CIK: 0001569071
申告総資産額
$4.4億
上位200銘柄を表示中（全233銘柄）
| # | 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 | MMM | 3m Co | 株式-資本財 | 10.35% | — | +0.07% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-大型株・グロース | 6.06% | — | -2.98% | |
| 3 | FEX | First Trust Large Cap Core A | ETF-大型株・グロース | 4.19% | — | -3.44% | |
| 4 | AAPL | Apple INC | 株式-IT | 3.44% | — | -4.42% | |
| 5 | META | Meta Platforms Inc-class A | 株式-通信サービス | 1.98% | — | -1.56% | |
| 6 | HD | Home Depot INC | 株式-一般消費財 | 1.72% | — | +2.63% | |
| 7 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.63% | — | -1.49% | |
| 8 | MSFT | Microsoft CORP | 株式-IT | 1.62% | — | +3.46% | |
| 9 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.58% | — | +2.74% | |
| 10 | BA | Boeing Co/the | 株式-資本財 | 1.53% | — | -1.29% | |
| 11 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.43% | — | -3.08% | |
| 12 | V | Visa Inc-class A Shares | 株式-金融 | 1.42% | — | +0.74% | |
| 13 | XLF | Ss Financial Select Sector | ETF-その他 | 1.41% | — | -4.12% | |
| 14 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.35% | — | +0.56% | |
| 15 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.26% | — | +7.12% | |
| 16 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.23% | — | -2.64% | |
| 17 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.20% | — | -1.78% | |
| 18 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.09% | — | +0.85% | |
| 19 | FKU | First Trust United Kingdom | ETF-その他 | 1.07% | — | -2.49% | |
| 20 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.02% | — | +0.18% | |
| 21 | XLK | Ss Technology Select Sector | ETF-テック型 | 1.01% | — | -0.70% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 0.99% | — | +1.08% | |
| 23 | MAS | Masco CORP | 株式-資本財 | 0.96% | — | -0.13% | |
| 24 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.94% | — | -3.87% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-その他 | 0.94% | — | -4.83% | |
| 26 | AOS | Smith (a.o.) CORP | 株式-資本財 | 0.93% | — | -0.66% | |
| 27 | ✓ | FTSE RAFI US 1500 Small Cap | 株式-その他 | 0.91% | — | -5.42% | |
| 28 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.86% | — | +16.30% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.84% | — | +2.24% | |
| 30 | HON | Honeywell International INC | 株式-資本財 | 0.82% | — | +0.54% | |
| 31 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.82% | — | +1.36% | |
| 32 | CSCO | Cisco Systems INC | 株式-IT | 0.80% | — | +19.89% | |
| 33 | LUV | Southwest Airlines Co | 株式-資本財 | 0.78% | — | +0.68% | |
| 34 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 0.77% | — | +3.57% | |
| 35 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.76% | — | +0.47% | |
| 36 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 0.76% | — | +3.55% | |
| 37 | NKE | Nike INC -cl B | 株式-一般消費財 | 0.70% | — | +1.78% | |
| 38 | BLKCHF | Blackrock INC | 株式-その他 | 0.69% | — | -0.74% | |
| 39 | VZ | Verizon Communications INC | 株式-通信サービス | 0.68% | — | +3.56% | |
| 40 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.67% | — | +1.72% | |
| 41 | XLE | Ss Energy Select Sector | ETF-その他 | 0.66% | — | -3.33% | |
| 42 | TOL | Toll Brothers INC | 株式-一般消費財 | 0.64% | — | +11.43% | |
| 43 | CAT | Caterpillar INC | 株式-資本財 | 0.63% | — | +54.05% | |
| 44 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.62% | — | +3.04% | |
| 45 | ABBV | Abbvie INC | 株式-ヘルスケア | 0.62% | — | +1.61% | |
| 46 | AMGN | Amgen INC | 株式-ヘルスケア | 0.60% | — | +0.68% | |
| 47 | ADBE | Adobe INC | 株式-IT | 0.60% | — | +4.17% | |
| 48 | MO | Altria Group INC | 株式-生活必需品 | 0.59% | — | +4.87% | |
| 49 | CELG | Celgene CORP | 株式-その他 | 0.59% | — | -1.01% | |
| 50 | PNC | Pnc Financial Services Group | 株式-金融 | 0.59% | — | -0.34% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | MMM | 3m Co | +0.4% | +0.07% | 増加 |
| 2 | MBLY | Mobileye Global Inc. | +0.2% | +157.72% | 増加 |
| 3 | CAT | Caterpillar INC | +0.2% | +54.05% | 増加 |
| 4 | JNJ | Johnson & Johnson | +0.2% | +2.74% | 増加 |
| 5 | AMZN | Amazon.com INC | +0.2% | -3.08% | 減少 |
| 6 | TMO | Thermo Fisher Scientific INC | +0.2% | +47.43% | 増加 |
| 7 | CSCO | Cisco Systems INC | +0.1% | +19.89% | 増加 |
| 8 | HDV | Ishares Core High Dividend E | +0.1% | +98.54% | 増加 |
| 9 | XOM | Exxon Mobil CORP | +0.1% | +0.85% | 増加 |
| 10 | AOS | Smith (a.o.) CORP | +0.1% | -0.66% | 減少 |
| 11 | GLD | Spdr Gold Shares | +0.1% | +34.63% | 増加 |
| 12 | UNH | Unitedhealth Group INC | +0.1% | +32.56% | 増加 |
| 13 | BMY | Bristol-myers Squibb Co | +0.1% | +0.47% | 増加 |
| 14 | MO | Altria Group INC | +0.1% | +4.87% | 増加 |
| 15 | IVE | Ishares S&p 500 Value ETF | +0.1% | +69.48% | 増加 |
| 16 | WMB | Williams Cos INC | +0.1% | +6.63% | 増加 |
| 17 | T | At&t INC | +0.1% | +4.67% | 増加 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +25.30% | 増加 |
| 19 | CRM | Salesforce INC | +0.1% | +99.82% | 増加 |
| 20 | IWP | Ishares Russell Mid-cap Grow | +0.1% | +90.26% | 増加 |
| 21 | IWD | Ishares Russell 1000 Value E | +0.1% | +3.57% | 増加 |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | +16.30% | 増加 |
| 23 | ABBV | Abbvie INC | +0.1% | +1.61% | 増加 |
| 24 | ✓ | -0.1% | +0.99% | 増加 | |
| 25 | WOO | Foot Locker INC | -0.1% | +0.78% | 増加 |
| 26 | ✓ | Delphi Automotive PLC | -0.1% | +0.02% | 増加 |
| 27 | NKE | Nike INC -cl B | -0.1% | +1.78% | 増加 |
| 28 | ILMN | Illumina INC | -0.1% | -12.00% | 減少 |
| 29 | DAL | Delta Air Lines INC | -0.1% | +6.01% | 増加 |
| 30 | SBUX | Starbucks CORP | -0.1% | -3.87% | 減少 |
| 31 | MSFT | Microsoft CORP | -0.1% | +3.46% | 増加 |
| 32 | RCL | Royal Caribbean Cruises Ltd. | -0.1% | +0.57% | 増加 |
| 33 | BABA | Alibaba Group Holding-sp Adr | -0.1% | -24.43% | 減少 |
| 34 | SOHO | Sotherly Hotels INC | -0.1% | -89.18% | 減少 |
| 35 | MCK | Mckesson CORP | -0.1% | -30.35% | 減少 |
| 36 | LUV | Southwest Airlines Co | -0.1% | +0.68% | 増加 |
| 37 | MCD | Mcdonald's CORP | -0.1% | -1.49% | 減少 |
| 38 | FSLR | First Solar INC | -0.1% | -16.92% | 減少 |
| 39 | IVV | Ishares Core S&p 500 ETF | -0.2% | -2.98% | 減少 |
| 40 | FEX | First Trust Large Cap Core A | -0.2% | -3.44% | 減少 |
| 41 | FKU | First Trust United Kingdom | -0.2% | -2.49% | 減少 |
| 42 | GPRO | Gopro Inc-class A | -0.2% | -69.27% | 減少 |
| 43 | UAA | Under Armour Inc-class A | -0.3% | -18.47% | 減少 |
| 44 | AAPL | Apple INC | -0.7% | -4.42% | 減少 |
| 45 | ✓ | — | NEW | 新規購入 | |
| 46 | ✓ | Powershares ETF Tr Ii | — | NEW | 新規購入 |
| 47 | OXLC | Oxford Lane Capital Corp. | — | EXIT | 全売却 |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | — | EXIT | 全売却 |
| 49 | CMF | Ishares California Muni Bond | — | NEW | 新規購入 |
| 50 | NRK | Nuveen Ny Amt-fr Muni INC | — | EXIT | 全売却 |