CIK: 0001722117
申告総資産額
$1.7億
上位200銘柄を表示中（全474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 | AAPL | Apple INC | 株式-IT | 4.02% | — | -6.67% | |
| 2 | VFH | Vanguard Financials ETF | ETF-その他 | 3.58% | — | +0.83% | |
| 3 | VHT | Vanguard Health Care ETF | ETF-その他 | 3.28% | — | -4.04% | |
| 4 | PEP | Pepsico INC | 株式-生活必需品 | 2.76% | — | -0.56% | |
| 5 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 2.75% | — | -0.13% | |
| 6 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.51% | — | +2.95% | |
| 7 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 2.43% | — | +53.32% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.34% | — | +5.12% | |
| 9 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.20% | — | -2.80% | |
| 10 | AMZN | Amazon.com INC | 株式-一般消費財 | 1.99% | — | -14.71% | |
| 11 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.82% | — | -1.31% | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.56% | — | +5.11% | |
| 13 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.56% | — | +0.13% | |
| 14 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.53% | — | -8.73% | |
| 15 | WEP | Magellan Midstream Partners | 株式-その他 | 1.52% | — | -1.60% | |
| 16 | ✓ | 株式-その他 | 1.51% | — | -8.02% | ||
| 17 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.44% | — | — | |
| 18 | VYGR | Voyager Therapeutics INC | 株式-その他 | 1.38% | — | -13.05% | |
| 19 | WFC | Wells Fargo & Co | 株式-金融 | 1.37% | — | -5.20% | |
| 20 | CLX | Clorox Company | 株式-生活必需品 | 1.35% | — | -3.31% | |
| 21 | INTC | Intel CORP | 株式-IT | 1.26% | — | -9.06% | |
| 22 | WELL | Welltower INC | 株式-不動産 | 1.23% | — | +1.14% | |
| 23 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.19% | — | +0.10% | |
| 24 | AMT | American Tower CORP | 株式-不動産 | 1.18% | — | +0.07% | |
| 25 | MA | Mastercard INC - A | 株式-金融 | 1.12% | — | -19.14% | |
| 26 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.08% | — | -45.95% | |
| 27 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.08% | — | -14.65% | |
| 28 | USB | US Bancorp | 株式-金融 | 1.08% | — | -5.20% | |
| 29 | UTXZ | United Tech CORP | 株式-その他 | 1.06% | — | +1.74% | |
| 30 | BBTUSD | Bb&t CORP | 株式-その他 | 1.03% | — | -6.18% | |
| 31 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 1.03% | — | -2.67% | |
| 32 | O | Realty Income CORP | 株式-不動産 | 1.01% | — | +0.29% | |
| 33 | XFFCX | Flaherty & Crumrine Pref INC | 株式-その他 | 0.93% | — | -2.82% | |
| 34 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.93% | — | -2.50% | |
| 35 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.91% | — | -12.35% | |
| 36 | ALNY | Alnylam Pharmaceuticals INC | 株式-ヘルスケア | 0.90% | — | -3.82% | |
| 37 | AMGN | Amgen INC | 株式-ヘルスケア | 0.88% | — | -2.02% | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.85% | — | +0.22% | |
| 39 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.83% | — | -2.39% | |
| 40 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | ETF-投資適格社債 | 0.83% | — | — | |
| 41 | AEP | American Electric Power | 株式-公益事業 | 0.78% | — | -2.34% | |
| 42 | ✓ | Claymore Exchange Trd Fd Tr | 株式-その他 | 0.74% | — | — | |
| 43 | GIS | General Mills INC | 株式-生活必需品 | 0.72% | — | -9.23% | |
| 44 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.71% | — | -5.03% | |
| 45 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.70% | — | -4.94% | |
| 46 | UL | Unilever PLC | 株式-生活必需品 | 0.69% | — | +0.17% | |
| 47 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 0.65% | — | +15.09% | |
| 48 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.65% | — | +6.76% | |
| 49 | GD | General Dynamics CORP | 株式-資本財 | 0.64% | — | +0.03% | |
| 50 | CME | Cme Group INC | 株式-金融 | 0.64% | — | -7.00% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | ✓ | Claymore Exchange Trd Fd Tr | +0.9% | +53.32% | 増加 |
| 2 | VTIP | Vanguard Short-term Tips | +0.3% | +282.97% | 増加 |
| 3 | MSFT | Microsoft CORP | +0.2% | +5.11% | 増加 |
| 4 | AMZN | Amazon.com INC | +0.2% | -14.71% | 減少 |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.2% | +5.12% | 増加 |
| 6 | VPL | Vanguard Ftse Pacific ETF | +0.2% | +2.95% | 増加 |
| 7 | TJX | Tjx Companies INC | +0.2% | -2.80% | 減少 |
| 8 | WOOD | Ishares Global Timber & Fore | +0.2% | +15.09% | 増加 |
| 9 | CTSH | Cognizant Tech Solutions-a | +0.1% | +6.76% | 増加 |
| 10 | OMC | Omnicom Group | +0.1% | +80.97% | 増加 |
| 11 | VHT | Vanguard Health Care ETF | 0% | -4.04% | 減少 |
| 12 | MA | Mastercard INC - A | 0% | -19.14% | 減少 |
| 13 | AEP | American Electric Power | 0% | -2.34% | 減少 |
| 14 | CL | Colgate-palmolive Co | 0% | -4.94% | 減少 |
| 15 | O | Realty Income CORP | 0% | +0.29% | 増加 |
| 16 | XFFCX | Flaherty & Crumrine Pref INC | -0.1% | -2.82% | 減少 |
| 17 | ALNY | Alnylam Pharmaceuticals INC | -0.1% | -3.82% | 減少 |
| 18 | USB | US Bancorp | -0.1% | -5.20% | 減少 |
| 19 | VCR | Vanguard Consumer Discre ETF | -0.1% | -12.35% | 減少 |
| 20 | MO | Altria Group INC | -0.1% | -8.40% | 減少 |
| 21 | MCD | Mcdonald's CORP | -0.1% | +0.13% | 増加 |
| 22 | UPS | United Parcel Service-cl B | -0.1% | +0.22% | 増加 |
| 23 | IBM | Intl Business Machines CORP | -0.1% | -26.88% | 減少 |
| 24 | VZ | Verizon Communications INC | -0.1% | -7.66% | 減少 |
| 25 | JNJ | Johnson & Johnson | -0.1% | -0.13% | 減少 |
| 26 | AAPL | Apple INC | -0.1% | -6.67% | 減少 |
| 27 | CMP | Compass Minerals Internation | -0.1% | -2.82% | 減少 |
| 28 | ORCL | Oracle CORP | -0.1% | -17.53% | 減少 |
| 29 | QCOM | Qualcomm INC | -0.1% | -24.22% | 減少 |
| 30 | WELL | Welltower INC | -0.1% | +1.14% | 増加 |
| 31 | BIIB | Biogen INC | -0.1% | -9.66% | 減少 |
| 32 | CLX | Clorox Company | -0.1% | -3.31% | 減少 |
| 33 | PG | Procter & Gamble Co/the | -0.1% | -2.67% | 減少 |
| 34 | PEP | Pepsico INC | -0.1% | -0.56% | 減少 |
| 35 | GOOG | Alphabet Inc-cl C | -0.1% | -14.65% | 減少 |
| 36 | ✓ | -0.1% | -23.14% | 減少 | |
| 37 | KO | Coca-cola Co/the | -0.2% | -8.73% | 減少 |
| 38 | MDLZ | Mondelez International Inc-a | -0.2% | -29.99% | 減少 |
| 39 | KHC | Kraft Heinz Co/the | -0.2% | -2.39% | 減少 |
| 40 | WFC | Wells Fargo & Co | -0.2% | -5.20% | 減少 |
| 41 | WEP | Magellan Midstream Partners | -0.3% | -1.60% | 減少 |
| 42 | GIS | General Mills INC | -0.3% | -9.23% | 減少 |
| 43 | ✓ | -0.3% | -8.02% | 減少 | |
| 44 | CRSP | CRISPR Therapeutics AG | -0.3% | -76.06% | 減少 |
| 45 | VGT | Vanguard Info Tech ETF | -0.8% | -45.95% | 減少 |
| 46 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | — | NEW | 新規購入 |
| 47 | ✓ | Claymore Exchange Trd Fd Tr | — | NEW | 新規購入 |
| 48 | BKNG | Booking Hldgs INC | — | EXIT | 全売却 |
| 49 | BKNG | Booking Holdings INC | — | NEW | 新規購入 |
| 50 | TCPA | TransCanada PipeLines Limited 6 | — | EXIT | 全売却 |