CIK: 0001550075
申告総資産額
$61.6億
上位200銘柄を表示中（全717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 | 3.74% | — | -0.76% | |
| 2 | MSFT | Microsoft CORP | 株式-IT | 3.42% | — | -0.56% | |
| 3 | MA | Mastercard INC - A | 株式-金融 | 3.25% | — | -0.91% | |
| 4 | IEFA | Ishares Core Msci Eafe ETF | ETF-その他 | 2.67% | — | +8.96% | |
| 5 | USB | US Bancorp | 株式-金融 | 2.63% | — | -0.85% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 2.60% | — | -0.12% | |
| 7 | TJX | Tjx Companies INC | 株式-一般消費財 | 2.37% | — | -3.39% | |
| 8 | ABT | Abbott Laboratories | 株式-ヘルスケア | 2.27% | — | -5.61% | |
| 9 | AMGN | Amgen INC | 株式-ヘルスケア | 2.23% | — | -0.31% | |
| 10 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.14% | — | -0.82% | |
| 11 | UTXZ | United Tech CORP | 株式-その他 | 2.00% | — | -2.83% | |
| 12 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.98% | — | +1.32% | |
| 13 | PEP | Pepsico INC | 株式-生活必需品 | 1.98% | — | +0.46% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.87% | — | -0.27% | |
| 15 | VZ | Verizon Communications INC | 株式-通信サービス | 1.70% | — | +4.03% | |
| 16 | LOW | Lowe's Cos INC | 株式-一般消費財 | 1.70% | — | -1.27% | |
| 17 | CVX | Chevron CORP | 株式-エネルギー | 1.64% | — | -0.21% | |
| 18 | BAX | Baxter International INC | 株式-ヘルスケア | 1.57% | — | -0.38% | |
| 19 | NVS | Novartis Ag-sponsored Adr | 株式-ヘルスケア | 1.47% | — | -0.29% | |
| 20 | BLKCHF | Blackrock INC | 株式-その他 | 1.36% | — | +0.99% | |
| 21 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 1.36% | — | +3.59% | |
| 22 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.32% | — | +0.37% | |
| 23 | INTC | Intel CORP | 株式-IT | 1.26% | — | -0.63% | |
| 24 | FDX | Fedex CORP | 株式-資本財 | 1.25% | — | +0.24% | |
| 25 | ENB | Enbridge INC | 株式-エネルギー | 1.22% | — | +0.73% | |
| 26 | QCOM | Qualcomm INC | 株式-IT | 1.22% | — | -5.70% | |
| 27 | ACN | Accenture plc | 株式-IT | 1.22% | — | +0.77% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.22% | — | -2.34% | |
| 29 | PXGBX | Praxair INC | 株式-その他 | 1.19% | — | +0.25% | |
| 30 | VOO | Vanguard S&p 500 ETF | ETF-大型株・グロース | 1.19% | — | +7.99% | |
| 31 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.19% | — | +1.60% | |
| 32 | NKE | Nike INC -cl B | 株式-一般消費財 | 1.17% | — | -4.65% | |
| 33 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 1.14% | — | +0.16% | |
| 34 | DUK | Duke Energy CORP | 株式-公益事業 | 1.12% | — | +8.71% | |
| 35 | DE | Deere & Co | 株式-資本財 | 1.12% | — | +6.77% | |
| 36 | ✓ | Laboratory CORP Amer Hldgs | 株式-その他 | 1.08% | — | +9.19% | |
| 37 | ADI | Analog Devices INC | 株式-IT | 1.07% | — | +1.51% | |
| 38 | CB | Chubb Limited | 株式-金融 | 1.04% | — | +0.27% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.03% | — | -4.33% | |
| 40 | MKC | Mccormick & Co-non Vtg Shrs | 株式-生活必需品 | 0.99% | — | -2.49% | |
| 41 | VFC | Vf CORP | 株式-一般消費財 | 0.95% | — | -12.31% | |
| 42 | ORCL | Oracle CORP | 株式-IT | 0.94% | — | -4.09% | |
| 43 | BRK-A | Berkshire Hathaway Inc-cl A | 株式-その他 | 0.92% | — | — | |
| 44 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.85% | — | +0.00% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.83% | — | +8.43% | |
| 46 | DEO | Diageo Plc-sponsored Adr | 株式-生活必需品 | 0.82% | — | -0.08% | |
| 47 | AMT | American Tower CORP | 株式-不動産 | 0.74% | — | +1.29% | |
| 48 | MDY | State Street Spdr S&p Midcap | ETF-その他 | 0.73% | — | -0.13% | |
| 49 | MTB | M & T Bank CORP | 株式-金融 | 0.72% | — | +5.39% | |
| 50 | VMBS | Vanguard Mortgage-backed Sec | ETF-その他 | 0.70% | — | +30.59% |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | +0.4% | -0.76% | 減少 |
| 2 | GD | General Dynamics CORP | +0.3% | +23850.00% | 増加 |
| 3 | META | Meta Platforms Inc-class A | +0.3% | +1346.03% | 増加 |
| 4 | MSFT | Microsoft CORP | +0.2% | -0.56% | 減少 |
| 5 | LOW | Lowe's Cos INC | +0.2% | -1.27% | 減少 |
| 6 | CVS | Cvs Health CORP | +0.2% | +0.37% | 増加 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.12% | 減少 |
| 8 | QCOM | Qualcomm INC | +0.1% | -5.70% | 減少 |
| 9 | MA | Mastercard INC - A | +0.1% | -0.91% | 減少 |
| 10 | TJX | Tjx Companies INC | +0.1% | -3.39% | 減少 |
| 11 | VMBS | Vanguard Mortgage-backed Sec | +0.1% | +30.59% | 増加 |
| 12 | ABT | Abbott Laboratories | +0.1% | -5.61% | 減少 |
| 13 | WP | Worldpay Inc-class A | +0.1% | +2.89% | 増加 |
| 14 | FLOT | Ishares Floating Rate Bond E | +0.1% | +42.01% | 増加 |
| 15 | DIS | Walt Disney Co/the | +0.1% | +1.32% | 増加 |
| 16 | JNJ | Johnson & Johnson | +0.1% | +1.60% | 増加 |
| 17 | AMGN | Amgen INC | +0.1% | -0.31% | 減少 |
| 18 | NVS | Novartis Ag-sponsored Adr | +0.1% | -0.29% | 減少 |
| 19 | VOO | Vanguard S&p 500 ETF | +0.1% | +7.99% | 増加 |
| 20 | DE | Deere & Co | +0.1% | +6.77% | 増加 |
| 21 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +8.96% | 増加 |
| 22 | IEMG | Ishares Core Msci Emerging | +0.1% | +26.62% | 増加 |
| 23 | BMY | Bristol-myers Squibb Co | 0% | +0.16% | 増加 |
| 24 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | 変化なし |
| 25 | ORCL | Oracle CORP | 0% | -4.09% | 減少 |
| 26 | VZ | Verizon Communications INC | 0% | +4.03% | 増加 |
| 27 | NSC | Norfolk Southern CORP | 0% | -4.49% | 減少 |
| 28 | WM | Waste Management INC | 0% | +6.88% | 増加 |
| 29 | IWP | Ishares Russell Mid-cap Grow | 0% | +21.10% | 増加 |
| 30 | MKC | Mccormick & Co-non Vtg Shrs | 0% | -2.49% | 減少 |
| 31 | UTXZ | United Tech CORP | 0% | -2.83% | 減少 |
| 32 | DUK | Duke Energy CORP | 0% | +8.71% | 増加 |
| 33 | GILD | Gilead Sciences INC | 0% | +0.00% | 増加 |
| 34 | VCIT | Vanguard Int-term Corporate | — | +8.43% | 増加 |
| 35 | FDX | Fedex CORP | 0% | +0.24% | 増加 |
| 36 | ✓ | Laboratory CORP Amer Hldgs | 0% | +9.19% | 増加 |
| 37 | GOOG | Alphabet Inc-cl C | 0% | -0.27% | 減少 |
| 38 | CB | Chubb Limited | 0% | +0.27% | 増加 |
| 39 | ACN | Accenture plc | 0% | +0.77% | 増加 |
| 40 | PG | Procter & Gamble Co/the | -0.1% | -0.82% | 減少 |
| 41 | BAX | Baxter International INC | -0.1% | -0.38% | 減少 |
| 42 | USB | US Bancorp | -0.1% | -0.85% | 減少 |
| 43 | SJM | Jm Smucker Co/the | -0.1% | -13.27% | 減少 |
| 44 | PEP | Pepsico INC | -0.1% | +0.46% | 増加 |
| 45 | BUD | Anheuser-busch Inbev-spn Adr | -0.1% | -4.71% | 減少 |
| 46 | SLB | Slb LTD | -0.2% | -2.57% | 減少 |
| 47 | INTC | Intel CORP | -0.2% | -0.63% | 減少 |
| 48 | BLKCHF | Blackrock INC | -0.2% | +0.99% | 増加 |
| 49 | CVX | Chevron CORP | -0.2% | -0.21% | 減少 |
| 50 | ENB | Enbridge INC | -0.2% | +0.73% | 増加 |