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 | 12.85% | — | +7.88% | |
| 2 | AAPL | Apple INC | 株式-IT | 4.73% | — | +28.04% | |
| 3 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 3.34% | — | +7.06% | |
| 4 | MA | Mastercard INC - A | 株式-金融 | 3.02% | — | -23.77% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.70% | — | +8.92% | |
| 6 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 2.34% | — | +3.82% | |
| 7 | STE | STERIS plc | 株式-ヘルスケア | 2.24% | — | +3.38% | |
| 8 | INTC | Intel CORP | 株式-IT | 2.21% | — | +8.76% | |
| 9 | CERNCHF | Cerner CORP | 株式-その他 | 2.14% | — | +3.46% | |
| 10 | AFL | Aflac INC | 株式-金融 | 2.13% | — | +3.65% | |
| 11 | OMCL | Omnicell INC | 株式-ヘルスケア | 1.92% | — | +3.70% | |
| 12 | JWNUSD | Nordstrom INC | 株式-その他 | 1.83% | — | +5.45% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.82% | — | +9.35% | |
| 14 | AMN | Amn Healthcare Services INC | 株式-その他 | 1.77% | — | +4.59% | |
| 15 | ✓ | 株式-その他 | 1.71% | — | +177.23% | ||
| 16 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.67% | — | +350.57% | |
| 17 | FDX | Fedex CORP | 株式-資本財 | 1.65% | — | — | |
| 18 | ITW | Illinois Tool Works | 株式-資本財 | 1.65% | — | — | |
| 19 | PII | Polaris INC | 株式-一般消費財 | 1.54% | — | +4.48% | |
| 20 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.54% | — | +6.45% | |
| 21 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.54% | — | +6.35% | |
| 22 | MMS | Maximus INC | 株式-資本財 | 1.47% | — | +5.22% | |
| 23 | AEO | American Eagle Outfitters | 株式-一般消費財 | 1.40% | — | -40.65% | |
| 24 | BA | Boeing Co/the | 株式-資本財 | 1.37% | — | -37.15% | |
| 25 | RMD | Resmed INC | 株式-ヘルスケア | 1.34% | — | -38.65% | |
| 26 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.26% | — | +11.16% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.24% | — | +45.23% | |
| 28 | GNTX | Gentex CORP | 株式-一般消費財 | 1.19% | — | +66.01% | |
| 29 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 1.17% | — | +5.08% | |
| 30 | MAR | Marriott International -cl A | 株式-一般消費財 | 1.16% | — | — | |
| 31 | THO | Thor Industries INC | 株式-一般消費財 | 1.15% | — | +152.35% | |
| 32 | CPRT | Copart INC | 株式-資本財 | 1.11% | — | -32.39% | |
| 33 | WAB | Wabtec CORP | 株式-資本財 | 1.03% | — | +4.45% | |
| 34 | AYI | Acuity INC | 株式-資本財 | 1.03% | — | +3.48% | |
| 35 | NEE | Nextera Energy INC | 株式-公益事業 | 1.01% | — | +4.33% | |
| 36 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.00% | — | +10.05% | |
| 37 | HY | Hyster-yale INC | 株式-その他 | 0.98% | — | +6.46% | |
| 38 | MANH | Manhattan Associates INC | 株式-IT | 0.97% | — | +5.26% | |
| 39 | LMEUR | Legg Mason INC | 株式-その他 | 0.96% | — | +5.94% | |
| 40 | MMM | 3m Co | 株式-資本財 | 0.93% | — | +7.85% | |
| 41 | AMAT | Applied Materials INC | 株式-IT | 0.91% | — | +11.82% | |
| 42 | POR | Portland General Electric Co | 株式-公益事業 | 0.88% | — | +3.64% | |
| 43 | SYNA | Synaptics INC | 株式-その他 | 0.85% | — | +4.18% | |
| 44 | MSFT | Microsoft CORP | 株式-IT | 0.83% | — | +269.70% | |
| 45 | CMI | Cummins INC | 株式-資本財 | 0.76% | — | +6.04% | |
| 46 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 0.73% | — | +108.91% | |
| 47 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.61% | — | +3.59% | |
| 48 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.56% | — | +133.45% | |
| 49 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.55% | — | +38.31% | |
| 50 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.55% | — | +60.19% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.3% | +350.57% | 増加 |
| 2 | AAPL | Apple INC | +1.1% | +28.04% | 増加 |
| 3 | ✓ | +1.1% | +177.23% | 増加 | |
| 4 | MSFT | Microsoft CORP | +0.6% | +269.70% | 増加 |
| 5 | THO | Thor Industries INC | +0.5% | +152.35% | 増加 |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.3% | +108.91% | 増加 |
| 7 | OMCL | Omnicell INC | +0.3% | +3.70% | 増加 |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | +133.45% | 増加 |
| 9 | GNTX | Gentex CORP | +0.3% | +66.01% | 増加 |
| 10 | XOM | Exxon Mobil CORP | +0.2% | +45.23% | 増加 |
| 11 | CAT | Caterpillar INC | +0.2% | +438.20% | 増加 |
| 12 | AYI | Acuity INC | +0.2% | +3.48% | 増加 |
| 13 | JNJ | Johnson & Johnson | +0.2% | +55.19% | 増加 |
| 14 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | +60.19% | 増加 |
| 15 | V | Visa Inc-class A Shares | +0.1% | +81.18% | 増加 |
| 16 | COST | Costco Wholesale CORP | +0.1% | +38.31% | 増加 |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +8.92% | 増加 |
| 18 | WBA | Walgreens Boots Alliance INC | +0.1% | +6.45% | 増加 |
| 19 | SBUX | Starbucks CORP | +0.1% | +6.35% | 増加 |
| 20 | JWNUSD | Nordstrom INC | 0% | +5.45% | 増加 |
| 21 | DIS | Walt Disney Co/the | 0% | +10.05% | 増加 |
| 22 | MANH | Manhattan Associates INC | 0% | +5.26% | 増加 |
| 23 | GOOGL | Alphabet Inc-cl A | -0.1% | +9.35% | 増加 |
| 24 | AFL | Aflac INC | -0.1% | +3.65% | 増加 |
| 25 | BDX | Becton Dickinson And Co | -0.1% | +3.82% | 増加 |
| 26 | STE | STERIS plc | -0.2% | +3.38% | 増加 |
| 27 | CERNCHF | Cerner CORP | -0.2% | +3.46% | 増加 |
| 28 | SPLV | Invesco S&p 500 Low Volatili | -0.2% | +7.06% | 増加 |
| 29 | PII | Polaris INC | -0.6% | +4.48% | 増加 |
| 30 | IJR | Ishares Core S&p Small-cap E | -0.8% | +7.88% | 増加 |
| 31 | EMR | Emerson Electric Co | -0.9% | -85.34% | 減少 |
| 32 | BA | Boeing Co/the | -1% | -37.15% | 減少 |
| 33 | RMD | Resmed INC | -1% | -38.65% | 減少 |
| 34 | IBM | Intl Business Machines CORP | -1.1% | -89.54% | 減少 |
| 35 | CPRT | Copart INC | -1.1% | -32.39% | 減少 |
| 36 | MA | Mastercard INC - A | -1.2% | -23.77% | 減少 |
| 37 | AEO | American Eagle Outfitters | -1.2% | -40.65% | 減少 |
| 38 | PEP | Pepsico INC | -1.4% | -76.60% | 減少 |
| 39 | NKE | Nike INC -cl B | -1.8% | -74.45% | 減少 |
| 40 | FDX | Fedex CORP | — | NEW | 新規購入 |
| 41 | ITW | Illinois Tool Works | — | NEW | 新規購入 |
| 42 | MAR | Marriott International -cl A | — | NEW | 新規購入 |
| 43 | VEU | Vanguard Ftse All-world Ex-u | — | NEW | 新規購入 |
| 44 | VB | Vanguard Small-cap ETF | — | NEW | 新規購入 |
| 45 | VOO | Vanguard S&p 500 ETF | — | NEW | 新規購入 |
| 46 | WFC | Wells Fargo & Co | — | NEW | 新規購入 |
| 47 | LF2 | Pacific Premier Bancorp INC | — | NEW | 新規購入 |
| 48 | VIG | Vanguard Dividend Apprec ETF | — | NEW | 新規購入 |
| 49 | UTXZ | United Tech CORP | — | NEW | 新規購入 |
| 50 | IWF | Ishares Russell 1000 Growth | — | NEW | 新規購入 |