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 | 13.05% | — | -7.20% | |
| 2 | MA | Mastercard INC - A | 株式-金融 | 3.29% | — | -1.61% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.25% | — | -20.95% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.80% | — | -7.54% | |
| 5 | CERNCHF | Cerner CORP | 株式-その他 | 2.62% | — | -0.47% | |
| 6 | INTC | Intel CORP | 株式-IT | 2.43% | — | -1.83% | |
| 7 | ✓ | Powershares ETF Tr Ii | ETF-その他 | 2.40% | — | — | |
| 8 | AFL | Aflac INC | 株式-金融 | 2.32% | — | -0.72% | |
| 9 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 2.28% | — | +1.65% | |
| 10 | PII | Polaris INC | 株式-一般消費財 | 2.20% | — | -1.07% | |
| 11 | AEO | American Eagle Outfitters | 株式-一般消費財 | 2.18% | — | -1.02% | |
| 12 | BA | Boeing Co/the | 株式-資本財 | 2.11% | — | -2.88% | |
| 13 | STE | STERIS plc | 株式-ヘルスケア | 2.05% | — | -2.47% | |
| 14 | RMD | Resmed INC | 株式-ヘルスケア | 1.95% | — | +1.55% | |
| 15 | PEP | Pepsico INC | 株式-生活必需品 | 1.94% | — | -4.13% | |
| 16 | AMN | Amn Healthcare Services INC | 株式-その他 | 1.89% | — | -0.18% | |
| 17 | MMS | Maximus INC | 株式-資本財 | 1.88% | — | -0.18% | |
| 18 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.84% | — | -0.18% | |
| 19 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.82% | — | -1.35% | |
| 20 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.76% | — | -1.79% | |
| 21 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.73% | — | -4.98% | |
| 22 | CPRT | Copart INC | 株式-資本財 | 1.72% | — | -2.72% | |
| 23 | DECK | Deckers Outdoor CORP | 株式-一般消費財 | 1.66% | — | -1.68% | |
| 24 | JWNUSD | Nordstrom INC | 株式-その他 | 1.66% | — | -3.35% | |
| 25 | HY | Hyster-yale INC | 株式-その他 | 1.62% | — | -0.25% | |
| 26 | LMEUR | Legg Mason INC | 株式-その他 | 1.55% | — | -1.61% | |
| 27 | OMCL | Omnicell INC | 株式-ヘルスケア | 1.55% | — | -2.41% | |
| 28 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.46% | — | +1.24% | |
| 29 | PDCOEUR | Patterson Cos INC | 株式-その他 | 1.38% | — | — | |
| 30 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 1.35% | — | -2.07% | |
| 31 | IBM | Intl Business Machines CORP | 株式-IT | 1.31% | — | +3.83% | |
| 32 | MMM | 3m Co | 株式-資本財 | 1.18% | — | -0.83% | |
| 33 | EMR | Emerson Electric Co | 株式-資本財 | 1.14% | — | +0.03% | |
| 34 | SYNHEUR | Syneos Health INC | 株式-その他 | 1.10% | — | -17.07% | |
| 35 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.09% | — | -30.76% | |
| 36 | NEE | Nextera Energy INC | 株式-公益事業 | 1.09% | — | -0.32% | |
| 37 | CMI | Cummins INC | 株式-資本財 | 1.08% | — | -4.20% | |
| 38 | T | At&t INC | 株式-通信サービス | 1.07% | — | -19.42% | |
| 39 | POR | Portland General Electric Co | 株式-公益事業 | 1.06% | — | -1.30% | |
| 40 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.03% | — | -1.01% | |
| 41 | MANH | Manhattan Associates INC | 株式-IT | 0.96% | — | +10.02% | |
| 42 | WAB | Wabtec CORP | 株式-資本財 | 0.92% | — | -2.54% | |
| 43 | SYNA | Synaptics INC | 株式-その他 | 0.85% | — | -17.36% | |
| 44 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.80% | — | -2.16% | |
| 45 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 0.65% | — | -64.43% | |
| 46 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.59% | — | -6.95% | |
| 47 | ✓ | 株式-その他 | 0.57% | — | -24.47% | ||
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.56% | — | -24.89% | |
| 49 | IWB | Ishares Russell 1000 ETF | ETF-その他 | 0.48% | — | — | |
| 50 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.47% | — | -48.56% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AEO | American Eagle Outfitters | +0.6% | -1.02% | 減少 |
| 2 | INTC | Intel CORP | +0.5% | -1.83% | 減少 |
| 3 | PII | Polaris INC | +0.4% | -1.07% | 減少 |
| 4 | NKE | Nike INC -cl B | +0.4% | -0.18% | 減少 |
| 5 | CPRT | Copart INC | +0.4% | -2.72% | 減少 |
| 6 | BA | Boeing Co/the | +0.3% | -2.88% | 減少 |
| 7 | BDX | Becton Dickinson And Co | +0.3% | +1.65% | 増加 |
| 8 | SCHW | Schwab (charles) CORP | +0.3% | +1.24% | 増加 |
| 9 | MA | Mastercard INC - A | +0.3% | -1.61% | 減少 |
| 10 | DECK | Deckers Outdoor CORP | +0.3% | -1.68% | 減少 |
| 11 | RMD | Resmed INC | +0.3% | +1.55% | 増加 |
| 12 | MANH | Manhattan Associates INC | +0.3% | +10.02% | 増加 |
| 13 | MMS | Maximus INC | +0.2% | -0.18% | 減少 |
| 14 | AFL | Aflac INC | +0.2% | -0.72% | 減少 |
| 15 | HY | Hyster-yale INC | +0.2% | -0.25% | 減少 |
| 16 | AMN | Amn Healthcare Services INC | +0.2% | -0.18% | 減少 |
| 17 | IJR | Ishares Core S&p Small-cap E | -0.1% | -7.20% | 減少 |
| 18 | OMCL | Omnicell INC | -0.1% | -2.41% | 減少 |
| 19 | CERNCHF | Cerner CORP | -0.1% | -0.47% | 減少 |
| 20 | WBA | Walgreens Boots Alliance INC | -0.1% | -1.79% | 減少 |
| 21 | SYNA | Synaptics INC | -0.1% | -17.36% | 減少 |
| 22 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.1% | -35.85% | 減少 |
| 23 | VZ | Verizon Communications INC | -0.1% | -35.55% | 減少 |
| 24 | IWM | Ishares Russell 2000 ETF | -0.1% | -37.47% | 減少 |
| 25 | IWN | Ishares Russell 2000 Value E | -0.2% | -24.89% | 減少 |
| 26 | JNJ | Johnson & Johnson | -0.2% | -38.30% | 減少 |
| 27 | CAT | Caterpillar INC | -0.2% | -82.63% | 減少 |
| 28 | T | At&t INC | -0.2% | -19.42% | 減少 |
| 29 | ✓ | -0.3% | -24.47% | 減少 | |
| 30 | IVV | Ishares Core S&p 500 ETF | -0.4% | -48.56% | 減少 |
| 31 | AAPL | Apple INC | -0.4% | -20.95% | 減少 |
| 32 | XOM | Exxon Mobil CORP | -0.4% | -30.76% | 減少 |
| 33 | MSFT | Microsoft CORP | -0.4% | -70.73% | 減少 |
| 34 | SYNHEUR | Syneos Health INC | -0.4% | -17.07% | 減少 |
| 35 | COP | Conocophillips | -0.7% | -92.84% | 減少 |
| 36 | VTI | Vanguard Total Stock Mkt ETF | -1% | -64.43% | 減少 |
| 37 | ✓ | Powershares ETF Tr Ii | — | NEW | 新規購入 |
| 38 | PDCOEUR | Patterson Cos INC | — | NEW | 新規購入 |
| 39 | WFC | Wells Fargo & Co | — | EXIT | 全売却 |
| 40 | LF2 | Pacific Premier Bancorp INC | — | EXIT | 全売却 |
| 41 | SRCLEUR | Stericycle INC | — | EXIT | 全売却 |
| 42 | BCRUSD | Cr Bard INC | — | EXIT | 全売却 |
| 43 | SYK | Stryker CORP | — | EXIT | 全売却 |
| 44 | VIG | Vanguard Dividend Apprec ETF | — | EXIT | 全売却 |
| 45 | EEM | Ishares Msci Emerging Market | — | EXIT | 全売却 |
| 46 | IWF | Ishares Russell 1000 Growth | — | EXIT | 全売却 |
| 47 | PCG | P G & E CORP | — | EXIT | 全売却 |
| 48 | SLB | Slb LTD | — | EXIT | 全売却 |
| 49 | VOO | Vanguard S&p 500 ETF | — | EXIT | 全売却 |
| 50 | AEP | American Electric Power Company, Inc. | — | EXIT | 全売却 |