CIK: 0001457833
申告総資産額
$23.8億
上位200銘柄を表示中(全831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 | 4.86% | +6.09% | NEW | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 4.27% | +2.06% | NEW | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.08% | +2.51% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.33% | +5.70% | NEW | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.73% | +3.06% | NEW | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.25% | — | -11.46% | |
| 7 | AAPL | Apple INC | 株式-IT | 2.20% | +4.37% | NEW | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.87% | +3.17% | NEW | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.50% | +0.68% | NEW | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.35% | +1.08% | NEW | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.29% | +1.64% | NEW | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.27% | — | +0.34% | |
| 13 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.23% | +0.79% | NEW | |
| 14 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.13% | +0.55% | NEW | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.08% | — | -0.85% | |
| 16 | HD | Home Depot INC | 株式-一般消費財 | 1.03% | +0.70% | NEW | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.00% | — | -7.41% | |
| 18 | DHR | Danaher CORP | 株式-ヘルスケア | 0.97% | +0.58% | NEW | |
| 19 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.93% | — | -0.59% | |
| 20 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.91% | +1.35% | NEW | |
| 21 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 0.90% | — | -3.13% | |
| 22 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.89% | +2.09% | NEW | |
| 23 | UTXZ | United Tech CORP | 株式-その他 | 0.85% | — | +1.37% | |
| 24 | BLKCHF | Blackrock INC | 株式-その他 | 0.83% | — | +1.84% | |
| 25 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.83% | — | -1.25% | |
| 26 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.81% | — | +2.34% | |
| 27 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.80% | — | -3.20% | |
| 28 | MMM | 3m Co | 株式-資本財 | 0.80% | — | +0.44% | |
| 29 | INTC | Intel CORP | 株式-IT | 0.80% | — | -3.52% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.79% | — | -1.70% | |
| 31 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-その他 | 0.75% | +0.78% | NEW | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.73% | — | -1.58% | |
| 33 | CSCO | Cisco Systems INC | 株式-IT | 0.68% | — | -1.48% | |
| 34 | PTTRX | Pimco Total Return Fund-inst | 株式-その他 | 0.67% | — | +30.61% | |
| 35 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.66% | — | +1.12% | |
| 36 | MCHP | Microchip Technology INC | 株式-IT | 0.64% | — | -3.92% | |
| 37 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.63% | — | -7.64% | |
| 38 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.62% | — | -6.98% | |
| 39 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.62% | +0.58% | NEW | |
| 40 | MA | Mastercard INC - A | 株式-金融 | 0.61% | +1.00% | NEW | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.61% | — | -2.15% | |
| 42 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.60% | — | +3.70% | |
| 43 | ✓ | 株式-その他 | 0.59% | — | — | ||
| 44 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.58% | — | -4.24% | |
| 45 | QCOM | Qualcomm INC | 株式-IT | 0.58% | — | -4.07% | |
| 46 | SLB | Slb LTD | 株式-エネルギー | 0.55% | — | +0.64% | |
| 47 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.53% | — | -4.27% | |
| 48 | CELG | Celgene CORP | 株式-その他 | 0.53% | — | +6.56% | |
| 49 | NSC | Norfolk Southern CORP | 株式-資本財 | 0.49% | — | -3.15% | |
| 50 | IBM | Intl Business Machines CORP | 株式-IT | 0.48% | — | -3.90% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +0.3% | +7.96% | 増加 |
| 2 | MCD | Mcdonald's CORP | +0.2% | -1.90% | 減少 |
| 3 | PTTRX | Pimco Total Return Fund-inst | +0.2% | +30.61% | 増加 |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.2% | +8.70% | 増加 |
| 5 | KR | Kroger Co | +0.1% | +26717.29% | 増加 |
| 6 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +2.49% | 増加 |
| 7 | BLKCHF | Blackrock INC | +0.1% | +1.84% | 増加 |
| 8 | GOOG | Alphabet Inc-cl C | +0.1% | +1.27% | 増加 |
| 9 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +25.12% | 増加 |
| 10 | JNJ | Johnson & Johnson | +0.1% | +0.73% | 増加 |
| 11 | JPM | Jpmorgan Chase & Co | +0.1% | +2.78% | 増加 |
| 12 | UTXZ | United Tech CORP | +0.1% | +1.37% | 増加 |
| 13 | HN9 | Hanesbrands INC | +0.1% | +7.35% | 増加 |
| 14 | MSFT | Microsoft CORP | +0.1% | +0.07% | 増加 |
| 15 | AMZN | Amazon.com INC | +0.1% | +0.04% | 増加 |
| 16 | ABBV | Abbvie INC | +0.1% | -1.70% | 減少 |
| 17 | MMM | 3m Co | +0.1% | +0.44% | 増加 |
| 18 | STT | State Street CORP | +0.1% | +2.97% | 増加 |
| 19 | NKE | Nike INC -cl B | +0.1% | +2.34% | 増加 |
| 20 | ACN | Accenture plc | +0.1% | +19.95% | 増加 |
| 21 | CELG | Celgene CORP | +0.1% | +6.56% | 増加 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +5.56% | 増加 |
| 23 | ABT | Abbott Laboratories | 0% | -0.79% | 減少 |
| 24 | SCHW | Schwab (charles) CORP | 0% | +4.90% | 増加 |
| 25 | GLW | Corning INC | 0% | +4.29% | 増加 |
| 26 | KRE | Ss Spdr S&p Regional Bank | 0% | +8.95% | 増加 |
| 27 | PYPL | Paypal Holdings INC | 0% | +5.79% | 増加 |
| 28 | IJR | Ishares Core S&p Small-cap E | 0% | +0.74% | 増加 |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | -0.1% | -51.44% | 減少 |
| 30 | HDSUSD | Hd Supply Holdings INC | -0.1% | +11.36% | 増加 |
| 31 | KBE | Ss Spdr S&p Bank ETF | -0.1% | -7.64% | 減少 |
| 32 | XLE | Ss Energy Select Sector | -0.1% | -9.50% | 減少 |
| 33 | QCOM | Qualcomm INC | -0.1% | -4.07% | 減少 |
| 34 | CSCO | Cisco Systems INC | -0.1% | -1.48% | 減少 |
| 35 | AAPL | Apple INC | -0.1% | -2.64% | 減少 |
| 36 | ✓ | Whole Foods Mkt INC | -0.1% | -64.31% | 減少 |
| 37 | INTC | Intel CORP | -0.1% | -3.52% | 減少 |
| 38 | IBM | Intl Business Machines CORP | -0.1% | -3.90% | 減少 |
| 39 | DIS | Walt Disney Co/the | -0.1% | +0.34% | 増加 |
| 40 | SLB | Slb LTD | -0.1% | +0.64% | 増加 |
| 41 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -4.01% | 減少 |
| 42 | AEP | American Electric Power Company, Inc. | -0.1% | -6.98% | 減少 |
| 43 | ET | Energy Transfer LP | -0.2% | -42.82% | 減少 |
| 44 | MDY | State Street Spdr S&p Midcap | -0.2% | -3.63% | 減少 |
| 45 | VZ | Verizon Communications INC | -0.2% | -7.41% | 減少 |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | -0.3% | -11.46% | 減少 |
| 47 | SYTUSD | Syngenta Ag-adr | — | EXIT | 全売却 |
| 48 | SUN | Sunoco LP | — | EXIT | 全売却 |
| 49 | ET | Energy Transfer LP | — | NEW | 新規購入 |
| 50 | PAA | Plains All Amer Pipeline LP | — | EXIT | 全売却 |