CIK: 0001436871
申告総資産額
$22.8億
上位200銘柄を表示中（全242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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 4.66% | — | +4.32% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.42% | — | +0.69% | |
| 3 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.32% | — | -1.09% | |
| 4 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 2.25% | — | +1.31% | |
| 5 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.19% | — | -2.53% | |
| 6 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.18% | — | +1.64% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 2.06% | — | -1.76% | |
| 8 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.01% | — | +0.39% | |
| 9 | WFC | Wells Fargo & Co | 株式-金融 | 1.87% | — | +1.54% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.82% | — | -3.18% | |
| 11 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.68% | — | +0.79% | |
| 12 | MO | Altria Group INC | 株式-生活必需品 | 1.67% | — | +0.14% | |
| 13 | PFE | Pfizer INC | 株式-ヘルスケア | 1.62% | — | +0.29% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.54% | — | -3.07% | |
| 15 | CVX | Chevron CORP | 株式-エネルギー | 1.53% | — | -1.75% | |
| 16 | ORCL | Oracle CORP | 株式-IT | 1.44% | — | +0.61% | |
| 17 | KR | Kroger Co | 株式-生活必需品 | 1.43% | — | -2.20% | |
| 18 | AMGN | Amgen INC | 株式-ヘルスケア | 1.36% | — | -2.55% | |
| 19 | MSFT | Microsoft CORP | 株式-IT | 1.34% | — | -2.27% | |
| 20 | WMT | Walmart INC | 株式-生活必需品 | 1.30% | — | -0.88% | |
| 21 | CI | The Cigna Group | 株式-ヘルスケア | 1.28% | — | -1.19% | |
| 22 | T | At&t INC | 株式-通信サービス | 1.27% | — | -2.60% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.26% | — | +0.28% | |
| 24 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 1.20% | — | +2.05% | |
| 25 | DFSEUR | Discover Financial Services | 株式-その他 | 1.17% | — | +2.04% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.13% | — | -0.13% | |
| 27 | GOOG | Alphabet A | 株式-通信サービス | 1.12% | — | +11.81% | |
| 28 | INTC | Intel CORP | 株式-IT | 1.08% | — | -2.27% | |
| 29 | EMN | Eastman Chemical Co | 株式-素材 | 1.07% | — | +2.78% | |
| 30 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.07% | — | -9.54% | |
| 31 | ✓ | 株式-その他 | 0.92% | — | -18.53% | ||
| 32 | PRAA | Pra Group INC | 株式-その他 | 0.90% | — | +0.28% | |
| 33 | SWKS | Skyworks Solutions INC | 株式-IT | 0.89% | — | -33.09% | |
| 34 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.82% | — | -0.05% | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 0.80% | — | +10.67% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.78% | — | +1.16% | |
| 37 | DE | Deere & Co | 株式-資本財 | 0.78% | — | -0.96% | |
| 38 | LYB | LyondellBasell Industries N.V. | 株式-素材 | 0.77% | — | -2.77% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.76% | — | -2.44% | |
| 40 | ELV | Elevance Health INC | 株式-ヘルスケア | 0.73% | — | +11.35% | |
| 41 | ✓ | 株式-その他 | 0.72% | — | — | ||
| 42 | VLO | Valero Energy CORP | 株式-エネルギー | 0.72% | — | +7.01% | |
| 43 | MET | Metlife INC | 株式-金融 | 0.70% | — | +1.20% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.68% | — | -1.32% | |
| 45 | LUV | Southwest Airlines Co | 株式-資本財 | 0.68% | — | +2.34% | |
| 46 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.68% | — | -32.27% | |
| 47 | BP | Bp Plc-spons Adr | 株式-エネルギー | 0.66% | — | -2.99% | |
| 48 | IBM | Intl Business Machines CORP | 株式-IT | 0.65% | — | -5.46% | |
| 49 | VIAB | Viacom Inc-class B | 株式-その他 | 0.65% | — | +1.60% | |
| 50 | SYK | Stryker CORP | 株式-ヘルスケア | 0.64% | — | +4.77% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +0.4% | +4.32% | 増加 |
| 2 | JPM | Jpmorgan Chase & Co | +0.3% | -1.09% | 減少 |
| 3 | CI | The Cigna Group | +0.3% | -1.19% | 減少 |
| 4 | EMN | Eastman Chemical Co | +0.2% | +2.78% | 増加 |
| 5 | AEP | American Electric Power Company, Inc. | +0.2% | +0.39% | 増加 |
| 6 | LLY | Eli Lilly & Co | +0.2% | -0.13% | 減少 |
| 7 | GILD | Gilead Sciences INC | +0.2% | +12.02% | 増加 |
| 8 | PRAA | Pra Group INC | +0.2% | +0.28% | 増加 |
| 9 | WFC | Wells Fargo & Co | +0.2% | +1.54% | 増加 |
| 10 | ELV | Elevance Health INC | +0.1% | +11.35% | 増加 |
| 11 | GOOG | Alphabet A | +0.1% | +11.81% | 増加 |
| 12 | MSFT | Microsoft CORP | +0.1% | -2.27% | 減少 |
| 13 | TSN | Tyson Foods Inc-cl A | +0.1% | +10.36% | 増加 |
| 14 | LYB | LyondellBasell Industries N.V. | +0.1% | -2.77% | 減少 |
| 15 | T | At&t INC | +0.1% | -2.60% | 減少 |
| 16 | MET | Metlife INC | +0.1% | +1.20% | 増加 |
| 17 | DE | Deere & Co | +0.1% | -0.96% | 減少 |
| 18 | HD | Home Depot INC | — | -1.76% | 減少 |
| 19 | XOM | Exxon Mobil CORP | 0% | -2.53% | 減少 |
| 20 | JNJ | Johnson & Johnson | 0% | -3.07% | 減少 |
| 21 | AMGN | Amgen INC | 0% | -2.55% | 減少 |
| 22 | ORCL | Oracle CORP | 0% | +0.61% | 増加 |
| 23 | AVT | Avnet INC | 0% | -2.69% | 減少 |
| 24 | TRV | Travelers Cos Inc/the | 0% | -0.47% | 減少 |
| 25 | ✓ | Directv | 0% | -17.40% | 減少 |
| 26 | KR | Kroger Co | -0.1% | -2.20% | 減少 |
| 27 | PG | Procter & Gamble Co/the | -0.1% | -8.44% | 減少 |
| 28 | BAC | Bank Of America CORP | -0.1% | -27.80% | 減少 |
| 29 | CSX | Csx CORP | -0.1% | -18.98% | 減少 |
| 30 | CNI | Canadian Natl Railway Co | -0.1% | -1.78% | 減少 |
| 31 | CMCSA | Comcast Corp-class A | -0.1% | -18.93% | 減少 |
| 32 | UNP | Union Pacific CORP | -0.1% | -20.48% | 減少 |
| 33 | ✓ | -0.1% | -16.04% | 減少 | |
| 34 | CVX | Chevron CORP | -0.1% | -1.75% | 減少 |
| 35 | ✓ | -0.1% | -51.69% | 減少 | |
| 36 | TIP | Ishares Tips Bond ETF | -0.1% | -67.68% | 減少 |
| 37 | WMT | Walmart INC | -0.2% | -0.88% | 減少 |
| 38 | LUV | Southwest Airlines Co | -0.2% | +2.34% | 増加 |
| 39 | NSC | Norfolk Southern CORP | -0.3% | -9.54% | 減少 |
| 40 | AGG | Ishares Core U.s. Aggregate | -0.3% | -53.63% | 減少 |
| 41 | IGIB | Ishares 5-10y Inv Grade CORP | -0.3% | -32.27% | 減少 |
| 42 | SWKS | Skyworks Solutions INC | -0.3% | -33.09% | 減少 |
| 43 | ✓ | Powershares | -0.6% | -72.01% | 減少 |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | -0.6% | -55.73% | 減少 |
| 45 | LNT | Alliant Energy CORP | -0.7% | -84.04% | 減少 |
| 46 | ✓ | — | NEW | 新規購入 | |
| 47 | ✓ | — | EXIT | 全売却 | |
| 48 | WOO | Foot Locker INC | — | NEW | 新規購入 |
| 49 | ES | Eversource Energy | — | NEW | 新規購入 |
| 50 | MA | Mastercard INC - A | — | NEW | 新規購入 |