CIK: 0001722117
申告総資産額
$1.7億
上位200銘柄を表示中（全428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 | 4.09% | — | -5.46% | |
| 2 | VHT | Vanguard Health Care ETF | ETF-その他 | 3.35% | — | +1.13% | |
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 3.29% | — | +29.78% | |
| 4 | VFH | Vanguard Financials ETF | ETF-その他 | 3.28% | — | -3.01% | |
| 5 | PEP | Pepsico INC | 株式-生活必需品 | 3.05% | — | +13.67% | |
| 6 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.43% | — | -2.75% | |
| 7 | BSCMUSD | Invesco Bulletshares 2022 Co | ETF-その他 | 2.39% | — | — | |
| 8 | VPL | Vanguard Ftse Pacific ETF | ETF-その他 | 2.29% | — | -2.36% | |
| 9 | AMZN | Amazon.com INC | 株式-一般消費財 | 2.14% | — | -6.09% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 2.14% | — | -3.23% | |
| 11 | MSFT | Microsoft CORP | 株式-IT | 2.04% | — | +24.13% | |
| 12 | VIG | Vanguard Dividend Apprec ETF | ETF-その他 | 1.75% | — | -1.75% | |
| 13 | WEP | Magellan Midstream Partners | 株式-その他 | 1.70% | — | -3.02% | |
| 14 | BDX | Becton Dickinson And Co | 株式-ヘルスケア | 1.56% | — | +0.84% | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.46% | — | -3.02% | |
| 16 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.42% | — | -6.96% | |
| 17 | VYGR | Voyager Therapeutics INC | 株式-その他 | 1.39% | — | — | |
| 18 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.32% | — | -5.00% | |
| 19 | CLX | Clorox Company | 株式-生活必需品 | 1.31% | — | -1.88% | |
| 20 | WFC | Wells Fargo & Co | 株式-金融 | 1.28% | — | -9.68% | |
| 21 | WELL | Welltower INC | 株式-不動産 | 1.26% | — | -8.45% | |
| 22 | INTC | Intel CORP | 株式-IT | 1.17% | — | -0.42% | |
| 23 | ✓ | 株式-その他 | 1.16% | — | -24.98% | ||
| 24 | VGT | Vanguard Info Tech ETF | ETF-テック型 | 1.13% | — | +1.10% | |
| 25 | AMT | American Tower CORP | 株式-不動産 | 1.12% | — | -2.43% | |
| 26 | UTXZ | United Tech CORP | 株式-その他 | 1.06% | — | +3.26% | |
| 27 | O | Realty Income CORP | 株式-不動産 | 1.02% | — | -0.53% | |
| 28 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.99% | — | +0.10% | |
| 29 | USB | US Bancorp | 株式-金融 | 0.98% | — | -5.65% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.95% | — | -16.30% | |
| 31 | MA | Mastercard INC - A | 株式-金融 | 0.95% | — | -22.39% | |
| 32 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.93% | — | -5.57% | |
| 33 | AMGN | Amgen INC | 株式-ヘルスケア | 0.93% | — | +0.16% | |
| 34 | VCR | Vanguard Consumer Discre ETF | ETF-その他 | 0.92% | — | -2.64% | |
| 35 | XFFCX | Flaherty & Crumrine Pref INC | 株式-その他 | 0.91% | — | +0.41% | |
| 36 | BBTUSD | Bb&t CORP | 株式-その他 | 0.90% | — | -7.50% | |
| 37 | BSCL | Invesco Bulletshares 2021 Co | ETF-その他 | 0.86% | — | — | |
| 38 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.76% | — | -9.80% | |
| 39 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-政府公債 | 0.75% | — | — | |
| 40 | AEP | American Electric Power | 株式-公益事業 | 0.75% | — | -2.46% | |
| 41 | EMR | Emerson Electric Co | 株式-資本財 | 0.71% | — | +17.07% | |
| 42 | KHC | Kraft Heinz Co/the | 株式-生活必需品 | 0.70% | — | -14.44% | |
| 43 | ALNY | Alnylam Pharmaceuticals INC | 株式-ヘルスケア | 0.70% | — | -3.98% | |
| 44 | UL | Unilever PLC | 株式-生活必需品 | 0.67% | — | +0.19% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.67% | — | +38.71% | |
| 46 | WOOD | Ishares Global Timber & Fore | ETF-その他 | 0.66% | — | +4.31% | |
| 47 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 0.66% | — | +6.34% | |
| 48 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 0.65% | — | -0.55% | |
| 49 | VZ | Verizon Communications INC | 株式-通信サービス | 0.64% | — | +17.87% | |
| 50 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.62% | — | +0.07% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.5% | +29.78% | 増加 |
| 2 | MSFT | Microsoft CORP | +0.5% | +24.13% | 増加 |
| 3 | PEP | Pepsico INC | +0.3% | +13.67% | 増加 |
| 4 | TJX | Tjx Companies INC | +0.2% | -2.75% | 減少 |
| 5 | XOM | Exxon Mobil CORP | +0.2% | +924.65% | 増加 |
| 6 | CRSP | CRISPR Therapeutics AG | +0.2% | +28.79% | 増加 |
| 7 | WEP | Magellan Midstream Partners | +0.2% | -3.02% | 減少 |
| 8 | AMZN | Amazon.com INC | +0.2% | -6.09% | 減少 |
| 9 | NKE | Nike INC -cl B | +0.1% | -5.00% | 減少 |
| 10 | CRM | Salesforce INC | +0.1% | +12500.00% | 増加 |
| 11 | BDX | Becton Dickinson And Co | +0.1% | +0.84% | 増加 |
| 12 | MMM | 3m Co | +0.1% | +38.71% | 増加 |
| 13 | CSCO | Cisco Systems INC | +0.1% | +42.74% | 増加 |
| 14 | VZ | Verizon Communications INC | +0.1% | +17.87% | 増加 |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +82.57% | 増加 |
| 16 | EMR | Emerson Electric Co | +0.1% | +17.07% | 増加 |
| 17 | BA | Boeing Co/the | +0.1% | +43.29% | 増加 |
| 18 | YUM | Yum! Brands INC | +0.1% | +87.84% | 増加 |
| 19 | UNP | Union Pacific CORP | +0.1% | +38.52% | 増加 |
| 20 | AAPL | Apple INC | +0.1% | -5.46% | 減少 |
| 21 | VHT | Vanguard Health Care ETF | +0.1% | +1.13% | 増加 |
| 22 | VNQ | Vanguard Real Estate ETF | +0.1% | +13.55% | 増加 |
| 23 | PM | Philip Morris International | -0.1% | -13.96% | 減少 |
| 24 | BKNG | Booking Holdings INC | -0.1% | -28.57% | 減少 |
| 25 | GD | General Dynamics CORP | -0.1% | +3.50% | 増加 |
| 26 | MO | Altria Group INC | -0.1% | -22.45% | 減少 |
| 27 | UNUSD | Unilever N V -ny Shares | -0.1% | -46.17% | 減少 |
| 28 | KHC | Kraft Heinz Co/the | -0.1% | -14.44% | 減少 |
| 29 | BBTUSD | Bb&t CORP | -0.1% | -7.50% | 減少 |
| 30 | GOOG | Alphabet Inc-cl C | -0.1% | -16.30% | 減少 |
| 31 | MCD | Mcdonald's CORP | -0.1% | -6.96% | 減少 |
| 32 | MA | Mastercard INC - A | -0.2% | -22.39% | 減少 |
| 33 | ORCL | Oracle CORP | -0.2% | -29.33% | 減少 |
| 34 | ALNY | Alnylam Pharmaceuticals INC | -0.2% | -3.98% | 減少 |
| 35 | VEA | Vanguard Ftse Developed ETF | -0.2% | -3.23% | 減少 |
| 36 | VPL | Vanguard Ftse Pacific ETF | -0.2% | -2.36% | 減少 |
| 37 | VFH | Vanguard Financials ETF | -0.3% | -3.01% | 減少 |
| 38 | GIS | General Mills INC | -0.3% | -42.88% | 減少 |
| 39 | ✓ | -0.4% | -24.98% | 減少 | |
| 40 | BSCMUSD | Invesco Bulletshares 2022 Co | — | NEW | 新規購入 |
| 41 | ✓ | Claymore Exchange Trd Fd Tr | — | EXIT | 全売却 |
| 42 | BSCL | Invesco Bulletshares 2021 Co | — | NEW | 新規購入 |
| 43 | BSCZ | Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2035 Corporate Bond ETF | — | EXIT | 全売却 |
| 44 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | — | NEW | 新規購入 |
| 45 | ✓ | Claymore Exchange Trd Fd Tr | — | EXIT | 全売却 |
| 46 | ✓ | — | EXIT | 全売却 | |
| 47 | EVRG | Evergy INC | — | NEW | 新規購入 |
| 48 | WRUSD | Westar Energy INC | — | EXIT | 全売却 |
| 49 | TCPA | TransCanada PipeLines Limited 6 | — | NEW | 新規購入 |
| 50 | VOO | Vanguard S&p 500 ETF | — | NEW | 新規購入 |