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 | 13.65% | — | +13.13% | |
| 2 | AAPL | Apple INC | 株式-IT | 3.34% | — | +2.02% | |
| 3 | IDXX | Idexx Laboratories INC | 株式-ヘルスケア | 2.67% | — | +0.52% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.51% | — | -0.44% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 2.46% | — | +1.07% | |
| 6 | CMI | Cummins INC | 株式-資本財 | 2.33% | — | +0.15% | |
| 7 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 2.21% | — | +0.87% | |
| 8 | INTC | Intel CORP | 株式-IT | 2.09% | — | +2.05% | |
| 9 | CERNCHF | Cerner CORP | 株式-その他 | 1.98% | — | +53.66% | |
| 10 | MMM | 3m Co | 株式-資本財 | 1.96% | — | +0.72% | |
| 11 | AFL | Aflac INC | 株式-金融 | 1.96% | — | +1.67% | |
| 12 | WAB | Wabtec CORP | 株式-資本財 | 1.93% | — | +0.31% | |
| 13 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.89% | — | +1.10% | |
| 14 | PEP | Pepsico INC | 株式-生活必需品 | 1.89% | — | +0.64% | |
| 15 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.88% | — | +0.18% | |
| 16 | JWNUSD | Nordstrom INC | 株式-その他 | 1.85% | — | +1.76% | |
| 17 | UBER | Uber Technologies, Inc. | 株式-資本財 | 1.77% | — | +1.12% | |
| 18 | BCRUSD | Cr Bard INC | 株式-その他 | 1.70% | — | +1.59% | |
| 19 | PII | Polaris INC | 株式-一般消費財 | 1.57% | — | +2.04% | |
| 20 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.55% | — | +0.46% | |
| 21 | RMD | Resmed INC | 株式-ヘルスケア | 1.47% | — | +0.09% | |
| 22 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.46% | — | -2.04% | |
| 23 | IBM | Intl Business Machines CORP | 株式-IT | 1.39% | — | +1.42% | |
| 24 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.36% | — | +1.29% | |
| 25 | HY | Hyster-yale INC | 株式-その他 | 1.36% | — | +8.05% | |
| 26 | BA | Boeing Co/the | 株式-資本財 | 1.27% | — | -0.63% | |
| 27 | ✓ | Whole Foods Mkt INC | 株式-その他 | 1.27% | — | -0.58% | |
| 28 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 1.25% | — | +1.38% | |
| 29 | CPRT | Copart INC | 株式-資本財 | 1.25% | — | -30.41% | |
| 30 | LMEUR | Legg Mason INC | 株式-その他 | 1.24% | — | +2.38% | |
| 31 | OMCL | Omnicell INC | 株式-ヘルスケア | 1.24% | — | +0.37% | |
| 32 | T | At&t INC | 株式-通信サービス | 1.22% | — | +1.95% | |
| 33 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.14% | — | -1.43% | |
| 34 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.14% | — | +1.75% | |
| 35 | POR | Portland General Electric Co | 株式-公益事業 | 1.10% | — | +3.24% | |
| 36 | SYNA | Synaptics INC | 株式-その他 | 1.08% | — | +3.14% | |
| 37 | SYNHEUR | Syneos Health INC | 株式-その他 | 1.00% | — | +13.36% | |
| 38 | ✓ | 株式-その他 | 1.00% | — | -33.77% | ||
| 39 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.99% | — | +802.97% | |
| 40 | AMN | Amn Healthcare Services INC | 株式-その他 | 0.95% | — | +18.94% | |
| 41 | EMR | Emerson Electric Co | 株式-資本財 | 0.94% | — | +2.34% | |
| 42 | COP | Conocophillips | 株式-エネルギー | 0.92% | — | +2.08% | |
| 43 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.92% | — | -2.47% | |
| 44 | NEE | Nextera Energy INC | 株式-公益事業 | 0.90% | — | +1.24% | |
| 45 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.77% | — | +0.48% | |
| 46 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 0.65% | — | +49.71% | |
| 47 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.60% | — | -4.97% | |
| 48 | AVBC | Avidia Bancorp, Inc. | 株式-その他 | 0.58% | — | -0.57% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.53% | — | -6.19% | |
| 50 | ✓ | Powershares Qqq Trust Ser 1 | 株式-その他 | 0.50% | — | +22.34% |
| # | 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 | +2.7% | +13.13% | 増加 |
| 2 | DIS | Walt Disney Co/the | +0.9% | +802.97% | 増加 |
| 3 | AMN | Amn Healthcare Services INC | +0.3% | +18.94% | 増加 |
| 4 | CERNCHF | Cerner CORP | +0.3% | +53.66% | 増加 |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -0.44% | 減少 |
| 6 | SYNHEUR | Syneos Health INC | +0.2% | +13.36% | 増加 |
| 7 | SCHW | Schwab (charles) CORP | +0.2% | +1.75% | 増加 |
| 8 | ILCB | Ishares Morningstar U.s. Equ | +0.2% | +49.71% | 増加 |
| 9 | BA | Boeing Co/the | +0.2% | -0.63% | 減少 |
| 10 | HY | Hyster-yale INC | +0.2% | +8.05% | 増加 |
| 11 | CMI | Cummins INC | +0.1% | +0.15% | 増加 |
| 12 | COP | Conocophillips | +0.1% | +2.08% | 増加 |
| 13 | PII | Polaris INC | +0.1% | +2.04% | 増加 |
| 14 | AAPL | Apple INC | +0.1% | +2.02% | 増加 |
| 15 | IDXX | Idexx Laboratories INC | +0.1% | +0.52% | 増加 |
| 16 | ✓ | Whole Foods Mkt INC | +0.1% | -0.58% | 減少 |
| 17 | IWN | Ishares Russell 2000 Value E | +0.1% | -2.47% | 減少 |
| 18 | T | At&t INC | +0.1% | +1.95% | 増加 |
| 19 | IBM | Intl Business Machines CORP | +0.1% | +1.42% | 増加 |
| 20 | WBA | Walgreens Boots Alliance INC | +0.1% | +0.87% | 増加 |
| 21 | SYNA | Synaptics INC | -0.1% | +3.14% | 増加 |
| 22 | PEP | Pepsico INC | -0.1% | +0.64% | 増加 |
| 23 | DECK | Deckers Outdoor CORP | -0.1% | +1.38% | 増加 |
| 24 | CL | Colgate-palmolive Co | -0.1% | +0.48% | 増加 |
| 25 | DEO | Diageo Plc-sponsored Adr | -0.1% | -4.97% | 減少 |
| 26 | NVS | Novartis Ag-sponsored Adr | -0.1% | -20.64% | 減少 |
| 27 | LMEUR | Legg Mason INC | -0.1% | +2.38% | 増加 |
| 28 | UBER | Uber Technologies, Inc. | -0.1% | +1.12% | 増加 |
| 29 | JWNUSD | Nordstrom INC | -0.1% | +1.76% | 増加 |
| 30 | JNJ | Johnson & Johnson | -0.2% | -23.07% | 減少 |
| 31 | OMCL | Omnicell INC | -0.2% | +0.37% | 増加 |
| 32 | ✓ | -0.2% | -33.77% | 減少 | |
| 33 | BDX | Becton Dickinson And Co | -0.2% | +1.10% | 増加 |
| 34 | FNDX | Schwab Fndmntl US Lrg Co ETF | -0.2% | -40.39% | 減少 |
| 35 | FNDE | Schwab Fndmntl Em Mrk Eq ETF | -0.3% | -53.76% | 減少 |
| 36 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.3% | -78.42% | 減少 |
| 37 | AVBC | Avidia Bancorp, Inc. | -0.5% | -0.57% | 減少 |
| 38 | CPRT | Copart INC | -0.5% | -30.41% | 減少 |
| 39 | MANTUSD | Mantech International Corp-a | -0.9% | -83.46% | 減少 |
| 40 | TFX | Teleflex INC | — | EXIT | 全売却 |
| 41 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | — | EXIT | 全売却 |
| 42 | SPTI | Ss Spdr P Int Term Tsy ETF | — | NEW | 新規購入 |
| 43 | JPM | Jpmorgan Chase & Co | — | EXIT | 全売却 |
| 44 | XLV | Ss Health Care Select Sector | — | EXIT | 全売却 |
| 45 | BMY | Bristol-myers Squibb Co | — | EXIT | 全売却 |
| 46 | ✓ | Powershares Global ETF Trust E | — | EXIT | 全売却 |
| 47 | IYW | Ishares Ustechnology ETF | — | EXIT | 全売却 |
| 48 | VXUS | Vanguard Total Intl Stock | — | EXIT | 全売却 |
| 49 | MUNI | Pimco Intermediate Municipal | — | EXIT | 全売却 |
| 50 | DHS | Wisdomtree US High Dividend | — | NEW | 新規購入 |