CIK: 0000928566
申告総資産額
$1.2億
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 7.95% | -0.19% | +0.36% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 2.66% | -0.06% | +0.91% | |
| 3 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 2.63% | — | -14.76% | |
| 4 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.62% | — | -15.76% | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.61% | — | -16.04% | |
| 6 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.42% | — | -17.94% | |
| 7 | TGT | Target CORP | 株式-一般消費財 | 2.34% | — | -11.38% | |
| 8 | ✓ | Mylan N V | 株式-その他 | 2.29% | — | +44.40% | |
| 9 | ✓ | Cbs CORP New | 株式-その他 | 2.25% | — | +10.28% | |
| 10 | VZ | Verizon Communications INC | 株式-通信サービス | 2.21% | — | -7.83% | |
| 11 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.16% | — | -47.94% | |
| 12 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.12% | — | -6.67% | |
| 13 | XOM | Exxon Mobil CORP | 株式-エネルギー | 2.10% | — | -13.90% | |
| 14 | FDX | Fedex CORP | 株式-資本財 | 2.09% | — | — | |
| 15 | FMC | Fmc CORP | 株式-素材 | 2.08% | — | +1.02% | |
| 16 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.98% | — | +63.03% | |
| 17 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 1.94% | — | -12.83% | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.94% | — | -11.34% | |
| 19 | T | At&t INC | 株式-通信サービス | 1.91% | — | -12.78% | |
| 20 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.91% | — | -52.38% | |
| 21 | LMT | Lockheed Martin CORP | 株式-資本財 | 1.90% | — | -30.94% | |
| 22 | C | Citigroup INC | 株式-金融 | 1.77% | — | -25.25% | |
| 23 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.69% | — | — | |
| 24 | ✓ | 株式-その他 | 1.64% | — | -16.23% | ||
| 25 | PNC | Pnc Financial Services Group | 株式-金融 | 1.45% | — | -44.26% | |
| 26 | SLB | Slb LTD | 株式-エネルギー | 1.45% | — | +2.16% | |
| 27 | ✓ | 株式-その他 | 1.43% | — | -17.43% | ||
| 28 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.43% | — | — | |
| 29 | ORCL | Oracle CORP | 株式-IT | 1.33% | — | -12.92% | |
| 30 | UNM | Unum Group | 株式-金融 | 1.00% | — | -19.12% | |
| 31 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.84% | — | — | |
| 32 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.78% | — | — | |
| 33 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 0.78% | — | — | |
| 34 | AZO | Autozone INC | 株式-一般消費財 | 0.75% | — | — | |
| 35 | DG | Dollar General CORP | 株式-生活必需品 | 0.72% | — | — | |
| 36 | GIS | General Mills INC | 株式-生活必需品 | 0.71% | — | — | |
| 37 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.69% | — | — | |
| 38 | OAK | Oaktree Capital Group LLC | 株式-その他 | 0.67% | — | — | |
| 39 | SNPS | Synopsys INC | 株式-IT | 0.65% | — | — | |
| 40 | NTCT | Netscout Systems INC | 株式-その他 | 0.65% | — | — | |
| 41 | APH | Amphenol Corp-cl A | 株式-IT | 0.64% | — | — | |
| 42 | QTS | Qts Realty Trust Inc-cl A | 株式-その他 | 0.64% | — | — | |
| 43 | ✓ | Ultimate Software Group INC | 株式-その他 | 0.64% | — | — | |
| 44 | MMS | Maximus INC | 株式-資本財 | 0.63% | -0.56% | EXIT | |
| 45 | STE | STERIS plc | 株式-ヘルスケア | 0.62% | +0.22% | — | |
| 46 | PANW | Palo Alto Networks INC | 株式-IT | 0.62% | — | -25.00% | |
| 47 | BOX | Box INC - Class A | 株式-IT | 0.61% | — | — | |
| 48 | VAREUR | Varian Medical Systems INC | 株式-その他 | 0.61% | — | — | |
| 49 | VRSK | Verisk Analytics INC | 株式-資本財 | 0.60% | — | — | |
| 50 | PFPT | Proofpoint INC | 株式-その他 | 0.60% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEU | Vanguard Ftse All-world Ex-u | +0.9% | +63.03% | 増加 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +0.8% | +0.36% | 増加 |
| 3 | ✓ | Mylan N V | +0.7% | +44.40% | 増加 |
| 4 | ✓ | Cbs CORP New | +0.3% | +10.28% | 増加 |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | +0.91% | 増加 |
| 6 | SLB | Slb LTD | +0.3% | +2.16% | 増加 |
| 7 | LOPE | Grand Canyon Education INC | +0.3% | +46.03% | 増加 |
| 8 | ✓ | Pivotal Software INC | +0.2% | +25.95% | 増加 |
| 9 | TYL | Tyler Technologies INC | +0.2% | +31.58% | 増加 |
| 10 | GIS | General Mills INC | +0.2% | — | 変化なし |
| 11 | SNPS | Synopsys INC | +0.2% | — | 変化なし |
| 12 | BAH | Booz Allen Hamilton Holdings | +0.2% | — | 変化なし |
| 13 | KLXEUSD | Klx Energy Services Holding | +0.2% | +51.96% | 増加 |
| 14 | ✓ | Ultimate Software Group INC | +0.2% | — | 変化なし |
| 15 | TGT | Target CORP | +0.1% | -11.38% | 減少 |
| 16 | ABT | Abbott Laboratories | +0.1% | — | 変化なし |
| 17 | SPLKCHF | Splunk INC | -0.2% | -41.67% | 減少 |
| 18 | RMD | Resmed INC | -0.2% | -20.00% | 減少 |
| 19 | IWM | Ishares Russell 2000 ETF | -0.2% | -17.94% | 減少 |
| 20 | C | Citigroup INC | -0.3% | -25.25% | 減少 |
| 21 | MRK | Merck & Co. INC. | -0.3% | -15.76% | 減少 |
| 22 | BMY | Bristol-myers Squibb Co | -0.4% | -6.67% | 減少 |
| 23 | LMT | Lockheed Martin CORP | -0.6% | -30.94% | 減少 |
| 24 | PNC | Pnc Financial Services Group | -1.1% | -44.26% | 減少 |
| 25 | NSC | Norfolk Southern CORP | -1.4% | -52.38% | 減少 |
| 26 | JPM | Jpmorgan Chase & Co | -1.9% | -47.94% | 減少 |
| 27 | FDX | Fedex CORP | — | NEW | 新規購入 |
| 28 | 9990302D | Apache CORP | — | EXIT | 全売却 |
| 29 | STE | STERIS plc | — | NEW | 新規購入 |
| 30 | STE | STERIS plc | — | EXIT | 全売却 |
| 31 | HSIC | Henry Schein INC | — | EXIT | 全売却 |
| 32 | WAB | Wabtec CORP | — | EXIT | 全売却 |
| 33 | PFPT | Proofpoint INC | — | NEW | 新規購入 |
| 34 | BJ | Bj's Wholesale Club Holdings | — | NEW | 新規購入 |
| 35 | WCGEUR | Wellcare Health Plans INC | — | NEW | 新規購入 |
| 36 | FTNT | Fortinet INC | — | EXIT | 全売却 |
| 37 | FITB | Fifth Third Bancorp | — | EXIT | 全売却 |
| 38 | ROK | Rockwell Automation INC | — | NEW | 新規購入 |
| 39 | AOS | Smith (a.o.) CORP | — | NEW | 新規購入 |
| 40 | MCHP | Microchip Technology INC | — | EXIT | 全売却 |
| 41 | SKAA | Skechers USA Inc-cl A | — | NEW | 新規購入 |
| 42 | LFUS | Littelfuse INC | — | NEW | 新規購入 |
| 43 | CIEN | Ciena CORP | — | EXIT | 全売却 |
| 44 | GMED | Globus Medical INC - A | — | NEW | 新規購入 |
| 45 | TIVOEUR | Tivo CORP | — | EXIT | 全売却 |
| 46 | KNX | Knight-swift Transportation | — | EXIT | 全売却 |
| 47 | BNY | Bank Of New York Mellon CORP | — | EXIT | 全売却 |
| 48 | NXPI | NXP Semiconductors N.V. | — | NEW | 新規購入 |
| 49 | WAFD | Wafd INC | — | EXIT | 全売却 |
| 50 | ORLY | O'reilly Automotive INC | — | NEW | 新規購入 |