CIK: 0001563690
申告総資産額
$4.4億
| # | 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 | PFE | Pfizer INC | 株式-ヘルスケア | 8.24% | — | -3.27% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-その他 | 4.21% | — | +2.65% | |
| 3 | ✓ | Exxon Mobil Corporation | 株式-その他 | 3.10% | — | — | |
| 4 | CVX | Chevron CORP | 株式-エネルギー | 3.07% | -0.33% | +6.17% | |
| 5 | WFC | Wells Fargo & Co | 株式-金融 | 3.03% | — | +6.22% | |
| 6 | IJH | Ishares Core S&p Midcap ETF | ETF-その他 | 2.73% | +0.05% | — | |
| 7 | IJR | Ishares Core S&p Small-cap E | ETF-中小型株 | 2.66% | +0.11% | — | |
| 8 | PG | Procter & Gamble Co/the | 株式-生活必需品 | 2.27% | — | +0.40% | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.03% | — | -4.59% | |
| 10 | LOW | Lowe's Cos INC | 株式-一般消費財 | 2.00% | — | -9.67% | |
| 11 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.96% | — | -0.14% | |
| 12 | DHR | Danaher CORP | 株式-ヘルスケア | 1.88% | — | +1.81% | |
| 13 | INTC | Intel CORP | 株式-IT | 1.75% | +0.14% | +0.33% | |
| 14 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.75% | — | -1.87% | |
| 15 | KO | Coca-cola Co/the | 株式-生活必需品 | 1.71% | — | +0.96% | |
| 16 | MSFT | Microsoft CORP | 株式-IT | 1.64% | -0.09% | +3.06% | |
| 17 | ✓ | Verizon Communications Inc. | 株式-その他 | 1.52% | — | — | |
| 18 | ALL | Allstate CORP | 株式-金融 | 1.41% | — | -13.44% | |
| 19 | ✓ | J P Morgan Chase And Co | 株式-その他 | 1.31% | — | — | |
| 20 | AXP | American Express Co | 株式-金融 | 1.30% | — | +356.75% | |
| 21 | ✓ | Dominion Energy, Inc. | 株式-その他 | 1.29% | — | — | |
| 22 | XLI | Ss Industrial Select Sector | ETF-その他 | 1.29% | +0.01% | +92.94% | |
| 23 | DUK | Du Pont E I De Nemour&Co | 株式-公益事業 | 1.24% | — | -0.34% | |
| 24 | UTXZ | United Tech CORP | 株式-その他 | 1.24% | — | +1.26% | |
| 25 | USB | US Bancorp | 株式-金融 | 1.24% | — | -6.24% | |
| 26 | PEP | Pepsico INC | 株式-生活必需品 | 1.23% | — | — | |
| 27 | ✓ | Cisco Systems, Inc. | 株式-その他 | 1.22% | — | — | |
| 28 | XLY | Ss Consumer Disc Select Sect | ETF-その他 | 1.19% | — | -15.09% | |
| 29 | WMT | Walmart INC | 株式-生活必需品 | 1.18% | — | — | |
| 30 | AAPL | Apple INC | 株式-IT | 1.15% | +0.13% | +71.44% | |
| 31 | ✓ | Vanguard S&P 500 ETF | ETF-大型株・グロース | 1.12% | — | — | |
| 32 | VTI | Vanguard Total Stock Mkt ETF | ETF-その他 | 1.08% | — | -0.42% | |
| 33 | XLP | Ss Consumer Staples Sel Sect | ETF-その他 | 1.08% | — | +1.36% | |
| 34 | MCHP | Microchip Technology INC | 株式-IT | 1.00% | +0.06% | +6.79% | |
| 35 | GIS | General Mills INC | 株式-生活必需品 | 0.99% | — | +7.27% | |
| 36 | ✓ | Oracle Corporation | 株式-その他 | 0.98% | — | — | |
| 37 | XLK | Ss Technology Select Sector | ETF-テック型 | 0.93% | +0.54% | +5.44% | |
| 38 | ✓ | Merck & Co., Inc. | 株式-その他 | 0.93% | — | — | |
| 39 | ICE | Intercontinental Exchange In | 株式-金融 | 0.88% | -0.15% | — | |
| 40 | BMY | Bristol-myers Squibb Co | 株式-ヘルスケア | 0.87% | — | — | |
| 41 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.87% | — | -9.76% | |
| 42 | SCHB | Schwab US Broad Market ETF | ETF-その他 | 0.84% | +0.02% | +31.59% | |
| 43 | UPS | United Parcel Service-cl B | 株式-資本財 | 0.79% | — | — | |
| 44 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-その他 | 0.79% | — | — | |
| 45 | JWNUSD | Nordstrom INC | 株式-その他 | 0.79% | — | — | |
| 46 | XLF | Ss Financial Select Sector | ETF-その他 | 0.73% | — | -6.15% | |
| 47 | ✓ | St Jude Med INC | 株式-その他 | 0.72% | — | +8.81% | |
| 48 | VFC | Vf CORP | 株式-一般消費財 | 0.71% | — | -0.28% | |
| 49 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-投資適格社債 | 0.70% | — | — | |
| 50 | BRK-B | Berkshire Hathaway Inc-cl B | 株式-その他 | 0.69% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | AXP | American Express Co | +1% | +356.75% | 増加 |
| 2 | XLI | Ss Industrial Select Sector | +0.6% | +92.94% | 増加 |
| 3 | AAPL | Apple INC | +0.5% | +71.44% | 増加 |
| 4 | SCHF | Schwab Intl Equity ETF | +0.3% | +73.81% | 増加 |
| 5 | CVX | Chevron CORP | +0.2% | +6.17% | 増加 |
| 6 | SCHB | Schwab US Broad Market ETF | +0.2% | +31.59% | 増加 |
| 7 | LOW | Lowe's Cos INC | -0.3% | -9.67% | 減少 |
| 8 | DIS | Walt Disney Co/the | -0.3% | -4.59% | 減少 |
| 9 | CME | Cme Group INC | -0.6% | -51.81% | 減少 |
| 10 | CAT | Caterpillar INC | -0.7% | -53.87% | 減少 |
| 11 | PFE | Pfizer INC | -1.4% | -3.27% | 減少 |
| 12 | ✓ | Exxon Mobil Corporation | — | NEW | 新規購入 |
| 13 | XOM | Exxon Mobil CORP | — | EXIT | 全売却 |
| 14 | JPM | Jpmorgan Chase & Co | — | EXIT | 全売却 |
| 15 | ✓ | Verizon Communications Inc. | — | NEW | 新規購入 |
| 16 | ✓ | J P Morgan Chase And Co | — | NEW | 新規購入 |
| 17 | VZ | Verizon Communications INC | — | EXIT | 全売却 |
| 18 | ✓ | Dominion Energy, Inc. | — | NEW | 新規購入 |
| 19 | ✓ | Cisco Systems, Inc. | — | NEW | 新規購入 |
| 20 | D | Dominion Energy INC | — | EXIT | 全売却 |
| 21 | CSCO | Cisco Systems INC | — | EXIT | 全売却 |
| 22 | ✓ | Vanguard S&P 500 ETF | — | NEW | 新規購入 |
| 23 | VCIT | Vanguard Int-term Corporate | — | EXIT | 全売却 |
| 24 | TEVA | Teva Pharmaceutical-sp Adr | — | EXIT | 全売却 |
| 25 | ✓ | Oracle Corporation | — | NEW | 新規購入 |
| 26 | ✓ | Merck & Co., Inc. | — | NEW | 新規購入 |
| 27 | ICE | Intercontinental Exchange In | — | NEW | 新規購入 |
| 28 | ORCL | Oracle CORP | — | EXIT | 全売却 |
| 29 | UPS | United Parcel Service-cl B | — | NEW | 新規購入 |
| 30 | JWNUSD | Nordstrom INC | — | NEW | 新規購入 |
| 31 | MRK | Merck & Co. INC. | — | EXIT | 全売却 |
| 32 | ✓ | AT & T, Inc. New | — | NEW | 新規購入 |
| 33 | ABBV | Abbvie INC | — | EXIT | 全売却 |
| 34 | PCAR | Paccar INC | — | EXIT | 全売却 |
| 35 | ✓ | AbbVie Inc. | — | NEW | 新規購入 |
| 36 | ✓ | Pg&e CORP Com | — | NEW | 新規購入 |
| 37 | MCK | Mckesson CORP | — | NEW | 新規購入 |
| 38 | T | At&t INC | — | EXIT | 全売却 |
| 39 | PCG | P G & E CORP | — | EXIT | 全売却 |
| 40 | BIIB | Biogen INC | — | NEW | 新規購入 |
| 41 | ✓ | 3m Co | — | NEW | 新規購入 |
| 42 | MMM | 3m Co | — | EXIT | 全売却 |
| 43 | ✓ | Vanguard S&P 500 ETF | — | NEW | 新規購入 |
| 44 | VGT | Vanguard Info Tech ETF | — | EXIT | 全売却 |
| 45 | SCHZ | Schwab US Aggregate Bond ETF | — | NEW | 新規購入 |
| 46 | CB | Chubb Limited | — | EXIT | 全売却 |
| 47 | ✓ | T. Rowe Price Group, Inc. | — | NEW | 新規購入 |
| 48 | TROW | T Rowe Price Group INC | — | EXIT | 全売却 |
| 49 | SCHE | Schwab Emrg Mrkts Eqty ETF | — | NEW | 新規購入 |
| 50 | ✓ | Prologis, Inc. | — | NEW | 新規購入 |