CIK: 0001631738
申告総資産額
$3.7億
| # | 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 | VEA | Vanguard Ftse Developed ETF | ETF-その他 | 7.08% | -0.11% | +81.58% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型株 | 3.44% | — | +4.11% | |
| 3 | VWO | Vanguard Ftse Emerging Marke | ETF-新興国市場 | 3.32% | -0.05% | +391.38% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-その他 | 2.42% | — | -2.73% | |
| 5 | RWR | Ss Spdr Dow Jones Reit ETF | ETF-その他 | 2.36% | — | -0.72% | |
| 6 | VCSH | Vanguard S/t CORP Bond ETF | ETF-投資適格社債 | 2.27% | +0.30% | +51.64% | |
| 7 | WFC | Wells Fargo & Co | 株式-金融 | 2.22% | — | +2.24% | |
| 8 | CTSH | Cognizant Tech Solutions-a | 株式-IT | 2.16% | — | +1.36% | |
| 9 | GOOGL | Alphabet Inc-cl A | 株式-通信サービス | 1.88% | +0.63% | — | |
| 10 | AAPL | Apple Computer | 株式-IT | 1.73% | — | — | |
| 11 | XOM | Exxon Mobil CORP | 株式-エネルギー | 1.73% | — | +36.66% | |
| 12 | SBUX | Starbucks CORP | 株式-一般消費財 | 1.71% | -0.08% | -3.86% | |
| 13 | AEP | American Electric Power Company, Inc. | 株式-公益事業 | 1.69% | — | +3.17% | |
| 14 | DIS | Walt Disney Co/the | 株式-通信サービス | 1.65% | — | -1.65% | |
| 15 | BKNG | Booking Hldgs INC | 株式-一般消費財 | 1.63% | — | +17.87% | |
| 16 | VGK | Vanguard Ftse Europe ETF | ETF-その他 | 1.62% | — | -7.40% | |
| 17 | AXP | American Express Company | 株式-金融 | 1.61% | — | +1.88% | |
| 18 | JNJ | Johnson & Johnson | 株式-ヘルスケア | 1.59% | -0.23% | +5.77% | |
| 19 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 1.58% | -0.04% | — | |
| 20 | ✓ | Bb & T CORP | 株式-その他 | 1.57% | — | — | |
| 21 | JPM | Jpmorgan Chase & Co | 株式-金融 | 1.55% | — | -2.42% | |
| 22 | CVS | Cvs Health CORP | 株式-ヘルスケア | 1.48% | — | +13.20% | |
| 23 | UNH | Unitedhealth Group INC | 株式-ヘルスケア | 1.42% | -0.30% | -6.89% | |
| 24 | IBB | Ishares Biotechnology ETF | ETF-テック型 | 1.42% | -0.19% | +15.19% | |
| 25 | PYPL | Paypal Holdings INC | 株式-金融 | 1.42% | — | +14.65% | |
| 26 | DBEF | Xtrackers Msci Eafe Hedged E | ETF-その他 | 1.40% | — | — | |
| 27 | GLD | Spdr Gold Shares | ETF-コモディティ | 1.29% | -0.49% | -8.67% | |
| 28 | SLB | Slb LTD | 株式-エネルギー | 1.29% | — | +19.04% | |
| 29 | GIS | General Mills INC | 株式-生活必需品 | 1.28% | — | -1.02% | |
| 30 | ABBV | Abbvie INC | 株式-ヘルスケア | 1.22% | — | -15.61% | |
| 31 | SRCLEUR | Stericycle INC | 株式-その他 | 1.20% | — | +9.49% | |
| 32 | V | Visa Inc-class A Shares | 株式-金融 | 1.19% | +0.08% | +161.90% | |
| 33 | PEP | Pepsico INC | 株式-生活必需品 | 1.14% | — | +2.50% | |
| 34 | SSO | Proshares Ultra S&p500 | ETF-その他 | 1.14% | — | — | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型株・グロース | 1.10% | — | -1.25% | |
| 36 | CL | Colgate-palmolive Co | 株式-生活必需品 | 1.08% | — | -0.60% | |
| 37 | ✓ | 株式-その他 | 1.03% | — | +28.38% | ||
| 38 | MMM | 3m Co | 株式-資本財 | 1.03% | — | — | |
| 39 | MRK | Merck & Co. INC. | 株式-ヘルスケア | 1.02% | -0.20% | +442.66% | |
| 40 | MCD | Mcdonald's CORP | 株式-一般消費財 | 1.01% | -0.11% | +4.88% | |
| 41 | VZ | Verizon Communications INC | 株式-通信サービス | 0.98% | — | -25.58% | |
| 42 | ACN | Accenture plc | 株式-IT | 0.95% | -0.05% | -8.97% | |
| 43 | LLY | Eli Lilly & Co | 株式-ヘルスケア | 0.94% | -0.06% | — | |
| 44 | FDX | Fedex CORP | 株式-資本財 | 0.90% | — | -0.57% | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-その他 | 0.89% | -0.02% | -72.21% | |
| 46 | AMGN | Amgen Inc. | 株式-ヘルスケア | 0.85% | — | — | |
| 47 | ORCL | Oracle CORP | 株式-IT | 0.82% | — | +11.10% | |
| 48 | TXN | Texas Instruments INC | 株式-IT | 0.71% | — | -0.48% | |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-その他 | 0.68% | -0.10% | +20.85% | |
| 50 | ✓ | Autoliv INC Com | 株式-その他 | 0.66% | — | — |
| # | ティッカー | 発行体 | 比率変動 | 持株数変化 | アクション |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +3.3% | +81.58% | 増加 |
| 2 | VWO | Vanguard Ftse Emerging Marke | +2.6% | +391.38% | 増加 |
| 3 | MRK | Merck & Co. INC. | +0.8% | +442.66% | 増加 |
| 4 | V | Visa Inc-class A Shares | +0.8% | +161.90% | 増加 |
| 5 | VCSH | Vanguard S/t CORP Bond ETF | +0.8% | +51.64% | 増加 |
| 6 | XOM | Exxon Mobil CORP | +0.5% | +36.66% | 増加 |
| 7 | DUK | Duke Energy CORP | +0.4% | +6853.08% | 増加 |
| 8 | AEP | American Electric Power Company, Inc. | +0.4% | +3.17% | 増加 |
| 9 | PYPL | Paypal Holdings INC | +0.4% | +14.65% | 増加 |
| 10 | T | At&t INC | +0.4% | +196.51% | 増加 |
| 11 | IBB | Ishares Biotechnology ETF | +0.3% | +15.19% | 増加 |
| 12 | BKNG | Booking Hldgs INC | +0.3% | +17.87% | 増加 |
| 13 | IWM | Ishares Russell 2000 ETF | +0.2% | +4.11% | 増加 |
| 14 | JNJ | Johnson & Johnson | +0.2% | +5.77% | 増加 |
| 15 | SLB | Slb LTD | +0.2% | +19.04% | 増加 |
| 16 | MCD | Mcdonald's CORP | +0.2% | +4.88% | 増加 |
| 17 | CVS | Cvs Health CORP | +0.2% | +13.20% | 増加 |
| 18 | OXY | Occidental Petroleum CORP | -0.2% | -35.59% | 減少 |
| 19 | GLD | Spdr Gold Shares | -0.2% | -8.67% | 減少 |
| 20 | VZ | Verizon Communications INC | -0.3% | -25.58% | 減少 |
| 21 | AXP | American Express Co | -0.4% | -82.43% | 減少 |
| 22 | EWG | Ishares Msci Germany ETF | -0.4% | -62.95% | 減少 |
| 23 | BBTUSD | Bb&t CORP | -1.4% | -95.11% | 減少 |
| 24 | AAPL | Apple INC | -1.7% | -95.21% | 減少 |
| 25 | EFA | Ishares Msci Eafe ETF | -2.3% | -72.21% | 減少 |
| 26 | IEMG | Ishares Core Msci Emerging | -2.9% | -83.79% | 減少 |
| 27 | GOOGL | Alphabet Inc-cl A | — | NEW | 新規購入 |
| 28 | AAPL | Apple Computer | — | NEW | 新規購入 |
| 29 | GOOG | Alphabet Inc-cl C | — | NEW | 新規購入 |
| 30 | ✓ | Bb & T CORP | — | NEW | 新規購入 |
| 31 | IAUUSD | Ishares Gold Trust | — | EXIT | 全売却 |
| 32 | AMGN | Amgen Inc. | — | NEW | 新規購入 |
| 33 | XLE | Ss Energy Select Sector | — | EXIT | 全売却 |
| 34 | KMI | Kinder Morgan INC | — | EXIT | 全売却 |
| 35 | XLK | Ss Technology Select Sector | — | EXIT | 全売却 |
| 36 | ✓ | Autoliv INC Com | — | NEW | 新規購入 |
| 37 | AMZN | Amazon.com, Inc. | — | NEW | 新規購入 |
| 38 | ALV | Autoliv INC | — | EXIT | 全売却 |
| 39 | ABT | Abbott Laboratories | — | NEW | 新規購入 |
| 40 | AXP | American Express Company | — | NEW | 新規購入 |
| 41 | ABT | Abbott Laboratories | — | EXIT | 全売却 |
| 42 | XLF | Ss Financial Select Sector | — | EXIT | 全売却 |
| 43 | AMZN | Amazon.com INC | — | EXIT | 全売却 |
| 44 | BKR | Baker Hughes Company | — | EXIT | 全売却 |
| 45 | IGSB | Ishares 1-5y Inv Grade CORP | — | EXIT | 全売却 |
| 46 | ✓ | Astrazeneca PLC Sponsored Adr | — | NEW | 新規購入 |
| 47 | AZNN | Astrazeneca Plc-spons Adr | — | EXIT | 全売却 |
| 48 | BRK-B | Berkshire Hathaway Inc. | — | NEW | 新規購入 |
| 49 | BHP | Bhp Group Ltd-spon Adr | — | EXIT | 全売却 |
| 50 | INTC | Intel CORP | — | EXIT | 全売却 |