CIK: 0001513038
申告総資産額
$6.0億
上位200銘柄を表示中（全282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 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 8.64% | +0.06% | +1.74% | |
| 2 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 5.27% | — | +2.56% | |
| 3 | MSFT | Microsoft CORP | 株式-IT | 3.88% | — | -1.19% | |
| 4 | AAPL | Apple INC | 株式-IT | 2.13% | -0.09% | +26.25% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 2.11% | — | +13.27% | |
| 6 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.05% | -0.14% | +0.92% | |
| 7 | HD | Home Depot INC | 株式-一般消費財 | 1.97% | — | -0.06% | |
| 8 | DHR | Danaher CORP | 株式-ヘルスケア | 1.95% | — | -0.58% | |
| 9 | PEP | Pepsico INC | 株式-生活必需品 | 1.91% | -0.25% | +0.05% | |
| 10 | XBI | Ss Spdr S&p Biotech ETF | ETF-テック型 | 1.82% | — | +1.47% | |
| 11 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.78% | — | +0.97% | |
| 12 | WFC | Wells Fargo & Co | 株式-金融 | 1.75% | — | +0.46% | |
| 13 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.71% | — | +0.70% | |
| 14 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.69% | +0.18% | — | |
| 15 | ✓ | 株式-その他 | 1.66% | — | +0.29% | ||
| 16 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 1.63% | -0.27% | -2.86% | |
| 17 | PFE | Pfizer INC | 株式-ヘルスケア | 1.63% | — | +0.63% | |
| 18 | PNC | Pnc Financial Services Group | 株式-金融 | 1.59% | — | +0.41% | |
| 19 | ORCL | Oracle CORP | 株式-IT | 1.58% | — | +0.87% | |
| 20 | CSCO | Cisco Systems INC | 株式-IT | 1.54% | +0.26% | +0.04% | |
| 21 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 1.53% | — | -0.95% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.53% | — | +0.30% | |
| 23 | T | At&t INC | 株式-通信サービス | 1.51% | -0.27% | +0.65% | |
| 24 | CVX | Chevron CORP | 株式-エネルギー | 1.49% | -0.51% | +24.43% | |
| 25 | SYK | Stryker CORP | 株式-ヘルスケア | 1.48% | — | +0.11% | |
| 26 | MDT | Medtronic plc | 株式-ヘルスケア | 1.47% | -0.64% | +1.26% | |
| 27 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.46% | — | -0.12% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.38% | — | +0.80% | |
| 29 | BLKCHF | Blackrock INC | 株式-その他 | 1.38% | — | +0.63% | |
| 30 | ✓ | Ishares S&p Midcap 400/grwth | 株式-その他 | 1.38% | — | +0.36% | |
| 31 | VFC | Vf CORP | 株式-一般消費財 | 1.34% | — | +0.93% | |
| 32 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.31% | — | +0.09% | |
| 33 | FAN | First Trust Global Wind Ener | ETF-その他 | 1.28% | — | — | |
| 34 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.27% | — | +0.99% | |
| 35 | QCOM | Qualcomm INC | 株式-IT | 1.24% | +0.03% | +1.56% | |
| 36 | CB | Chubb Limited | 株式-金融 | 1.23% | — | -3.79% | |
| 37 | UPS | United Parcel Service-cl B | 株式-資本財 | 1.21% | -0.03% | +0.41% | |
| 38 | MDLZ | Mondelez International Inc-a | 株式-生活必需品 | 1.18% | — | -1.09% | |
| 39 | DJP | Ipath Bloomberg Commodity In | ETF-コモディティ | 1.16% | — | +1431.40% | |
| 40 | MET | Metlife INC | 株式-金融 | 1.11% | — | +1.24% | |
| 41 | IBM | Intl Business Machines CORP | 株式-IT | 1.10% | — | -0.96% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.01% | -0.01% | +1.42% | |
| 43 | ACN | Accenture plc | 株式-IT | 1.00% | — | -2.04% | |
| 44 | AMT | American Tower CORP | 株式-不動産 | 0.97% | -0.13% | +25.13% | |
| 45 | V | Visa Inc-class A Shares | 株式-金融 | 0.89% | -0.05% | +0.97% | |
| 46 | APD | Air Products & Chemicals INC | 株式-素材 | 0.89% | — | +0.69% | |
| 47 | ETN | Eaton Corporation plc | 株式-資本財 | 0.85% | -0.01% | +0.34% | |
| 48 | UNP | Union Pacific CORP | 株式-資本財 | 0.83% | -0.06% | +1.44% | |
| 49 | BBTUSD | Bb&t CORP | 株式-その他 | 0.80% | — | +0.89% | |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.78% | — | -0.97% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | DJP | Ipath Bloomberg Commodity In | +1.1% | +1431.40% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.5% | -1.19% | 減少 |
| 3 | CVX | Chevron CORP | +0.4% | +24.43% | 増加 |
| 4 | MMM | 3m Co | +0.3% | +184.61% | 増加 |
| 5 | AAPL | Apple INC | +0.2% | +26.25% | 増加 |
| 6 | VOO | Vanguard S&p 500 ETF | +0.2% | +13.27% | 増加 |
| 7 | AMT | American Tower CORP | +0.2% | +25.13% | 増加 |
| 8 | AEP | American Electric Power Company, Inc. | +0.2% | +0.09% | 増加 |
| 9 | IVW | Ishares S&p 500 Growth ETF | +0.2% | +1.74% | 増加 |
| 10 | HD | Home Depot INC | +0.1% | -0.06% | 減少 |
| 11 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +1.47% | 増加 |
| 12 | MDT | Medtronic plc | +0.1% | +1.26% | 増加 |
| 13 | INTC | Intel CORP | +0.1% | +0.30% | 増加 |
| 14 | SCHW | Schwab (charles) CORP | +0.1% | +0.99% | 増加 |
| 15 | BLKCHF | Blackrock INC | +0.1% | +0.63% | 増加 |
| 16 | PG | Procter & Gamble Co/the | +0.1% | +0.70% | 増加 |
| 17 | PYPL | Paypal Holdings INC | +0.1% | +0.85% | 増加 |
| 18 | V | Visa Inc-class A Shares | 0% | +0.97% | 増加 |
| 19 | TAN | Invesco Solar ETF | 0% | — | 変化なし |
| 20 | FAN | First Trust Global Wind Ener | 0% | — | 変化なし |
| 21 | ABBV | Abbvie INC | 0% | +1.42% | 増加 |
| 22 | DHR | Danaher CORP | 0% | -0.58% | 減少 |
| 23 | JNJ | Johnson & Johnson | 0% | +0.95% | 増加 |
| 24 | PNC | Pnc Financial Services Group | — | +0.41% | 増加 |
| 25 | ✓ | 0% | +0.29% | 増加 | |
| 26 | BBTUSD | Bb&t CORP | 0% | +0.89% | 増加 |
| 27 | WFC | Wells Fargo & Co | 0% | +0.46% | 増加 |
| 28 | T | At&t INC | 0% | +0.65% | 増加 |
| 29 | MDLZ | Mondelez International Inc-a | 0% | -1.09% | 減少 |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -0.97% | 減少 |
| 31 | PEP | Pepsico INC | 0% | +0.05% | 増加 |
| 32 | ACN | Accenture plc | 0% | -2.04% | 減少 |
| 33 | CB | Chubb Limited | 0% | -3.79% | 減少 |
| 34 | PFE | Pfizer INC | -0.1% | +0.63% | 増加 |
| 35 | CSCO | Cisco Systems INC | -0.1% | +0.04% | 増加 |
| 36 | DIS | Walt Disney Co/the | -0.1% | +0.92% | 増加 |
| 37 | CVS | Cvs Health CORP | -0.1% | +0.97% | 増加 |
| 38 | BKR | Baker Hughes Company | -0.1% | +2.58% | 増加 |
| 39 | IAUUSD | Ishares Gold Trust | -0.1% | — | 変化なし |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | -0.1% | +2.56% | 増加 |
| 41 | UTXZ | United Tech CORP | -0.1% | -17.61% | 減少 |
| 42 | UNP | Union Pacific CORP | -0.2% | +1.44% | 増加 |
| 43 | IBM | Intl Business Machines CORP | -0.2% | -0.96% | 減少 |
| 44 | QCOM | Qualcomm INC | -0.2% | +1.56% | 増加 |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | -0.2% | -2.86% | 減少 |
| 46 | NVS | Novartis Ag-sponsored Adr | -0.2% | +0.80% | 増加 |
| 47 | VFC | Vf CORP | -0.2% | +0.93% | 増加 |
| 48 | 9990302D | Apache CORP | -0.3% | -96.07% | 減少 |
| 49 | VLO | Valero Energy CORP | -0.3% | -43.93% | 減少 |
| 50 | IONS | Ionis Pharmaceuticals INC | — | NEW | 新規購入 |