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 | 13.63% | — | +8.44% | |
| 2 | SPLV | Invesco S&p 500 Low Volatili | ETF-大型株・グロース | 6.97% | — | +80.05% | |
| 3 | AAPL | Apple INC | 株式-IT | 3.30% | — | -18.80% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 3.26% | — | +320.96% | |
| 5 | MA | Mastercard INC - A | 株式-金融 | 3.02% | — | -4.19% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.97% | — | -6.32% | |
| 7 | INTC | Intel CORP | 株式-IT | 2.72% | — | +0.45% | |
| 8 | AFL | Aflac INC | 株式-金融 | 2.55% | — | +0.58% | |
| 9 | STE | STERIS plc | 株式-ヘルスケア | 2.47% | — | -4.12% | |
| 10 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 2.40% | — | -3.35% | |
| 11 | AMN | Amn Healthcare Services INC | 株式-その他 | 2.26% | — | -0.27% | |
| 12 | SBUX | Starbucks CORP | 株式-一般消費財 | 2.10% | — | -2.32% | |
| 13 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.92% | — | -0.92% | |
| 14 | OMCL | Omnicell INC | 株式-ヘルスケア | 1.87% | — | -6.66% | |
| 15 | MMS | Maximus INC | 株式-資本財 | 1.77% | — | -2.10% | |
| 16 | CERNCHF | Cerner CORP | 株式-その他 | 1.67% | — | -22.07% | |
| 17 | WBA | Walgreens Boots Alliance INC | 株式-その他 | 1.65% | — | -7.45% | |
| 18 | JWNUSD | Nordstrom INC | 株式-その他 | 1.64% | — | -6.51% | |
| 19 | SCHW | Schwab (charles) CORP | 株式-金融 | 1.60% | — | +21.52% | |
| 20 | CMI | Cummins INC | 株式-資本財 | 1.59% | — | +85.25% | |
| 21 | RMD | Resmed INC | 株式-ヘルスケア | 1.56% | — | -3.75% | |
| 22 | ITW | Illinois Tool Works | 株式-資本財 | 1.53% | — | -16.11% | |
| 23 | AMAT | Applied Materials INC | 株式-IT | 1.46% | — | +54.77% | |
| 24 | AYI | Acuity INC | 株式-資本財 | 1.42% | — | +53.40% | |
| 25 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.33% | — | +8.42% | |
| 26 | ILCB | Ishares Morningstar U.s. Equ | ETF-その他 | 1.31% | — | +7.12% | |
| 27 | AEO | American Eagle Outfitters | 株式-一般消費財 | 1.30% | — | -2.75% | |
| 28 | NEE | Nextera Energy INC | 株式-公益事業 | 1.25% | — | -3.18% | |
| 29 | HY | Hyster-yale INC | 株式-その他 | 1.18% | — | -2.78% | |
| 30 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.17% | — | +1.60% | |
| 31 | PII | Polaris INC | 株式-一般消費財 | 1.17% | — | -18.70% | |
| 32 | POR | Portland General Electric Co | 株式-公益事業 | 1.07% | — | -1.31% | |
| 33 | GNTX | Gentex CORP | 株式-一般消費財 | 1.07% | — | -22.53% | |
| 34 | MMM | 3m Co | 株式-資本財 | 1.02% | — | -1.81% | |
| 35 | MAR | Marriott International -cl A | 株式-一般消費財 | 0.99% | — | -14.91% | |
| 36 | ✓ | 株式-その他 | 0.97% | — | -34.59% | ||
| 37 | THO | Thor Industries INC | 株式-一般消費財 | 0.97% | — | +10.02% | |
| 38 | FDX | Fedex CORP | 株式-資本財 | 0.90% | — | -34.11% | |
| 39 | MANH | Manhattan Associates INC | 株式-IT | 0.86% | — | -7.25% | |
| 40 | LMEUR | Legg Mason INC | 株式-その他 | 0.78% | — | -19.46% | |
| 41 | SYNA | Synaptics INC | 株式-その他 | 0.73% | — | -13.87% | |
| 42 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.66% | — | -1.47% | |
| 43 | EBIXEUR | Ebix INC | 株式-その他 | 0.54% | — | — | |
| 44 | SCHO | Schwab Short-term US Treas | ETF-その他 | 0.53% | — | +71.34% | |
| 45 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.52% | — | -3.83% | |
| 46 | SUB | Ishares Short-term National | ETF-その他 | 0.49% | — | +27.39% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.47% | — | +85.85% | |
| 48 | IWN | Ishares Russell 2000 Value E | ETF-中小型株 | 0.46% | — | +2.11% | |
| 49 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-その他 | 0.43% | — | -37.83% | |
| 50 | BA | Boeing Co/the | 株式-資本財 | 0.42% | — | -71.08% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SPLV | Invesco S&p 500 Low Volatili | +3.6% | +80.05% | 増加 |
| 2 | IVV | Ishares Core S&p 500 ETF | +2.5% | +320.96% | 増加 |
| 3 | CMI | Cummins INC | +0.8% | +85.25% | 増加 |
| 4 | IJR | Ishares Core S&p Small-cap E | +0.8% | +8.44% | 増加 |
| 5 | SBUX | Starbucks CORP | +0.6% | -2.32% | 減少 |
| 6 | AMAT | Applied Materials INC | +0.6% | +54.77% | 増加 |
| 7 | SCHO | Schwab Short-term US Treas | +0.3% | +71.34% | 増加 |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -6.32% | 減少 |
| 9 | STE | STERIS plc | +0.2% | -4.12% | 減少 |
| 10 | WBA | Walgreens Boots Alliance INC | +0.1% | -7.45% | 減少 |
| 11 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.92% | 減少 |
| 12 | XOM | Exxon Mobil CORP | +0.1% | +8.42% | 増加 |
| 13 | BDX | Becton Dickinson And Co | +0.1% | -3.35% | 減少 |
| 14 | MA | Mastercard INC - A | — | -4.19% | 減少 |
| 15 | OMCL | Omnicell INC | -0.1% | -6.66% | 減少 |
| 16 | AEO | American Eagle Outfitters | -0.1% | -2.75% | 減少 |
| 17 | MANH | Manhattan Associates INC | -0.1% | -7.25% | 減少 |
| 18 | NKE | Nike INC -cl B | -0.1% | -27.51% | 減少 |
| 19 | ITW | Illinois Tool Works | -0.1% | -16.11% | 減少 |
| 20 | GNTX | Gentex CORP | -0.1% | -22.53% | 減少 |
| 21 | SYNA | Synaptics INC | -0.1% | -13.87% | 減少 |
| 22 | SPTI | Ss Spdr P Int Term Tsy ETF | -0.1% | -37.83% | 減少 |
| 23 | JNJ | Johnson & Johnson | -0.1% | -38.62% | 減少 |
| 24 | MAR | Marriott International -cl A | -0.2% | -14.91% | 減少 |
| 25 | T | At&t INC | -0.2% | -67.95% | 減少 |
| 26 | THO | Thor Industries INC | -0.2% | +10.02% | 増加 |
| 27 | LMEUR | Legg Mason INC | -0.2% | -19.46% | 減少 |
| 28 | COST | Costco Wholesale CORP | -0.2% | -36.48% | 減少 |
| 29 | JWNUSD | Nordstrom INC | -0.2% | -6.51% | 減少 |
| 30 | GOOG | Alphabet Inc-cl C | -0.3% | -61.02% | 減少 |
| 31 | PII | Polaris INC | -0.4% | -18.70% | 減少 |
| 32 | CERNCHF | Cerner CORP | -0.5% | -22.07% | 減少 |
| 33 | MSFT | Microsoft CORP | -0.6% | -76.39% | 減少 |
| 34 | ✓ | -0.7% | -34.59% | 減少 | |
| 35 | FDX | Fedex CORP | -0.8% | -34.11% | 減少 |
| 36 | CPRT | Copart INC | -0.9% | -86.19% | 減少 |
| 37 | WAB | Wabtec CORP | -0.9% | -89.02% | 減少 |
| 38 | BA | Boeing Co/the | -1% | -71.08% | 減少 |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -1.4% | -83.81% | 減少 |
| 40 | AAPL | Apple INC | -1.4% | -18.80% | 減少 |
| 41 | VEU | Vanguard Ftse All-world Ex-u | — | EXIT | 全売却 |
| 42 | EBIXEUR | Ebix INC | — | NEW | 新規購入 |
| 43 | VB | Vanguard Small-cap ETF | — | EXIT | 全売却 |
| 44 | VOO | Vanguard S&p 500 ETF | — | EXIT | 全売却 |
| 45 | WFC | Wells Fargo & Co | — | EXIT | 全売却 |
| 46 | CAT | Caterpillar INC | — | EXIT | 全売却 |
| 47 | VEA | Vanguard Ftse Developed ETF | — | NEW | 新規購入 |
| 48 | LF2 | Pacific Premier Bancorp INC | — | EXIT | 全売却 |
| 49 | UTXZ | United Tech CORP | — | EXIT | 全売却 |
| 50 | IWF | Ishares Russell 1000 Growth | — | EXIT | 全売却 |