CIK: 0001587192
申告総資産額
$5.9億
上位200銘柄を表示中（全223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 | 7.04% | -0.70% | +2.15% | |
| 2 | ✓ | 株式-その他 | 4.74% | — | -0.29% | ||
| 3 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 4.25% | -0.32% | -7.52% | |
| 4 | SLB | Slb LTD | 株式-エネルギー | 4.24% | +0.12% | +2.06% | |
| 5 | ORCL | Oracle CORP | 株式-IT | 4.20% | — | -4.38% | |
| 6 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 4.10% | — | -5.17% | |
| 7 | MSFT | Microsoft CORP | 株式-IT | 3.95% | — | -12.90% | |
| 8 | CMCSA | Comcast Corp-class A | 株式-通信サービス | 3.86% | — | +17.63% | |
| 9 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 3.53% | +0.91% | -3.98% | |
| 10 | WFC | Wells Fargo & Co | 株式-金融 | 3.52% | -0.42% | -8.04% | |
| 11 | MET | Metlife INC | 株式-金融 | 3.26% | — | +8.24% | |
| 12 | DVN | Devon Energy CORP | 株式-エネルギー | 3.03% | — | +33.29% | |
| 13 | OAK | Oaktree Capital Group LLC | 株式-その他 | 3.03% | — | -0.43% | |
| 14 | COF | Capital One Financial CORP | 株式-金融 | 3.01% | -0.80% | +4.35% | |
| 15 | INTC | Intel CORP | 株式-IT | 2.41% | — | +10.86% | |
| 16 | QCOM | Qualcomm INC | 株式-IT | 2.34% | — | -1.67% | |
| 17 | GM | General Motors Co | 株式-一般消費財 | 2.33% | — | -23.62% | |
| 18 | WY | Weyerhaeuser Co | 株式-不動産 | 2.33% | +0.08% | +8.39% | |
| 19 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.27% | -0.25% | -14.72% | |
| 20 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 2.23% | — | -1.34% | |
| 21 | SCHO | Schwab Short-term US Treas | ETF-その他 | 2.05% | — | +210.08% | |
| 22 | HAL | Halliburton Co | 株式-エネルギー | 1.97% | — | +0.53% | |
| 23 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.94% | — | — | |
| 24 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.86% | -0.35% | -3.05% | |
| 25 | TJX | Tjx Companies INC | 株式-一般消費財 | 1.76% | — | -2.81% | |
| 26 | KMI | Kinder Morgan INC | 株式-エネルギー | 1.72% | — | -0.05% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 1.50% | — | -3.09% | |
| 28 | COST | Costco Wholesale CORP | 株式-生活必需品 | 1.12% | — | -3.05% | |
| 29 | GSK | GSK plc ADRhedged | 株式-ヘルスケア | 1.06% | — | +17079.51% | |
| 30 | WMB | Williams Cos INC | 株式-エネルギー | 1.04% | — | +1.83% | |
| 31 | XOM | Exxon Mobil CORP | 株式-エネルギー | 0.83% | +0.11% | -6.05% | |
| 32 | FDX | Fedex CORP | 株式-資本財 | 0.77% | +0.04% | -3.72% | |
| 33 | RRC | Range Resources CORP | 株式-エネルギー | 0.72% | — | -63.84% | |
| 34 | GS | Goldman Sachs Group INC | 株式-金融 | 0.71% | -0.67% | +4960.00% | |
| 35 | CL | Colgate-palmolive Co | 株式-生活必需品 | 0.69% | -0.29% | -0.76% | |
| 36 | AMZN | Amazon.com INC | 株式-一般消費財 | 0.60% | — | — | |
| 37 | HON | Honeywell International INC | 株式-資本財 | 0.60% | — | -1.33% | |
| 38 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 0.52% | — | +8.22% | |
| 39 | KO | Coca-cola Co/the | 株式-生活必需品 | 0.48% | — | -5.04% | |
| 40 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-その他 | 0.38% | — | — | |
| 41 | EPD | Enterprise Products Partners | 株式-エネルギー | 0.36% | — | +88.91% | |
| 42 | CVX | Chevron CORP | 株式-エネルギー | 0.32% | — | -2.33% | |
| 43 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 0.31% | +0.90% | -0.93% | |
| 44 | UNP | Union Pacific CORP | 株式-資本財 | 0.30% | +0.16% | +716.60% | |
| 45 | MMM | 3m Co | 株式-資本財 | 0.29% | — | +0.13% | |
| 46 | META | Meta Platforms Inc-class A | 株式-通信サービス | 0.27% | -0.39% | — | |
| 47 | CSCO | Cisco Systems INC | 株式-IT | 0.24% | — | -4.64% | |
| 48 | SBUX | Starbucks CORP | 株式-一般消費財 | 0.23% | — | -0.99% | |
| 49 | WTRG | Essential Utilities, Inc. | 株式-公益事業 | 0.19% | — | -1.72% | |
| 50 | BKNG | Booking Holdings INC | 株式-一般消費財 | 0.18% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | SCHO | Schwab Short-term US Treas | +1.4% | +210.08% | 増加 |
| 2 | GSK | GSK plc ADRhedged | +1.1% | +17079.51% | 増加 |
| 3 | GS | Goldman Sachs Group INC | +0.7% | +4960.00% | 増加 |
| 4 | AAPL | Apple INC | +0.6% | +2.15% | 増加 |
| 5 | INTC | Intel CORP | +0.6% | +10.86% | 増加 |
| 6 | ✓ | +0.5% | -0.29% | 減少 | |
| 7 | WY | Weyerhaeuser Co | +0.3% | +8.39% | 増加 |
| 8 | DVN | Devon Energy CORP | +0.3% | +33.29% | 増加 |
| 9 | UNP | Union Pacific CORP | +0.3% | +716.60% | 増加 |
| 10 | SLB | Slb LTD | +0.3% | +2.06% | 増加 |
| 11 | MET | Metlife INC | +0.2% | +8.24% | 増加 |
| 12 | TJX | Tjx Companies INC | +0.2% | -2.81% | 減少 |
| 13 | EPD | Enterprise Products Partners | +0.2% | +88.91% | 増加 |
| 14 | AMZN | Amazon.com INC | +0.2% | — | 変化なし |
| 15 | IBB | Ishares Biotechnology ETF | +0.1% | -5.17% | 減少 |
| 16 | GOOG | Alphabet Inc-cl C | +0.1% | -3.98% | 減少 |
| 17 | XBI | Ss Spdr S&p Biotech ETF | +0.1% | +1714.29% | 増加 |
| 18 | HAL | Halliburton Co | +0.1% | +0.53% | 増加 |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | -3.09% | 減少 |
| 20 | OAK | Oaktree Capital Group LLC | +0.1% | -0.43% | 減少 |
| 21 | CLDR | Cloudera INC | +0.1% | — | 変化なし |
| 22 | MSFT | Microsoft CORP | 0% | -12.90% | 減少 |
| 23 | ORCL | Oracle CORP | 0% | -4.38% | 減少 |
| 24 | FDX | Fedex CORP | 0% | -3.72% | 減少 |
| 25 | HON | Honeywell International INC | 0% | -1.33% | 減少 |
| 26 | CL | Colgate-palmolive Co | 0% | -0.76% | 減少 |
| 27 | KO | Coca-cola Co/the | 0% | -5.04% | 減少 |
| 28 | CVX | Chevron CORP | 0% | -2.33% | 減少 |
| 29 | T | At&t INC | -0.1% | -22.23% | 減少 |
| 30 | TMLP | Tortoise MLP ETF | -0.1% | -74.11% | 減少 |
| 31 | XOM | Exxon Mobil CORP | -0.1% | -6.05% | 減少 |
| 32 | WMB | Williams Cos INC | -0.1% | +1.83% | 増加 |
| 33 | KMI | Kinder Morgan INC | -0.2% | -0.05% | 減少 |
| 34 | QCOM | Qualcomm INC | -0.2% | -1.67% | 減少 |
| 35 | BHF | Brighthouse Financial INC | -0.2% | -99.07% | 減少 |
| 36 | DIS | Walt Disney Co/the | -0.4% | -14.72% | 減少 |
| 37 | JNJ | Johnson & Johnson | -0.4% | -7.52% | 減少 |
| 38 | AEP | American Electric Power Company, Inc. | -0.5% | -1.34% | 減少 |
| 39 | WFC | Wells Fargo & Co | -0.6% | -8.04% | 減少 |
| 40 | VOD | Vodafone Group Plc-sp Adr | -0.8% | -86.30% | 減少 |
| 41 | GM | General Motors Co | -0.8% | -23.62% | 減少 |
| 42 | RRC | Range Resources CORP | -1.4% | -63.84% | 減少 |
| 43 | AAP | Advance Auto Parts INC | — | EXIT | 全売却 |
| 44 | ✓ | Mylan N V | — | EXIT | 全売却 |
| 45 | SWN1EUR | Southwestern Energy Co | — | EXIT | 全売却 |
| 46 | AMLPUSD | Alerian Mlp ETF | — | EXIT | 全売却 |
| 47 | BKNG | Booking Holdings INC | — | NEW | 新規購入 |
| 48 | BKNG | Booking Hldgs INC | — | EXIT | 全売却 |
| 49 | BNY | Bank Of New York Mellon CORP | — | NEW | 新規購入 |
| 50 | EZU | Ishares Msci Eurozone ETF | — | EXIT | 全売却 |