CIK: 0001457833
申告総資産額
$23.8億
上位200銘柄を表示中（全919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 | 4.65% | +2.51% | NEW | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.30% | +2.06% | NEW | |
| 3 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.48% | — | +0.76% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 3.47% | +6.09% | NEW | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.13% | +3.06% | NEW | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.12% | +5.70% | NEW | |
| 7 | AAPL | Apple INC | 株式-IT | 1.86% | +4.37% | NEW | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.75% | +3.17% | NEW | |
| 9 | VZ | Verizon Communications INC | 株式-通信サービス | 1.48% | — | -1.44% | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.36% | +0.68% | NEW | |
| 11 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.28% | +0.79% | NEW | |
| 12 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.26% | +1.08% | NEW | |
| 13 | DHR | Danaher CORP | 株式-ヘルスケア | 1.25% | +0.58% | NEW | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.23% | — | -3.88% | |
| 15 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 1.13% | — | -3.12% | |
| 16 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.09% | — | -3.22% | |
| 17 | INTC | Intel CORP | 株式-IT | 1.08% | — | +0.06% | |
| 18 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.07% | — | -4.13% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.05% | — | +3.64% | |
| 20 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.01% | +0.55% | NEW | |
| 21 | HD | Home Depot INC | 株式-一般消費財 | 0.96% | +0.70% | NEW | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.93% | — | -3.44% | |
| 23 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.90% | — | -0.14% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.88% | +1.64% | NEW | |
| 25 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.86% | — | +1.93% | |
| 26 | CVX | Chevron CORP | 株式-エネルギー | 0.84% | — | +0.08% | |
| 27 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.84% | — | +2.05% | |
| 28 | PTTRX | Pimco Total Return Fund-inst | 株式-その他 | 0.79% | — | +5.92% | |
| 29 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.78% | — | +3.52% | |
| 30 | QCOM | Qualcomm INC | 株式-IT | 0.77% | — | -20.23% | |
| 31 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.76% | — | +1.89% | |
| 32 | MMM | 3m Co | 株式-資本財 | 0.73% | — | -1.62% | |
| 33 | UTXZ | United Tech CORP | 株式-その他 | 0.71% | — | -0.01% | |
| 34 | ✓ | 株式-その他 | 0.69% | — | -10.55% | ||
| 35 | VUG | Vanguard Growth ETF | ETF-その他 | 0.68% | +0.55% | NEW | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.66% | — | +0.05% | |
| 37 | BCE | Bce INC | 株式-通信サービス | 0.64% | — | -4.80% | |
| 38 | BLKCHF | Blackrock INC | 株式-その他 | 0.64% | — | +0.72% | |
| 39 | MA | Mastercard INC - A | 株式-金融 | 0.62% | +1.00% | NEW | |
| 40 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.62% | — | -2.57% | |
| 41 | CSCO | Cisco Systems INC | 株式-IT | 0.61% | — | +3.34% | |
| 42 | MCHP | Microchip Technology INC | 株式-IT | 0.60% | — | +0.78% | |
| 43 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.59% | — | +16.50% | |
| 44 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.58% | +1.35% | NEW | |
| 45 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 0.57% | — | -4.35% | |
| 46 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.57% | — | -0.14% | |
| 47 | SLB | Slb LTD | 株式-エネルギー | 0.57% | — | +7.85% | |
| 48 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.56% | +0.58% | NEW | |
| 49 | WEP | Magellan Midstream Partners | 株式-その他 | 0.56% | — | -6.65% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.56% | — | -2.40% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IJK | Ishares S&p Mid-cap 400 Grow | +0.3% | +105.67% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.3% | -1.30% | 減少 |
| 3 | DUK | Du Pont E I De Nemour&Co | +0.3% | -3.12% | 減少 |
| 4 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +9.34% | 増加 |
| 5 | PII | Polaris INC | +0.2% | +4298.96% | 増加 |
| 6 | ✓ | Powershares Qqq Trust Ser 1 | +0.2% | +181.48% | 増加 |
| 7 | IVV | Ishares Core S&p 500 ETF | +0.1% | +5.38% | 増加 |
| 8 | AEP | American Electric Power Company, Inc. | +0.1% | -3.22% | 減少 |
| 9 | AMZN | Amazon.com INC | +0.1% | +6.77% | 増加 |
| 10 | HAIN | Hain Celestial Group INC | +0.1% | +26277.78% | 増加 |
| 11 | VEA | Vanguard Ftse Developed ETF | +0.1% | +10.81% | 増加 |
| 12 | MCD | Mcdonald's CORP | +0.1% | -5.12% | 減少 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +8.74% | 増加 |
| 14 | ABBV | Abbvie INC | +0.1% | +16.50% | 増加 |
| 15 | INTC | Intel CORP | +0.1% | +0.06% | 増加 |
| 16 | RTN1USD | Raytheon Company | +0.1% | +73.96% | 増加 |
| 17 | YUM | Yum! Brands INC | +0.1% | +181.62% | 増加 |
| 18 | CVX | Chevron CORP | +0.1% | +0.08% | 増加 |
| 19 | SYTUSD | Syngenta Ag-adr | +0.1% | -0.32% | 減少 |
| 20 | META | Meta Platforms Inc-class A | +0.1% | +44.04% | 増加 |
| 21 | SBUX | Starbucks CORP | +0.1% | +77.55% | 増加 |
| 22 | TROW | T Rowe Price Group INC | +0.1% | +104.10% | 増加 |
| 23 | BMY | Bristol-myers Squibb Co | +0.1% | -3.44% | 減少 |
| 24 | BLKCHF | Blackrock INC | +0.1% | +0.72% | 増加 |
| 25 | LOW | Lowe's Cos INC | +0.1% | +11.99% | 増加 |
| 26 | HDSUSD | Hd Supply Holdings INC | +0.1% | +45.28% | 増加 |
| 27 | HD | Home Depot INC | 0% | -3.97% | 減少 |
| 28 | ABT | Abbott Laboratories | 0% | +2.30% | 増加 |
| 29 | VUG | Vanguard Growth ETF | 0% | +4.03% | 増加 |
| 30 | DHR | Danaher CORP | 0% | -2.17% | 減少 |
| 31 | DIS | Walt Disney Co/the | 0% | +3.64% | 増加 |
| 32 | JNJ | Johnson & Johnson | 0% | -3.49% | 減少 |
| 33 | IJR | Ishares Core S&p Small-cap E | — | +1.44% | 増加 |
| 34 | VZ | Verizon Communications INC | 0% | -1.44% | 減少 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -2.37% | 減少 |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | -0.1% | -50.00% | 減少 |
| 37 | HMC | Honda Motor Co Ltd-spons Adr | -0.1% | -57.69% | 減少 |
| 38 | CMI | Cummins INC | -0.1% | -49.05% | 減少 |
| 39 | AMLPUSD | Alerian Mlp ETF | -0.1% | -34.42% | 減少 |
| 40 | BCE | Bce INC | -0.1% | -4.80% | 減少 |
| 41 | ✓ | -0.1% | -30.22% | 減少 | |
| 42 | SD2 | Sandy Spring Bancorp INC | -0.1% | -97.09% | 減少 |
| 43 | ✓ | -0.2% | -77.33% | 減少 | |
| 44 | AAPL | Apple INC | -0.2% | +1.34% | 増加 |
| 45 | ET | Energy Transfer LP | -0.2% | -3.72% | 減少 |
| 46 | QCOM | Qualcomm INC | -0.3% | -20.23% | 減少 |
| 47 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 48 | ✓ | Google INC Class C | — | EXIT | 全売却 |
| 49 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 50 | GOOG | Alphabet A | — | EXIT | 全売却 |