CIK: 0001138060
申告総資産額
$61.6億
上位200銘柄を表示中（全258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 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.44% | — | -4.68% | |
| 2 | USB | US Bancorp | 株式-金融 | 1.87% | +0.06% | +8.74% | |
| 3 | CDW | Cdw Corp/de | 株式-IT | 1.80% | +0.08% | +2.38% | |
| 4 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 1.78% | +0.09% | +0.94% | |
| 5 | HSIC | Henry Schein INC | 株式-ヘルスケア | 1.76% | -0.35% | EXIT | |
| 6 | JECUSD | Jacobs Engineering Group INC | 株式-その他 | 1.72% | — | +2.00% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.72% | — | -19.04% | |
| 8 | KMX | Carmax INC | 株式-一般消費財 | 1.71% | — | +0.83% | |
| 9 | SCHP | Schwab U.s. Tips ETF | ETF-その他 | 1.70% | -0.28% | +1.05% | |
| 10 | VUG | Vanguard Growth ETF | ETF-その他 | 1.66% | — | -15.86% | |
| 11 | DLTR | Dollar Tree INC | 株式-生活必需品 | 1.66% | +0.01% | — | |
| 12 | SCHR | Schwab Intermediate-term US | ETF-その他 | 1.55% | — | +155.33% | |
| 13 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.53% | -0.38% | -2.38% | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.45% | -0.04% | -3.08% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.42% | — | -10.81% | |
| 16 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.31% | — | +0.31% | |
| 17 | PXGBX | Praxair INC | 株式-その他 | 1.24% | — | -12.51% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.21% | +0.07% | -4.97% | |
| 19 | ACGL | Arch Capital Group Ltd. | 株式-金融 | 1.19% | +0.09% | +6.52% | |
| 20 | PPG | Ppg Industries INC | 株式-素材 | 1.19% | — | -1.97% | |
| 21 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | — | +7.77% | |
| 22 | MKL | Markel Group INC | 株式-金融 | 1.15% | — | +4.16% | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.12% | — | -1.43% | |
| 24 | LBRDK | Liberty Broadband-c | 株式-通信サービス | 1.07% | — | +5.80% | |
| 25 | BND | Vanguard Total Bond Market | ETF-その他 | 1.05% | — | -4.97% | |
| 26 | OMC | Omnicom Group | 株式-通信サービス | 1.03% | — | -31.71% | |
| 27 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.01% | -0.36% | +26.26% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-政府公債 | 1.00% | — | +16.77% | |
| 29 | DHR | Danaher CORP | 株式-ヘルスケア | 0.97% | — | -0.96% | |
| 30 | MDT | Medtronic plc | 株式-ヘルスケア | 0.94% | — | +15.60% | |
| 31 | BRO | Brown & Brown INC | 株式-金融 | 0.93% | — | +4.12% | |
| 32 | FAST | Fastenal Co | 株式-資本財 | 0.93% | — | -10.51% | |
| 33 | ORLY | O'reilly Automotive INC | 株式-一般消費財 | 0.92% | — | -37.76% | |
| 34 | EXPD | Expeditors Intl Wash INC | 株式-資本財 | 0.91% | — | +4.33% | |
| 35 | V | Visa Inc-class A Shares | 株式-金融 | 0.90% | — | -14.74% | |
| 36 | AMT | American Tower CORP | 株式-不動産 | 0.88% | — | -1.25% | |
| 37 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.86% | -0.69% | -13.45% | |
| 38 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.85% | — | -6.19% | |
| 39 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.84% | — | +0.48% | |
| 40 | IHS | Ihs Markit LTD | 株式-その他 | 0.82% | — | +2.89% | |
| 41 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 0.81% | — | -3.69% | |
| 42 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 0.81% | — | +5.60% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.78% | — | +0.29% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.78% | -0.21% | -5.13% | |
| 45 | ACN | Accenture plc | 株式-IT | 0.77% | — | -2.38% | |
| 46 | TEL | TE Connectivity plc | 株式-IT | 0.75% | — | +14.97% | |
| 47 | ADI | Analog Devices INC | 株式-IT | 0.75% | — | -6.26% | |
| 48 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 0.73% | -0.25% | +1.64% | |
| 49 | SJM | Jm Smucker Co/the | 株式-生活必需品 | 0.73% | — | -0.63% | |
| 50 | VGSH | Vanguard Short-term Treasury | ETF-政府公債 | 0.73% | — | +37.39% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHR | Schwab Intermediate-term US | +0.9% | +155.33% | 増加 |
| 2 | QUAL | Ishares Msci USA Quality Fac | +0.4% | +433.38% | 増加 |
| 3 | SBUX | Starbucks CORP | +0.3% | +26.26% | 増加 |
| 4 | JECUSD | Jacobs Engineering Group INC | +0.3% | +2.00% | 増加 |
| 5 | DISCKUSD | Discovery Inc-c | +0.2% | +208.57% | 増加 |
| 6 | RRC | Range Resources CORP | +0.2% | +176.36% | 増加 |
| 7 | HSIC | Henry Schein INC | +0.2% | +0.91% | 増加 |
| 8 | MDT | Medtronic plc | +0.2% | +15.60% | 増加 |
| 9 | TJX | Tjx Companies INC | +0.2% | -4.68% | 減少 |
| 10 | USB | US Bancorp | +0.2% | +8.74% | 増加 |
| 11 | JNJ | Johnson & Johnson | +0.2% | +7.77% | 増加 |
| 12 | VGSH | Vanguard Short-term Treasury | +0.2% | +37.39% | 増加 |
| 13 | MRK | Merck & Co. INC. | +0.2% | +57.20% | 増加 |
| 14 | GMF | State Street Spdr S&p Emergi | +0.2% | +414.26% | 増加 |
| 15 | ACGL | Arch Capital Group Ltd. | +0.2% | +6.52% | 増加 |
| 16 | CDW | Cdw Corp/de | +0.1% | +2.38% | 増加 |
| 17 | LBRDK | Liberty Broadband-c | +0.1% | +5.80% | 増加 |
| 18 | NVS | Novartis Ag-sponsored Adr | +0.1% | +0.31% | 増加 |
| 19 | BAM | Brookfield Asset Management Ltd. | +0.1% | +0.94% | 増加 |
| 20 | BNY | Bank Of New York Mellon CORP | -0.2% | -51.01% | 減少 |
| 21 | CMCSA | Comcast Corp-class A | -0.2% | -51.06% | 減少 |
| 22 | PXGBX | Praxair INC | -0.2% | -12.51% | 減少 |
| 23 | XLE | Ss Energy Select Sector | -0.2% | -35.23% | 減少 |
| 24 | VUG | Vanguard Growth ETF | -0.3% | -15.86% | 減少 |
| 25 | NEM | Newmont CORP | -0.3% | -55.78% | 減少 |
| 26 | ORLY | O'reilly Automotive INC | -0.3% | -37.76% | 減少 |
| 27 | DBEF | Xtrackers Msci Eafe Hedged E | -0.4% | -53.60% | 減少 |
| 28 | ORCL | Oracle CORP | -0.4% | -45.15% | 減少 |
| 29 | IJH | Ishares Core S&p Midcap ETF | -0.4% | -19.04% | 減少 |
| 30 | DEO | Diageo Plc-sponsored Adr | -0.5% | -57.39% | 減少 |
| 31 | CPRT | Copart INC | -0.5% | -33.78% | 減少 |
| 32 | OMC | Omnicom Group | -0.7% | -31.71% | 減少 |
| 33 | IEF | Ishares 7-10 Year Treasury B | -1.2% | -67.48% | 減少 |
| 34 | DLTR | Dollar Tree INC | — | NEW | 新規購入 |
| 35 | BKNG | Booking Holdings INC | — | NEW | 新規購入 |
| 36 | ZTS | Zoetis INC | — | EXIT | 全売却 |
| 37 | PCAR | Paccar INC | — | NEW | 新規購入 |
| 38 | DVA | Davita INC | — | EXIT | 全売却 |
| 39 | RPM | Rpm International INC | — | EXIT | 全売却 |
| 40 | BFH | Bread Financial Holdings INC | — | NEW | 新規購入 |
| 41 | MHK | Mohawk Industries INC | — | NEW | 新規購入 |
| 42 | LLY | Eli Lilly & Co | — | NEW | 新規購入 |
| 43 | WY | Weyerhaeuser Co | — | EXIT | 全売却 |
| 44 | RIO | Rio Tinto Plc-spon Adr | — | EXIT | 全売却 |
| 45 | NUE | Nucor CORP | — | EXIT | 全売却 |
| 46 | HAL | Halliburton Co | — | EXIT | 全売却 |
| 47 | STX | Seagate Technology Holdings plc | — | EXIT | 全売却 |
| 48 | VHT | Vanguard Health Care ETF | — | NEW | 新規購入 |
| 49 | VDC | Vanguard Consumer Staple ETF | — | NEW | 新規購入 |
| 50 | CCL1EUR | Carnival CORP LTD | — | EXIT | 全売却 |