CIK: 0001456227
申告総資産額
$27.4億
上位200銘柄を表示中（全355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 | 6.32% | — | -16.32% | |
| 2 | AAPL | Apple INC | 株式-IT | 5.50% | — | +317.79% | |
| 3 | MBB | Ishares Mbs ETF | ETF-その他 | 3.87% | — | +38.32% | |
| 4 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 3.17% | — | +1.02% | |
| 5 | JPST | Jpmorgan Ultra-short Income | ETF-その他 | 2.80% | — | -1.67% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.74% | — | +0.43% | |
| 7 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 2.69% | — | +76.36% | |
| 8 | HYD | Vaneck High Yield Muni ETF | ETF-ハイイールド債 | 2.10% | — | -15.52% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.90% | — | +35.32% | |
| 10 | IGLB | Ishares 10+ Year Inv Gr CORP | ETF-その他 | 1.80% | — | +40.50% | |
| 11 | PGR | Progressive CORP | 株式-金融 | 1.42% | — | -14.19% | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.42% | — | -15.49% | |
| 13 | ADBE | Adobe INC | 株式-IT | 1.36% | — | +4.26% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.21% | — | +8.60% | |
| 15 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.18% | — | +13.79% | |
| 16 | INTC | Intel CORP | 株式-IT | 1.18% | — | +13.86% | |
| 17 | BABA | Alibaba Group Holding-sp Adr | 株式-一般消費財 | 1.16% | — | +56.57% | |
| 18 | IEI | Ishares 3-7 Year Treasury Bo | ETF-政府公債 | 1.13% | — | +16.55% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.12% | — | -20.87% | |
| 20 | EBAY | Ebay INC | 株式-一般消費財 | 1.08% | — | — | |
| 21 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.08% | — | +51.14% | |
| 22 | INTU | Intuit INC | 株式-IT | 1.08% | — | -22.49% | |
| 23 | MA | Mastercard INC - A | 株式-金融 | 1.07% | — | +1.20% | |
| 24 | BAC | Bank Of America CORP | 株式-金融 | 1.05% | — | -3.80% | |
| 25 | IGBH | Ishares Interest Rate Hedged | ETF-その他 | 1.05% | — | -38.36% | |
| 26 | HCA | Hca Healthcare INC | 株式-ヘルスケア | 1.02% | — | +5.45% | |
| 27 | QCOM | Qualcomm INC | 株式-IT | 0.98% | — | -18.68% | |
| 28 | EZU | Ishares Msci Eurozone ETF | ETF-その他 | 0.98% | — | +3163.71% | |
| 29 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.96% | — | -22.15% | |
| 30 | AGG | Ishares Core U.s. Aggregate | ETF-その他 | 0.95% | — | +4.76% | |
| 31 | TMUS | T-mobile US INC | 株式-通信サービス | 0.95% | — | -1.90% | |
| 32 | BKLN | Invesco Senior Loan ETF | ETF-その他 | 0.94% | — | -0.55% | |
| 33 | FLT1EUR | Fleetcor Technologies INC | 株式-その他 | 0.91% | — | +23.35% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.90% | — | +2.97% | |
| 35 | AMGN | Amgen INC | 株式-ヘルスケア | 0.90% | — | -2.13% | |
| 36 | CTRA | Coterra Energy INC | 株式-エネルギー | 0.88% | — | +0.00% | |
| 37 | MDT | Medtronic plc | 株式-ヘルスケア | 0.87% | — | -12.18% | |
| 38 | APH | Amphenol Corp-cl A | 株式-IT | 0.85% | — | -2.97% | |
| 39 | PFE | Pfizer INC | 株式-ヘルスケア | 0.83% | — | +9.44% | |
| 40 | LVS | Las Vegas Sands CORP | 株式-一般消費財 | 0.83% | — | +25.67% | |
| 41 | CSX | Csx CORP | 株式-資本財 | 0.81% | — | -13.87% | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.80% | — | -0.86% | |
| 43 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 0.78% | — | +1.08% | |
| 44 | SYY | Sysco CORP | 株式-生活必需品 | 0.77% | — | +697.96% | |
| 45 | AXP | American Express Co | 株式-金融 | 0.76% | — | +73.74% | |
| 46 | HYGH | Ishares Int Rate Hedg Hy ETF | ETF-その他 | 0.76% | — | -1.52% | |
| 47 | HDSUSD | Hd Supply Holdings INC | 株式-その他 | 0.76% | — | -32.59% | |
| 48 | MUB | Ishares National Muni Bond E | ETF-その他 | 0.75% | — | +6.62% | |
| 49 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.75% | — | -20.43% | |
| 50 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-ハイイールド債 | 0.75% | — | +0.76% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IGIB | Ishares 5-10y Inv Grade CORP | +1% | +76.36% | 増加 |
| 2 | EZU | Ishares Msci Eurozone ETF | +1% | +3163.71% | 増加 |
| 3 | AAPL | Apple INC | +0.8% | +317.79% | 増加 |
| 4 | MBB | Ishares Mbs ETF | +0.7% | +38.32% | 増加 |
| 5 | SYY | Sysco CORP | +0.7% | +697.96% | 増加 |
| 6 | BIGGQ | Big Lots INC | +0.6% | +3272.64% | 増加 |
| 7 | BABA | Alibaba Group Holding-sp Adr | +0.6% | +56.57% | 増加 |
| 8 | VIPS | Vipshop Holdings LTD - Adr | +0.4% | +1300.66% | 増加 |
| 9 | RSP | Invesco S&p 500 Equal Weight | +0.4% | +238.47% | 増加 |
| 10 | WDAY | Workday Inc-class A | +0.4% | +1063.64% | 増加 |
| 11 | MSFT | Microsoft CORP | +0.4% | +35.32% | 増加 |
| 12 | IGLB | Ishares 10+ Year Inv Gr CORP | +0.4% | +40.50% | 増加 |
| 13 | AXP | American Express Co | +0.3% | +73.74% | 増加 |
| 14 | FXI | Ishares China Large-cap ETF | +0.2% | +631.50% | 増加 |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +98.75% | 増加 |
| 16 | CVS | Cvs Health CORP | +0.2% | +51.14% | 増加 |
| 17 | EWC | Ishares Msci Canada ETF | +0.2% | +272.63% | 増加 |
| 18 | HCA | Hca Healthcare INC | +0.2% | +5.45% | 増加 |
| 19 | VRTX | Vertex Pharmaceuticals INC | +0.2% | +212.81% | 増加 |
| 20 | FTEC | Fidelity Msci Info Tech Indx | +0.2% | +69.21% | 増加 |
| 21 | KR | Kroger Co | +0.1% | +337.80% | 増加 |
| 22 | META | Meta Platforms Inc-class A | +0.1% | +36.12% | 増加 |
| 23 | FDX | Fedex CORP | +0.1% | +98.16% | 増加 |
| 24 | LVS | Las Vegas Sands CORP | +0.1% | +25.67% | 増加 |
| 25 | HD | Home Depot INC | +0.1% | +8.60% | 増加 |
| 26 | PFE | Pfizer INC | +0.1% | +9.44% | 増加 |
| 27 | ADBE | Adobe INC | +0.1% | +4.26% | 増加 |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | +13.79% | 増加 |
| 29 | IEI | Ishares 3-7 Year Treasury Bo | +0.1% | +16.55% | 増加 |
| 30 | FLT1EUR | Fleetcor Technologies INC | 0% | +23.35% | 増加 |
| 31 | MA | Mastercard INC - A | 0% | +1.20% | 増加 |
| 32 | DIS | Walt Disney Co/the | 0% | +2.97% | 増加 |
| 33 | RDWR | Radware Ltd. | -0.1% | -83.62% | 減少 |
| 34 | UNH | Unitedhealth Group INC | -0.2% | +1.02% | 増加 |
| 35 | MRK | Merck & Co. INC. | -0.2% | -57.42% | 減少 |
| 36 | IJH | Ishares Core S&p Midcap ETF | -0.2% | +0.43% | 増加 |
| 37 | HDSUSD | Hd Supply Holdings INC | -0.3% | -32.59% | 減少 |
| 38 | IEMG | Ishares Core Msci Emerging | -0.3% | -20.87% | 減少 |
| 39 | INTU | Intuit INC | -0.3% | -22.49% | 減少 |
| 40 | REM | Ishares Mortgage Real Estate | -0.3% | -94.37% | 減少 |
| 41 | CTSH | Cognizant Tech Solutions-a | -0.6% | -80.91% | 減少 |
| 42 | HYD | Vaneck High Yield Muni ETF | -0.7% | -15.52% | 減少 |
| 43 | IGBH | Ishares Interest Rate Hedged | -0.8% | -38.36% | 減少 |
| 44 | BAX | Baxter International INC | -0.9% | -90.51% | 減少 |
| 45 | C | Citigroup INC | -1% | -90.46% | 減少 |
| 46 | CSCO | Cisco Systems INC | -1.1% | -87.66% | 減少 |
| 47 | IVV | Ishares Core S&p 500 ETF | -1.5% | -16.32% | 減少 |
| 48 | EBAY | Ebay INC | — | NEW | 新規購入 |
| 49 | LHX | L3harris Technologies INC | — | NEW | 新規購入 |
| 50 | EWJ | Ishares Msci Japan ETF | — | NEW | 新規購入 |