CIK: 0001587192
申告総資産額
$5.9億
上位200銘柄を表示中（全207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 | 7.11% | -0.70% | -0.72% | |
| 2 | ✓ | 株式-その他 | 5.69% | — | +0.35% | ||
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 4.91% | -0.32% | +2.02% | |
| 4 | SLB | Slb LTD | 株式-エネルギー | 4.37% | +0.12% | +1.21% | |
| 5 | MSFT | Microsoft CORP | 株式-IT | 4.21% | — | -6.56% | |
| 6 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 4.09% | — | -0.10% | |
| 7 | WFC | Wells Fargo & Co | 株式-金融 | 3.99% | -0.42% | +5.00% | |
| 8 | ORCL | Oracle CORP | 株式-IT | 3.88% | — | +4.38% | |
| 9 | OAK | Oaktree Capital Group LLC | 株式-その他 | 3.76% | — | +1.52% | |
| 10 | GM | General Motors Co | 株式-一般消費財 | 3.75% | — | +1.94% | |
| 11 | QCOM | Qualcomm INC | 株式-IT | 3.70% | — | +3.30% | |
| 12 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 3.56% | — | +96.34% | |
| 13 | MET | Metlife INC | 株式-金融 | 3.52% | — | +2.48% | |
| 14 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 3.41% | — | +14.57% | |
| 15 | KMI | Kinder Morgan INC | 株式-エネルギー | 3.32% | — | +7.54% | |
| 16 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.20% | +0.91% | +0.67% | |
| 17 | DVN | Devon Energy CORP | 株式-エネルギー | 2.78% | — | +3.65% | |
| 18 | COF | Capital One Financial CORP | 株式-金融 | 2.64% | -0.80% | +2.74% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.16% | -0.25% | — | |
| 20 | HAL | Halliburton Co | 株式-エネルギー | 2.15% | — | -0.07% | |
| 21 | AR | Antero Resources CORP | 株式-エネルギー | 2.03% | — | -28.30% | |
| 22 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 2.02% | — | +30.76% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.84% | — | +0.47% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.62% | -0.35% | -23.81% | |
| 25 | RRC | Range Resources CORP | 株式-エネルギー | 1.56% | — | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.40% | — | -0.56% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.04% | — | -3.75% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.99% | +0.11% | -1.07% | |
| 29 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.74% | -0.29% | -3.85% | |
| 30 | FDX | Fedex CORP | 株式-資本財 | 0.73% | +0.04% | +0.78% | |
| 31 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.72% | — | +15.87% | |
| 32 | XEVVX | Eaton Vance LTD Durat INC | 株式-その他 | 0.56% | — | -18.97% | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.56% | — | -5.09% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.51% | — | -4.10% | |
| 35 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.32% | — | — | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.31% | — | +12.89% | |
| 37 | MMM | 3m Co | 株式-資本財 | 0.28% | — | -11.03% | |
| 38 | CVX | Chevron CORP | 株式-エネルギー | 0.28% | — | — | |
| 39 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.24% | +0.90% | — | |
| 40 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.22% | -0.39% | — | |
| 41 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.21% | — | +11.46% | |
| 42 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.20% | — | — | |
| 43 | CSCO | Cisco Systems INC | 株式-IT | 0.20% | — | -1.92% | |
| 44 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 0.19% | — | — | |
| 45 | T | At&t INC | 株式-通信サービス | 0.19% | — | -7.73% | |
| 46 | TMLP | Tortoise MLP ETF | ETF-その他 | 0.18% | — | — | |
| 47 | CX | Cemex Sab-spons Adr Part Cer | 株式-その他 | 0.18% | — | — | |
| 48 | VCIT | Vanguard Int-term Corporate | ETF-投資適格社債 | 0.17% | — | -2.78% | |
| 49 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.17% | — | +64.80% | |
| 50 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.17% | — | — |