CIK: 0001456227
申告総資産額
$27.4億
上位200銘柄を表示中（全332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 | 7.53% | — | +6.65% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.57% | — | — | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.24% | — | +24.22% | |
| 4 | MBB | Ishares Mbs ETF | ETF-その他 | 3.17% | — | -10.47% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.76% | — | +48.18% | |
| 6 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 2.72% | — | +40.70% | |
| 7 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.48% | — | -33.21% | |
| 8 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.91% | — | +17.61% | |
| 9 | IGBH | Ishares Interest Rate Hedged | ETF-その他 | 1.84% | — | +14.26% | |
| 10 | CSCO | Cisco Systems INC | 株式-IT | 1.77% | — | -1.21% | |
| 11 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 1.64% | — | +8.69% | |
| 12 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.62% | — | -1.88% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.58% | — | +3.27% | |
| 14 | QCOM | Qualcomm INC | 株式-IT | 1.53% | — | +688.80% | |
| 15 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.48% | — | +56.98% | |
| 16 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | — | — | |
| 17 | ADBE | Adobe INC | 株式-IT | 1.35% | — | -8.24% | |
| 18 | MSFT | Microsoft CORP | 株式-IT | 1.34% | — | +20.62% | |
| 19 | HD | Home Depot INC | 株式-一般消費財 | 1.34% | — | -17.98% | |
| 20 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 1.33% | — | -54.33% | |
| 21 | CSX | Csx CORP | 株式-資本財 | 1.31% | — | -17.01% | |
| 22 | TMUS | T-mobile US INC | 株式-通信サービス | 1.31% | — | -13.79% | |
| 23 | INTU | Intuit INC | 株式-IT | 1.30% | — | +0.55% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 1.25% | — | — | |
| 25 | NRG | Nrg Energy INC | 株式-公益事業 | 1.21% | — | -2.10% | |
| 26 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.13% | — | -6.41% | |
| 27 | BAX | Baxter International INC | 株式-ヘルスケア | 1.12% | — | — | |
| 28 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 1.10% | — | +1.28% | |
| 29 | UTXZ | United Tech CORP | 株式-その他 | 1.10% | — | +66.16% | |
| 30 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.09% | — | — | |
| 31 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 1.09% | — | -35.40% | |
| 32 | MDT | Medtronic plc | 株式-ヘルスケア | 1.08% | — | — | |
| 33 | C | Citigroup INC | 株式-金融 | 1.07% | — | +39.43% | |
| 34 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.03% | — | +50.06% | |
| 35 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 1.01% | — | — | |
| 36 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公債 | 1.00% | — | +14.95% | |
| 37 | HDSUSD | Hd Supply Holdings INC | 株式-その他 | 0.99% | — | -3.44% | |
| 38 | AMGN | Amgen INC | 株式-ヘルスケア | 0.98% | — | — | |
| 39 | EWC | Ishares Msci Canada ETF | ETF-その他 | 0.95% | — | -1.08% | |
| 40 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.92% | — | +7600.57% | |
| 41 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.90% | — | +616.44% | |
| 42 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-その他 | 0.89% | — | -4.58% | |
| 43 | PFE | Pfizer INC | 株式-ヘルスケア | 0.83% | — | -24.44% | |
| 44 | AZO | Autozone INC | 株式-一般消費財 | 0.82% | — | — | |
| 45 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.81% | — | — | |
| 46 | MET | Metlife INC | 株式-金融 | 0.80% | — | -17.98% | |
| 47 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.80% | — | +2.74% | |
| 48 | APH | Amphenol Corp-cl A | 株式-IT | 0.80% | — | — | |
| 49 | PFF | Ishares Preferred & Income S | ETF-その他 | 0.77% | — | +54.92% | |
| 50 | PGR | Progressive CORP | 株式-金融 | 0.73% | — | +904.87% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | QCOM | Qualcomm INC | +1.3% | +688.80% | 増加 |
| 2 | CVS | Cvs Health CORP | +0.9% | +7600.57% | 増加 |
| 3 | CTSH | Cognizant Tech Solutions-a | +0.7% | +616.44% | 増加 |
| 4 | PGR | Progressive CORP | +0.7% | +904.87% | 増加 |
| 5 | IGIB | Ishares 5-10y Inv Grade CORP | +0.5% | +56.98% | 増加 |
| 6 | HYD | Vaneck High Yield Muni ETF | +0.4% | +40.70% | 増加 |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | +0.4% | +50.06% | 増加 |
| 8 | MBB | Ishares Mbs ETF | -0.2% | -10.47% | 減少 |
| 9 | REM | Ishares Mortgage Real Estate | -0.3% | +16.31% | 増加 |
| 10 | EWC | Ishares Msci Canada ETF | -0.3% | -1.08% | 減少 |
| 11 | IJR | Ishares Core S&p Small-cap E | -0.3% | +2.74% | 増加 |
| 12 | DAL | Delta Air Lines INC | -0.3% | -77.03% | 減少 |
| 13 | C | Citigroup INC | -0.4% | +39.43% | 増加 |
| 14 | EPP | Ishares Msci Pacific Ex Japa | -0.4% | +1.28% | 増加 |
| 15 | CSCO | Cisco Systems INC | -0.4% | -1.21% | 減少 |
| 16 | HDSUSD | Hd Supply Holdings INC | -0.4% | -3.44% | 減少 |
| 17 | PFE | Pfizer INC | -0.5% | -24.44% | 減少 |
| 18 | EBAY | Ebay INC | -0.5% | -84.07% | 減少 |
| 19 | YELP | Yelp INC | -0.5% | -91.21% | 減少 |
| 20 | CMCSA | Comcast Corp-class A | -0.5% | -1.88% | 減少 |
| 21 | HD | Home Depot INC | -0.5% | -17.98% | 減少 |
| 22 | NRG | Nrg Energy INC | -0.6% | -2.10% | 減少 |
| 23 | CSX | Csx CORP | -0.7% | -17.01% | 減少 |
| 24 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.8% | -35.40% | 減少 |
| 25 | MET | Metlife INC | -0.8% | -17.98% | 減少 |
| 26 | MSI | Motorola Solutions INC | -1% | -94.57% | 減少 |
| 27 | CVX | Chevron CORP | -1.1% | -58.59% | 減少 |
| 28 | ALLY | Ally Financial INC | -1.1% | -95.20% | 減少 |
| 29 | DFSEUR | Discover Financial Services | -1.1% | -97.19% | 減少 |
| 30 | IVV | Ishares Core S&p 500 ETF | -1.1% | +6.65% | 増加 |
| 31 | JPST | Jpmorgan Ultra-short Income | -1.2% | -33.21% | 減少 |
| 32 | LUV | Southwest Airlines Co | -1.6% | -94.48% | 減少 |
| 33 | COP | Conocophillips | -1.7% | -93.77% | 減少 |
| 34 | IGLB | Ishares 10+ Year Inv Gr CORP | -1.7% | -54.33% | 減少 |
| 35 | AAPL | Apple INC | — | NEW | 新規購入 |
| 36 | AMZN | Amazon.com INC | — | NEW | 新規購入 |
| 37 | BAC | Bank Of America CORP | — | NEW | 新規購入 |
| 38 | BAX | Baxter International INC | — | NEW | 新規購入 |
| 39 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 40 | MDT | Medtronic plc | — | NEW | 新規購入 |
| 41 | EW | Edwards Lifesciences CORP | — | NEW | 新規購入 |
| 42 | AMGN | Amgen INC | — | NEW | 新規購入 |
| 43 | AZO | Autozone INC | — | NEW | 新規購入 |
| 44 | SBUX | Starbucks CORP | — | NEW | 新規購入 |
| 45 | APH | Amphenol Corp-cl A | — | NEW | 新規購入 |
| 46 | DHI | Dr Horton INC | — | NEW | 新規購入 |
| 47 | MRK | Merck & Co. INC. | — | NEW | 新規購入 |
| 48 | DIS | Walt Disney Co/the | — | NEW | 新規購入 |
| 49 | JPM | Jpmorgan Chase & Co | — | NEW | 新規購入 |
| 50 | SBAC | Sba Communications CORP | — | EXIT | 全売却 |