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 | 3.37% | -0.38% | -20.97% | |
| 2 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 2.17% | — | -4.42% | |
| 3 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.00% | — | +30.79% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.94% | — | -10.88% | |
| 5 | VUG | Vanguard Growth ETF | ETF-その他 | 1.81% | — | +7.44% | |
| 6 | USB | US Bancorp | 株式-金融 | 1.80% | +0.06% | +9.50% | |
| 7 | OMC | Omnicom Group | 株式-通信サービス | 1.67% | — | +2.16% | |
| 8 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 1.64% | +0.09% | +1.32% | |
| 9 | CPRT | Copart INC | 株式-資本財 | 1.59% | +0.02% | -20.22% | |
| 10 | MKL | Markel Group INC | 株式-金融 | 1.52% | — | -11.78% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.47% | — | -3.11% | |
| 12 | HSIC | Henry Schein INC | 株式-ヘルスケア | 1.43% | -0.35% | EXIT | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.43% | — | +0.61% | |
| 14 | CDW | Cdw Corp/de | 株式-IT | 1.41% | +0.08% | +1.24% | |
| 15 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.35% | -0.04% | -1.79% | |
| 16 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.33% | -0.28% | +290.04% | |
| 17 | KMX | Carmax INC | 株式-一般消費財 | 1.32% | — | +7.65% | |
| 18 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.27% | — | +22.74% | |
| 19 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.26% | — | +12.22% | |
| 20 | PXGBX | Praxair INC | 株式-その他 | 1.25% | — | -14.92% | |
| 21 | BND | Vanguard Total Bond Market | ETF-その他 | 1.22% | — | -3.86% | |
| 22 | PPG | Ppg Industries INC | 株式-素材 | 1.20% | — | +13.97% | |
| 23 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 1.16% | — | +35.17% | |
| 24 | TEL | TE Connectivity plc | 株式-IT | 1.08% | — | -24.74% | |
| 25 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.08% | — | +1.29% | |
| 26 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.04% | +0.07% | -8.02% | |
| 27 | DHR | Danaher CORP | 株式-ヘルスケア | 1.04% | — | -3.15% | |
| 28 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 1.03% | — | -1.19% | |
| 29 | ACN | Accenture plc | 株式-IT | 1.01% | — | -16.17% | |
| 30 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.01% | -0.69% | +6.64% | |
| 31 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 0.99% | +0.09% | +68.10% | |
| 32 | FAST | Fastenal Co | 株式-資本財 | 0.97% | — | -3.47% | |
| 33 | ORCL | Oracle CORP | 株式-IT | 0.96% | — | -2.11% | |
| 34 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 0.96% | — | +12.81% | |
| 35 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.93% | — | -24.61% | |
| 36 | AMT | American Tower CORP | 株式-不動産 | 0.92% | — | -32.24% | |
| 37 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | — | -15.30% | |
| 38 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.82% | — | +15.89% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.81% | -0.36% | +818.35% | |
| 40 | BRO | Brown & Brown INC | 株式-金融 | 0.81% | — | +96.60% | |
| 41 | MSFT | Microsoft CORP | 株式-IT | 0.80% | -0.21% | -9.19% | |
| 42 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.79% | — | -2.60% | |
| 43 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.79% | — | +12.16% | |
| 44 | IHS | Ihs Markit LTD | 株式-その他 | 0.75% | — | -0.90% | |
| 45 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.75% | — | -3.34% | |
| 46 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.74% | — | -23.24% | |
| 47 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.73% | — | -7.66% | |
| 48 | AXTA | Axalta Coating Systems Ltd. | 株式-素材 | 0.72% | — | -1.89% | |
| 49 | WRB | Wr Berkley CORP | 株式-金融 | 0.70% | — | -1.43% | |
| 50 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.69% | -0.26% | +34.45% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHP | Schwab U.s. Tips ETF | +1% | +290.04% | 増加 |
| 2 | SBUX | Starbucks CORP | +0.7% | +818.35% | 増加 |
| 3 | TJX | Tjx Companies INC | +0.6% | +30.79% | 増加 |
| 4 | ACGL | Arch Capital Group Ltd. | +0.4% | +68.10% | 増加 |
| 5 | JECUSD | Jacobs Engineering Group INC | +0.3% | +35.17% | 増加 |
| 6 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | +22.74% | 増加 |
| 7 | VSS | Vanguard Ftse All Wo X-us Sc | +0.2% | +803.83% | 増加 |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.2% | +34.45% | 増加 |
| 9 | HSIC | Henry Schein INC | +0.2% | +16.67% | 増加 |
| 10 | VUG | Vanguard Growth ETF | +0.2% | +7.44% | 増加 |
| 11 | HAL | Halliburton Co | +0.2% | +212.74% | 増加 |
| 12 | SCHR | Schwab Intermediate-term US | +0.2% | +36.84% | 増加 |
| 13 | RF | Regions Financial CORP | +0.2% | +81.77% | 増加 |
| 14 | IEF | Ishares 7-10 Year Treasury B | -0.1% | -4.42% | 減少 |
| 15 | BAM | Brookfield Asset Management Ltd. | -0.1% | +1.32% | 増加 |
| 16 | MKL | Markel Group INC | -0.1% | -11.78% | 減少 |
| 17 | BF-B | Brown-forman Corp-class B | -0.1% | -22.72% | 減少 |
| 18 | HIG | Hartford Insurance Group INC | -0.1% | -32.48% | 減少 |
| 19 | DUK | Duke Energy CORP | -0.1% | -95.61% | 減少 |
| 20 | ACN | Accenture plc | -0.1% | -16.17% | 減少 |
| 21 | DVA | Davita INC | -0.2% | -19.10% | 減少 |
| 22 | SCHD | Schwab US Dvd Equity ETF | -0.2% | -23.68% | 減少 |
| 23 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -10.88% | 減少 |
| 24 | LOW | Lowe's Cos INC | -0.2% | -88.55% | 減少 |
| 25 | WAB | Wabtec CORP | -0.2% | -97.86% | 減少 |
| 26 | TEL | TE Connectivity plc | -0.2% | -24.74% | 減少 |
| 27 | NRG | Nrg Energy INC | -0.2% | -50.07% | 減少 |
| 28 | GM | General Motors Co | -0.2% | -55.93% | 減少 |
| 29 | DAL | Delta Air Lines INC | -0.2% | -63.97% | 減少 |
| 30 | AXP | American Express Company | -0.2% | -93.61% | 減少 |
| 31 | PXGBX | Praxair INC | -0.3% | -14.92% | 減少 |
| 32 | DEO | Diageo Plc-sponsored Adr | -0.3% | -23.24% | 減少 |
| 33 | ROST | Ross Stores INC | -0.3% | -38.38% | 減少 |
| 34 | LBTYA | Liberty Global Ltd. | -0.3% | -27.81% | 減少 |
| 35 | VGK | Vanguard Ftse Europe ETF | -0.3% | -24.61% | 減少 |
| 36 | AAPL | Apple INC | -0.3% | -53.82% | 減少 |
| 37 | BA | Boeing Co/the | -0.3% | -96.01% | 減少 |
| 38 | COST | Costco Wholesale CORP | -0.3% | -72.42% | 減少 |
| 39 | AMT | American Tower CORP | -0.4% | -32.24% | 減少 |
| 40 | VEU | Vanguard Ftse All-world Ex-u | -0.7% | -20.97% | 減少 |
| 41 | TIP | Ishares Tips Bond ETF | -0.9% | -63.70% | 減少 |
| 42 | VGSH | Vanguard Short-term Treasury | — | NEW | 新規購入 |
| 43 | AES | Aes CORP | — | NEW | 新規購入 |
| 44 | RPM | Rpm International INC | — | NEW | 新規購入 |
| 45 | MPC | Marathon Petroleum CORP | — | EXIT | 全売却 |
| 46 | NUE | Nucor CORP | — | NEW | 新規購入 |
| 47 | NEU | Newmarket CORP | — | NEW | 新規購入 |
| 48 | NEM | Newmont CORP | — | NEW | 新規購入 |
| 49 | D | Dominion Energy INC | — | EXIT | 全売却 |
| 50 | TECK | Teck Resources Ltd-cls B | — | NEW | 新規購入 |