CIK: 0001462525
申告総資産額
$1.8億
| # | 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 | AAPL | Apple INC | 株式-IT | 11.00% | +0.35% | +396.93% | |
| 2 | AMZN | Amazon.com INC | 株式-一般消費財 | 6.74% | — | -17.74% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 5.45% | -0.41% | +1.77% | |
| 4 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 5.27% | -0.07% | -10.73% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.69% | -0.37% | -2.67% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.98% | — | -3.02% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.82% | -0.05% | -0.19% | |
| 8 | WMT | Walmart INC | 株式-生活必需品 | 3.31% | -0.64% | +1.59% | |
| 9 | CSCO | Cisco Systems INC | 株式-IT | 2.50% | -0.44% | -2.15% | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 2.49% | — | +3.26% | |
| 11 | IVW | Ishares S&p 500 Growth ETF | ETF-大型株・グロース | 2.33% | +0.25% | -1.05% | |
| 12 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 2.18% | — | +9.29% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.00% | — | -0.81% | |
| 14 | PNC | Pnc Financial Services Group | 株式-金融 | 1.89% | +0.32% | -7.02% | |
| 15 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.82% | -0.40% | -1.31% | |
| 16 | T | At&t INC | 株式-通信サービス | 1.76% | +0.09% | +0.83% | |
| 17 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.57% | +0.26% | +27.29% | |
| 18 | HD | Home Depot INC | 株式-一般消費財 | 1.52% | — | +1.74% | |
| 19 | XLF | Ss Financial Select Sector | ETF-その他 | 1.48% | -0.02% | -2.36% | |
| 20 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.37% | — | +0.32% | |
| 21 | NFLX | Netflix INC | 株式-通信サービス | 1.25% | — | -3.78% | |
| 22 | DLN | Wisdomtree US Largecap Divid | ETF-その他 | 1.20% | +0.30% | -2.14% | |
| 23 | ✓ | Emclaire Finl CORP | 株式-その他 | 1.08% | +0.09% | — | |
| 24 | NVDA | Nvidia CORP | 株式-IT | 1.03% | — | +29.43% | |
| 25 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.03% | — | -1.75% | |
| 26 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.95% | -0.30% | — | |
| 27 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.95% | -0.39% | -2.22% | |
| 28 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 0.91% | +0.69% | +157.17% | |
| 29 | MO | Altria Group INC | 株式-生活必需品 | 0.85% | — | -2.14% | |
| 30 | PEP | Pepsico INC | 株式-生活必需品 | 0.81% | +0.01% | +1.77% | |
| 31 | INTC | Intel CORP | 株式-IT | 0.72% | -0.31% | -5.96% | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.70% | — | +0.81% | |
| 33 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.70% | — | -5.38% | |
| 34 | ROK | Rockwell Automation INC | 株式-資本財 | 0.66% | — | -5.07% | |
| 35 | MMM | 3m Co | 株式-資本財 | 0.66% | — | -1.44% | |
| 36 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.65% | — | -32.30% | |
| 37 | ZBH | Zimmer Biomet Holdings INC | 株式-ヘルスケア | 0.60% | — | — | |
| 38 | MDT | Medtronic plc | 株式-ヘルスケア | 0.57% | — | -4.66% | |
| 39 | DGRW | Wisdomtree U.s. Quality Divi | ETF-その他 | 0.57% | — | -0.22% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | -0.26% | -1.73% | |
| 41 | IYH | Ishares U.s. Healthcare ETF | ETF-その他 | 0.54% | — | +69.32% | |
| 42 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.51% | +0.06% | -2.69% | |
| 43 | BAC | Bank Of America CORP | 株式-金融 | 0.51% | +0.15% | -32.96% | |
| 44 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.51% | +0.22% | -16.05% | |
| 45 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.50% | +0.04% | -4.80% | |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 0.48% | — | -1.83% | |
| 47 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.46% | — | -4.13% | |
| 48 | RTX | Rtx CORP | 株式-資本財 | 0.44% | +0.05% | -14.86% | |
| 49 | XLB | Ss Materials Select Sector | ETF-その他 | 0.43% | — | — | |
| 50 | DXCM | Dexcom INC | 株式-ヘルスケア | 0.40% | — | — |
| # | 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 | +1.6% | +396.93% | 増加 |
| 2 | IBB | Ishares Biotechnology ETF | +0.5% | +157.17% | 増加 |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.4% | +1.77% | 増加 |
| 4 | WMT | Walmart INC | +0.3% | +1.59% | 増加 |
| 5 | NVDA | Nvidia CORP | +0.3% | +29.43% | 増加 |
| 6 | IUSG | Ishares Core S&p U.s. Growth | +0.3% | +9.29% | 増加 |
| 7 | IYH | Ishares U.s. Healthcare ETF | +0.2% | +69.32% | 増加 |
| 8 | MCD | Mcdonald's CORP | +0.2% | -1.31% | 減少 |
| 9 | ✓ | Emclaire Finl CORP | +0.2% | — | 変化なし |
| 10 | VZ | Verizon Communications INC | +0.1% | +3.26% | 増加 |
| 11 | PG | Procter & Gamble Co/the | +0.1% | +0.32% | 増加 |
| 12 | UPS | United Parcel Service-cl B | +0.1% | +0.10% | 増加 |
| 13 | IVW | Ishares S&p 500 Growth ETF | +0.1% | -1.05% | 減少 |
| 14 | HD | Home Depot INC | +0.1% | +1.74% | 増加 |
| 15 | ABT | Abbott Laboratories | +0.1% | +0.81% | 増加 |
| 16 | IVV | Ishares Core S&p 500 ETF | +0.1% | -0.19% | 減少 |
| 17 | DIS | Walt Disney Co/the | +0.1% | +27.29% | 増加 |
| 18 | PPG | Ppg Industries INC | +0.1% | +26.11% | 増加 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -1.73% | 減少 |
| 20 | BABA | Alibaba Group Holding-sp Adr | +0.1% | — | 変化なし |
| 21 | UNH | Unitedhealth Group INC | +0.1% | +22.28% | 増加 |
| 22 | ZBH | Zimmer Biomet Holdings INC | 0% | — | 変化なし |
| 23 | KO | Coca-cola Co/the | 0% | -1.75% | 減少 |
| 24 | NFLX | Netflix INC | 0% | -3.78% | 減少 |
| 25 | JNJ | Johnson & Johnson | 0% | -0.81% | 減少 |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -3.02% | 減少 |
| 27 | TWTRUSD | Twitter INC | -0.1% | -55.65% | 減少 |
| 28 | ABBV | Abbvie INC | -0.1% | -2.69% | 減少 |
| 29 | WFC | Wells Fargo & Co | -0.1% | -39.77% | 減少 |
| 30 | JPM | Jpmorgan Chase & Co | -0.1% | -16.05% | 減少 |
| 31 | C | Citigroup INC | -0.1% | -17.81% | 減少 |
| 32 | RTX | Rtx CORP | -0.1% | -14.86% | 減少 |
| 33 | PNC | Pnc Financial Services Group | -0.2% | -7.02% | 減少 |
| 34 | T | At&t INC | -0.2% | +0.83% | 増加 |
| 35 | INTC | Intel CORP | -0.2% | -5.96% | 減少 |
| 36 | META | Meta Platforms Inc-class A | -0.2% | -32.30% | 減少 |
| 37 | BAC | Bank Of America CORP | -0.3% | -32.96% | 減少 |
| 38 | CSCO | Cisco Systems INC | -0.7% | -2.15% | 減少 |
| 39 | GOOGL | Alphabet Inc-cl A | -1% | -10.73% | 減少 |
| 40 | AMZN | Amazon.com INC | -1.1% | -17.74% | 減少 |
| 41 | TSLA | Tesla INC | — | NEW | 新規購入 |
| 42 | NKE | Nike INC -cl B | — | NEW | 新規購入 |
| 43 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新規購入 |
| 44 | IYJ | Ishares U.s. Industrials ETF | — | NEW | 新規購入 |
| 45 | CRM | Salesforce INC | — | NEW | 新規購入 |
| 46 | EZM | Wisdomtree US Midcap Fund | — | EXIT | 全売却 |
| 47 | UNUSD | Unilever N V -ny Shares | — | NEW | 新規購入 |
| 48 | TGT | Target CORP | — | EXIT | 全売却 |
| 49 | XLP | Ss Consumer Staples Sel Sect | — | NEW | 新規購入 |
| 50 | SCHX | Schwab US Large-cap ETF | — | NEW | 新規購入 |