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 | 12.69% | -0.19% | +28.34% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 4.72% | -0.06% | +95.33% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 2.90% | — | +40.97% | |
| 4 | TGT | Target CORP | 株式-一般消費財 | 2.78% | — | — | |
| 5 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 2.48% | — | — | |
| 6 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型株・グロース | 2.37% | +0.03% | — | |
| 7 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 2.30% | — | — | |
| 8 | FMC | Fmc CORP | 株式-素材 | 2.21% | — | — | |
| 9 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.18% | — | — | |
| 10 | LMT | Lockheed Martin CORP | 株式-資本財 | 2.13% | — | — | |
| 11 | AEM | Agnico Eagle Mines LTD | 株式-素材 | 2.10% | — | — | |
| 12 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 2.09% | — | +5.04% | |
| 13 | INGR | Ingredion INC | 株式-生活必需品 | 2.08% | — | — | |
| 14 | ✓ | Cbs CORP New | 株式-その他 | 2.08% | — | +25.93% | |
| 15 | NEM | Newmont CORP | 株式-素材 | 2.04% | — | — | |
| 16 | T | At&t INC | 株式-通信サービス | 2.04% | — | — | |
| 17 | VZ | Verizon Communications INC | 株式-通信サービス | 1.94% | — | — | |
| 18 | BAC | Bank Of America CORP | 株式-金融 | 1.80% | — | — | |
| 19 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 1.70% | — | — | |
| 20 | C | Citigroup INC | 株式-金融 | 1.64% | — | -3.97% | |
| 21 | NSC | Norfolk Southern CORP | 株式-資本財 | 1.55% | — | -2.77% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.54% | — | — | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-新興国市場 | 1.53% | — | -3.13% | |
| 24 | FDX | Fedex CORP | 株式-資本財 | 1.45% | — | — | |
| 25 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.43% | — | +155.11% | |
| 26 | PNC | Pnc Financial Services Group | 株式-金融 | 1.43% | — | — | |
| 27 | ABT | Abbott Laboratories | 株式-ヘルスケア | 1.43% | — | -6.93% | |
| 28 | ✓ | 株式-その他 | 1.39% | — | -2.83% | ||
| 29 | ADM | Archer-daniels-midland Co | 株式-生活必需品 | 1.17% | — | — | |
| 30 | DG | Dollar General CORP | 株式-生活必需品 | 0.82% | — | — | |
| 31 | UNM | Unum Group | 株式-金融 | 0.76% | — | — | |
| 32 | IWP | Ishares Russell Mid-cap Grow | ETF-その他 | 0.75% | — | — | |
| 33 | AZO | Autozone INC | 株式-一般消費財 | 0.69% | — | — | |
| 34 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.69% | — | — | |
| 35 | LHX | L3harris Technologies INC | 株式-資本財 | 0.68% | — | — | |
| 36 | LDOS | Leidos Holdings INC | 株式-IT | 0.64% | — | — | |
| 37 | QTS | Qts Realty Trust Inc-cl A | 株式-その他 | 0.63% | — | — | |
| 38 | MMS | Maximus INC | 株式-資本財 | 0.59% | -0.56% | EXIT | |
| 39 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.57% | — | — | |
| 40 | BWXT | Bwx Technologies INC | 株式-資本財 | 0.55% | — | — | |
| 41 | NTNX | Nutanix INC - A | 株式-IT | 0.55% | — | +168.75% | |
| 42 | EHC | Encompass Health CORP | 株式-ヘルスケア | 0.55% | +0.29% | NEW | |
| 43 | PFPT | Proofpoint INC | 株式-その他 | 0.55% | — | — | |
| 44 | CW | Curtiss-wright CORP | 株式-資本財 | 0.54% | — | — | |
| 45 | BAH | Booz Allen Hamilton Holdings | 株式-資本財 | 0.54% | — | -22.00% | |
| 46 | UNF | Unifirst Corp/ma | 株式-その他 | 0.53% | — | — | |
| 47 | GIS | General Mills INC | 株式-生活必需品 | 0.53% | — | -20.33% | |
| 48 | GMED | Globus Medical INC - A | 株式-ヘルスケア | 0.52% | — | +25.45% | |
| 49 | TYL | Tyler Technologies INC | 株式-IT | 0.51% | — | -20.00% | |
| 50 | WFC | Wells Fargo & Co | 株式-金融 | 0.51% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +2% | +95.33% | 増加 |
| 2 | VTI | Vanguard Total Stock Mkt ETF | +1.3% | +28.34% | 増加 |
| 3 | UNH | Unitedhealth Group INC | +0.7% | +155.11% | 増加 |
| 4 | IWM | Ishares Russell 2000 ETF | +0.5% | +40.97% | 増加 |
| 5 | NTNX | Nutanix INC - A | +0.3% | +168.75% | 増加 |
| 6 | TGT | Target CORP | +0.2% | — | 変化なし |
| 7 | GMED | Globus Medical INC - A | +0.1% | +25.45% | 増加 |
| 8 | CIEN | Ciena CORP | +0.1% | +53.49% | 増加 |
| 9 | ✓ | Pivotal Software INC | +0.1% | — | 変化なし |
| 10 | ANETEUR | Arista Networks INC | +0.1% | +50.00% | 増加 |
| 11 | SPLKCHF | Splunk INC | 0% | +35.71% | 増加 |
| 12 | BMY | Bristol-myers Squibb Co | 0% | +5.04% | 増加 |
| 13 | EW | Edwards Lifesciences CORP | 0% | — | 変化なし |
| 14 | DG | Dollar General CORP | 0% | — | 変化なし |
| 15 | T | At&t INC | -0.1% | — | 変化なし |
| 16 | GOOG | Alphabet Inc-cl C | -0.1% | — | 変化なし |
| 17 | KLXEUSD | Klx Energy Services Holding | -0.1% | +64.52% | 増加 |
| 18 | LMT | Lockheed Martin CORP | -0.2% | — | 変化なし |
| 19 | ABMDEUR | Abiomed INC | -0.2% | — | 変化なし |
| 20 | VZ | Verizon Communications INC | -0.2% | — | 変化なし |
| 21 | GIS | General Mills INC | -0.2% | -20.33% | 減少 |
| 22 | BAH | Booz Allen Hamilton Holdings | -0.2% | -22.00% | 減少 |
| 23 | FMC | Fmc CORP | -0.2% | — | 変化なし |
| 24 | JPM | Jpmorgan Chase & Co | -0.2% | — | 変化なし |
| 25 | AEM | Agnico Eagle Mines LTD | -0.2% | — | 変化なし |
| 26 | UNM | Unum Group | -0.2% | — | 変化なし |
| 27 | ABT | Abbott Laboratories | -0.4% | -6.93% | 減少 |
| 28 | C | Citigroup INC | -0.4% | -3.97% | 減少 |
| 29 | HEI | Heico CORP | -0.4% | -40.00% | 減少 |
| 30 | IEMG | Ishares Core Msci Emerging | -0.4% | -3.13% | 減少 |
| 31 | XOM | Exxon Mobil CORP | -0.4% | — | 変化なし |
| 32 | FDX | Fedex CORP | -0.4% | — | 変化なし |
| 33 | NSC | Norfolk Southern CORP | -0.5% | -2.77% | 減少 |
| 34 | DIA | Ss Spdr Dow Jones Indus Avg | — | NEW | 新規購入 |
| 35 | INGR | Ingredion INC | — | NEW | 新規購入 |
| 36 | LHX | L3harris Technologies INC | — | NEW | 新規購入 |
| 37 | ✓ | — | EXIT | 全売却 | |
| 38 | OAK | Oaktree Capital Group LLC | — | EXIT | 全売却 |
| 39 | RF | Regions Financial CORP | — | EXIT | 全売却 |
| 40 | WPM | Wheaton Precious Metals CORP | — | NEW | 新規購入 |
| 41 | DLB | Dolby Laboratories Inc-cl A | — | NEW | 新規購入 |
| 42 | FOX | Fox CORP - Class B | — | NEW | 新規購入 |
| 43 | ALB | Albemarle CORP | — | NEW | 新規購入 |
| 44 | SFM | Sprouts Farmers Market INC | — | EXIT | 全売却 |
| 45 | NDAQ | Nasdaq INC | — | NEW | 新規購入 |
| 46 | ROST | Ross Stores INC | — | EXIT | 全売却 |
| 47 | LFUS | Littelfuse INC | — | EXIT | 全売却 |
| 48 | AKAM | Akamai Technologies INC | — | NEW | 新規購入 |
| 49 | VVV | Valvoline INC | — | NEW | 新規購入 |
| 50 | SLB | Slb LTD | — | NEW | 新規購入 |