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 | 5.89% | +6.09% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.97% | +5.70% | NEW | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 3.37% | +2.51% | NEW | |
| 4 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 3.34% | +2.06% | NEW | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.89% | +3.06% | NEW | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 2.75% | +3.17% | NEW | |
| 7 | AAPL | Apple INC | 株式-IT | 2.61% | +4.37% | NEW | |
| 8 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.60% | +1.41% | NEW | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.55% | +1.64% | NEW | |
| 10 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.50% | +1.24% | NEW | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.47% | +2.09% | NEW | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.43% | — | +2.39% | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.35% | +0.68% | NEW | |
| 14 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.24% | +1.08% | NEW | |
| 15 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.19% | +0.79% | NEW | |
| 16 | DHR | Danaher CORP | 株式-ヘルスケア | 1.16% | +0.58% | NEW | |
| 17 | HD | Home Depot INC | 株式-一般消費財 | 1.15% | +0.70% | NEW | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.12% | — | +0.82% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.07% | +1.35% | NEW | |
| 20 | MA | Mastercard INC - A | 株式-金融 | 1.05% | +1.00% | NEW | |
| 21 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.96% | +0.58% | NEW | |
| 22 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.94% | — | +5.12% | |
| 23 | INTC | Intel CORP | 株式-IT | 0.94% | — | -3.74% | |
| 24 | CSCO | Cisco Systems INC | 株式-IT | 0.92% | — | +15.70% | |
| 25 | UTXZ | United Tech CORP | 株式-その他 | 0.89% | — | +0.65% | |
| 26 | VZ | Verizon Communications INC | 株式-通信サービス | 0.85% | — | -5.37% | |
| 27 | BLKCHF | Blackrock INC | 株式-その他 | 0.77% | — | +0.76% | |
| 28 | PEP | Pepsico INC | 株式-生活必需品 | 0.77% | — | +1.16% | |
| 29 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.72% | +0.99% | NEW | |
| 30 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.71% | — | -1.20% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.71% | — | +2.45% | |
| 32 | CVX | Chevron CORP | 株式-エネルギー | 0.70% | — | +4.32% | |
| 33 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.65% | +0.89% | NEW | |
| 34 | WMT | Walmart INC | 株式-生活必需品 | 0.62% | +0.90% | NEW | |
| 35 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.62% | — | +0.08% | |
| 36 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.62% | +0.55% | NEW | |
| 37 | CVS | Cvs Health CORP | 株式-ヘルスケア | 0.60% | — | +5.96% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.60% | +2.17% | NEW | |
| 39 | NEE | Nextera Energy INC | 株式-公益事業 | 0.59% | +0.60% | NEW | |
| 40 | AMT | American Tower CORP | 株式-不動産 | 0.58% | — | +6.39% | |
| 41 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.57% | — | +0.28% | |
| 42 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.56% | — | -0.68% | |
| 43 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.55% | — | +0.77% | |
| 44 | BAM | Brookfield Asset Management Ltd. | 株式-金融 | 0.54% | — | -0.84% | |
| 45 | PNC | Pnc Financial Services Group | 株式-金融 | 0.54% | — | -0.17% | |
| 46 | CRM | Salesforce INC | 株式-IT | 0.53% | — | +1.65% | |
| 47 | ACN | Accenture plc | 株式-IT | 0.53% | +0.57% | NEW | |
| 48 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.53% | +0.54% | NEW | |
| 49 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.52% | — | -1.94% | |
| 50 | ✓ | 株式-その他 | 0.52% | — | +0.10% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.2% | -0.18% | 減少 |
| 2 | COF | Capital One Financial CORP | +0.2% | +1049.42% | 増加 |
| 3 | HD | Home Depot INC | +0.1% | +4.08% | 増加 |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.1% | +4.22% | 増加 |
| 5 | NKE | Nike INC -cl B | +0.1% | +5.12% | 増加 |
| 6 | CVS | Cvs Health CORP | +0.1% | +5.96% | 増加 |
| 7 | GOOG | Alphabet Inc-cl C | +0.1% | -0.44% | 減少 |
| 8 | CMCSA | Comcast Corp-class A | +0.1% | +48.60% | 増加 |
| 9 | PG | Procter & Gamble Co/the | +0.1% | +2.45% | 増加 |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.10% | 増加 |
| 11 | NEE | Nextera Energy INC | +0.1% | +3.24% | 増加 |
| 12 | IUSV | Ishares Core S&p U.s. Value | +0.1% | +4.99% | 増加 |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | +1.61% | 増加 |
| 14 | AMT | American Tower CORP | +0.1% | +6.39% | 増加 |
| 15 | PM | Philip Morris International | +0.1% | +43.74% | 増加 |
| 16 | IHS | Ihs Markit LTD | +0.1% | +572.80% | 増加 |
| 17 | MSFT | Microsoft CORP | +0.1% | +1.14% | 増加 |
| 18 | RTN1USD | Raytheon Company | +0.1% | +1.47% | 増加 |
| 19 | PANW | Palo Alto Networks INC | +0.1% | +58.98% | 増加 |
| 20 | COST | Costco Wholesale CORP | +0.1% | +11.87% | 増加 |
| 21 | MO | Altria Group INC | +0.1% | +62.78% | 増加 |
| 22 | BMY | Bristol-myers Squibb Co | 0% | +0.77% | 増加 |
| 23 | BAM | Brookfield Asset Management Ltd. | 0% | -0.84% | 減少 |
| 24 | EMLP | First Trust North American E | 0% | +91.52% | 増加 |
| 25 | NVDA | Nvidia CORP | 0% | +14.08% | 増加 |
| 26 | KO | Coca-cola Co/the | 0% | +14.21% | 増加 |
| 27 | MCD | Mcdonald's CORP | 0% | +2.23% | 増加 |
| 28 | ✓ | 0% | +0.10% | 増加 | |
| 29 | IUSG | Ishares Core S&p U.s. Growth | 0% | +4.09% | 増加 |
| 30 | UTXZ | United Tech CORP | 0% | +0.65% | 増加 |
| 31 | WMT | Walmart INC | 0% | +0.58% | 増加 |
| 32 | HST | Host Hotels & Resorts INC | 0% | -86.01% | 減少 |
| 33 | ENB | Enbridge INC | -0.1% | -18.30% | 減少 |
| 34 | ELV | Elevance Health INC | -0.1% | +3.03% | 増加 |
| 35 | PFE | Pfizer INC | -0.1% | +3.77% | 増加 |
| 36 | IJH | Ishares Core S&p Midcap ETF | -0.1% | +2.36% | 増加 |
| 37 | KRE | Ss Spdr S&p Regional Bank | -0.1% | -22.18% | 減少 |
| 38 | XBI | Ss Spdr S&p Biotech ETF | -0.1% | -2.94% | 減少 |
| 39 | FTV | Fortive CORP | -0.1% | -1.06% | 減少 |
| 40 | NSC | Norfolk Southern CORP | -0.1% | -1.22% | 減少 |
| 41 | META | Meta Platforms Inc-class A | -0.1% | +1.23% | 増加 |
| 42 | DEO | Diageo Plc-sponsored Adr | -0.1% | -1.20% | 減少 |
| 43 | XOM | Exxon Mobil CORP | -0.1% | -1.14% | 減少 |
| 44 | JNJ | Johnson & Johnson | -0.1% | +4.13% | 増加 |
| 45 | HDSUSD | Hd Supply Holdings INC | -0.1% | -37.06% | 減少 |
| 46 | DIS | Walt Disney Co/the | -0.1% | +2.39% | 増加 |
| 47 | AMZN | Amazon.com INC | -0.2% | +0.61% | 増加 |
| 48 | STT | State Street CORP | -0.2% | -75.26% | 減少 |
| 49 | BX | Blackstone INC | — | NEW | 新規購入 |
| 50 | FSLR | First Solar INC | — | NEW | 新規購入 |