CIK: 0001587192
申告総資産額
$5.9億
上位200銘柄を表示中（全210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 | 6.00% | -0.70% | +0.05% | |
| 2 | ✓ | 株式-その他 | 5.17% | — | +13.77% | ||
| 3 | SLB | Slb LTD | 株式-エネルギー | 4.82% | +0.12% | +0.05% | |
| 4 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 4.62% | -0.32% | -1.49% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.41% | — | -2.14% | |
| 6 | QCOM | Qualcomm INC | 株式-IT | 4.22% | — | -17.67% | |
| 7 | WFC | Wells Fargo & Co | 株式-金融 | 3.91% | -0.42% | +2.00% | |
| 8 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 3.85% | — | +1.66% | |
| 9 | GM | General Motors Co | 株式-一般消費財 | 3.76% | — | +0.39% | |
| 10 | MET | Metlife INC | 株式-金融 | 3.63% | — | -0.60% | |
| 11 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 3.46% | — | +7.10% | |
| 12 | ORCL | Oracle CORP | 株式-IT | 3.33% | — | — | |
| 13 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 3.28% | — | -0.60% | |
| 14 | OAK | Oaktree Capital Group LLC | 株式-その他 | 3.19% | — | -0.07% | |
| 15 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.07% | +0.91% | -1.56% | |
| 16 | KMI | Kinder Morgan INC | 株式-エネルギー | 3.05% | — | +41.35% | |
| 17 | DVN | Devon Energy CORP | 株式-エネルギー | 3.05% | — | +0.95% | |
| 18 | AR | Antero Resources CORP | 株式-エネルギー | 3.05% | — | +1.06% | |
| 19 | COF | Capital One Financial CORP | 株式-金融 | 2.68% | -0.80% | -2.57% | |
| 20 | HAL | Halliburton Co | 株式-エネルギー | 2.45% | — | -0.07% | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 2.17% | -0.35% | -2.22% | |
| 22 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.06% | -0.25% | +4.62% | |
| 23 | TWXCHF | Time Warner INC | 株式-その他 | 2.00% | — | -37.17% | |
| 24 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 1.81% | — | — | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.80% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.43% | — | -0.94% | |
| 27 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.14% | +0.11% | — | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.07% | — | -7.79% | |
| 29 | XEVVX | Eaton Vance LTD Durat INC | 株式-その他 | 0.72% | — | +0.23% | |
| 30 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.72% | -0.29% | -1.09% | |
| 31 | FDX | Fedex CORP | 株式-資本財 | 0.71% | +0.04% | -3.77% | |
| 32 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.64% | — | -70.16% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.60% | — | +3.28% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.51% | — | — | |
| 35 | CVX | Chevron CORP | 株式-エネルギー | 0.31% | — | -7.11% | |
| 36 | MMM | 3m Co | 株式-資本財 | 0.31% | — | +12.53% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.24% | — | -1.09% | |
| 38 | EMR | Emerson Electric Co | 株式-資本財 | 0.24% | — | -14.47% | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.23% | +0.90% | +2.07% | |
| 40 | T | At&t INC | 株式-通信サービス | 0.21% | — | +9.11% | |
| 41 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.21% | — | -17.95% | |
| 42 | BLW | Blackrock LTD Durat INC Tr | 株式-その他 | 0.20% | — | — | |
| 43 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.20% | — | — | |
| 44 | CSCO | Cisco Systems INC | 株式-IT | 0.19% | — | -2.47% | |
| 45 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.19% | — | -4.64% | |
| 46 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 0.18% | — | -0.97% | |
| 47 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.18% | -0.39% | -3.65% | |
| 48 | TMLP | Tortoise MLP ETF | ETF-その他 | 0.18% | — | -1.60% | |
| 49 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.17% | — | +14.84% | |
| 50 | CX | Cemex Sab-spons Adr Part Cer | 株式-その他 | 0.17% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | +0.8% | +2.00% | 増加 |
| 2 | KMI | Kinder Morgan INC | +0.6% | +41.35% | 増加 |
| 3 | MET | Metlife INC | +0.6% | -0.60% | 減少 |
| 4 | JPM | Jpmorgan Chase & Co | +0.4% | -2.22% | 減少 |
| 5 | HAL | Halliburton Co | +0.4% | -0.07% | 減少 |
| 6 | COF | Capital One Financial CORP | +0.4% | -2.57% | 減少 |
| 7 | CMCSA | Comcast Corp-class A | +0.3% | +7.10% | 増加 |
| 8 | GM | General Motors Co | +0.3% | +0.39% | 増加 |
| 9 | DIS | Walt Disney Co/the | +0.3% | +4.62% | 増加 |
| 10 | SLB | Slb LTD | +0.2% | +0.05% | 増加 |
| 11 | MSFT | Microsoft CORP | +0.2% | -2.14% | 減少 |
| 12 | AEP | American Electric Power Company, Inc. | +0.1% | -0.60% | 減少 |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -0.94% | 減少 |
| 14 | ✓ | +0.1% | +13.77% | 増加 | |
| 15 | VOD | Vodafone Group Plc-sp Adr | +0.1% | +1597.50% | 増加 |
| 16 | DVN | Devon Energy CORP | +0.1% | +0.95% | 増加 |
| 17 | AAPL | Apple INC | 0% | +0.05% | 増加 |
| 18 | MMM | 3m Co | 0% | +12.53% | 増加 |
| 19 | VTI | Vanguard Total Stock Mkt ETF | 0% | — | 変化なし |
| 20 | T | At&t INC | 0% | +9.11% | 増加 |
| 21 | CRCEUR | California Resources CORP | 0% | +66.84% | 増加 |
| 22 | EPD | Enterprise Products Partners | 0% | +14.84% | 増加 |
| 23 | XOM | Exxon Mobil CORP | 0% | — | 変化なし |
| 24 | IBM | Intl Business Machines CORP | 0% | +17.42% | 増加 |
| 25 | FITEUR | Fitbit INC - A | 0% | -11.63% | 減少 |
| 26 | EMR | Emerson Electric Co | 0% | -14.47% | 減少 |
| 27 | AMZN | Amazon.com INC | 0% | -1.09% | 減少 |
| 28 | META | Meta Platforms Inc-class A | 0% | -3.65% | 減少 |
| 29 | COST | Costco Wholesale CORP | -0.1% | -7.79% | 減少 |
| 30 | GILD | Gilead Sciences INC | -0.1% | -17.95% | 減少 |
| 31 | CL | Colgate-palmolive Co | -0.1% | -1.09% | 減少 |
| 32 | GOOG | Alphabet Inc-cl C | -0.1% | -1.56% | 減少 |
| 33 | ORCL | Oracle CORP | -0.1% | — | 変化なし |
| 34 | JNJ | Johnson & Johnson | -0.3% | -1.49% | 減少 |
| 35 | IBB | Ishares Biotechnology ETF | -0.4% | +1.66% | 増加 |
| 36 | AR | Antero Resources CORP | -0.5% | +1.06% | 増加 |
| 37 | OAK | Oaktree Capital Group LLC | -0.5% | -0.07% | 減少 |
| 38 | TWXCHF | Time Warner INC | -0.7% | -37.17% | 減少 |
| 39 | BKNG | Booking Hldgs INC | -1.1% | -87.39% | 減少 |
| 40 | QCOM | Qualcomm INC | -1.3% | -17.67% | 減少 |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | -1.6% | -70.16% | 減少 |
| 42 | TEVA | Teva Pharmaceutical-sp Adr | — | NEW | 新規購入 |
| 43 | SCHG | Schwab US Large-cap Growth | — | NEW | 新規購入 |
| 44 | WFC 7.5 PERP L | Wells Fargo & Company | — | NEW | 新規購入 |
| 45 | SYMCEUR | Symantec CORP | — | EXIT | 全売却 |
| 46 | SCHV | Schwab US Large-cap Value | — | NEW | 新規購入 |
| 47 | TOTL | Ss Doubleline Tr Tact ETF | — | NEW | 新規購入 |
| 48 | SCHA | Schwab US Small-cap ETF | — | NEW | 新規購入 |
| 49 | SCHM | Schwab US Mid Cap ETF | — | NEW | 新規購入 |
| 50 | PRFUSD | Invesco Ftse Rafi US 1000 Et | — | NEW | 新規購入 |