CIK: 0001648711
申告総資産額
$640.1億
上位200銘柄を表示中（全1226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 | IWD | Ishares Russell 1000 Value E | ETF-その他 | 2.35% | +0.09% | +0.15% | |
| 2 | AAPL | Apple INC | 株式-IT | 2.17% | -0.21% | -2.69% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 1.98% | +0.19% | +2.82% | |
| 4 | IWF | Ishares Russell 1000 Growth | ETF-その他 | 1.83% | -0.13% | +2.14% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 1.56% | -0.92% | +0.13% | |
| 6 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.40% | +0.32% | +1.78% | |
| 7 | IWR | Ishares Russell Mid-cap ETF | ETF-その他 | 1.39% | +0.06% | +4.32% | |
| 8 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.17% | — | -9.52% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.17% | — | +0.52% | |
| 10 | PEP | Pepsico INC | 株式-生活必需品 | 1.09% | — | +1.82% | |
| 11 | CVX | Chevron CORP | 株式-エネルギー | 1.03% | +0.17% | -2.54% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 0.97% | -0.06% | +3.74% | |
| 13 | VZ | Verizon Communications INC | 株式-通信サービス | 0.86% | — | +21.67% | |
| 14 | T | At&t INC | 株式-通信サービス | 0.85% | — | +5.20% | |
| 15 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 0.83% | — | -19.19% | |
| 16 | ORCL | Oracle CORP | 株式-IT | 0.82% | — | +7.90% | |
| 17 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.81% | -0.23% | +3.49% | |
| 18 | CSCO | Cisco Systems INC | 株式-IT | 0.79% | — | +3.88% | |
| 19 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.75% | +0.10% | -2.65% | |
| 20 | WFC | Wells Fargo & Co | 株式-金融 | 0.74% | -0.07% | -6.54% | |
| 21 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 0.67% | — | +11.98% | |
| 22 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 0.64% | — | +1.81% | |
| 23 | KDP | Keurig Dr Pepper Inc. | 株式-生活必需品 | 0.62% | — | +0.06% | |
| 24 | V | Visa Inc-class A Shares | 株式-金融 | 0.59% | -0.08% | +1.60% | |
| 25 | VTV | Vanguard Value ETF | ETF-その他 | 0.59% | — | -2.17% | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 0.59% | — | -3.67% | |
| 27 | FISV | Fiserv INC | 株式-その他 | 0.57% | — | -1.77% | |
| 28 | AOS | Smith (a.o.) CORP | 株式-資本財 | 0.57% | — | -6.55% | |
| 29 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 0.56% | — | -1.40% | |
| 30 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.55% | -0.24% | +2.24% | |
| 31 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 0.54% | +0.06% | +11.40% | |
| 32 | USB | US Bancorp | 株式-金融 | 0.53% | — | +0.04% | |
| 33 | ✓ | 株式-その他 | 0.53% | — | +1.81% | ||
| 34 | INTC | Intel CORP | 株式-IT | 0.52% | — | +5.75% | |
| 35 | FDX | Fedex CORP | 株式-資本財 | 0.50% | — | +1.36% | |
| 36 | UNP | Union Pacific CORP | 株式-資本財 | 0.49% | +0.07% | +0.89% | |
| 37 | BR | Broadridge Financial Solutio | 株式-IT | 0.48% | — | -2.81% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.48% | — | +16.80% | |
| 39 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.48% | — | +4.63% | |
| 40 | MCHP | Microchip Technology INC | 株式-IT | 0.48% | — | +3.88% | |
| 41 | ABT | Abbott Laboratories | 株式-ヘルスケア | 0.47% | -0.11% | +2.06% | |
| 42 | AMGN | Amgen INC | 株式-ヘルスケア | 0.46% | — | -2.64% | |
| 43 | CELG | Celgene CORP | 株式-その他 | 0.46% | — | +1.32% | |
| 44 | BA | Boeing Co/the | 株式-資本財 | 0.46% | — | +0.17% | |
| 45 | PFE | Pfizer INC | 株式-ヘルスケア | 0.44% | — | -2.09% | |
| 46 | MMM | 3m Co | 株式-資本財 | 0.44% | — | -0.45% | |
| 47 | SLB | Slb LTD | 株式-エネルギー | 0.43% | — | +9.23% | |
| 48 | EW | Edwards Lifesciences CORP | 株式-ヘルスケア | 0.43% | — | +7.36% | |
| 49 | MA | Mastercard INC - A | 株式-金融 | 0.42% | -0.07% | -2.48% | |
| 50 | FANG | Diamondback Energy INC | 株式-エネルギー | 0.41% | — | +44.06% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | XLF | Ss Financial Select Sector | +0.2% | +146.81% | 増加 |
| 2 | VZ | Verizon Communications INC | +0.2% | +21.67% | 増加 |
| 3 | SHW | Sherwin-williams Co/the | +0.2% | +464.70% | 増加 |
| 4 | ✓ | Curis INC | +0.2% | +53226.24% | 増加 |
| 5 | AYI | Acuity INC | +0.2% | +6677.07% | 増加 |
| 6 | MRCY | Mercury Systems INC | +0.2% | +222.71% | 増加 |
| 7 | FANG | Diamondback Energy INC | +0.1% | +44.06% | 増加 |
| 8 | XLB | Ss Materials Select Sector | +0.1% | +5870.23% | 増加 |
| 9 | SIXEUR | Six Flags Entertainment CORP | +0.1% | +121.74% | 増加 |
| 10 | TD | Toronto-dominion Bank | +0.1% | +5577.51% | 増加 |
| 11 | HSIC | Henry Schein INC | +0.1% | +217.17% | 増加 |
| 12 | BA | Boeing Co/the | +0.1% | +0.17% | 増加 |
| 13 | MUR | Murphy Oil CORP | +0.1% | +2370.03% | 増加 |
| 14 | IWM | Ishares Russell 2000 ETF | +0.1% | +11.98% | 増加 |
| 15 | GDX | Vaneck Gold Miners ETF | +0.1% | +133.94% | 増加 |
| 16 | VEA | Vanguard Ftse Developed ETF | +0.1% | +2.82% | 増加 |
| 17 | ABBV | Abbvie INC | +0.1% | -9.52% | 減少 |
| 18 | VWO | Vanguard Ftse Emerging Marke | +0.1% | +11.40% | 増加 |
| 19 | INTC | Intel CORP | +0.1% | +5.75% | 増加 |
| 20 | AMG | Affiliated Managers Group | +0.1% | +9.74% | 増加 |
| 21 | MCHP | Microchip Technology INC | +0.1% | +3.88% | 増加 |
| 22 | ALB | Albemarle CORP | +0.1% | -2.17% | 減少 |
| 23 | IWF | Ishares Russell 1000 Growth | +0.1% | +2.14% | 増加 |
| 24 | MSFT | Microsoft CORP | +0.1% | +0.13% | 増加 |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.52% | 増加 |
| 26 | CVX | Chevron CORP | +0.1% | -2.54% | 減少 |
| 27 | CSCO | Cisco Systems INC | +0.1% | +3.88% | 増加 |
| 28 | IWR | Ishares Russell Mid-cap ETF | 0% | +4.32% | 増加 |
| 29 | AAPL | Apple INC | — | -2.69% | 減少 |
| 30 | CMG | Chipotle Mexican Grill INC | -0.1% | -29.12% | 減少 |
| 31 | LULU | Lululemon Athletica INC | -0.1% | -23.09% | 減少 |
| 32 | IWO | Ishares Russell 2000 Growth | -0.1% | -77.66% | 減少 |
| 33 | GILD | Gilead Sciences INC | -0.1% | -37.92% | 減少 |
| 34 | ANF | Abercrombie & Fitch Co-cl A | -0.1% | -97.11% | 減少 |
| 35 | XLP | Ss Consumer Staples Sel Sect | -0.2% | -95.38% | 減少 |
| 36 | COO | The Cooper Companies, Inc. | -0.2% | -35.73% | 減少 |
| 37 | XLI | Ss Industrial Select Sector | -0.2% | -96.41% | 減少 |
| 38 | SNA | Snap-on INC | -0.3% | -79.13% | 減少 |
| 39 | MKC | Mccormick & Co-non Vtg Shrs | -0.3% | -85.44% | 減少 |
| 40 | EFX | Equifax INC | -0.3% | -94.91% | 減少 |
| 41 | DFSEUR | Discover Financial Services | -0.3% | -84.08% | 減少 |
| 42 | AEP | American Electric Power Company, Inc. | -0.4% | -19.19% | 減少 |
| 43 | DD | DuPont de Nemours, Inc. | — | NEW | 新規購入 |
| 44 | DOW | Dow Chem Co | — | EXIT | 全売却 |
| 45 | ✓ | — | NEW | 新規購入 | |
| 46 | GRFS | Grifols Sa-adr | — | EXIT | 全売却 |
| 47 | RS | Reliance INC | — | NEW | 新規購入 |
| 48 | UNVREUR | Univar Solutions INC | — | NEW | 新規購入 |
| 49 | ✓ | Whole Foods Mkt INC | — | EXIT | 全売却 |
| 50 | DUK | Du Pont E I De Nemour&Co | — | EXIT | 全売却 |