CIK: 0001457833
申告総資産額
$23.8億
上位200銘柄を表示中(全830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 | 5.10% | +6.09% | NEW | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.94% | +2.06% | NEW | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.76% | +2.51% | NEW | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.63% | +5.70% | NEW | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.81% | +3.06% | NEW | |
| 6 | AAPL | Apple INC | 株式-IT | 2.29% | +4.37% | NEW | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 2.16% | +3.17% | NEW | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.69% | +1.08% | NEW | |
| 9 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.64% | — | -6.51% | |
| 10 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.61% | +1.64% | NEW | |
| 11 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.39% | +0.68% | NEW | |
| 12 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.29% | +2.09% | NEW | |
| 13 | INTC | Intel CORP | 株式-IT | 1.18% | — | +8.86% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.17% | — | +5.00% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.11% | +0.70% | NEW | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.09% | +0.79% | NEW | |
| 17 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.03% | +1.35% | NEW | |
| 18 | DHR | Danaher CORP | 株式-ヘルスケア | 0.98% | +0.58% | NEW | |
| 19 | BLKCHF | Blackrock INC | 株式-その他 | 0.97% | — | -2.33% | |
| 20 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.91% | — | -0.65% | |
| 21 | UTXZ | United Tech CORP | 株式-その他 | 0.89% | — | +3.16% | |
| 22 | CSCO | Cisco Systems INC | 株式-IT | 0.88% | — | +5.35% | |
| 23 | VZ | Verizon Communications INC | 株式-通信サービス | 0.88% | — | -1.02% | |
| 24 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.88% | +0.55% | NEW | |
| 25 | PEP | Pepsico INC | 株式-生活必需品 | 0.86% | — | -4.77% | |
| 26 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 0.85% | +1.41% | NEW | |
| 27 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 0.84% | +1.24% | NEW | |
| 28 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.80% | — | -1.63% | |
| 29 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.80% | — | +0.64% | |
| 30 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.79% | — | +8.48% | |
| 31 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.78% | — | +967.43% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.78% | — | +7.11% | |
| 33 | MA | Mastercard INC - A | 株式-金融 | 0.75% | +1.00% | NEW | |
| 34 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.71% | +0.58% | NEW | |
| 35 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.68% | — | -6.12% | |
| 36 | MMM | 3m Co | 株式-資本財 | 0.67% | — | -7.90% | |
| 37 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.65% | — | +18.58% | |
| 38 | ✓ | 株式-その他 | 0.64% | — | +0.56% | ||
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | +2.17% | NEW | |
| 40 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.60% | — | -10.78% | |
| 41 | MCHP | Microchip Technology INC | 株式-IT | 0.60% | — | -7.15% | |
| 42 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.60% | — | +10.17% | |
| 43 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.57% | — | +0.39% | |
| 44 | KBE | Ss Spdr S&p Bank ETF | ETF-その他 | 0.55% | — | -6.41% | |
| 45 | KRE | Ss Spdr S&p Regional Bank | ETF-その他 | 0.53% | — | +5.30% | |
| 46 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.50% | +0.54% | NEW | |
| 47 | STT | State Street CORP | 株式-金融 | 0.50% | — | -1.07% | |
| 48 | UNUSD | Unilever N V -ny Shares | 株式-その他 | 0.50% | — | +1.38% | |
| 49 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.49% | — | +15.23% | |
| 50 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.48% | +0.99% | NEW |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Powershares Qqq Trust Ser 1 | +0.7% | +967.43% | 増加 |
| 2 | IUSG | Ishares Core S&p U.s. Growth | +0.3% | +63.48% | 増加 |
| 3 | IUSV | Ishares Core S&p U.s. Value | +0.3% | +67.08% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.3% | +6.06% | 増加 |
| 5 | MGC | Vanguard Mega Cap ETF | +0.3% | +33651.00% | 増加 |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +52.60% | 増加 |
| 7 | INTC | Intel CORP | +0.2% | +8.86% | 増加 |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.2% | +16.50% | 増加 |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +9.78% | 増加 |
| 10 | VNQ | Vanguard Real Estate ETF | +0.1% | +76.06% | 増加 |
| 11 | CSCO | Cisco Systems INC | +0.1% | +5.35% | 増加 |
| 12 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +18.58% | 増加 |
| 13 | VO | Vanguard Mid-cap ETF | +0.1% | +223.96% | 増加 |
| 14 | VCIT | Vanguard Int-term Corporate | +0.1% | +427.18% | 増加 |
| 15 | BMY | Bristol-myers Squibb Co | +0.1% | +8.48% | 増加 |
| 16 | BA | Boeing Co/the | +0.1% | +18.43% | 増加 |
| 17 | C | Citigroup INC | +0.1% | +145.42% | 増加 |
| 18 | SWKS | Skyworks Solutions INC | +0.1% | +55.71% | 増加 |
| 19 | MA | Mastercard INC - A | +0.1% | -2.84% | 減少 |
| 20 | RTN1USD | Raytheon Company | +0.1% | +5.42% | 増加 |
| 21 | ORCL | Oracle CORP | +0.1% | +33.41% | 増加 |
| 22 | VB | Vanguard Small-cap ETF | +0.1% | +115.73% | 増加 |
| 23 | SCHW | Schwab (charles) CORP | +0.1% | +10.17% | 増加 |
| 24 | V | Visa Inc-class A Shares | 0% | +15.36% | 増加 |
| 25 | MSFT | Microsoft CORP | 0% | -2.55% | 減少 |
| 26 | CELG | Celgene CORP | -0.1% | -1.58% | 減少 |
| 27 | TRN | Trinity Industries INC | -0.1% | -24.44% | 減少 |
| 28 | WFC | Wells Fargo & Co | -0.1% | -13.48% | 減少 |
| 29 | WEP | Magellan Midstream Partners | -0.1% | -2.25% | 減少 |
| 30 | BCE | Bce INC | -0.1% | -12.53% | 減少 |
| 31 | DEO | Diageo Plc-sponsored Adr | -0.1% | -1.63% | 減少 |
| 32 | QCOM | Qualcomm INC | -0.1% | -7.48% | 減少 |
| 33 | JNJ | Johnson & Johnson | -0.1% | +4.02% | 増加 |
| 34 | MMM | 3m Co | -0.1% | -7.90% | 減少 |
| 35 | VZ | Verizon Communications INC | -0.1% | -1.02% | 減少 |
| 36 | XOM | Exxon Mobil CORP | -0.1% | -1.14% | 減少 |
| 37 | MCD | Mcdonald's CORP | -0.2% | -0.09% | 減少 |
| 38 | PEP | Pepsico INC | -0.2% | -4.77% | 減少 |
| 39 | BAM | Brookfield Asset Management Ltd. | -0.2% | -10.78% | 減少 |
| 40 | PG | Procter & Gamble Co/the | -0.2% | -6.12% | 減少 |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | -0.2% | -6.51% | 減少 |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.3% | -1.95% | 減少 |
| 43 | MDY | State Street Spdr S&p Midcap | -0.3% | -2.40% | 減少 |
| 44 | BKNG | Booking Holdings INC | — | NEW | 新規購入 |
| 45 | VNQI | Vanguard Glbl Ex-us Real Est | — | NEW | 新規購入 |
| 46 | BKNG | Booking Hldgs INC | — | EXIT | 全売却 |
| 47 | ✓ | Washingtonfirst Bankshares I | — | EXIT | 全売却 |
| 48 | HRUSD | Healthcare Realty Trust INC | — | NEW | 新規購入 |
| 49 | VGIT | Vanguard Intermediate-term T | — | NEW | 新規購入 |
| 50 | VTIP | Vanguard Short-term Tips | — | NEW | 新規購入 |