CIK: 0001456227
申告総資産額
$27.4億
上位200銘柄を表示中（全340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 | 7.82% | — | -2.65% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.66% | — | +2.18% | |
| 3 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.34% | — | -2.23% | |
| 4 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 3.19% | — | +41.87% | |
| 5 | MBB | Ishares Mbs ETF | ETF-その他 | 3.15% | — | +11.60% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.94% | — | -3.22% | |
| 7 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 2.77% | — | +1.14% | |
| 8 | IGBH | Ishares Interest Rate Hedged | ETF-その他 | 1.85% | — | +4.10% | |
| 9 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 1.70% | — | +17.51% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.65% | — | -7.58% | |
| 11 | PGR | Progressive CORP | 株式-金融 | 1.57% | — | +122.62% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.53% | — | -0.90% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.44% | — | -28.17% | |
| 14 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 1.43% | — | +9.54% | |
| 15 | INTU | Intuit INC | 株式-IT | 1.41% | — | -5.38% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.34% | — | -13.83% | |
| 17 | ADBE | Adobe INC | 株式-IT | 1.30% | — | -20.74% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.21% | — | -3.09% | |
| 19 | CSCO | Cisco Systems INC | 株式-IT | 1.17% | — | -37.52% | |
| 20 | SHW | Sherwin-williams Co/the | 株式-素材 | 1.15% | — | +749.23% | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 1.13% | — | -29.27% | |
| 22 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.13% | — | -5.05% | |
| 23 | C | Citigroup INC | 株式-金融 | 1.09% | — | -5.60% | |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.09% | — | +17.64% | |
| 25 | HDSUSD | Hd Supply Holdings INC | 株式-その他 | 1.06% | — | -1.48% | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 1.05% | — | -42.95% | |
| 27 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 1.04% | — | +1237.62% | |
| 28 | MA | Mastercard INC - A | 株式-金融 | 1.04% | — | +236.44% | |
| 29 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 1.02% | — | -0.75% | |
| 30 | TMUS | T-mobile US INC | 株式-通信サービス | 0.99% | — | -31.77% | |
| 31 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.98% | — | +690.60% | |
| 32 | MDT | Medtronic plc | 株式-ヘルスケア | 0.98% | — | -0.19% | |
| 33 | BAX | Baxter International INC | 株式-ヘルスケア | 0.98% | — | -7.40% | |
| 34 | AMGN | Amgen INC | 株式-ヘルスケア | 0.96% | — | -5.24% | |
| 35 | CSX | Csx CORP | 株式-資本財 | 0.95% | — | -33.37% | |
| 36 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.92% | — | +178.88% | |
| 37 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.89% | — | -0.38% | |
| 38 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.88% | — | +98.06% | |
| 39 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 0.87% | — | — | |
| 40 | APH | Amphenol Corp-cl A | 株式-IT | 0.87% | — | -6.49% | |
| 41 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 0.84% | — | +2875.99% | |
| 42 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-その他 | 0.84% | — | +0.47% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.84% | — | -2.79% | |
| 44 | EMB | Ishares Jp Morgan Usd Emergi | ETF-その他 | 0.84% | — | -49.21% | |
| 45 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.81% | — | -20.88% | |
| 46 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.79% | — | — | |
| 47 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.79% | — | -19.58% | |
| 48 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.78% | — | -4.24% | |
| 49 | PFE | Pfizer INC | 株式-ヘルスケア | 0.76% | — | +3.19% | |
| 50 | EPP | Ishares Msci Pacific Ex Japa | ETF-その他 | 0.75% | — | -34.82% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +1.1% | +2.18% | 増加 |
| 2 | SHW | Sherwin-williams Co/the | +1% | +749.23% | 増加 |
| 3 | BKLN | Invesco Senior Loan ETF | +1% | +1237.62% | 増加 |
| 4 | PGR | Progressive CORP | +0.8% | +122.62% | 増加 |
| 5 | CTRA | Coterra Energy INC | +0.8% | +690.60% | 増加 |
| 6 | HCA | Hca Healthcare INC | +0.8% | +2875.99% | 増加 |
| 7 | MA | Mastercard INC - A | +0.8% | +236.44% | 増加 |
| 8 | JPST | Jpmorgan Ultra-short Income | +0.7% | +41.87% | 増加 |
| 9 | BABA | Alibaba Group Holding-sp Adr | +0.5% | +617.11% | 増加 |
| 10 | DIS | Walt Disney Co/the | +0.5% | +98.06% | 増加 |
| 11 | IVV | Ishares Core S&p 500 ETF | +0.3% | -2.65% | 減少 |
| 12 | AMZN | Amazon.com INC | +0.2% | -7.58% | 減少 |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | +0.2% | +17.51% | 増加 |
| 14 | KO | Coca-cola Co/the | +0.2% | +278.47% | 増加 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +973.40% | 増加 |
| 16 | MSFT | Microsoft CORP | +0.2% | -0.90% | 減少 |
| 17 | IJH | Ishares Core S&p Midcap ETF | +0.2% | -3.22% | 減少 |
| 18 | FDIS | Fidelity Msci Cons Discr Ind | +0.2% | +836.44% | 増加 |
| 19 | FIDU | Fidelity Msci Indust Indx | +0.2% | +456.99% | 増加 |
| 20 | INTU | Intuit INC | +0.1% | -5.38% | 減少 |
| 21 | UNH | Unitedhealth Group INC | +0.1% | -2.23% | 減少 |
| 22 | IGLB | Ishares 10+ Year Inv Gr CORP | +0.1% | +9.54% | 増加 |
| 23 | HDSUSD | Hd Supply Holdings INC | +0.1% | -1.48% | 減少 |
| 24 | HYD | Vaneck High Yield Muni ETF | +0.1% | +1.14% | 増加 |
| 25 | IGBH | Ishares Interest Rate Hedged | 0% | +4.10% | 増加 |
| 26 | MBB | Ishares Mbs ETF | 0% | +11.60% | 増加 |
| 27 | IDXX | Idexx Laboratories INC | -0.2% | -65.74% | 減少 |
| 28 | INCY | Incyte CORP | -0.3% | -64.87% | 減少 |
| 29 | TMUS | T-mobile US INC | -0.3% | -31.77% | 減少 |
| 30 | EPP | Ishares Msci Pacific Ex Japa | -0.4% | -34.82% | 減少 |
| 31 | PFF | Ishares Preferred & Income S | -0.4% | -45.04% | 減少 |
| 32 | CSX | Csx CORP | -0.4% | -33.37% | 減少 |
| 33 | IEMG | Ishares Core Msci Emerging | -0.5% | -28.17% | 減少 |
| 34 | QCOM | Qualcomm INC | -0.5% | -42.95% | 減少 |
| 35 | CSCO | Cisco Systems INC | -0.6% | -37.52% | 減少 |
| 36 | IEF | Ishares 7-10 Year Treasury B | -0.7% | -64.22% | 減少 |
| 37 | DHI | Dr Horton INC | -0.7% | -98.43% | 減少 |
| 38 | MET | Metlife INC | -0.8% | -94.57% | 減少 |
| 39 | AZO | Autozone INC | -0.8% | -97.08% | 減少 |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | -0.8% | -49.21% | 減少 |
| 41 | EWC | Ishares Msci Canada ETF | -0.9% | -92.64% | 減少 |
| 42 | NRG | Nrg Energy INC | -1.1% | -93.46% | 減少 |
| 43 | CMCSA | Comcast Corp-class A | -1.5% | -92.63% | 減少 |
| 44 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 45 | FLT1EUR | Fleetcor Technologies INC | — | NEW | 新規購入 |
| 46 | MUB | Ishares National Muni Bond E | — | NEW | 新規購入 |
| 47 | LVS | Las Vegas Sands CORP | — | NEW | 新規購入 |
| 48 | AXP | American Express Co | — | NEW | 新規購入 |
| 49 | KO | The Coca-Cola Company | — | EXIT | 全売却 |
| 50 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新規購入 |