CIK: 0001457833
申告総資産額
$23.8億
上位200銘柄を表示中(全837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 | 5.20% | +6.09% | NEW | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.20% | +2.06% | NEW | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.01% | +2.51% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.70% | +5.70% | NEW | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.90% | +3.06% | NEW | |
| 6 | AAPL | Apple INC | 株式-IT | 2.35% | +4.37% | NEW | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.15% | +3.17% | NEW | |
| 8 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.83% | — | -6.40% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.52% | +1.08% | NEW | |
| 10 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.51% | +0.68% | NEW | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.47% | +1.64% | NEW | |
| 12 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.24% | +0.79% | NEW | |
| 13 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.23% | — | +0.50% | |
| 14 | HD | Home Depot INC | 株式-一般消費財 | 1.19% | +0.70% | NEW | |
| 15 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.02% | +0.55% | NEW | |
| 16 | PEP | Pepsico INC | 株式-生活必需品 | 1.02% | — | -1.06% | |
| 17 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.02% | +2.09% | NEW | |
| 18 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.01% | +1.35% | NEW | |
| 19 | VZ | Verizon Communications INC | 株式-通信サービス | 1.01% | — | -5.48% | |
| 20 | INTC | Intel CORP | 株式-IT | 0.99% | — | +1.70% | |
| 21 | DHR | Danaher CORP | 株式-ヘルスケア | 0.98% | +0.58% | NEW | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 0.97% | — | +0.75% | |
| 23 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.97% | — | +0.10% | |
| 24 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.91% | — | -0.44% | |
| 25 | UTXZ | United Tech CORP | 株式-その他 | 0.90% | — | +4.56% | |
| 26 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.86% | — | -3.62% | |
| 27 | CVX | Chevron CORP | 株式-エネルギー | 0.82% | — | +0.95% | |
| 28 | MMM | 3m Co | 株式-資本財 | 0.80% | — | -3.11% | |
| 29 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.77% | — | -3.32% | |
| 30 | CSCO | Cisco Systems INC | 株式-IT | 0.77% | — | +1.50% | |
| 31 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.77% | — | +0.44% | |
| 32 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.72% | — | +5.63% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.69% | +1.00% | NEW | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.68% | +0.58% | NEW | |
| 35 | MCHP | Microchip Technology INC | 株式-IT | 0.64% | — | -4.12% | |
| 36 | ✓ | 株式-その他 | 0.62% | — | +0.11% | ||
| 37 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.60% | — | -2.34% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.59% | — | -2.97% | |
| 39 | QCOM | Qualcomm INC | 株式-IT | 0.56% | — | -7.69% | |
| 40 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.56% | +0.54% | NEW | |
| 41 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.55% | +1.41% | NEW | |
| 42 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.55% | — | +10.29% | |
| 43 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.55% | — | +2.70% | |
| 44 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.52% | +0.99% | NEW | |
| 45 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.52% | +1.24% | NEW | |
| 46 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.51% | — | -2.12% | |
| 47 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.51% | — | -3.95% | |
| 48 | STT | State Street CORP | 株式-金融 | 0.51% | — | -0.17% | |
| 49 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.51% | — | +3.95% | |
| 50 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.51% | — | +0.20% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IUSV | Ishares Core S&p U.s. Value | +0.5% | +1439.18% | 増加 |
| 2 | IUSG | Ishares Core S&p U.s. Growth | +0.5% | +2235.44% | 増加 |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.2% | +4.72% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.2% | -1.39% | 減少 |
| 5 | AMZN | Amazon.com INC | +0.2% | +0.30% | 増加 |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +1.67% | 増加 |
| 7 | INTC | Intel CORP | +0.1% | +1.70% | 増加 |
| 8 | JPM | Jpmorgan Chase & Co | +0.1% | +2.67% | 増加 |
| 9 | PWR | Quanta Services INC | +0.1% | +144.39% | 増加 |
| 10 | HD | Home Depot INC | +0.1% | +1.15% | 増加 |
| 11 | NKE | Nike INC -cl B | +0.1% | +0.44% | 増加 |
| 12 | MAR | Marriott International -cl A | +0.1% | +17.11% | 増加 |
| 13 | JNJ | Johnson & Johnson | +0.1% | +3.30% | 増加 |
| 14 | BLKCHF | Blackrock INC | +0.1% | +0.75% | 増加 |
| 15 | AAPL | Apple INC | +0.1% | -1.21% | 減少 |
| 16 | UTXZ | United Tech CORP | +0.1% | +4.56% | 増加 |
| 17 | KR | Kroger Co | +0.1% | +27.21% | 増加 |
| 18 | CSCO | Cisco Systems INC | +0.1% | +1.50% | 増加 |
| 19 | SCHW | Schwab (charles) CORP | +0.1% | +2.70% | 増加 |
| 20 | WMT | Walmart INC | +0.1% | +0.41% | 増加 |
| 21 | V | Visa Inc-class A Shares | +0.1% | +20.28% | 増加 |
| 22 | DIS | Walt Disney Co/the | +0.1% | +0.50% | 増加 |
| 23 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +10.29% | 増加 |
| 24 | LOW | Lowe's Cos INC | +0.1% | -1.44% | 減少 |
| 25 | HON | Honeywell International INC | +0.1% | +11.16% | 増加 |
| 26 | GOOG | Alphabet Inc-cl C | 0% | +0.85% | 増加 |
| 27 | DEO | Diageo Plc-sponsored Adr | 0% | -0.44% | 減少 |
| 28 | ABBV | Abbvie INC | 0% | +0.10% | 増加 |
| 29 | QCOM | Qualcomm INC | 0% | -7.69% | 減少 |
| 30 | MCD | Mcdonald's CORP | 0% | -1.61% | 減少 |
| 31 | MMM | 3m Co | 0% | -3.11% | 減少 |
| 32 | DHR | Danaher CORP | 0% | -0.69% | 減少 |
| 33 | PEP | Pepsico INC | 0% | -1.06% | 減少 |
| 34 | VEA | Vanguard Ftse Developed ETF | 0% | +1.90% | 増加 |
| 35 | IJR | Ishares Core S&p Small-cap E | 0% | +0.97% | 増加 |
| 36 | MDY | State Street Spdr S&p Midcap | 0% | -1.57% | 減少 |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -2.17% | 減少 |
| 38 | IWS | Ishares Russell Mid-cap Valu | -0.1% | -34.71% | 減少 |
| 39 | MCK | Mckesson CORP | -0.1% | -95.91% | 減少 |
| 40 | HN9 | Hanesbrands INC | -0.1% | +1.66% | 増加 |
| 41 | IWP | Ishares Russell Mid-cap Grow | -0.1% | -30.67% | 減少 |
| 42 | MRK | Merck & Co. INC. | -0.1% | -3.89% | 減少 |
| 43 | WBA | Walgreens Boots Alliance INC | -0.1% | -48.85% | 減少 |
| 44 | SLB | Slb LTD | -0.1% | -12.02% | 減少 |
| 45 | PII | Polaris INC | -0.1% | -45.14% | 減少 |
| 46 | IJK | Ishares S&p Mid-cap 400 Grow | -0.2% | -25.85% | 減少 |
| 47 | CELG | Celgene CORP | -0.2% | -4.70% | 減少 |
| 48 | VCSH | Vanguard S/t CORP Bond ETF | -0.3% | -6.40% | 減少 |
| 49 | AEP | American Electric Power Company, Inc. | -0.3% | -44.37% | 減少 |
| 50 | PTTRX | Pimco Total Return Fund-inst | — | EXIT | 全売却 |