CIK: 0001457833
申告総資産額
$23.8億
上位200銘柄を表示中(全772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 | 5.42% | +6.09% | NEW | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.92% | +2.06% | NEW | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.83% | +5.70% | NEW | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.68% | +2.51% | NEW | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 3.09% | +3.06% | NEW | |
| 6 | AAPL | Apple INC | 株式-IT | 2.46% | +4.37% | NEW | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.21% | +3.17% | NEW | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.63% | +1.08% | NEW | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.52% | +2.09% | NEW | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.48% | +1.64% | NEW | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.28% | +0.68% | NEW | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.23% | — | +2.65% | |
| 13 | HD | Home Depot INC | 株式-一般消費財 | 1.17% | +0.70% | NEW | |
| 14 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.14% | — | -29.16% | |
| 15 | INTC | Intel CORP | 株式-IT | 1.11% | — | +0.54% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.09% | +1.35% | NEW | |
| 17 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.08% | +0.79% | NEW | |
| 18 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.99% | +1.24% | NEW | |
| 19 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.98% | +1.41% | NEW | |
| 20 | DHR | Danaher CORP | 株式-ヘルスケア | 0.94% | +0.58% | NEW | |
| 21 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.93% | +0.55% | NEW | |
| 22 | BLKCHF | Blackrock INC | 株式-その他 | 0.92% | — | +4.42% | |
| 23 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.91% | — | -3.80% | |
| 24 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.89% | — | +1.86% | |
| 25 | UTXZ | United Tech CORP | 株式-その他 | 0.88% | — | +2.53% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.86% | — | -4.66% | |
| 27 | CSCO | Cisco Systems INC | 株式-IT | 0.84% | — | -2.91% | |
| 28 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.84% | — | -0.11% | |
| 29 | PEP | Pepsico INC | 株式-生活必需品 | 0.83% | — | -1.05% | |
| 30 | CVX | Chevron CORP | 株式-エネルギー | 0.81% | — | -3.83% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.80% | +1.00% | NEW | |
| 32 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.71% | +0.58% | NEW | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.70% | — | — | |
| 34 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.69% | — | +2.19% | |
| 35 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.66% | +0.99% | NEW | |
| 36 | SD2 | Sandy Spring Bancorp INC | 株式-その他 | 0.62% | — | — | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.61% | — | +7.61% | |
| 38 | ✓ | 株式-その他 | 0.60% | — | +0.04% | ||
| 39 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.60% | — | -7.80% | |
| 40 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.60% | — | +4.56% | |
| 41 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.59% | — | +11.04% | |
| 42 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.56% | — | -2.76% | |
| 43 | MMM | 3m Co | 株式-資本財 | 0.56% | — | -3.55% | |
| 44 | MCHP | Microchip Technology INC | 株式-IT | 0.56% | — | -3.37% | |
| 45 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.54% | — | -11.03% | |
| 46 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.54% | +0.89% | NEW | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.54% | +2.17% | NEW | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.53% | +0.54% | NEW | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.51% | — | +3.14% | |
| 50 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.51% | — | -5.34% |
| # | 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 | +0.3% | +4.34% | 増加 |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.3% | +3.29% | 増加 |
| 3 | AMZN | Amazon.com INC | +0.2% | +2.22% | 増加 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.2% | +4.45% | 増加 |
| 5 | META | Meta Platforms Inc-class A | +0.2% | +15.85% | 増加 |
| 6 | AAPL | Apple INC | +0.2% | -0.98% | 減少 |
| 7 | IUSG | Ishares Core S&p U.s. Growth | +0.2% | +14.85% | 増加 |
| 8 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +15.39% | 増加 |
| 9 | STZ | Constellation Brands Inc-a | +0.1% | +71.80% | 増加 |
| 10 | NKE | Nike INC -cl B | +0.1% | -3.80% | 減少 |
| 11 | AXP | American Express Co | +0.1% | +30.73% | 増加 |
| 12 | CRM | Salesforce INC | +0.1% | +8.49% | 増加 |
| 13 | CI | The Cigna Group | +0.1% | +3509.68% | 増加 |
| 14 | GOOGL | Alphabet Inc-cl A | +0.1% | +8.56% | 増加 |
| 15 | T | At&t INC | +0.1% | +35.07% | 増加 |
| 16 | CTSH | Cognizant Tech Solutions-a | +0.1% | +55.89% | 増加 |
| 17 | TJX | Tjx Companies INC | +0.1% | +5.61% | 増加 |
| 18 | THO | Thor Industries INC | +0.1% | +93.71% | 増加 |
| 19 | HD | Home Depot INC | +0.1% | -1.40% | 減少 |
| 20 | DIS | Walt Disney Co/the | +0.1% | +2.65% | 増加 |
| 21 | GOOG | Alphabet Inc-cl C | +0.1% | -0.28% | 減少 |
| 22 | COP | Conocophillips | +0.1% | +7.29% | 増加 |
| 23 | KRE | Ss Spdr S&p Regional Bank | +0.1% | +11.04% | 増加 |
| 24 | MSFT | Microsoft CORP | +0.1% | -3.69% | 減少 |
| 25 | XOM | Exxon Mobil CORP | +0.1% | -2.14% | 減少 |
| 26 | MA | Mastercard INC - A | +0.1% | -2.79% | 減少 |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -6.12% | 減少 |
| 28 | SBUX | Starbucks CORP | -0.1% | -30.91% | 減少 |
| 29 | PM | Philip Morris International | -0.1% | -7.65% | 減少 |
| 30 | IBM | Intl Business Machines CORP | -0.1% | -19.95% | 減少 |
| 31 | BMY | Bristol-myers Squibb Co | -0.1% | +2.19% | 増加 |
| 32 | CHKP | Check Point Software Technologies Ltd. | -0.1% | -48.99% | 減少 |
| 33 | MMM | 3m Co | -0.1% | -3.55% | 減少 |
| 34 | JNJ | Johnson & Johnson | -0.1% | -0.98% | 減少 |
| 35 | HRUSD | Healthcare Realty Trust INC | -0.1% | -98.65% | 減少 |
| 36 | VNQ | Vanguard Real Estate ETF | -0.1% | -40.66% | 減少 |
| 37 | CELG | Celgene CORP | -0.1% | -30.75% | 減少 |
| 38 | JPM | Jpmorgan Chase & Co | -0.1% | -1.10% | 減少 |
| 39 | SYMCEUR | Symantec CORP | -0.3% | -86.93% | 減少 |
| 40 | VCSH | Vanguard S/t CORP Bond ETF | -0.5% | -29.16% | 減少 |
| 41 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | 全売却 |
| 42 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新規購入 |
| 43 | SD2 | Sandy Spring Bancorp INC | — | NEW | 新規購入 |
| 44 | ✓ | — | EXIT | 全売却 | |
| 45 | TWXCHF | Time Warner INC | — | EXIT | 全売却 |
| 46 | VNQI | Vanguard Glbl Ex-us Real Est | — | EXIT | 全売却 |
| 47 | RWX | State Street Spdr Dow Jones | — | EXIT | 全売却 |
| 48 | INOV | Inovalon Holdings INC - A | — | NEW | 新規購入 |
| 49 | RSP | Invesco S&p 500 Equal Weight | — | NEW | 新規購入 |
| 50 | SCHD | Schwab U.S. Dividend Equity ETF | — | EXIT | 全売却 |