40 | DG | Dollar General CORP | -1.2% | -97.66% | 減少 |
| 41 | CMCSA | Comcast Corp-class A | — | NEW | 新規購入 |
| 42 | STX | Seagate Technology Holdings plc | — | NEW | 新規購入 |
| 43 | AIG | American International Group | — | EXIT | 全売却 |
| 44 | CNQ | Canadian Natural Resources | — | NEW | 新規購入 |
| 45 | DOX | Amdocs Limited | — | EXIT | 全売却 |
| 46 | FLOT | Ishares Floating Rate Bond E | — | NEW | 新規購入 |
| 47 | D | Dominion Energy INC | — | NEW | 新規購入 |
| 48 | RF | Regions Financial CORP | — | NEW | 新規購入 |
| 49 | AEP | American Electric Power Company, Inc. | — | EXIT | 全売却 |
| 50 | RSG | Republic Services INC | — | EXIT | 全売却 |