CIK: 0001511985
申告総資産額
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| # | 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 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 10.99% | — | +36.15% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.25% | — | +12.49% | |
| 3 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 2.58% | — | -17.13% | |
| 4 | MA | Mastercard INC - A | 株式-金融 | 2.42% | — | -1.32% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.26% | — | +7.42% | |
| 6 | CMI | Cummins INC | 株式-資本財 | 2.20% | — | +2.84% | |
| 7 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 2.16% | — | -3.97% | |
| 8 | INTC | Intel CORP | 株式-IT | 2.15% | — | +2.27% | |
| 9 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 2.05% | — | -14.44% | |
| 10 | AFL | Aflac INC | 株式-金融 | 2.01% | — | -0.43% | |
| 11 | JWNUSD | Nordstrom INC | 株式-その他 | 1.99% | — | +165.04% | |
| 12 | PEP | Pepsico INC | 株式-生活必需品 | 1.97% | — | +11.47% | |
| 13 | MMM | 3m Co | 株式-資本財 | 1.94% | — | -1.09% | |
| 14 | UBER | Uber Technologies, Inc. | 株式-資本財 | 1.91% | — | -2.12% | |
| 15 | WAB | Wabtec CORP | 株式-資本財 | 1.91% | — | -1.60% | |
| 16 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.84% | — | -1.67% | |
| 17 | CPRT | Copart INC | 株式-資本財 | 1.76% | — | -2.22% | |
| 18 | CERNCHF | Cerner CORP | 株式-その他 | 1.71% | — | -1.45% | |
| 19 | BCRUSD | Cr Bard INC | 株式-その他 | 1.68% | — | -29.28% | |
| 20 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.61% | — | -2.34% | |
| 21 | RMD | Resmed INC | 株式-ヘルスケア | 1.55% | — | -1.49% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.46% | — | +9.76% | |
| 23 | PII | Polaris INC | 株式-一般消費財 | 1.45% | — | +79.09% | |
| 24 | OMCL | Omnicell INC | 株式-ヘルスケア | 1.40% | — | -2.28% | |
| 25 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.38% | — | -1.17% | |
| 26 | LMEUR | Legg Mason INC | 株式-その他 | 1.37% | — | -3.15% | |
| 27 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 1.34% | — | -2.95% | |
| 28 | IBM | Intl Business Machines CORP | 株式-IT | 1.32% | — | +0.31% | |
| 29 | HY | Hyster-yale INC | 株式-その他 | 1.19% | — | -3.14% | |
| 30 | ✓ | Whole Foods Mkt INC | 株式-その他 | 1.19% | — | -6.76% | |
| 31 | SYNA | Synaptics INC | 株式-その他 | 1.16% | — | +1.28% | |
| 32 | ✓ | 株式-その他 | 1.16% | — | +0.43% | ||
| 33 | T | At&t INC | 株式-通信サービス | 1.15% | — | -6.19% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.13% | — | — | |
| 35 | BA | Boeing Co/the | 株式-資本財 | 1.09% | — | -3.08% | |
| 36 | AVBC | Avidia Bancorp, Inc. | 株式-その他 | 1.06% | — | -2.05% | |
| 37 | POR | Portland General Electric Co | 株式-公益事業 | 1.06% | — | -1.89% | |
| 38 | MANTUSD | Mantech International Corp-a | 株式-その他 | 1.04% | — | -2.05% | |
| 39 | TFX | Teleflex INC | 株式-ヘルスケア | 0.97% | — | -25.29% | |
| 40 | NEE | Nextera Energy INC | 株式-公益事業 | 0.92% | — | -36.66% | |
| 41 | SCHW | Schwab (charles) CORP | 株式-金融 | 0.91% | — | -3.46% | |
| 42 | EMR | Emerson Electric Co | 株式-資本財 | 0.90% | — | +12.35% | |
| 43 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.87% | — | -1.36% | |
| 44 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.84% | — | -0.58% | |
| 45 | COP | Conocophillips | 株式-エネルギー | 0.79% | — | +8.89% | |
| 46 | SYNHEUR | Syneos Health INC | 株式-その他 | 0.76% | — | — | |
| 47 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.71% | — | +58.27% | |
| 48 | AMN | Amn Healthcare Services INC | 株式-その他 | 0.67% | — | — | |
| 49 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-その他 | 0.62% | — | -42.59% | |
| 50 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 0.58% | — | +42.81% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | IJR | Ishares Core S&p Small-cap E | +2.5% | +36.15% | 増加 |
| 2 | JWNUSD | Nordstrom INC | +1.4% | +165.04% | 増加 |
| 3 | AAPL | Apple INC | +0.5% | +12.49% | 増加 |
| 4 | PII | Polaris INC | +0.5% | +79.09% | 増加 |
| 5 | VZ | Verizon Communications INC | +0.2% | +103.24% | 増加 |
| 6 | DEO | Diageo Plc-sponsored Adr | +0.2% | +58.27% | 増加 |
| 7 | COST | Costco Wholesale CORP | +0.2% | +114.86% | 増加 |
| 8 | CVX | Chevron CORP | +0.2% | +100.76% | 増加 |
| 9 | AVBC | Avidia Bancorp, Inc. | +0.2% | -2.05% | 減少 |
| 10 | AMGN | Amgen INC | +0.2% | +223.42% | 増加 |
| 11 | PG | Procter & Gamble Co/the | +0.2% | +125.77% | 増加 |
| 12 | JNJ | Johnson & Johnson | +0.1% | +42.81% | 増加 |
| 13 | INTC | Intel CORP | +0.1% | +2.27% | 増加 |
| 14 | CMI | Cummins INC | +0.1% | +2.84% | 増加 |
| 15 | ✓ | +0.1% | +0.43% | 増加 | |
| 16 | MA | Mastercard INC - A | 0% | -1.32% | 減少 |
| 17 | PEP | Pepsico INC | 0% | +11.47% | 増加 |
| 18 | WAB | Wabtec CORP | 0% | -1.60% | 減少 |
| 19 | GOOGL | Alphabet Inc-cl A | 0% | -1.17% | 減少 |
| 20 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.3% | -38.82% | 減少 |
| 21 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -0.3% | -32.89% | 減少 |
| 22 | T | At&t INC | -0.3% | -6.19% | 減少 |
| 23 | ✓ | Whole Foods Mkt INC | -0.4% | -6.76% | 減少 |
| 24 | WBA | Walgreens Boots Alliance INC | -0.5% | -3.97% | 減少 |
| 25 | BDX | Becton Dickinson And Co | -0.5% | -14.44% | 減少 |
| 26 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.6% | -42.59% | 減少 |
| 27 | TFX | Teleflex INC | -0.6% | -25.29% | 減少 |
| 28 | NEE | Nextera Energy INC | -0.8% | -36.66% | 減少 |
| 29 | BCRUSD | Cr Bard INC | -1.1% | -29.28% | 減少 |
| 30 | AXP | American Express Company | -1.9% | -94.52% | 減少 |
| 31 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | 新規購入 |
| 32 | QCOM | Qualcomm INC | — | EXIT | 全売却 |
| 33 | SYNHEUR | Syneos Health INC | — | NEW | 新規購入 |
| 34 | AMN | Amn Healthcare Services INC | — | NEW | 新規購入 |
| 35 | ✓ | Powershares Qqq Trust Ser 1 | — | NEW | 新規購入 |
| 36 | PSA | Public Storage | — | NEW | 新規購入 |
| 37 | DFRG | Del Frisco's Restaurant Grou | — | EXIT | 全売却 |
| 38 | KMI | Kinder Morgan INC | — | NEW | 新規購入 |
| 39 | VDE | Vanguard Energy ETF | — | NEW | 新規購入 |
| 40 | WPP | Wpp Plc-sponsored Adr | — | EXIT | 全売却 |
| 41 | WY | Weyerhaeuser Co | — | NEW | 新規購入 |
| 42 | GILD | Gilead Sciences INC | — | NEW | 新規購入 |
| 43 | DVY | Ishares Select Dividend ETF | — | NEW | 新規購入 |
| 44 | NOBL | Proshares S&p 500 Dividend A | — | NEW | 新規購入 |
| 45 | VYM | Vanguard High Dvd Yield ETF | — | NEW | 新規購入 |
| 46 | PCH | Potlatchdeltic CORP | — | NEW | 新規購入 |
| 47 | VHT | Vanguard Health Care ETF | — | NEW | 新規購入 |
| 48 | VTWO | Vanguard Russell 2000 ETF | — | NEW | 新規購入 |
| 49 | BOH | Bank Of Hawaii CORP | — | NEW | 新規購入 |
| 50 | SPG | Simon Property Group INC | — | NEW | 新規購入 |