CIK: 0001457833
申告総資産額
$23.8億
上位200銘柄を表示中(全773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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.79% | +2.51% | NEW | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.76% | +2.06% | NEW | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.99% | — | +98.09% | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 1.73% | +3.17% | NEW | |
| 5 | AAPL | Apple INC | 株式-IT | 1.68% | +4.37% | NEW | |
| 6 | VZ | Verizon Communications INC | 株式-通信サービス | 1.67% | — | +1.49% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 1.51% | +5.70% | NEW | |
| 8 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 1.51% | +6.09% | NEW | |
| 9 | QCOM | Qualcomm INC | 株式-IT | 1.48% | — | +0.26% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.48% | +0.68% | NEW | |
| 11 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 1.44% | +3.06% | NEW | |
| 12 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.41% | +0.79% | NEW | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.40% | — | -1.58% | |
| 14 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 1.39% | — | -0.35% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.23% | — | -1.44% | |
| 16 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.22% | — | +1.34% | |
| 17 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.18% | +0.55% | NEW | |
| 18 | CVX | Chevron CORP | 株式-エネルギー | 1.12% | — | +0.50% | |
| 19 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.08% | — | +0.60% | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 1.03% | +0.58% | NEW | |
| 21 | SUN | Sunoco LP | 株式-その他 | 1.01% | — | — | |
| 22 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.94% | — | -2.25% | |
| 23 | BCE | Bce INC | 株式-通信サービス | 0.91% | — | -1.30% | |
| 24 | COP | Conocophillips | 株式-エネルギー | 0.90% | — | -0.23% | |
| 25 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.86% | — | -0.62% | |
| 26 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.85% | — | -0.18% | |
| 27 | HD | Home Depot INC | 株式-一般消費財 | 0.85% | +0.70% | NEW | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 0.84% | — | -2.15% | |
| 29 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.83% | — | +0.90% | |
| 30 | ET | Energy Transfer LP | 株式-エネルギー | 0.82% | — | — | |
| 31 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.80% | — | -1.09% | |
| 32 | MMM | 3m Co | 株式-資本財 | 0.78% | — | -0.64% | |
| 33 | UTXZ | United Tech CORP | 株式-その他 | 0.77% | — | +4.64% | |
| 34 | WEP | Magellan Midstream Partners | 株式-その他 | 0.77% | — | — | |
| 35 | ✓ | 株式-その他 | 0.76% | — | -0.41% | ||
| 36 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.73% | — | +4.61% | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.69% | — | -0.29% | |
| 38 | BAX | Baxter International INC | 株式-ヘルスケア | 0.69% | — | +1.37% | |
| 39 | TIP | Ishares Tips Bond ETF | ETF-その他 | 0.68% | — | -0.46% | |
| 40 | HMC | Honda Motor Co Ltd-spons Adr | 株式-一般消費財 | 0.67% | — | +2.78% | |
| 41 | TTEN | Totalenergies Se -spon Adr | 株式-その他 | 0.64% | — | -1.28% | |
| 42 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.63% | — | -0.28% | |
| 43 | ✓ | 株式-その他 | 0.63% | — | -4.90% | ||
| 44 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.62% | — | -0.11% | |
| 45 | PTTRX | Pimco Total Return Fund-inst | 株式-その他 | 0.62% | — | — | |
| 46 | MCHP | Microchip Technology INC | 株式-IT | 0.61% | — | -0.57% | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | — | -0.34% | |
| 48 | SYY | Sysco CORP | 株式-生活必需品 | 0.58% | — | -1.63% | |
| 49 | VAREUR | Varian Medical Systems INC | 株式-その他 | 0.58% | — | +1.68% | |
| 50 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.57% | — | -2.61% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VCSH | Vanguard S/t CORP Bond ETF | +1% | +98.09% | 増加 |
| 2 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | +140.00% | 増加 |
| 3 | AMLPUSD | Alerian Mlp ETF | +0.2% | +43.82% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.1% | -0.71% | 減少 |
| 5 | AMZN | Amazon.com INC | +0.1% | +1711.82% | 増加 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.1% | +10.53% | 増加 |
| 7 | NNN | Nnn Reit INC | +0.1% | +18808.00% | 増加 |
| 8 | SYMCEUR | Symantec CORP | +0.1% | +35.85% | 増加 |
| 9 | INTC | Intel CORP | +0.1% | -1.44% | 減少 |
| 10 | DUK | Du Pont E I De Nemour&Co | +0.1% | -0.35% | 減少 |
| 11 | AAPL | Apple INC | +0.1% | -1.66% | 減少 |
| 12 | GILD | Gilead Sciences INC | +0.1% | +0.28% | 増加 |
| 13 | PG | Procter & Gamble Co/the | +0.1% | +1.34% | 増加 |
| 14 | HD | Home Depot INC | +0.1% | -2.35% | 減少 |
| 15 | ✓ | Google INC Class C | +0.1% | +97.87% | 増加 |
| 16 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +40.95% | 増加 |
| 17 | TJX | Tjx Companies INC | +0.1% | +39.22% | 増加 |
| 18 | AMGN | Amgen INC | +0.1% | +2.71% | 増加 |
| 19 | NSC | Norfolk Southern CORP | +0.1% | -0.18% | 減少 |
| 20 | EMR | Emerson Electric Co | +0.1% | +18.79% | 増加 |
| 21 | GOOG | Alphabet A | +0.1% | +60.13% | 増加 |
| 22 | NKE | Nike INC -cl B | 0% | -0.92% | 減少 |
| 23 | VZ | Verizon Communications INC | 0% | +1.49% | 増加 |
| 24 | IJH | Ishares Core S&p Midcap ETF | 0% | +8.54% | 増加 |
| 25 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +0.65% | 増加 |
| 26 | 9990302D | Apache CORP | -0.1% | -1.68% | 減少 |
| 27 | GLW | Corning INC | -0.1% | -2.78% | 減少 |
| 28 | XOM | Exxon Mobil CORP | -0.1% | +2.54% | 増加 |
| 29 | TPR | Tapestry, Inc. | -0.1% | -68.26% | 減少 |
| 30 | VUG | Vanguard Growth ETF | -0.1% | -36.66% | 減少 |
| 31 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -24.62% | 減少 |
| 32 | BCE | Bce INC | -0.1% | -1.30% | 減少 |
| 33 | UNUSD | Unilever N V -ny Shares | -0.1% | -0.28% | 減少 |
| 34 | JNJ | Johnson & Johnson | -0.1% | -2.50% | 減少 |
| 35 | SLB | Slb LTD | -0.1% | +2.38% | 増加 |
| 36 | IJR | Ishares Core S&p Small-cap E | -0.1% | +3.10% | 増加 |
| 37 | TTEN | Totalenergies Se -spon Adr | -0.1% | -1.28% | 減少 |
| 38 | QCOM | Qualcomm INC | -0.1% | +0.26% | 増加 |
| 39 | COP | Conocophillips | -0.1% | -0.23% | 減少 |
| 40 | CVX | Chevron CORP | -0.1% | +0.50% | 増加 |
| 41 | MCD | Mcdonald's CORP | -0.1% | -0.43% | 減少 |
| 42 | APH | Amphenol Corp-cl A | -0.1% | -39.07% | 減少 |
| 43 | AVB | Avalonbay Communities INC | -0.1% | -91.92% | 減少 |
| 44 | NOVEUR | National Oilwell Varco INC | -0.2% | -21.92% | 減少 |
| 45 | ARM | Arm Holdings plc | -0.3% | -46.27% | 減少 |
| 46 | MDY | State Street Spdr S&p Midcap | -0.3% | -0.09% | 減少 |
| 47 | DE | Deere & Co | -0.3% | -29.66% | 減少 |
| 48 | PTTRX | Pimco Total Return Fund-inst | — | NEW | 新規購入 |
| 49 | AMT | American Tower CORP | — | NEW | 新規購入 |
| 50 | SD2 | Sandy Spring Bancorp INC | — | NEW | 新規購入 |