CIK: 0001534843
申告総資産額
$4.6億
上位200銘柄を表示中（全234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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 20.93% | — | -3.36% | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 16.71% | — | -4.02% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-その他 | 5.74% | — | -29.16% | |
| 4 | XLK | Ss Technology Select Sector | ETF-テック型 | 5.37% | — | +1.80% | |
| 5 | XLI | Ss Industrial Select Sector | ETF-その他 | 4.11% | — | -2.74% | |
| 6 | XLF | Ss Financial Select Sector | ETF-その他 | 3.89% | — | +28.44% | |
| 7 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 3.32% | — | +33.03% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.62% | — | +10.94% | |
| 9 | BA | Boeing Co/the | 株式-資本財 | 1.45% | — | +2.49% | |
| 10 | AAPL | Apple INC | 株式-IT | 1.41% | — | +20.05% | |
| 11 | CSCO | Cisco Systems INC | 株式-IT | 1.28% | — | +6.14% | |
| 12 | TXN | Texas Instruments INC | 株式-IT | 1.27% | — | -8.88% | |
| 13 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.15% | — | — | |
| 14 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.09% | — | +2.92% | |
| 15 | HD | Home Depot INC | 株式-一般消費財 | 1.07% | — | +7.08% | |
| 16 | PRFUSD | Invesco Ftse Rafi US 1000 Et | ETF-その他 | 1.06% | — | -4.67% | |
| 17 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.05% | — | +2.34% | |
| 18 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.05% | — | +15.06% | |
| 19 | ACN | Accenture plc | 株式-IT | 1.05% | — | +4.21% | |
| 20 | VLO | Valero Energy CORP | 株式-エネルギー | 0.92% | — | +4.56% | |
| 21 | USB | US Bancorp | 株式-金融 | 0.88% | — | +31.92% | |
| 22 | CVX | Chevron CORP | 株式-エネルギー | 0.87% | — | +1.10% | |
| 23 | ROK | Rockwell Automation INC | 株式-資本財 | 0.83% | — | +1.74% | |
| 24 | WDC | Western Digital CORP | 株式-IT | 0.77% | — | +4.65% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 0.72% | — | +3.67% | |
| 26 | ADBE | Adobe INC | 株式-IT | 0.70% | — | +4.76% | |
| 27 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.69% | — | +2.84% | |
| 28 | PAYX | Paychex INC | 株式-IT | 0.67% | — | +3.25% | |
| 29 | VFC | Vf CORP | 株式-一般消費財 | 0.66% | — | +37.00% | |
| 30 | LMT | Lockheed Martin CORP | 株式-資本財 | 0.66% | — | -0.09% | |
| 31 | BBY | Best Buy Co INC | 株式-一般消費財 | 0.64% | — | +4.07% | |
| 32 | IPG | Interpublic Group Of Cos INC | 株式-その他 | 0.63% | — | +42.49% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.62% | — | +3.37% | |
| 34 | ADP | Automatic Data Processing | 株式-IT | 0.62% | — | +5.16% | |
| 35 | CMI | Cummins INC | 株式-資本財 | 0.62% | — | +2.23% | |
| 36 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.59% | — | -10.54% | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.58% | — | -43.38% | |
| 38 | SPG | Simon Property Group INC | 株式-不動産 | 0.58% | — | — | |
| 39 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 0.57% | — | -4.41% | |
| 40 | SYY | Sysco CORP | 株式-生活必需品 | 0.51% | — | +5.88% | |
| 41 | GAP | Gap Inc/the | 株式-一般消費財 | 0.49% | — | +25.53% | |
| 42 | WM | Waste Management INC | 株式-資本財 | 0.47% | — | +2.26% | |
| 43 | WEC | Wec Energy Group INC | 株式-公益事業 | 0.47% | — | +3.08% | |
| 44 | GPN | Global Payments INC | 株式-資本財 | 0.47% | — | -0.77% | |
| 45 | MSCI | Msci INC | 株式-金融 | 0.43% | — | +3.92% | |
| 46 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.39% | — | +120772.73% | |
| 47 | MO | Altria Group INC | 株式-生活必需品 | 0.38% | — | +18.83% | |
| 48 | VUG | Vanguard Growth ETF | ETF-その他 | 0.38% | — | -2.19% | |
| 49 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.34% | — | -46.43% | |
| 50 | NEE | Nextera Energy INC | 株式-公益事業 | 0.33% | — | +1.46% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XLY | Ss Consumer Disc Select Sect | +1% | +33.03% | 増加 |
| 2 | XLF | Ss Financial Select Sector | +1% | +28.44% | 増加 |
| 3 | XLK | Ss Technology Select Sector | +0.5% | +1.80% | 増加 |
| 4 | CTSH | Cognizant Tech Solutions-a | +0.4% | +120772.73% | 増加 |
| 5 | MSFT | Microsoft CORP | +0.3% | +10.94% | 増加 |
| 6 | AAPL | Apple INC | +0.3% | +20.05% | 増加 |
| 7 | AMZN | Amazon.com INC | +0.3% | +2.92% | 増加 |
| 8 | IPG | Interpublic Group Of Cos INC | +0.3% | +42.49% | 増加 |
| 9 | CSCO | Cisco Systems INC | +0.3% | +6.14% | 増加 |
| 10 | BA | Boeing Co/the | +0.2% | +2.49% | 増加 |
| 11 | USB | US Bancorp | +0.2% | +31.92% | 増加 |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | +15.06% | 増加 |
| 13 | VFC | Vf CORP | +0.2% | +37.00% | 増加 |
| 14 | ADBE | Adobe INC | +0.2% | +4.76% | 増加 |
| 15 | WDC | Western Digital CORP | +0.2% | +4.65% | 増加 |
| 16 | MA | Mastercard INC - A | +0.2% | +3.67% | 増加 |
| 17 | NVDA | Nvidia CORP | +0.1% | +26.91% | 増加 |
| 18 | MSCI | Msci INC | +0.1% | +3.92% | 増加 |
| 19 | AMAT | Applied Materials INC | +0.1% | +48.85% | 増加 |
| 20 | ELV | Elevance Health INC | +0.1% | +1892.00% | 増加 |
| 21 | XLI | Ss Industrial Select Sector | — | -2.74% | 減少 |
| 22 | PRFUSD | Invesco Ftse Rafi US 1000 Et | 0% | -4.67% | 減少 |
| 23 | CVX | Chevron CORP | 0% | +1.10% | 増加 |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -3.36% | 減少 |
| 25 | ROK | Rockwell Automation INC | -0.1% | +1.74% | 増加 |
| 26 | GOOGL | Alphabet Inc-cl A | -0.1% | -10.54% | 減少 |
| 27 | TXN | Texas Instruments INC | -0.1% | -8.88% | 減少 |
| 28 | MDY | State Street Spdr S&p Midcap | -0.1% | -4.02% | 減少 |
| 29 | SCHA | Schwab US Small-cap ETF | -0.1% | -31.97% | 減少 |
| 30 | TJX | Tjx Companies INC | -0.1% | -95.58% | 減少 |
| 31 | HON | Honeywell International INC | -0.2% | -72.91% | 減少 |
| 32 | META | Meta Platforms Inc-class A | -0.3% | -46.43% | 減少 |
| 33 | PNW | Pinnacle West Capital | -0.4% | -89.78% | 減少 |
| 34 | CDNS | Cadence Design Sys INC | -0.4% | -94.57% | 減少 |
| 35 | MMM | 3m Co | -0.5% | -43.38% | 減少 |
| 36 | ITW | Illinois Tool Works | -0.8% | -97.07% | 減少 |
| 37 | XLB | Ss Materials Select Sector | -1.9% | -99.98% | 減少 |
| 38 | SCHD | Schwab US Dvd Equity ETF | -2.3% | -29.16% | 減少 |
| 39 | IEMG | Ishares Core Msci Emerging | — | NEW | 新規購入 |
| 40 | LEG | Leggett & Platt INC | — | EXIT | 全売却 |
| 41 | AVGO | Broadcom Inc. | — | EXIT | 全売却 |
| 42 | CMA | Comerica INC | — | NEW | 新規購入 |
| 43 | SWKS | Skyworks Solutions INC | — | EXIT | 全売却 |
| 44 | LUV | Southwest Airlines Co | — | EXIT | 全売却 |
| 45 | BERYEUR | Berry Global Group INC | — | EXIT | 全売却 |
| 46 | FCX | Freeport-mcmoran INC | — | NEW | 新規購入 |
| 47 | LPX | Louisiana-pacific CORP | — | NEW | 新規購入 |
| 48 | LEA | Lear CORP | — | NEW | 新規購入 |
| 49 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新規購入 |
| 50 | SCHO | Schwab Short-term US Treas | — | NEW | 新規購入 |