CIK: 0001457833
申告総資産額
$23.8億
上位200銘柄を表示中(全899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 | 4.60% | +2.51% | NEW | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.54% | +2.06% | NEW | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.03% | +6.09% | NEW | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.55% | — | +0.07% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.55% | +5.70% | NEW | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.35% | +3.06% | NEW | |
| 7 | AAPL | Apple INC | 株式-IT | 1.66% | +4.37% | NEW | |
| 8 | VZ | Verizon Communications INC | 株式-通信サービス | 1.65% | — | -4.16% | |
| 9 | MSFT | Microsoft CORP | 株式-IT | 1.57% | +3.17% | NEW | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.49% | +0.68% | NEW | |
| 11 | DHR | Danaher CORP | 株式-ヘルスケア | 1.32% | +0.58% | NEW | |
| 12 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.25% | +0.55% | NEW | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.15% | — | -5.15% | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.11% | +1.08% | NEW | |
| 15 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.07% | +0.79% | NEW | |
| 16 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.06% | — | +2.97% | |
| 17 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.03% | — | -7.82% | |
| 18 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.96% | — | -10.49% | |
| 19 | INTC | Intel CORP | 株式-IT | 0.95% | — | -5.66% | |
| 20 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.93% | — | -5.55% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.90% | +1.64% | NEW | |
| 22 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.89% | — | -4.04% | |
| 23 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.85% | — | -2.23% | |
| 24 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.83% | — | -6.37% | |
| 25 | MMM | 3m Co | 株式-資本財 | 0.82% | — | -2.56% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.82% | +0.70% | NEW | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.79% | — | -4.60% | |
| 28 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.79% | — | -2.21% | |
| 29 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.74% | +0.78% | NEW | |
| 30 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.73% | — | -1.18% | |
| 31 | UTXZ | United Tech CORP | 株式-その他 | 0.72% | — | -1.16% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.71% | — | +4.23% | |
| 33 | QCOM | Qualcomm INC | 株式-IT | 0.71% | — | -13.49% | |
| 34 | BLKCHF | Blackrock INC | 株式-その他 | 0.70% | — | +2.06% | |
| 35 | BCE | Bce INC | 株式-通信サービス | 0.68% | — | -9.67% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.68% | +2.09% | NEW | |
| 37 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.66% | — | -1.67% | |
| 38 | SLB | Slb LTD | 株式-エネルギー | 0.63% | — | +1.65% | |
| 39 | WEP | Magellan Midstream Partners | 株式-その他 | 0.62% | — | +0.94% | |
| 40 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.62% | +1.35% | NEW | |
| 41 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.60% | — | -7.12% | |
| 42 | CSCO | Cisco Systems INC | 株式-IT | 0.60% | — | -7.22% | |
| 43 | MCHP | Microchip Technology INC | 株式-IT | 0.58% | — | -9.80% | |
| 44 | IBM | Intl Business Machines CORP | 株式-IT | 0.57% | — | -4.55% | |
| 45 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.56% | — | -18.68% | |
| 46 | SUN | Sunoco LP | 株式-その他 | 0.56% | — | +1.22% | |
| 47 | MA | Mastercard INC - A | 株式-金融 | 0.54% | +1.00% | NEW | |
| 48 | PTTRX | Pimco Total Return Fund-inst | 株式-その他 | 0.53% | — | -3.09% | |
| 49 | KMB | Kimberly-clark CORP | 株式-生活必需品 | 0.51% | — | -3.24% | |
| 50 | SYK | Stryker CORP | 株式-ヘルスケア | 0.51% | — | -1.06% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +5.61% | 増加 |
| 2 | ET | Energy Transfer LP | +0.2% | — | 変化なし |
| 3 | ✓ | Shire PLC | +0.2% | +35227.27% | 増加 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.2% | +4.25% | 増加 |
| 5 | MDY | State Street Spdr S&p Midcap | +0.1% | -0.72% | 減少 |
| 6 | MCK | Mckesson CORP | +0.1% | +3969.29% | 増加 |
| 7 | XOM | Exxon Mobil CORP | +0.1% | -2.72% | 減少 |
| 8 | IJR | Ishares Core S&p Small-cap E | +0.1% | +1.91% | 増加 |
| 9 | AMZN | Amazon.com INC | +0.1% | -0.18% | 減少 |
| 10 | BMY | Bristol-myers Squibb Co | +0.1% | -4.04% | 減少 |
| 11 | ✓ | +0.1% | +341.31% | 増加 | |
| 12 | AMLPUSD | Alerian Mlp ETF | +0.1% | +56.71% | 増加 |
| 13 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +94.90% | 増加 |
| 14 | SRCLEUR | Stericycle INC | +0.1% | +3807.50% | 増加 |
| 15 | XLE | Ss Energy Select Sector | +0.1% | +26.35% | 増加 |
| 16 | META | Meta Platforms Inc-class A | +0.1% | +34.25% | 増加 |
| 17 | NVS | Novartis Ag-sponsored Adr | +0.1% | -2.21% | 減少 |
| 18 | ABBV | Abbvie INC | +0.1% | +4.23% | 増加 |
| 19 | JNJ | Johnson & Johnson | +0.1% | -6.28% | 減少 |
| 20 | SUN | Sunoco LP | +0.1% | +1.22% | 増加 |
| 21 | SAIC | Science Applications Inte | +0.1% | +68.39% | 増加 |
| 22 | VCSH | Vanguard S/t CORP Bond ETF | +0.1% | +0.07% | 増加 |
| 23 | IJK | Ishares S&p Mid-cap 400 Grow | +0.1% | +6.56% | 増加 |
| 24 | DHR | Danaher CORP | +0.1% | -1.39% | 減少 |
| 25 | WEP | Magellan Midstream Partners | +0.1% | +0.94% | 増加 |
| 26 | CERNCHF | Cerner CORP | +0.1% | +7.36% | 増加 |
| 27 | IWS | Ishares Russell Mid-cap Valu | +0.1% | +33.15% | 増加 |
| 28 | SLB | Slb LTD | +0.1% | +1.65% | 増加 |
| 29 | GLW | Corning INC | -0.1% | -17.96% | 減少 |
| 30 | MA | Mastercard INC - A | -0.1% | -3.89% | 減少 |
| 31 | BAM | Brookfield Asset Management Ltd. | -0.1% | -2.23% | 減少 |
| 32 | SYTUSD | Syngenta Ag-adr | -0.1% | -5.10% | 減少 |
| 33 | EMR | Emerson Electric Co | -0.1% | -19.96% | 減少 |
| 34 | PII | Polaris INC | -0.1% | -0.61% | 減少 |
| 35 | ✓ | -0.1% | -59.16% | 減少 | |
| 36 | CVS | Cvs Health CORP | -0.1% | -1.18% | 減少 |
| 37 | JWNUSD | Nordstrom INC | -0.1% | -21.47% | 減少 |
| 38 | QCOM | Qualcomm INC | -0.1% | -13.49% | 減少 |
| 39 | TEVA | Teva Pharmaceutical-sp Adr | -0.1% | -10.45% | 減少 |
| 40 | SYY | Sysco CORP | -0.1% | -19.71% | 減少 |
| 41 | AEP | American Electric Power Company, Inc. | -0.1% | -10.49% | 減少 |
| 42 | HD | Home Depot INC | -0.1% | -9.40% | 減少 |
| 43 | KBE | Ss Spdr S&p Bank ETF | -0.1% | -18.68% | 減少 |
| 44 | MSFT | Microsoft CORP | -0.2% | -3.75% | 減少 |
| 45 | VAREUR | Varian Medical Systems INC | -0.2% | -39.02% | 減少 |
| 46 | MCD | Mcdonald's CORP | -0.2% | -13.70% | 減少 |
| 47 | VEA | Vanguard Ftse Developed ETF | -0.2% | -17.03% | 減少 |
| 48 | AAPL | Apple INC | -0.3% | -0.87% | 減少 |
| 49 | VUG | Vanguard Growth ETF | -0.4% | -67.64% | 減少 |
| 50 | ✓ | — | EXIT | 全売却 |