CIK: 0001457833
申告総資産額
$23.8億
上位200銘柄を表示中（全988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 | 5.98% | +6.09% | NEW | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 4.69% | +5.70% | NEW | |
| 3 | AAPL | Apple INC | 株式-IT | 3.85% | +4.37% | NEW | |
| 4 | MSFT | Microsoft CORP | 株式-IT | 3.42% | +3.17% | NEW | |
| 5 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 2.99% | +2.06% | NEW | |
| 6 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.99% | +3.06% | NEW | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.86% | +2.51% | NEW | |
| 8 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.09% | +2.09% | NEW | |
| 9 | IUSV | Ishares Core S&p U.s. Value | ETF-その他 | 1.74% | +1.41% | NEW | |
| 10 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.62% | — | -1.29% | |
| 11 | IUSG | Ishares Core S&p U.s. Growth | ETF-その他 | 1.62% | +1.24% | NEW | |
| 12 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.57% | +1.64% | NEW | |
| 13 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.36% | +0.68% | NEW | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.33% | +1.35% | NEW | |
| 15 | DHR | Danaher CORP | 株式-ヘルスケア | 1.21% | +0.58% | NEW | |
| 16 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.16% | +1.08% | NEW | |
| 17 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.15% | +0.58% | NEW | |
| 18 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.07% | — | +4.14% | |
| 19 | MA | Mastercard INC - A | 株式-金融 | 1.07% | +1.00% | NEW | |
| 20 | HD | Home Depot INC | 株式-一般消費財 | 1.03% | +0.70% | NEW | |
| 21 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.97% | +0.99% | NEW | |
| 22 | MCD | Mcdonald's CORP | 株式-一般消費財 | 0.96% | +0.79% | NEW | |
| 23 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.96% | — | +1.84% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.95% | +0.89% | NEW | |
| 25 | WMT | Walmart INC | 株式-生活必需品 | 0.81% | +0.90% | NEW | |
| 26 | BLKCHF | Blackrock INC | 株式-その他 | 0.80% | — | -0.47% | |
| 27 | PYPL | Paypal Holdings INC | 株式-金融 | 0.76% | — | +1.81% | |
| 28 | TMO | Thermo Fisher Scientific INC | 株式-ヘルスケア | 0.72% | +0.61% | NEW | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.71% | +2.17% | NEW | |
| 30 | LOW | Lowe's Cos INC | 株式-一般消費財 | 0.70% | +0.54% | NEW | |
| 31 | ADBE | Adobe INC | 株式-IT | 0.66% | — | +34.04% | |
| 32 | NEE | Nextera Energy INC | 株式-公益事業 | 0.65% | +0.60% | NEW | |
| 33 | QQQ | Invesco Qqq Trust Series 1 | ETF-テック型 | 0.64% | — | -4.23% | |
| 34 | MCHP | Microchip Technology INC | 株式-IT | 0.61% | — | -4.48% | |
| 35 | PEP | Pepsico INC | 株式-生活必需品 | 0.60% | — | -1.94% | |
| 36 | INTC | Intel CORP | 株式-IT | 0.59% | — | -18.36% | |
| 37 | CSCO | Cisco Systems INC | 株式-IT | 0.59% | — | -1.03% | |
| 38 | ACN | Accenture plc | 株式-IT | 0.58% | +0.57% | NEW | |
| 39 | CRM | Salesforce INC | 株式-IT | 0.56% | — | +4.74% | |
| 40 | EL | Estee Lauder Companies-cl A | 株式-生活必需品 | 0.55% | — | -2.06% | |
| 41 | NVDA | Nvidia CORP | 株式-IT | 0.55% | +3.26% | NEW | |
| 42 | AXP | American Express Co | 株式-金融 | 0.54% | +0.56% | NEW | |
| 43 | V | Visa Inc-class A Shares | 株式-金融 | 0.54% | +0.62% | NEW | |
| 44 | VZ | Verizon Communications INC | 株式-通信サービス | 0.53% | — | -5.56% | |
| 45 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.53% | — | -2.31% | |
| 46 | AMT | American Tower CORP | 株式-不動産 | 0.52% | — | -1.53% | |
| 47 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.52% | — | +3.91% | |
| 48 | GS | Goldman Sachs Group INC | 株式-金融 | 0.50% | +0.63% | NEW | |
| 49 | PNC | Pnc Financial Services Group | 株式-金融 | 0.48% | — | -1.06% | |
| 50 | IYW | Ishares Ustechnology ETF | ETF-テック型 | 0.47% | — | -0.52% |
| # | 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 | +0.4% | -0.53% | 減少 |
| 2 | IJR | Ishares Core S&p Small-cap E | +0.4% | +2.10% | 増加 |
| 3 | JPM | Jpmorgan Chase & Co | +0.2% | -0.91% | 減少 |
| 4 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.83% | 増加 |
| 5 | MDY | State Street Spdr S&p Midcap | +0.1% | -2.90% | 減少 |
| 6 | GOOG | Alphabet Inc-cl C | +0.1% | -1.82% | 減少 |
| 7 | TMUS | T-mobile US INC | +0.1% | +8721.93% | 増加 |
| 8 | ADBE | Adobe INC | +0.1% | +34.04% | 増加 |
| 9 | HD | Home Depot INC | +0.1% | +0.51% | 増加 |
| 10 | LOW | Lowe's Cos INC | +0.1% | +3.51% | 増加 |
| 11 | GS | Goldman Sachs Group INC | +0.1% | +2.13% | 増加 |
| 12 | DE | Deere & Co | +0.1% | -2.90% | 減少 |
| 13 | XOM | Exxon Mobil CORP | +0.1% | -1.22% | 減少 |
| 14 | SCHW | Schwab (charles) CORP | +0.1% | +0.83% | 増加 |
| 15 | SCHO | Schwab Short-term US Treas | +0.1% | +142.38% | 増加 |
| 16 | ZTS | Zoetis INC | +0.1% | +26.59% | 増加 |
| 17 | BX | Blackstone INC | +0.1% | +4.15% | 増加 |
| 18 | ✓ | Laboratory CORP Amer Hldgs | +0.1% | -4.44% | 減少 |
| 19 | CSCO | Cisco Systems INC | +0.1% | -1.03% | 減少 |
| 20 | PNC | Pnc Financial Services Group | +0.1% | -1.06% | 減少 |
| 21 | FBIN | Fortune Brands Innovations I | +0.1% | +34.78% | 増加 |
| 22 | COP | Conocophillips | +0.1% | +11.27% | 増加 |
| 23 | ABT | Abbott Laboratories | 0% | +0.09% | 増加 |
| 24 | AXP | American Express Co | 0% | -1.14% | 減少 |
| 25 | COF | Capital One Financial CORP | 0% | -3.84% | 減少 |
| 26 | TFC | Truist Financial CORP | 0% | -4.80% | 減少 |
| 27 | LHX | L3harris Technologies INC | 0% | +39.54% | 増加 |
| 28 | JPST | Jpmorgan Ultra-short Income | 0% | +124.94% | 増加 |
| 29 | ROK | Rockwell Automation INC | 0% | +16.62% | 増加 |
| 30 | KBE | Ss Spdr S&p Bank ETF | 0% | -2.40% | 減少 |
| 31 | FCF | First Commonwealth Finl CORP | 0% | — | 変化なし |
| 32 | META | Meta Platforms Inc-class A | 0% | +0.50% | 増加 |
| 33 | NSC | Norfolk Southern CORP | 0% | -1.37% | 減少 |
| 34 | VEA | Vanguard Ftse Developed ETF | 0% | +2.64% | 増加 |
| 35 | MCHP | Microchip Technology INC | 0% | -4.48% | 減少 |
| 36 | MCD | Mcdonald's CORP | — | +0.53% | 増加 |
| 37 | MSFT | Microsoft CORP | 0% | -0.76% | 減少 |
| 38 | JNJ | Johnson & Johnson | 0% | -1.19% | 減少 |
| 39 | NVS | Novartis Ag-sponsored Adr | -0.1% | -13.65% | 減少 |
| 40 | DEO | Diageo Plc-sponsored Adr | -0.1% | -15.11% | 減少 |
| 41 | PEP | Pepsico INC | -0.1% | -1.94% | 減少 |
| 42 | PANW | Palo Alto Networks INC | -0.1% | -0.13% | 減少 |
| 43 | IVV | Ishares Core S&p 500 ETF | -0.1% | -2.33% | 減少 |
| 44 | NKE | Nike INC -cl B | -0.1% | +1.84% | 増加 |
| 45 | T | At&t INC | -0.1% | -31.75% | 減少 |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -4.28% | 減少 |
| 47 | IUSV | Ishares Core S&p U.s. Value | -0.2% | -13.53% | 減少 |
| 48 | IUSG | Ishares Core S&p U.s. Growth | -0.2% | -8.44% | 減少 |
| 49 | AMZN | Amazon.com INC | -0.2% | +1.67% | 増加 |
| 50 | AAPL | Apple INC | -0.6% | -1.03% | 減少 |