CIK: 0001456227
申告総資産額
$27.4億
上位200銘柄を表示中（全236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 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 8.67% | — | +1.55% | |
| 2 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.70% | — | -8.97% | |
| 3 | MBB | Ishares Mbs ETF | ETF-その他 | 3.40% | — | +9.83% | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.02% | — | -14.87% | |
| 5 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 3.00% | — | +85.77% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.62% | — | +4.69% | |
| 7 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 2.32% | — | +18.14% | |
| 8 | CSCO | Cisco Systems INC | 株式-IT | 2.15% | — | +52.01% | |
| 9 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 2.12% | — | -23.70% | |
| 10 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 2.12% | — | +2013.26% | |
| 11 | CSX | Csx CORP | 株式-資本財 | 1.96% | — | +2.42% | |
| 12 | IGBH | Ishares Interest Rate Hedged | ETF-その他 | 1.93% | — | +11.15% | |
| 13 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.89% | — | +7.05% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.87% | — | — | |
| 15 | NRG | Nrg Energy INC | 株式-公益事業 | 1.77% | — | +1.65% | |
| 16 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.75% | — | +9.44% | |
| 17 | COP | Conocophillips | 株式-エネルギー | 1.70% | — | -0.77% | |
| 18 | INTC | Intel CORP | 株式-IT | 1.67% | — | +0.65% | |
| 19 | LUV | Southwest Airlines Co | 株式-資本財 | 1.64% | — | -9.77% | |
| 20 | MET | Metlife INC | 株式-金融 | 1.60% | — | +3.06% | |
| 21 | ADBE | Adobe INC | 株式-IT | 1.49% | — | +24.67% | |
| 22 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 1.46% | — | -39.48% | |
| 23 | INTU | Intuit INC | 株式-IT | 1.45% | — | +4.95% | |
| 24 | C | Citigroup INC | 株式-金融 | 1.43% | — | +1.05% | |
| 25 | HDSUSD | Hd Supply Holdings INC | 株式-その他 | 1.42% | — | -0.55% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 1.42% | — | -20.32% | |
| 27 | TMUS | T-mobile US INC | 株式-通信サービス | 1.40% | — | +1913.32% | |
| 28 | PFE | Pfizer INC | 株式-ヘルスケア | 1.29% | — | -0.36% | |
| 29 | EWC | Ishares Msci Canada ETF | ETF-その他 | 1.29% | — | +3.45% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.15% | — | +3.44% | |
| 31 | ALLY | Ally Financial INC | 株式-金融 | 1.15% | — | +1362.77% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.14% | — | +1772.11% | |
| 33 | DFSEUR | Discover Financial Services | 株式-その他 | 1.14% | — | — | |
| 34 | MSFT | Microsoft CORP | 株式-IT | 1.09% | — | +2.77% | |
| 35 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-その他 | 1.08% | — | +11.91% | |
| 36 | UTXZ | United Tech CORP | 株式-その他 | 1.03% | — | +0.67% | |
| 37 | MSI | Motorola Solutions INC | 株式-IT | 1.00% | — | +0.64% | |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.98% | — | +8.68% | |
| 39 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.90% | — | -2.11% | |
| 40 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 0.77% | — | +12.32% | |
| 41 | ACWI | Ishares Msci Acwi ETF | ETF-その他 | 0.73% | — | -11.24% | |
| 42 | DVY | Ishares Select Dividend ETF | ETF-その他 | 0.65% | — | -39.94% | |
| 43 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 0.64% | — | +7.32% | |
| 44 | REM | Ishares Mortgage Real Estate | ETF-その他 | 0.61% | — | +16.14% | |
| 45 | IGF | Ishares Global Infrastructur | ETF-その他 | 0.60% | — | +11.47% | |
| 46 | INCY | Incyte CORP | 株式-ヘルスケア | 0.58% | — | +5.74% | |
| 47 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.58% | — | +11.90% | |
| 48 | YUM | Yum! Brands INC | 株式-一般消費財 | 0.53% | — | -0.17% | |
| 49 | EBAY | Ebay INC | 株式-一般消費財 | 0.53% | — | +1847.00% | |
| 50 | YELP | Yelp INC | 株式-その他 | 0.49% | — | -1.46% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | CMCSA | Comcast Corp-class A | +2% | +2013.26% | 増加 |
| 2 | TMUS | T-mobile US INC | +1.3% | +1913.32% | 増加 |
| 3 | IGLB | Ishares 10+ Year Inv Gr CORP | +1.3% | +85.77% | 増加 |
| 4 | IJR | Ishares Core S&p Small-cap E | +1.1% | +1772.11% | 増加 |
| 5 | ALLY | Ally Financial INC | +1.1% | +1362.77% | 増加 |
| 6 | CSCO | Cisco Systems INC | +0.6% | +52.01% | 増加 |
| 7 | EBAY | Ebay INC | +0.5% | +1847.00% | 増加 |
| 8 | ADBE | Adobe INC | +0.4% | +24.67% | 増加 |
| 9 | ORCL | Oracle CORP | +0.3% | +443.35% | 増加 |
| 10 | IVV | Ishares Core S&p 500 ETF | +0.3% | +1.55% | 増加 |
| 11 | LMT | Lockheed Martin CORP | +0.3% | +786.94% | 増加 |
| 12 | UNH | Unitedhealth Group INC | +0.3% | -14.87% | 減少 |
| 13 | HYD | Vaneck High Yield Muni ETF | +0.2% | +18.14% | 増加 |
| 14 | IGBH | Ishares Interest Rate Hedged | +0.2% | +11.15% | 増加 |
| 15 | INTC | Intel CORP | +0.2% | +0.65% | 増加 |
| 16 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +4.69% | 増加 |
| 17 | C | Citigroup INC | +0.1% | +1.05% | 増加 |
| 18 | MBB | Ishares Mbs ETF | +0.1% | +9.83% | 増加 |
| 19 | COP | Conocophillips | +0.1% | -0.77% | 減少 |
| 20 | MSFT | Microsoft CORP | +0.1% | +2.77% | 増加 |
| 21 | MET | Metlife INC | +0.1% | +3.06% | 増加 |
| 22 | EMB | Ishares Jp Morgan Usd Emergi | +0.1% | +9.44% | 増加 |
| 23 | BCBEUR | Primo Water CORP | -0.2% | -75.40% | 減少 |
| 24 | LUV | Southwest Airlines Co | -0.3% | -9.77% | 減少 |
| 25 | NVO | Novo-nordisk A/s-spons Adr | -0.4% | -72.75% | 減少 |
| 26 | ETRA | E*trade Financial CORP | -0.4% | -89.08% | 減少 |
| 27 | CVX | Chevron CORP | -0.4% | -20.32% | 減少 |
| 28 | DVY | Ishares Select Dividend ETF | -0.5% | -39.94% | 減少 |
| 29 | S9Q | Spirit Aerosystems Hold-cl A | -0.5% | -93.12% | 減少 |
| 30 | FFIV | F5 INC | -0.5% | -93.07% | 減少 |
| 31 | IEMG | Ishares Core Msci Emerging | -0.6% | -23.70% | 減少 |
| 32 | JPST | Jpmorgan Ultra-short Income | -0.6% | -8.97% | 減少 |
| 33 | EPP | Ishares Msci Pacific Ex Japa | -1% | -39.48% | 減少 |
| 34 | HCA | Hca Healthcare INC | -1.1% | -96.79% | 減少 |
| 35 | LPX | Louisiana-pacific CORP | -1.1% | -93.61% | 減少 |
| 36 | SCHW | Schwab (charles) CORP | -1.2% | -92.44% | 減少 |
| 37 | HII | Huntington Ingalls Industrie | -1.3% | -92.84% | 減少 |
| 38 | HPQ | Hp INC | -1.3% | -97.19% | 減少 |
| 39 | LLY | Eli Lilly & Co | -1.6% | -96.69% | 減少 |
| 40 | EXPE | Expedia Group INC | -2.1% | -97.34% | 減少 |
| 41 | HD | Home Depot INC | — | NEW | 新規購入 |
| 42 | DFSEUR | Discover Financial Services | — | NEW | 新規購入 |
| 43 | DAL | Delta Air Lines INC | — | NEW | 新規購入 |
| 44 | IDXX | Idexx Laboratories INC | — | NEW | 新規購入 |
| 45 | CTXSEUR | Citrix Systems INC | — | EXIT | 全売却 |
| 46 | SBAC | Sba Communications CORP | — | NEW | 新規購入 |
| 47 | TXN | Texas Instruments INC | — | NEW | 新規購入 |
| 48 | CME | Cme Group INC | — | NEW | 新規購入 |
| 49 | FREL | Fidelity Msci Rl Est Indx | — | NEW | 新規購入 |
| 50 | BIIB | Biogen INC | — | EXIT | 全売却 |