CIK: 0001457833
申告総資産額
$23.8億
上位200銘柄を表示中（全828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 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.39% | +2.06% | NEW | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.38% | +2.51% | NEW | |
| 3 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 4.18% | +6.09% | NEW | |
| 4 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 3.40% | — | +2.66% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 2.61% | +5.70% | NEW | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.42% | +3.06% | NEW | |
| 7 | AAPL | Apple INC | 株式-IT | 2.03% | +4.37% | NEW | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.71% | +3.17% | NEW | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.45% | +0.68% | NEW | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 1.44% | — | +0.27% | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.24% | +0.55% | NEW | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.17% | — | +5.91% | |
| 13 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.13% | +1.08% | NEW | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.13% | — | +18.99% | |
| 15 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.10% | — | +8.03% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.08% | +0.79% | NEW | |
| 17 | INTC | Intel CORP | 株式-IT | 1.02% | — | -0.52% | |
| 18 | DHR | Danaher CORP | 株式-ヘルスケア | 0.99% | +0.58% | NEW | |
| 19 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.99% | +1.64% | NEW | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 0.94% | +0.70% | NEW | |
| 21 | QCOM | Qualcomm INC | 株式-IT | 0.92% | — | +8.80% | |
| 22 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.90% | — | +13.55% | |
| 23 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.88% | — | -1.75% | |
| 24 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.83% | — | -1.13% | |
| 25 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.82% | — | -2.45% | |
| 26 | CSCO | Cisco Systems INC | 株式-IT | 0.77% | — | +23.82% | |
| 27 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.77% | +2.09% | NEW | |
| 28 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.77% | +1.35% | NEW | |
| 29 | CVX | Chevron CORP | 株式-エネルギー | 0.77% | — | +5.72% | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.76% | — | -1.29% | |
| 31 | UTXZ | United Tech CORP | 株式-その他 | 0.75% | — | +13.80% | |
| 32 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.75% | — | +11.44% | |
| 33 | BLKCHF | Blackrock INC | 株式-その他 | 0.73% | — | +4.84% | |
| 34 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.73% | +0.78% | NEW | |
| 35 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.70% | — | -0.84% | |
| 36 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.69% | — | +13.04% | |
| 37 | SLB | Slb LTD | 株式-エネルギー | 0.68% | — | +15.75% | |
| 38 | MCHP | Microchip Technology INC | 株式-IT | 0.64% | — | -2.73% | |
| 39 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.64% | — | -0.27% | |
| 40 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.63% | — | -1.15% | |
| 41 | BCE | Bce INC | 株式-通信サービス | 0.60% | — | -3.42% | |
| 42 | MA | Mastercard INC - A | 株式-金融 | 0.60% | +1.00% | NEW | |
| 43 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.59% | — | +34.06% | |
| 44 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.57% | — | -0.84% | |
| 45 | IBM | Intl Business Machines CORP | 株式-IT | 0.56% | — | +0.91% | |
| 46 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.54% | — | +27.90% | |
| 47 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.53% | +0.58% | NEW | |
| 48 | WEP | Magellan Midstream Partners | 株式-その他 | 0.52% | — | -3.68% | |
| 49 | SUN | Sunoco LP | 株式-その他 | 0.52% | — | — | |
| 50 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.51% | — | -7.76% |
| # | 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 | +0.4% | +10.38% | 増加 |
| 2 | QCOM | Qualcomm INC | +0.2% | +8.80% | 増加 |
| 3 | EFA | Ishares Msci Eafe ETF | +0.2% | +335.64% | 増加 |
| 4 | CSCO | Cisco Systems INC | +0.2% | +23.82% | 増加 |
| 5 | CELG | Celgene CORP | +0.2% | +67.83% | 増加 |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +6.87% | 増加 |
| 7 | GOOG | Alphabet Inc-cl C | +0.2% | +18.56% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.1% | +3.42% | 増加 |
| 9 | MRK | Merck & Co. INC. | +0.1% | +27.90% | 増加 |
| 10 | MO | Altria Group INC | +0.1% | +191.25% | 増加 |
| 11 | HD | Home Depot INC | +0.1% | +21.28% | 増加 |
| 12 | GOOGL | Alphabet Inc-cl A | +0.1% | +53.19% | 増加 |
| 13 | PM | Philip Morris International | +0.1% | +69.79% | 増加 |
| 14 | ✓ | Whole Foods Mkt INC | +0.1% | +143.07% | 増加 |
| 15 | NKE | Nike INC -cl B | +0.1% | +34.06% | 増加 |
| 16 | JPM | Jpmorgan Chase & Co | +0.1% | +9.06% | 増加 |
| 17 | AMZN | Amazon.com INC | +0.1% | +3.89% | 増加 |
| 18 | IEMG | Ishares Core Msci Emerging | +0.1% | +15347.15% | 増加 |
| 19 | USB | US Bancorp | +0.1% | +2522.86% | 増加 |
| 20 | BDX | Becton Dickinson And Co | +0.1% | +329.26% | 増加 |
| 21 | IJR | Ishares Core S&p Small-cap E | +0.1% | +2.71% | 増加 |
| 22 | PG | Procter & Gamble Co/the | +0.1% | +8.03% | 増加 |
| 23 | DIS | Walt Disney Co/the | +0.1% | +18.99% | 増加 |
| 24 | INTC | Intel CORP | +0.1% | -0.52% | 減少 |
| 25 | DEO | Diageo Plc-sponsored Adr | +0.1% | +13.55% | 増加 |
| 26 | SCHW | Schwab (charles) CORP | +0.1% | +7.37% | 増加 |
| 27 | UPS | United Parcel Service-cl B | +0.1% | +39.21% | 増加 |
| 28 | IVV | Ishares Core S&p 500 ETF | +0.1% | +5.71% | 増加 |
| 29 | MCHP | Microchip Technology INC | +0.1% | -2.73% | 減少 |
| 30 | MA | Mastercard INC - A | +0.1% | +2.36% | 増加 |
| 31 | AFL | Aflac INC | +0.1% | +33.12% | 増加 |
| 32 | SYMCEUR | Symantec CORP | +0.1% | +6.31% | 増加 |
| 33 | STT | State Street CORP | +0.1% | +4.84% | 増加 |
| 34 | SLB | Slb LTD | +0.1% | +15.75% | 増加 |
| 35 | ABBV | Abbvie INC | 0% | +11.44% | 増加 |
| 36 | ABT | Abbott Laboratories | 0% | +8.37% | 増加 |
| 37 | UTXZ | United Tech CORP | 0% | +13.80% | 増加 |
| 38 | VEA | Vanguard Ftse Developed ETF | 0% | +3.53% | 増加 |
| 39 | PEP | Pepsico INC | 0% | +5.91% | 増加 |
| 40 | MCD | Mcdonald's CORP | 0% | +13.13% | 増加 |
| 41 | HAIN | Hain Celestial Group INC | -0.2% | -92.30% | 減少 |
| 42 | MDY | State Street Spdr S&p Midcap | -0.2% | -0.70% | 減少 |
| 43 | BMY | Bristol-myers Squibb Co | -0.2% | +13.04% | 増加 |
| 44 | VZ | Verizon Communications INC | -0.2% | +0.27% | 増加 |
| 45 | SYY | Sysco CORP | -0.3% | -49.28% | 減少 |
| 46 | DHR | Danaher CORP | -0.3% | +4.08% | 増加 |
| 47 | JNJ | Johnson & Johnson | — | EXIT | 全売却 |
| 48 | FTV | Fortive CORP | — | NEW | 新規購入 |
| 49 | IGIB | Ishares 5-10y Inv Grade CORP | — | NEW | 新規購入 |
| 50 | ✓ | — | EXIT | 全売却 |