CIK: 0001457833
申告総資産額
$23.8億
上位200銘柄を表示中(全807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 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 5.06% | +6.09% | NEW | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.23% | +2.06% | NEW | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.05% | +2.51% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.49% | +5.70% | NEW | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.92% | +3.06% | NEW | |
| 6 | AAPL | Apple INC | 株式-IT | 2.27% | +4.37% | NEW | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.08% | — | -4.42% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.99% | +3.17% | NEW | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.51% | +1.08% | NEW | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.42% | +0.68% | NEW | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.34% | +1.64% | NEW | |
| 12 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.21% | +0.79% | NEW | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.18% | — | +2.54% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.07% | +0.70% | NEW | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.06% | +0.55% | NEW | |
| 16 | VZ | Verizon Communications INC | 株式-通信サービス | 1.05% | — | -3.25% | |
| 17 | PEP | Pepsico INC | 株式-生活必需品 | 1.00% | — | -0.65% | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.97% | +1.35% | NEW | |
| 19 | DHR | Danaher CORP | 株式-ヘルスケア | 0.96% | +0.58% | NEW | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.93% | — | -1.20% | |
| 21 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.93% | — | -1.25% | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 0.88% | — | +2.27% | |
| 23 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.87% | +2.09% | NEW | |
| 24 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.87% | — | -2.50% | |
| 25 | INTC | Intel CORP | 株式-IT | 0.85% | — | -3.69% | |
| 26 | UTXZ | United Tech CORP | 株式-その他 | 0.82% | — | +4.77% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.80% | — | +0.88% | |
| 28 | PTTRX | Pimco Total Return Fund-inst | 株式-その他 | 0.80% | — | +21.54% | |
| 29 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.80% | — | -2.54% | |
| 30 | MMM | 3m Co | 株式-資本財 | 0.77% | — | -1.60% | |
| 31 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.75% | — | +2.47% | |
| 32 | MCHP | Microchip Technology INC | 株式-IT | 0.71% | — | -2.76% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.70% | — | -1.08% | |
| 34 | MA | Mastercard INC - A | 株式-金融 | 0.69% | +1.00% | NEW | |
| 35 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.67% | — | -3.78% | |
| 36 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.67% | +0.78% | NEW | |
| 37 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.65% | +0.58% | NEW | |
| 38 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.62% | — | -2.84% | |
| 39 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.61% | — | -1.91% | |
| 40 | ✓ | 株式-その他 | 0.60% | — | -1.23% | ||
| 41 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.59% | — | +0.52% | |
| 42 | CELG | Celgene CORP | 株式-その他 | 0.58% | — | +0.19% | |
| 43 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.57% | — | -1.68% | |
| 44 | SLB | Slb LTD | 株式-エネルギー | 0.56% | — | -2.05% | |
| 45 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.54% | — | -1.20% | |
| 46 | STT | State Street CORP | 株式-金融 | 0.53% | — | +10.82% | |
| 47 | QCOM | Qualcomm INC | 株式-IT | 0.52% | — | -2.91% | |
| 48 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.52% | +0.99% | NEW | |
| 49 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.51% | +0.54% | NEW | |
| 50 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.50% | — | -2.26% |
| # | 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 | +0.2% | +3.63% | 増加 |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.2% | +3.16% | 増加 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.2% | +3.52% | 増加 |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.2% | +9.33% | 増加 |
| 5 | ABBV | Abbvie INC | +0.1% | -1.20% | 減少 |
| 6 | BKNG | Booking Hldgs INC | +0.1% | +80300.00% | 増加 |
| 7 | PTTRX | Pimco Total Return Fund-inst | +0.1% | +21.54% | 増加 |
| 8 | MSFT | Microsoft CORP | +0.1% | +0.96% | 増加 |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +20.70% | 増加 |
| 10 | LOW | Lowe's Cos INC | +0.1% | +23.01% | 増加 |
| 11 | MLM | Martin Marietta Materials | +0.1% | +1958.93% | 増加 |
| 12 | BMY | Bristol-myers Squibb Co | +0.1% | +2.47% | 増加 |
| 13 | MA | Mastercard INC - A | +0.1% | -1.43% | 減少 |
| 14 | AAPL | Apple INC | +0.1% | -0.94% | 減少 |
| 15 | CVX | Chevron CORP | +0.1% | +0.88% | 増加 |
| 16 | MCHP | Microchip Technology INC | +0.1% | -2.76% | 減少 |
| 17 | STT | State Street CORP | +0.1% | +10.82% | 増加 |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | +2.88% | 増加 |
| 19 | BA | Boeing Co/the | +0.1% | +11.62% | 増加 |
| 20 | HDSUSD | Hd Supply Holdings INC | +0.1% | +8.10% | 増加 |
| 21 | JPM | Jpmorgan Chase & Co | +0.1% | +2.88% | 増加 |
| 22 | VZ | Verizon Communications INC | +0.1% | -3.25% | 減少 |
| 23 | INTC | Intel CORP | +0.1% | -3.69% | 減少 |
| 24 | BLKCHF | Blackrock INC | +0.1% | +2.27% | 増加 |
| 25 | CELG | Celgene CORP | +0.1% | +0.19% | 増加 |
| 26 | META | Meta Platforms Inc-class A | +0.1% | +0.29% | 増加 |
| 27 | SYMCEUR | Symantec CORP | +0.1% | +2.33% | 増加 |
| 28 | HON | Honeywell International INC | +0.1% | +17.49% | 増加 |
| 29 | GILD | Gilead Sciences INC | +0.1% | +5.22% | 増加 |
| 30 | RTN1USD | Raytheon Company | +0.1% | +2.89% | 増加 |
| 31 | HD | Home Depot INC | 0% | -0.57% | 減少 |
| 32 | DEO | Diageo Plc-sponsored Adr | 0% | -2.50% | 減少 |
| 33 | HN9 | Hanesbrands INC | 0% | +5.28% | 増加 |
| 34 | V | Visa Inc-class A Shares | 0% | +14.89% | 増加 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.06% | 減少 |
| 36 | MDY | State Street Spdr S&p Midcap | 0% | -1.13% | 減少 |
| 37 | MCK | Mckesson CORP | -0.1% | -38.56% | 減少 |
| 38 | IBM | Intl Business Machines CORP | -0.1% | -4.76% | 減少 |
| 39 | QCOM | Qualcomm INC | -0.1% | -2.91% | 減少 |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | -0.1% | -11.48% | 減少 |
| 41 | PEP | Pepsico INC | -0.1% | -0.65% | 減少 |
| 42 | DIS | Walt Disney Co/the | -0.1% | +2.54% | 増加 |
| 43 | TEVA | Teva Pharmaceutical-sp Adr | -0.1% | -95.56% | 減少 |
| 44 | NKE | Nike INC -cl B | -0.1% | -3.78% | 減少 |
| 45 | AEP | American Electric Power Company, Inc. | -0.1% | -10.03% | 減少 |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | -4.42% | 減少 |
| 47 | DUK | Du Pont E I De Nemour&Co | — | EXIT | 全売却 |
| 48 | ✓ | Panera Bread Co | — | EXIT | 全売却 |
| 49 | ET | Energy Transfer LP | — | EXIT | 全売却 |
| 50 | ✓ | Whole Foods Mkt INC | — | EXIT | 全売却 |