CIK: 0001587192
申告総資産額
$5.9億
上位200銘柄を表示中（全203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 | 6.90% | -0.70% | -1.40% | |
| 2 | ✓ | 株式-その他 | 5.71% | — | +0.62% | ||
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 5.08% | -0.32% | -0.82% | |
| 4 | ORCL | Oracle CORP | 株式-IT | 4.30% | — | +0.47% | |
| 5 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 4.28% | — | +0.89% | |
| 6 | MSFT | Microsoft CORP | 株式-IT | 4.26% | — | -1.55% | |
| 7 | WFC | Wells Fargo & Co | 株式-金融 | 4.06% | -0.42% | +4.23% | |
| 8 | OAK | Oaktree Capital Group LLC | 株式-その他 | 3.79% | — | -0.24% | |
| 9 | SLB | Slb LTD | 株式-エネルギー | 3.78% | +0.12% | +4.37% | |
| 10 | GM | General Motors Co | 株式-一般消費財 | 3.64% | — | +0.39% | |
| 11 | MET | Metlife INC | 株式-金融 | 3.61% | — | +0.48% | |
| 12 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 3.58% | — | -0.98% | |
| 13 | QCOM | Qualcomm INC | 株式-IT | 3.50% | — | +0.12% | |
| 14 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.42% | +0.91% | -0.53% | |
| 15 | KMI | Kinder Morgan INC | 株式-エネルギー | 3.31% | — | +15.45% | |
| 16 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 3.25% | — | +7.14% | |
| 17 | COF | Capital One Financial CORP | 株式-金融 | 2.52% | -0.80% | +2.19% | |
| 18 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.38% | -0.25% | +19.73% | |
| 19 | TEVA | Teva Pharmaceutical-sp Adr | 株式-ヘルスケア | 2.26% | — | +10.03% | |
| 20 | DVN | Devon Energy CORP | 株式-エネルギー | 2.18% | — | +4.36% | |
| 21 | AR | Antero Resources CORP | 株式-エネルギー | 1.86% | — | -1.30% | |
| 22 | HAL | Halliburton Co | 株式-エネルギー | 1.85% | — | +1.43% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.84% | — | -0.47% | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.63% | -0.35% | -1.16% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.39% | — | -0.47% | |
| 26 | RRC | Range Resources CORP | 株式-エネルギー | 1.27% | — | +4.35% | |
| 27 | COST | Costco Wholesale CORP | 株式-生活必需品 | 0.97% | — | -0.47% | |
| 28 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.96% | +0.11% | +0.40% | |
| 29 | VOD | Vodafone Group Plc-sp Adr | 株式-通信サービス | 0.82% | — | +351.21% | |
| 30 | FDX | Fedex CORP | 株式-資本財 | 0.77% | +0.04% | -2.72% | |
| 31 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.74% | -0.29% | — | |
| 32 | HN9 | Hanesbrands INC | 株式-その他 | 0.70% | — | — | |
| 33 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.54% | — | -7.47% | |
| 34 | HON | Honeywell International INC | 株式-資本財 | 0.53% | — | — | |
| 35 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.46% | — | -34.48% | |
| 36 | XEVVX | Eaton Vance LTD Durat INC | 株式-その他 | 0.46% | — | -18.31% | |
| 37 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.34% | — | — | |
| 38 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.34% | — | +4.55% | |
| 39 | MMM | 3m Co | 株式-資本財 | 0.32% | — | +4.25% | |
| 40 | CVX | Chevron CORP | 株式-エネルギー | 0.27% | — | +1.96% | |
| 41 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.27% | +0.90% | +2.03% | |
| 42 | T | At&t INC | 株式-通信サービス | 0.24% | — | +43.45% | |
| 43 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.22% | -0.39% | -1.48% | |
| 44 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.20% | — | — | |
| 45 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 0.19% | — | — | |
| 46 | CX | Cemex Sab-spons Adr Part Cer | 株式-その他 | 0.19% | — | +3.98% | |
| 47 | GILD | Gilead Sciences INC | 株式-ヘルスケア | 0.18% | — | -15.89% | |
| 48 | CSCO | Cisco Systems INC | 株式-IT | 0.18% | — | -1.27% | |
| 49 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.17% | — | +5.26% | |
| 50 | TMLP | Tortoise MLP ETF | ETF-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 | VOD | Vodafone Group Plc-sp Adr | +0.7% | +351.21% | 増加 |
| 2 | ORCL | Oracle CORP | +0.4% | +0.47% | 増加 |
| 3 | TEVA | Teva Pharmaceutical-sp Adr | +0.2% | +10.03% | 増加 |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -0.53% | 減少 |
| 5 | DIS | Walt Disney Co/the | +0.2% | +19.73% | 増加 |
| 6 | IBB | Ishares Biotechnology ETF | +0.2% | +0.89% | 増加 |
| 7 | JNJ | Johnson & Johnson | +0.2% | -0.82% | 減少 |
| 8 | MET | Metlife INC | +0.1% | +0.48% | 増加 |
| 9 | WFC | Wells Fargo & Co | +0.1% | +4.23% | 増加 |
| 10 | MSFT | Microsoft CORP | +0.1% | -1.55% | 減少 |
| 11 | T | At&t INC | +0.1% | +43.45% | 増加 |
| 12 | FDX | Fedex CORP | 0% | -2.72% | 減少 |
| 13 | MMM | 3m Co | 0% | +4.25% | 増加 |
| 14 | OAK | Oaktree Capital Group LLC | 0% | -0.24% | 減少 |
| 15 | GOOGL | Alphabet Inc-cl A | 0% | +2.03% | 増加 |
| 16 | AMZN | Amazon.com INC | 0% | — | 変化なし |
| 17 | ✓ | 0% | +0.62% | 増加 | |
| 18 | CMCSA | Comcast Corp-class A | 0% | -0.98% | 減少 |
| 19 | HON | Honeywell International INC | 0% | — | 変化なし |
| 20 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +4.55% | 増加 |
| 21 | JPM | Jpmorgan Chase & Co | 0% | -1.16% | 減少 |
| 22 | VTI | Vanguard Total Stock Mkt ETF | — | -0.47% | 減少 |
| 23 | KMI | Kinder Morgan INC | 0% | +15.45% | 増加 |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -0.47% | 減少 |
| 25 | SCHG | Schwab US Large-cap Growth | 0% | -41.43% | 減少 |
| 26 | XNCMX | Nuveen Ca Amt-fr Muni INC | 0% | -51.75% | 減少 |
| 27 | CSCO | Cisco Systems INC | 0% | -1.27% | 減少 |
| 28 | GILD | Gilead Sciences INC | 0% | -15.89% | 減少 |
| 29 | COST | Costco Wholesale CORP | -0.1% | -0.47% | 減少 |
| 30 | BLW | Blackrock LTD Durat INC Tr | -0.1% | -50.31% | 減少 |
| 31 | XEVVX | Eaton Vance LTD Durat INC | -0.1% | -18.31% | 減少 |
| 32 | GM | General Motors Co | -0.1% | +0.39% | 増加 |
| 33 | COF | Capital One Financial CORP | -0.1% | +2.19% | 増加 |
| 34 | AEP | American Electric Power Company, Inc. | -0.2% | +7.14% | 増加 |
| 35 | AR | Antero Resources CORP | -0.2% | -1.30% | 減少 |
| 36 | QCOM | Qualcomm INC | -0.2% | +0.12% | 増加 |
| 37 | AAPL | Apple INC | -0.2% | -1.40% | 減少 |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | -0.3% | -34.48% | 減少 |
| 39 | RRC | Range Resources CORP | -0.3% | +4.35% | 増加 |
| 40 | HAL | Halliburton Co | -0.3% | +1.43% | 増加 |
| 41 | SLB | Slb LTD | -0.6% | +4.37% | 増加 |
| 42 | DVN | Devon Energy CORP | -0.6% | +4.36% | 増加 |
| 43 | HN9 | Hanesbrands INC | — | NEW | 新規購入 |
| 44 | CLDR | Cloudera INC | — | NEW | 新規購入 |
| 45 | ED | Consolidated Edison INC | — | NEW | 新規購入 |
| 46 | XBFZX | Blackrock Ca Muni INC Tr | — | NEW | 新規購入 |
| 47 | BGB | Blackstone Strategic Credit | — | EXIT | 全売却 |
| 48 | IVOV | Vanguard S&p Mid-cap 400 Val | — | NEW | 新規購入 |
| 49 | AABAUSD | Altaba INC | — | NEW | 新規購入 |
| 50 | ✓ | Yahoo INC | — | EXIT | 全売却 |