CIK: 0001534843
申告総資産額
$4.6億
| # | 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 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 15.44% | — | +1.24% | |
| 2 | XLK | Ss Technology Select Sector | ETF-テック型 | 10.67% | — | +2.24% | |
| 3 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 9.49% | — | -0.36% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 9.35% | — | +0.67% | |
| 5 | XLB | Ss Materials Select Sector | ETF-その他 | 8.75% | — | +1.71% | |
| 6 | ✓ | Powershares ETF Trust | ETF-その他 | 8.14% | — | -1.41% | |
| 7 | BND | Vanguard Total Bond Market | ETF-その他 | 7.51% | — | -0.24% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.60% | — | — | |
| 9 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.57% | — | +9.60% | |
| 10 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 1.16% | — | -2.41% | |
| 11 | SPG | Simon Property Group INC | 株式-不動産 | 0.87% | — | -0.23% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 0.80% | — | +10.02% | |
| 13 | TXN | Texas Instruments INC | 株式-IT | 0.80% | — | +142.39% | |
| 14 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.73% | — | -3.39% | |
| 15 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.64% | — | +0.80% | |
| 16 | MMM | 3m Co | 株式-資本財 | 0.64% | — | +122.43% | |
| 17 | CSCO | Cisco Systems INC | 株式-IT | 0.62% | — | +9.85% | |
| 18 | CRUS | Cirrus Logic INC | 株式-IT | 0.57% | — | -4.45% | |
| 19 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.56% | — | — | |
| 20 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.55% | — | +114.19% | |
| 21 | GPN | Global Payments INC | 株式-資本財 | 0.52% | — | -2.92% | |
| 22 | MAS | Masco CORP | 株式-資本財 | 0.52% | — | -1.03% | |
| 23 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.52% | — | — | |
| 24 | SHW | Sherwin-williams Co/the | 株式-素材 | 0.52% | — | -10.53% | |
| 25 | ACN | Accenture plc | 株式-IT | 0.51% | — | -0.39% | |
| 26 | HD | Home Depot INC | 株式-一般消費財 | 0.50% | — | -1.50% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.48% | — | +76.65% | |
| 28 | LNT | Alliant Energy CORP | 株式-公益事業 | 0.48% | — | +124.92% | |
| 29 | MA | Mastercard INC - A | 株式-金融 | 0.48% | — | -6.10% | |
| 30 | ALGN | Align Technology INC | 株式-ヘルスケア | 0.47% | — | -3.47% | |
| 31 | ADBE | Adobe INC | 株式-IT | 0.45% | — | -1.58% | |
| 32 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.45% | — | -21.89% | |
| 33 | ADP | Automatic Data Processing | 株式-IT | 0.42% | — | +39.49% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-その他 | 0.42% | — | — | |
| 35 | IFF | Intl Flavors & Fragrances | 株式-素材 | 0.42% | — | -2.79% | |
| 36 | CDNS | Cadence Design Sys INC | 株式-IT | 0.42% | — | -0.45% | |
| 37 | ROST | Ross Stores INC | 株式-一般消費財 | 0.42% | — | -4.70% | |
| 38 | TJX | Tjx Companies INC | 株式-一般消費財 | 0.39% | — | -3.47% | |
| 39 | AAPL | Apple INC | 株式-IT | 0.39% | — | -0.44% | |
| 40 | VUG | Vanguard Growth ETF | ETF-その他 | 0.39% | — | — | |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.37% | — | +4.55% | |
| 42 | O | Realty Income CORP | 株式-不動産 | 0.35% | — | +22.68% | |
| 43 | AVY | Avery Dennison CORP | 株式-一般消費財 | 0.34% | — | -1.84% | |
| 44 | MSCI | Msci INC | 株式-金融 | 0.34% | — | -1.71% | |
| 45 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.34% | — | +5.26% | |
| 46 | APD | Air Products & Chemicals INC | 株式-素材 | 0.34% | — | -4.38% | |
| 47 | NDAQ | Nasdaq INC | 株式-金融 | 0.33% | — | -3.92% | |
| 48 | GPC | Genuine Parts Co | 株式-一般消費財 | 0.32% | — | +15.20% | |
| 49 | T | At&t INC | 株式-通信サービス | 0.32% | — | +3.82% | |
| 50 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.30% | — | -9.72% |