CIK: 0001436871
申告総資産額
$22.8億
上位200銘柄を表示中（全235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 | 6.25% | — | +2.14% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.73% | — | -5.95% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.72% | — | +0.92% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.56% | — | -3.21% | |
| 5 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.52% | — | +1.37% | |
| 6 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-その他 | 2.43% | — | +2.16% | |
| 7 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.40% | — | -2.53% | |
| 8 | MO | Altria Group INC | 株式-生活必需品 | 2.35% | — | -0.62% | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.29% | — | +0.39% | |
| 10 | T | At&t INC | 株式-通信サービス | 2.20% | — | +0.09% | |
| 11 | HD | Home Depot INC | 株式-一般消費財 | 2.17% | — | +1.57% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 2.03% | — | +33.15% | |
| 13 | DGS | Wisdomtree Em Small Cap | ETF-中小型株 | 1.99% | — | +2.42% | |
| 14 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.67% | — | +9.02% | |
| 15 | DES | Wisdomtree US Smallcap Divid | ETF-その他 | 1.63% | — | -0.13% | |
| 16 | WFC | Wells Fargo & Co | 株式-金融 | 1.61% | — | +2.28% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.52% | — | +2.55% | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.52% | — | +1.19% | |
| 19 | AMGN | Amgen INC | 株式-ヘルスケア | 1.40% | — | +2.79% | |
| 20 | KR | Kroger Co | 株式-生活必需品 | 1.23% | — | +2.46% | |
| 21 | CI | The Cigna Group | 株式-ヘルスケア | 1.17% | — | -1.96% | |
| 22 | DFSEUR | Discover Financial Services | 株式-その他 | 1.15% | — | +0.26% | |
| 23 | CSCO | Cisco Systems INC | 株式-IT | 1.13% | — | -0.41% | |
| 24 | PFE | Pfizer INC | 株式-ヘルスケア | 1.09% | — | -3.77% | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 1.08% | — | -3.20% | |
| 26 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 1.08% | — | +0.24% | |
| 27 | BA | Boeing Co/the | 株式-資本財 | 1.07% | — | -3.56% | |
| 28 | INTC | Intel CORP | 株式-IT | 1.02% | — | -6.15% | |
| 29 | TSN | Tyson Foods Inc-cl A | 株式-生活必需品 | 1.02% | — | -15.92% | |
| 30 | EMN | Eastman Chemical Co | 株式-素材 | 1.00% | — | +4.93% | |
| 31 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.94% | — | -5.08% | |
| 32 | MA | Mastercard INC - A | 株式-金融 | 0.93% | — | -0.79% | |
| 33 | SYK | Stryker CORP | 株式-ヘルスケア | 0.91% | — | +0.79% | |
| 34 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.88% | — | +37.33% | |
| 35 | ES | Eversource Energy | 株式-公益事業 | 0.87% | — | +11.38% | |
| 36 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.86% | — | -1.67% | |
| 37 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.84% | — | -0.57% | |
| 38 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 0.78% | — | +7.44% | |
| 39 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.75% | — | +0.70% | |
| 40 | LUV | Southwest Airlines Co | 株式-資本財 | 0.73% | — | +2.44% | |
| 41 | SWKS | Skyworks Solutions INC | 株式-IT | 0.72% | — | -19.47% | |
| 42 | WOO | Foot Locker INC | 株式-その他 | 0.72% | — | +0.70% | |
| 43 | ADBE | Adobe INC | 株式-IT | 0.70% | — | +28.07% | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-大型株・グロース | 0.70% | — | -5.06% | |
| 45 | ✓ | 株式-その他 | 0.70% | — | +8.99% | ||
| 46 | MAS | Masco CORP | 株式-資本財 | 0.69% | — | — | |
| 47 | VLO | Valero Energy CORP | 株式-エネルギー | 0.69% | — | +1.21% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.68% | — | — | |
| 49 | PEP | Pepsico INC | 株式-生活必需品 | 0.67% | — | -0.70% | |
| 50 | TM | Toyota Motor CORP -spon Adr | 株式-一般消費財 | 0.67% | — | -19.23% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +0.4% | +33.15% | 増加 |
| 2 | JNJ | Johnson & Johnson | +0.3% | +0.92% | 増加 |
| 3 | SBUX | Starbucks CORP | +0.2% | +37.33% | 増加 |
| 4 | T | At&t INC | +0.2% | +0.09% | 増加 |
| 5 | XOM | Exxon Mobil CORP | +0.2% | -2.53% | 減少 |
| 6 | MO | Altria Group INC | +0.2% | -0.62% | 減少 |
| 7 | ADBE | Adobe INC | +0.2% | +28.07% | 増加 |
| 8 | CVX | Chevron CORP | +0.1% | +1.19% | 増加 |
| 9 | PFE | Pfizer INC | +0.1% | -3.77% | 減少 |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +2.16% | 増加 |
| 11 | ES | Eversource Energy | +0.1% | +11.38% | 増加 |
| 12 | SYK | Stryker CORP | +0.1% | +0.79% | 増加 |
| 13 | CMCSA | Comcast Corp-class A | +0.1% | +7.44% | 増加 |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +0.39% | 増加 |
| 15 | LLY | Eli Lilly & Co | +0.1% | +0.24% | 増加 |
| 16 | TOWN | Towne Bank | +0.1% | +68.73% | 増加 |
| 17 | DGS | Wisdomtree Em Small Cap | +0.1% | +2.42% | 増加 |
| 18 | F | Ford Motor Co | +0.1% | +304.78% | 増加 |
| 19 | BMY | Bristol-myers Squibb Co | +0.1% | +1.80% | 増加 |
| 20 | DES | Wisdomtree US Smallcap Divid | +0.1% | -0.13% | 減少 |
| 21 | DFSEUR | Discover Financial Services | +0.1% | +0.26% | 増加 |
| 22 | AMGN | Amgen INC | +0.1% | +2.79% | 増加 |
| 23 | BP | Bp Plc-spons Adr | +0.1% | -3.67% | 減少 |
| 24 | AVT | Avnet INC | -0.1% | -4.68% | 減少 |
| 25 | STX | Seagate Technology Holdings plc | -0.1% | -51.81% | 減少 |
| 26 | PPG | Ppg Industries INC | -0.1% | -22.20% | 減少 |
| 27 | PRAA | Pra Group INC | -0.1% | -1.98% | 減少 |
| 28 | MET | Metlife INC | -0.1% | -2.62% | 減少 |
| 29 | MA | Mastercard INC - A | -0.1% | -0.79% | 減少 |
| 30 | LYB | LyondellBasell Industries N.V. | -0.1% | +1.63% | 増加 |
| 31 | GILD | Gilead Sciences INC | -0.1% | +0.70% | 増加 |
| 32 | LUV | Southwest Airlines Co | -0.1% | +2.44% | 増加 |
| 33 | HD | Home Depot INC | -0.1% | +1.57% | 増加 |
| 34 | DAL | Delta Air Lines INC | -0.1% | -11.52% | 減少 |
| 35 | WOO | Foot Locker INC | -0.1% | +0.70% | 増加 |
| 36 | CI | The Cigna Group | -0.1% | -1.96% | 減少 |
| 37 | ALK | Alaska Air Group INC | -0.1% | -64.02% | 減少 |
| 38 | VLO | Valero Energy CORP | -0.2% | +1.21% | 増加 |
| 39 | TSN | Tyson Foods Inc-cl A | -0.2% | -15.92% | 減少 |
| 40 | TM | Toyota Motor CORP -spon Adr | -0.2% | -19.23% | 減少 |
| 41 | DE | Deere & Co | -0.4% | -69.72% | 減少 |
| 42 | SWKS | Skyworks Solutions INC | -0.4% | -19.47% | 減少 |
| 43 | AAPL | Apple INC | -0.6% | -5.95% | 減少 |
| 44 | ORCL | Oracle CORP | -0.8% | -54.50% | 減少 |
| 45 | MAS | Masco CORP | — | NEW | 新規購入 |
| 46 | META | Meta Platforms Inc-class A | — | NEW | 新規購入 |
| 47 | CF | Cf Industries Holdings INC | — | EXIT | 全売却 |
| 48 | VOO | Vanguard S&p 500 ETF | — | NEW | 新規購入 |
| 49 | SON | Sonoco Products Co | — | NEW | 新規購入 |
| 50 | USA | Liberty All-Star Equity Fund | — | EXIT | 全売却 |